The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AFLAC INC | COM | 001055102 | 49 | 766 | SH | SOLE | Crewe Advisors | 0 | 0 | 766 | |
AES CORP | COM | 00130H105 | 15 | 575 | SH | SOLE | Crewe Advisors | 0 | 0 | 575 | |
AT&T INC | COM | 00206R102 | 187 | 7,926 | SH | SOLE | Crewe Advisors | 0 | 0 | 7,926 | |
ARK ETF TR | ARK SPACE EXPL | 00214Q807 | 1 | 50 | SH | SOLE | Crewe Advisors | 0 | 0 | 50 | |
ABBOTT LABS | COM | 002824100 | 89 | 755 | SH | SOLE | Crewe Advisors | 0 | 0 | 755 | |
ABBVIE INC | COM | 00287Y109 | 16 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 003260106 | 12 | 130 | SH | SOLE | Crewe Advisors | 0 | 0 | 130 | |
ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 822 | 59,238 | SH | SOLE | Crewe Advisors | 0 | 0 | 59,238 | |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 138 | 302 | SH | SOLE | Crewe Advisors | 0 | 0 | 302 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 3 | 25 | SH | SOLE | Crewe Advisors | 0 | 0 | 25 | |
AFFILIATED MANAGERS GROUP IN | COM | 008252108 | 5 | 35 | SH | SOLE | Crewe Advisors | 0 | 0 | 35 | |
AFFIRM HLDGS INC | COM CL A | 00827B106 | 9 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
AIR PRODS & CHEMS INC | COM | 009158106 | 19 | 76 | SH | SOLE | Crewe Advisors | 0 | 0 | 76 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 24 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
ALASKA AIR GROUP INC | COM | 011659109 | 38 | 651 | SH | SOLE | Crewe Advisors | 0 | 0 | 651 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 41 | 380 | SH | SOLE | Crewe Advisors | 0 | 0 | 380 | |
ALLSTATE CORP | COM | 020002101 | 299 | 2,157 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,157 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 927 | 332 | SH | SOLE | Crewe Advisors | 0 | 0 | 332 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 795 | 286 | SH | SOLE | Crewe Advisors | 0 | 0 | 286 | |
ALTRIA GROUP INC | COM | 02209S103 | 108 | 2,072 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,072 | |
AMAZON COM INC | COM | 023135106 | 1,998 | 613 | SH | SOLE | Crewe Advisors | 0 | 0 | 613 | |
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 3 | 180 | SH | SOLE | Crewe Advisors | 0 | 0 | 180 | |
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 1 | 20 | SH | SOLE | 0 | 0 | 20 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 4 | 48 | SH | SOLE | Crewe Advisors | 0 | 0 | 48 | |
AMERICAN ELEC PWR CO INC | COM | 025537101 | 24 | 240 | SH | SOLE | Crewe Advisors | 0 | 0 | 240 | |
AMERICAN EXPRESS CO | COM | 025816109 | 1,011 | 5,405 | SH | SOLE | Crewe Advisors | 0 | 0 | 5,405 | |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 75 | 300 | SH | SOLE | Crewe Advisors | 0 | 0 | 300 | |
AMERICAN WELL CORP | CL A | 03044L105 | 0 | 40 | SH | SOLE | Crewe Advisors | 0 | 0 | 40 | |
AMERIPRISE FINL INC | COM | 03076C106 | 421 | 1,403 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,403 | |
AMGEN INC | COM | 031162100 | 133 | 549 | SH | SOLE | Crewe Advisors | 0 | 0 | 549 | |
AMPHENOL CORP NEW | CL A | 032095101 | 36 | 482 | SH | SOLE | Crewe Advisors | 0 | 0 | 482 | |
ANNALY CAPITAL MANAGEMENT IN | COM | 035710409 | 17 | 2,382 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,382 | |
APA CORPORATION | COM | 03743Q108 | 0 | 2 | SH | SOLE | Crewe Advisors | 0 | 0 | 2 | |
APPLE INC | COM | 037833100 | 5,853 | 33,519 | SH | SOLE | Crewe Advisors | 0 | 0 | 33,519 | |
ASSOCIATED BANC CORP | COM | 045487105 | 8 | 337 | SH | SOLE | Crewe Advisors | 0 | 0 | 337 | |
ASTRA SPACE INC | COM CL A | 04634X103 | 0 | 5 | SH | SOLE | Crewe Advisors | 0 | 0 | 5 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 124 | 1,874 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,874 | |
AURORA CANNABIS INC | COM | 05156X884 | 5 | 1,231 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,231 | |
