Chief Investment Officer

0001730033-22-000001.txt : 20220210 0001730033-22-000001.hdr.sgml : 20220210 20220210145109 ACCESSION NUMBER: 0001730033-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crewe Advisors LLC CENTRAL INDEX KEY: 0001730033 IRS NUMBER: 472675165 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18317 FILM NUMBER: 22613338 BUSINESS ADDRESS: STREET 1: 136 E. SOUTH TEMPLE STREET 2: SUITE 2400 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 BUSINESS PHONE: 3853552700 MAIL ADDRESS: STREET 1: 136 E. SOUTH TEMPLE STREET 2: SUITE 2400 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730033 XXXXXXXX 12-31-2021 12-31-2021 Crewe Advisors LLC

136 E. SOUTH TEMPLE SUITE 2400 SALT LAKE CITY UT 84111

13F COMBINATION REPORT 028-18317 0001093589 028-05119 ALTA CAPITAL MANAGEMENT LLC/ 0000813933 028-01880 ANCHOR CAPITAL ADVISORS LLC 0001082917 028-04145 GW&K Investment Management, LLC 0001230440 028-17085 Neuberger Berman Investment Advisers LLC 0000914208 028-11246 Invesco Ltd. N Dustin Thackeray Chief Investment Officer 3853552700 Dustin Thackeray Salt Lake City UT 02-10-2022 0 415 491827 false INFORMATION TABLE 2 13f0210.22.xml AFLAC INC COM 001055102 45 766 SH SOLE 0 0 766 AES CORP COM 00130H105 14 575 SH SOLE 0 0 575 AT&T INC COM 00206R102 167 6778 SH SOLE 0 0 6778 ARK ETF TR ARK SPACE EXPL 00214Q807 1 50 SH SOLE 0 0 50 ABBOTT LABS COM 002824100 106 755 SH SOLE 0 0 755 ABBVIE INC COM 00287Y109 14 100 SH SOLE 0 0 100 ACTIVISION BLIZZARD INC COM 00507V109 7 106 SH SOLE 0 0 106 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1659 59138 SH SOLE 0 0 59138 ADOBE SYSTEMS INCORPORATED COM 00724F101 100 176 SH SOLE 0 0 176 AFFIRM HLDGS INC COM CL A 00827B106 20 200 SH SOLE 0 0 200 AIR PRODS & CHEMS INC COM 009158106 23 76 SH SOLE 0 0 76 ALASKA AIR GROUP INC COM 011659109 0 6 SH SOLE 0 0 6 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33 280 SH SOLE 0 0 280 ALLSTATE CORP COM 020002101 72 613 SH SOLE 0 0 613 ALPHABET INC CAP STK CL C 02079K107 596 206 SH SOLE 0 0 206 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MATERIALS 81369Y100 38 415 SH SOLE 0 0 415 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 210 1487 SH SOLE 0 0 1487 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 17 219 SH SOLE 0 0 219 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 44 216 SH SOLE 0 0 216 SELECT SECTOR SPDR TR ENERGY 81369Y506 4 75 SH SOLE 0 0 75 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 43 1091 SH SOLE 0 0 1091 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 28 269 SH SOLE 0 0 269 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 116 665 SH SOLE 0 0 665 SHERWIN WILLIAMS CO COM 824348106 232 659 SH SOLE 0 0 659 SHOPIFY INC CL A 82509L107 125 91 SH SOLE 0 0 91 SIMON PPTY GROUP INC NEW COM 828806109 6 38 SH SOLE 0 0 38 SNAP INC CL A 83304A106 15 317 SH SOLE 0 0 317 SOFI TECHNOLOGIES INC COM 83406F102 230 14534 SH SOLE 0 0 14534 SONY GROUP CORPORATION SPONSORED ADR 835699307 