AUTODESK INC | COM | 052769106 | 94 | 439 | SH | SOLE | Crewe Advisors | 0 | 0 | 439 | |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 28 | 125 | SH | SOLE | 0 | 0 | 125 | ||
AUTONATION INC | COM | 05329W102 | 474 | 4,761 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,761 | |
AUTOZONE INC | COM | 053332102 | 178 | 87 | SH | SOLE | Crewe Advisors | 0 | 0 | 87 | |
BP PLC | SPONSORED ADR | 055622104 | 274 | 9,308 | SH | SOLE | Crewe Advisors | 0 | 0 | 9,308 | |
B RILEY PRINCIPAL 150 MERGER | COM CL A | 05601V103 | 17 | 1,710 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,710 | |
BK OF AMERICA CORP | COM | 060505104 | 37 | 894 | SH | SOLE | Crewe Advisors | 0 | 0 | 894 | |
BANK MONTREAL QUE | COM | 063671101 | 73 | 615 | SH | SOLE | Crewe Advisors | 0 | 0 | 615 | |
BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 06738C778 | 2 | 64 | SH | SOLE | Crewe Advisors | 0 | 0 | 64 | |
BARCLAYS PLC | ADR | 06738E204 | 4 | 508 | SH | SOLE | Crewe Advisors | 0 | 0 | 508 | |
BARRICK GOLD CORP | COM | 067901108 | 6 | 250 | SH | SOLE | Crewe Advisors | 0 | 0 | 250 | |
BAXTER INTL INC | COM | 071813109 | 92 | 1,195 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,195 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,598 | 4,528 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,528 | |
BEYOND MEAT INC | COM | 08862E109 | 14 | 300 | SH | SOLE | Crewe Advisors | 0 | 0 | 300 | |
BIO-PATH HLDGS INC | COM | 09057N300 | 0 | 70 | SH | SOLE | Crewe Advisors | 0 | 0 | 70 | |
BLACK HILLS CORP | COM | 092113109 | 90 | 1,162 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,162 | |
BLACKROCK INC | COM | 09247X101 | 48 | 62 | SH | SOLE | Crewe Advisors | 0 | 0 | 62 | |
BLINK CHARGING CO | COM | 09354A100 | 7 | 250 | SH | SOLE | Crewe Advisors | 0 | 0 | 250 | |
BOEING CO | COM | 097023105 | 282 | 1,470 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,470 | |
BOOKING HOLDINGS INC | COM | 09857L108 | 155 | 66 | SH | SOLE | Crewe Advisors | 0 | 0 | 66 | |
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 693 | 9,483 | SH | SOLE | Crewe Advisors | 0 | 0 | 9,483 | |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 14 | 87 | SH | SOLE | Crewe Advisors | 0 | 0 | 87 | |
BROADCOM INC | COM | 11135F101 | 241 | 383 | SH | SOLE | Crewe Advisors | 0 | 0 | 383 | |
C3 AI INC | CL A | 12468P104 | 2 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
CIGNA CORP NEW | COM | 125523100 | 17 | 70 | SH | SOLE | Crewe Advisors | 0 | 0 | 70 | |
CME GROUP INC | COM | 12572Q105 | 42 | 175 | SH | SOLE | Crewe Advisors | 0 | 0 | 175 | |
CMS ENERGY CORP | COM | 125896100 | 168 | 2,410 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,410 | |
CVS HEALTH CORP | COM | 126650100 | 17 | 165 | SH | SOLE | Crewe Advisors | 0 | 0 | 165 | |
CANOPY GROWTH CORP | COM | 138035100 | 1 | 112 | SH | SOLE | Crewe Advisors | 0 | 0 | 112 | |
CARETRUST REIT INC | COM | 14174T107 | 80 | 4,153 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,153 | |
CARLISLE COS INC | COM | 142339100 | 135 | 550 | SH | SOLE | Crewe Advisors | 0 | 0 | 550 | |
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 99 | 2,169 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,169 | |
CASELLA WASTE SYS INC | CL A | 147448104 | 8 | 90 | SH | SOLE | Crewe Advisors | 0 | 0 | 90 | |
CATERPILLAR INC | COM | 149123101 | 29 | 131 | SH | SOLE | Crewe Advisors | 0 | 0 | 131 | |
CELANESE CORP DEL | COM | 150870103 | 16 | 115 | SH | SOLE | Crewe Advisors | 0 | 0 | 115 | |
CENTERPOINT ENERGY INC | COM | 15189T107 | 5 | 158 | SH | SOLE | Crewe Advisors | 0 | 0 | 158 | |
CHEVRON CORP NEW | COM | 166764100 | 17,886 | 109,847 | SH | SOLE | Crewe Advisors | 0 | 0 | 109,847 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 2 | 1 | SH | SOLE | Crewe Advisors | 0 | 0 | 1 | |
CISCO SYS INC | COM | 17275R102 | 107 | 1,913 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,913 | |
CITIGROUP INC | COM NEW | 172967424 | 192 | 3,600 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,600 | |
COCA COLA CO | COM | 191216100 | 50 | 800 | SH | SOLE | Crewe Advisors | 0 | 0 | 800 | |
COLGATE PALMOLIVE CO | COM | 194162103 | 38 | 500 | SH | SOLE | Crewe Advisors | 0 | 0 | 500 | |
COMCAST CORP NEW | CL A | 20030N101 | 119 | 2,551 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,551 | |
CONCENTRIX CORP | COM | 20602D101 | 5 | 29 | SH | SOLE | Crewe Advisors | 0 | 0 | 29 | |
CONOCOPHILLIPS | COM | 20825C104 | 71 | 711 | SH | SOLE | Crewe Advisors | 0 | 0 | 711 | |
CORTEVA INC | COM | 22052L104 | 83 | 1,439 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,439 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 379 | 658 | SH | SOLE | Crewe Advisors | 0 | 0 | 658 | |
COUPANG INC | CL A | 22266T109 | 4 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 57 | 250 | SH | SOLE | Crewe Advisors | 0 | 0 | 250 | |
CUMMINS INC | COM | 231021106 | 21 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
DBX ETF TR | XTRACK MSCI EAFE | 233051200 | 23,314 | 618,234 | SH | SOLE | Crewe Advisors | 0 | 0 | 618,234 | |
DTE ENERGY CO | COM | 233331107 | 67 | 509 | SH | SOLE | Crewe Advisors | 0 | 0 | 509 | |
DT MIDSTREAM INC | COMMON STOCK | 23345M107 | 14 | 254 | SH | SOLE | Crewe Advisors | 0 | 0 | 254 | |
DXC TECHNOLOGY CO | COM | 23355L106 | 15 | 450 | SH | SOLE | Crewe Advisors | 0 | 0 | 450 | |
DANAHER CORPORATION | COM | 235851102 | 235 | 800 | SH | SOLE | Crewe Advisors | 0 | 0 | 800 | |
DEERE & CO | COM | 244199105 | 39 | 94 | SH | SOLE | Crewe Advisors | 0 | 0 | 94 | |
DELL TECHNOLOGIES INC | CL C | 24703L202 | 15 | 300 | SH | SOLE | Crewe Advisors | 0 | 0 | 300 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 35 | 876 | SH | SOLE | Crewe Advisors | 0 | 0 | 876 | |
DIREXION SHS ETF TR | DLY SCOND 3XBU | 25459W458 | 31 | 810 | SH | SOLE | Crewe Advisors | 0 | 0 | 810 | |
DISNEY WALT CO | COM | 254687106 | 539 | 3,929 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,929 | |
DISCOVER FINL SVCS | COM | 254709108 | 3 | 25 | SH | SOLE | Crewe Advisors | 0 | 0 | 25 | |
DISCOVERY INC | COM SER A | 25470F104 | 42 | 1,695 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,695 | |
DOLLAR TREE INC | COM | 256746108 | 262 | 1,634 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,634 | |
DOMA HOLDINGS INC | COMMON STOCK | 25703A104 | 2 | 1,000 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,000 | |
DOMINION ENERGY INC | COM | 25746U109 | 187 | 2,205 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,205 | |
DOMO INC | COM CL B | 257554105 | 265 | 5,237 | SH | SOLE | Crewe Advisors | 0 | 0 | 5,237 | |
DOW INC | COM | 260557103 | 85 | 1,339 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,339 | |
DRAFTKINGS INC | COM CL A | 26142R104 | 13 | 673 | SH | SOLE | Crewe Advisors | 0 | 0 | 673 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 531 | 4,759 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,759 | |
DUPONT DE NEMOURS INC | COM | 26614N102 | 99 | 1,339 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,339 | |
ETF SER SOLUTIONS | US GLB JETS | 26922A842 | 98 | 4,517 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,517 | |
EATON VANCE TAX MNGED BUY WR | COM | 27828X100 | 15 | 900 | SH | SOLE | 0 | 0 | 900 | ||
ECOLAB INC | COM | 278865100 | 6 | 32 | SH | SOLE | Crewe Advisors | 0 | 0 | 32 | |
ELECTRONIC ARTS INC | COM | 285512109 | 163 | 1,288 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,288 | |
ENBRIDGE INC | COM | 29250N105 | 27 | 590 | SH | SOLE | Crewe Advisors | 0 | 0 | 590 | |
ENSIGN GROUP INC | COM | 29358P101 | 110,421 | 1,226,764 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,226,764 | |
ENTERGY CORP NEW | COM | 29364G103 | 58 | 500 | SH | SOLE | Crewe Advisors | 0 | 0 | 500 | |
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 0 | 15 | SH | SOLE | Crewe Advisors | 0 | 0 | 15 | |