280 2212 SH SOLE 0 0 2212 SOS LIMITED SPNSORD ADS NEW 83587W106 0 23 SH SOLE 0 0 23 SOUTHWEST AIRLS CO COM 844741108 74 1722 SH SOLE 0 0 1722 SPECIAL OPPORTUNITIES FD INC COM 84741T104 108 6970 SH SOLE 0 0 6970 SPECIAL OPPORTUNITIES FD INC RIGHT 01/21/2022 84741T138 0 1394 SH SOLE 0 0 1394 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 306 3009 SH SOLE 0 0 3009 BLOCK INC CL A 852234103 162 1000 SH SOLE 0 0 1000 STARBUCKS CORP COM 855244109 122 1039 SH SOLE 0 0 1039 STMICROELECTRONICS N V NY REGISTRY 861012102 24 490 SH SOLE 0 0 490 SUNCOR ENERGY INC NEW COM 867224107 270 10794 SH SOLE 0 0 10794 TD SYNNEX CORPORATION COM 87162W100 3 29 SH SOLE 0 0 29 TJX COS INC NEW COM 872540109 284 3737 SH SOLE 0 0 3737 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13 72 SH SOLE 0 0 72 TARGET CORP COM 87612E106 192 831 SH SOLE 0 0 831 TESLA INC COM 88160R101 9867 9337 SH SOLE 0 0 9337 TEXAS INSTRS INC COM 882508104 60 316 SH SOLE 0 0 316 THERMO FISHER SCIENTIFIC INC COM 883556102 235 352 SH SOLE 0 0 352 3M CO COM 88579Y101 68 385 SH SOLE 0 0 385 TILRAY INC COM CL 2 88688T100 0 22 SH SOLE 0 0 22 TORO CO COM 891092108 72 720 SH SOLE 0 0 720 TORTOISE ENERGY INFRA CORP COM 89147L886 50 1804 SH SOLE 0 0 1804 TOTALENERGIES SE SPONSORED ADS 89151E109 70 1406 SH SOLE 0 0 1406 TRACTOR SUPPLY CO COM 892356106 7 28 SH SOLE 0 0 28 TRAVELERS COMPANIES INC COM 89417E109 40 257 SH SOLE 0 0 257 TRUIST FINL CORP COM 89832Q109 29 493 SH SOLE 0 0 493 TWILIO INC CL A 90138F102 1 2 SH SOLE 0 0 2 TWITTER INC COM 90184L102 0 8 SH SOLE 0 0 8 US BANCORP DEL COM NEW 902973304 57 1010 SH SOLE 0 0 1010 UBER TECHNOLOGIES INC COM 90353T100 17 400 SH SOLE 0 0 400 UNILEVER PLC SPON ADR NEW 904767704 8 150 SH SOLE 0 0 150 UNION PAC CORP COM 907818108 84 334 SH SOLE 0 0 334 UNITED AIRLS HLDGS INC COM 910047109 26 602 SH SOLE 0 0 602 UNITED STS OIL FD LP UNITS 91232N207 68 1249 SH SOLE 0 0 1249 UNITEDHEALTH GROUP INC COM 91324P102 315 627 SH SOLE 0 0 627 VALERO ENERGY CORP COM 91913Y100 21 284 SH SOLE 0 0 284 VANGUARD STAR FDS VG TL INTL STK F 921909768 8 121 SH SOLE 0 0 121 VANGUARD WORLD FD ESG INTL STK ETF 921910725 35250 568369 SH SOLE 0 0 568369 VANGUARD WORLD FD ESG US STK ETF 921910733 41609 473418 SH SOLE 0 0 473418 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 15 190 SH SOLE 0 0 190 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 55 649 SH SOLE 0 0 649 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3260 63856 SH SOLE 0 0 63856 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 132 1175 SH SOLE 0 0 1175 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 23 414 SH SOLE 0 0 414 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 134 997 SH SOLE 0 0 997 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1654 33432 SH SOLE 0 0 33432 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 67 250 SH SOLE 0 0 250 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 128 1571 SH SOLE 0 0 1571 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 