EQUINIX INC | COM | 29444U700 | 15 | 20 | SH | SOLE | Crewe Advisors | 0 | 0 | 20 | |
EURONET WORLDWIDE INC | COM | 298736109 | 9 | 70 | SH | SOLE | Crewe Advisors | 0 | 0 | 70 | |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 20 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
EXXON MOBIL CORP | COM | 30231G102 | 1,648 | 19,951 | SH | SOLE | Crewe Advisors | 0 | 0 | 19,951 | |
META PLATFORMS INC | CL A | 30303M102 | 1,074 | 4,832 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,832 | |
FASTENAL CO | COM | 311900104 | 4 | 65 | SH | SOLE | Crewe Advisors | 0 | 0 | 65 | |
FEDEX CORP | COM | 31428X106 | 127 | 548 | SH | SOLE | Crewe Advisors | 0 | 0 | 548 | |
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | 1 | 16 | SH | SOLE | Crewe Advisors | 0 | 0 | 16 | |
FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | 88 | 2,698 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,698 | |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 472 | 4,704 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,704 | |
51JOB INC | SPONSORED ADS | 316827104 | 11 | 185 | SH | SOLE | Crewe Advisors | 0 | 0 | 185 | |
FIRST FINL BANKSHARES INC | COM | 32020R109 | 214 | 4,845 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,845 | |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 10 | 61 | SH | SOLE | Crewe Advisors | 0 | 0 | 61 | |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | 165 | 2,110 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,110 | |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | 98 | 2,000 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,000 | |
FISERV INC | COM | 337738108 | 102 | 1,001 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,001 | |
FORD MTR CO DEL | COM | 345370860 | 18 | 1,060 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,060 | |
FORTINET INC | COM | 34959E109 | 128 | 375 | SH | SOLE | Crewe Advisors | 0 | 0 | 375 | |
FORTIVE CORP | COM | 34959J108 | 24 | 400 | SH | SOLE | Crewe Advisors | 0 | 0 | 400 | |
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 45 | 609 | SH | SOLE | Crewe Advisors | 0 | 0 | 609 | |
FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 35473P678 | 1 | 51 | SH | SOLE | Crewe Advisors | 0 | 0 | 51 | |
GENERAC HLDGS INC | COM | 368736104 | 30 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
GENERAL ELECTRIC CO | COM NEW | 369604301 | 241 | 2,631 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,631 | |
GENERAL MLS INC | COM | 370334104 | 792 | 11,700 | SH | SOLE | Crewe Advisors | 0 | 0 | 11,700 | |
GERON CORP | COM | 374163103 | 3 | 2,000 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,000 | |
GILEAD SCIENCES INC | COM | 375558103 | 56 | 950 | SH | SOLE | Crewe Advisors | 0 | 0 | 950 | |
GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 37611X100 | 2 | 400 | SH | SOLE | Crewe Advisors | 0 | 0 | 400 | |
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 14 | 330 | SH | SOLE | Crewe Advisors | 0 | 0 | 330 | |
GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | 2 | 84 | SH | SOLE | Crewe Advisors | 0 | 0 | 84 | |
GLOBAL X FDS | EDUCATION ETF | 37954Y723 | 0 | 24 | SH | SOLE | Crewe Advisors | 0 | 0 | 24 | |
GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 1 | 21 | SH | SOLE | Crewe Advisors | 0 | 0 | 21 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 139 | 422 | SH | SOLE | Crewe Advisors | 0 | 0 | 422 | |
GOLDMAN SACHS BDC INC | SHS | 38147U107 | 318 | 16,225 | SH | SOLE | Crewe Advisors | 0 | 0 | 16,225 | |
GOODRX HLDGS INC | COM CL A | 38246G108 | 29 | 1,500 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,500 | |
GRAINGER W W INC | COM | 384802104 | 103 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
GRAND CANYON ED INC | COM | 38526M106 | 29 | 300 | SH | SOLE | Crewe Advisors | 0 | 0 | 300 | |
HASHICORP INC | COM CL A | 418100103 | 5 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
HERSHEY CO | COM | 427866108 | 39 | 180 | SH | SOLE | Crewe Advisors | 0 | 0 | 180 | |
HERTZ GLOBAL HLDGS INC | *W EXP 06/30/205 | 42806J148 | 0 | 20 | SH | SOLE | Crewe Advisors | 0 | 0 | 20 | |
HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 0 | 3 | SH | SOLE | Crewe Advisors | 0 | 0 | 3 | |
HOME DEPOT INC | COM | 437076102 | 154 | 516 | SH | SOLE | Crewe Advisors | 0 | 0 | 516 | |
HONEST CO INC | COM | 438333106 | 3 | 521 | SH | SOLE | Crewe Advisors | 0 | 0 | 521 | |
HONEYWELL INTL INC | COM | 438516106 | 19 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
HUNT J B TRANS SVCS INC | COM | 445658107 | 174 | 867 | SH | SOLE | Crewe Advisors | 0 | 0 | 867 | |
IAA INC | COM | 449253103 | 9 | 248 | SH | SOLE | Crewe Advisors | 0 | 0 | 248 | |
ITT INC | COM | 45073V108 | 1 | 8 | SH | SOLE | Crewe Advisors | 0 | 0 | 8 | |
IDEANOMICS INC | COM | 45166V106 | 0 | 32 | SH | SOLE | Crewe Advisors | 0 | 0 | 32 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 131 | 626 | SH | SOLE | Crewe Advisors | 0 | 0 | 626 | |
IMPACT SHS TR I | NAACP MINO ETF | 45259A209 | 17 | 500 | SH | SOLE | Crewe Advisors | 0 | 0 | 500 | |
INGERSOLL RAND INC | COM | 45687V106 | 5 | 98 | SH | SOLE | Crewe Advisors | 0 | 0 | 98 | |
INTEL CORP | COM | 458140100 | 122 | 2,469 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,469 | |
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 168 | 2,548 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,548 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 449 | 3,455 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,455 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,282 | 6,294 | SH | SOLE | Crewe Advisors | 0 | 0 | 6,294 | |
INVESCO ACTIVLY MANGD ETC FD | OPTIMUM YIELD | 46090F100 | 6 | 343 | SH | SOLE | Crewe Advisors | 0 | 0 | 343 | |
INTUIT | COM | 461202103 | 30 | 62 | SH | SOLE | Crewe Advisors | 0 | 0 | 62 | |
INVENTRUST PPTYS CORP | COM NEW | 46124J201 | 395 | 12,821 | SH | SOLE | Crewe Advisors | 0 | 0 | 12,821 | |
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 4 | 90 | SH | SOLE | Crewe Advisors | 0 | 0 | 90 | |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 355 | 2,251 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,251 | |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 159 | 928 | SH | SOLE | Crewe Advisors | 0 | 0 | 928 | |
INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | 11,377 | 838,437 | SH | SOLE | Crewe Advisors | 0 | 0 | 838,437 | |
INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 | 27 | 1,316 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,316 | |
INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 46138E743 | 89 | 1,939 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,939 | |
GOLD TR | ISHARES NEW | 464285204 | 1 | 35 | SH | SOLE | Crewe Advisors | 0 | 0 | 35 | |
ISHARES INC | MSCI GBL MIN VOL | 464286525 | 10 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
ISHARES INC | MSCI EMERG MRKT | 464286533 | 6 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
ISHARES INC | MSCI EURZONE ETF | 464286608 | 2 | 35 | SH | SOLE | Crewe Advisors | 0 | 0 | 35 | |
ISHARES INC | MSCI PAC JP ETF | 464286665 | 1 | 17 | SH | SOLE | Crewe Advisors | 0 | 0 | 17 | |
ISHARES INC | MSCI GERMANY ETF | 464286806 | 2 | 57 | SH | SOLE | Crewe Advisors | 0 | 0 | 57 | |
ISHARES INC | MSCI MEXICO ETF | 464286822 | 11 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
ISHARES TR | S&P 100 ETF | 464287101 | 9 | 42 | SH | SOLE | Crewe Advisors | 0 | 0 | 42 | |
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 61 | 935 | SH | SOLE | Crewe Advisors | 0 | 0 | 935 | |
ISHARES TR | SELECT DIVID ETF | 464287168 | 176 | 1,375 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,375 | |