15 160 SH SOLE 0 0 160 VENTAS INC COM 92276F100 11 219 SH SOLE 0 0 219 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1797 4115 SH SOLE 0 0 4115 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1433 12350 SH SOLE 0 0 12350 VANGUARD INDEX FDS MID CAP ETF 922908629 636 2496 SH SOLE 0 0 2496 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 769 4207 SH SOLE 0 0 4207 VANGUARD INDEX FDS SMALL CP ETF 922908751 78 343 SH SOLE 0 0 343 VANGUARD INDEX FDS TOTAL STK MKT 922908769 663 2748 SH SOLE 0 0 2748 VERIZON COMMUNICATIONS INC COM 92343V104 66 1276 SH SOLE 0 0 1276 VERTEX PHARMACEUTICALS INC COM 92532F100 32 145 SH SOLE 0 0 145 VIATRIS INC COM 92556V106 7 527 SH SOLE 0 0 527 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 7 500 SH SOLE 0 0 500 VISA INC COM CL A 92826C839 3299 15223 SH SOLE 0 0 15223 VMWARE INC CL A COM 928563402 15 132 SH SOLE 0 0 132 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1 99 SH SOLE 0 0 99 VULCAN MATLS CO COM 929160109 10 50 SH SOLE 0 0 50 WEC ENERGY GROUP INC COM 92939U106 328 3380 SH SOLE 0 0 3380 WABTEC COM 929740108 34 373 SH SOLE 0 0 373 WALMART INC COM 931142103 168 1161 SH SOLE 0 0 1138 WASTE MGMT INC DEL COM 94106L109 50 300 SH SOLE 0 0 300 WAYFAIR INC CL A 94419L101 73 385 SH SOLE 0 0 385 WELLS FARGO CO NEW COM 949746101 58 1200 SH SOLE 0 0 1200 WELLTOWER INC COM 95040Q104 5 63 SH SOLE 0 0 63 WESTROCK CO COM 96145D105 31 700 SH SOLE 0 0 700 WORKHORSE GROUP INC COM NEW 98138J206 1 135 SH SOLE 0 0 135 WYNN RESORTS LTD COM 983134107 26 300 SH SOLE 0 0 300 XENETIC BIOSCIENCES INC COM 984015503 0 115 SH SOLE 0 0 115 XPENG INC ADS 98422D105 18 350 SH SOLE 0 0 350 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 17 28 SH SOLE 0 0 28 ZIMMER BIOMET HOLDINGS INC COM 98956P102 15 120 SH SOLE 0 0 120 ZIONS BANCORPORATION N A COM 989701107 200 3163 SH SOLE 0 0 3163 ZOETIS INC CL A 98978V103 48 196 SH SOLE 0 0 196 ALLEGION PLC ORD SHS G0176J109 2 12 SH SOLE 0 0 12 ATLASSIAN CORP PLC CL A G06242104 27 70 SH SOLE 0 0 70 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 39 93 SH SOLE 0 0 93 CIMPRESS PLC SHS EURO G2143T103 159 2223 SH SOLE 0 0 2223 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 29 515 SH SOLE 0 0 515 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8 60 SH SOLE 0 0 60 LINDE PLC SHS G5494J103 215 620 SH SOLE 0 0 620 MEDTRONIC PLC SHS G5960L103 48 460 SH SOLE 0 0 460 APTIV PLC SHS G6095L109 76 460 SH SOLE 0 0 460 POWERED BRANDS UNIT 99/99/9999 G7209M124 2 250 SH SOLE 0 0 250 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 55 888 SH SOLE 0 0 888 SOCIAL CAP SUVRETTA HLDS CRP CLASS A ORD SHS G8253U103 3 300 SH SOLE 0 0 300 STERIS PLC SHS USD G8473T100 16 66 SH SOLE 0 0 66 TRANE TECHNOLOGIES PLC SHS G8994E103 23 112 SH SOLE 0 0 112 ALCON AG ORD SHS H01301128 1 11 SH SOLE 0 0 11 JFROG LTD ORD SHS M6191J100 14 483 SH SOLE 0 0 483 MONDAY COM LTD SHS M7S64H106 20 65 SH SOLE 0 0 65 STELLANTIS N.V SHS N82405106 2 125 SH SOLE 0 0 125