ISHARES TR | TIPS BD ETF | 464287176 | 361 | 2,895 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,895 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 53,630 | 118,208 | SH | SOLE | Crewe Advisors | 0 | 0 | 118,208 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 305 | 2,853 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,853 | |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,384 | 30,637 | SH | SOLE | Crewe Advisors | 0 | 0 | 30,637 | |
ISHARES TR | GLOBAL TECH ETF | 464287291 | 10 | 180 | SH | SOLE | Crewe Advisors | 0 | 0 | 180 | |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 153 | 2,000 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,000 | |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 104 | 667 | SH | SOLE | Crewe Advisors | 0 | 0 | 667 | |
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 104 | 1,250 | SH | SOLE | 0 | 0 | 1,250 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 2,611 | 35,479 | SH | SOLE | Crewe Advisors | 0 | 0 | 35,479 | |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 61 | 608 | SH | SOLE | Crewe Advisors | 0 | 0 | 608 | |
ISHARES TR | RUS MID CAP ETF | 464287499 | 1 | 18 | SH | SOLE | Crewe Advisors | 0 | 0 | 18 | |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 29,290 | 109,151 | SH | SOLE | Crewe Advisors | 0 | 0 | 109,151 | |
ISHARES TR | ISHARES SEMICDTR | 464287523 | 1 | 2 | SH | SOLE | Crewe Advisors | 0 | 0 | 2 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 6 | 37 | SH | SOLE | Crewe Advisors | 0 | 0 | 37 | |
ISHARES TR | S&P MC 400GR ETF | 464287606 | 66 | 858 | SH | SOLE | Crewe Advisors | 0 | 0 | 858 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 618 | 2,225 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,225 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 18,529 | 90,266 | SH | SOLE | Crewe Advisors | 0 | 0 | 90,266 | |
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 537 | 2,048 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,048 | |
ISHARES TR | S&P MC 400VL ETF | 464287705 | 42 | 380 | SH | SOLE | Crewe Advisors | 0 | 0 | 380 | |
ISHARES TR | U.S. TECH ETF | 464287721 | 2 | 19 | SH | SOLE | Crewe Advisors | 0 | 0 | 19 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 473 | 4,383 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,383 | |
ISHARES TR | GL CLEAN ENE ETF | 464288224 | 0 | 10 | SH | SOLE | Crewe Advisors | 0 | 0 | 10 | |
ISHARES TR | EAFE SML CP ETF | 464288273 | 751 | 11,325 | SH | SOLE | Crewe Advisors | 0 | 0 | 11,325 | |
ISHARES TR | JPMORGAN USD EMG | 464288281 | 115 | 1,176 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,176 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 344 | 3,133 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,133 | |
ISHARES TR | IBOXX HI YD ETF | 464288513 | 118 | 1,433 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,433 | |
ISHARES TR | ISHS 5-10YR INVT | 464288638 | 2 | 45 | SH | SOLE | Crewe Advisors | 0 | 0 | 45 | |
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 65 | 1,250 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,250 | |
ISHARES TR | PFD AND INCM SEC | 464288687 | 264 | 7,258 | SH | SOLE | Crewe Advisors | 0 | 0 | 7,258 | |
ISHARES TR | U.S. MED DVC ETF | 464288810 | 1 | 22 | SH | SOLE | Crewe Advisors | 0 | 0 | 22 | |
ISHARES TR | EAFE VALUE ETF | 464288877 | 2 | 30 | SH | SOLE | Crewe Advisors | 0 | 0 | 30 | |
ISHARES SILVER TR | ISHARES | 46428Q109 | 33 | 1,450 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,450 | |
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 3 | 36 | SH | SOLE | Crewe Advisors | 0 | 0 | 36 | |
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 18 | 223 | SH | SOLE | Crewe Advisors | 0 | 0 | 223 | |
ISHARES TR | MSCI USA MMENTM | 46432F396 | 320 | 1,900 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,900 | |
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 1 | 10 | SH | SOLE | Crewe Advisors | 0 | 0 | 10 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 51 | 730 | SH | SOLE | Crewe Advisors | 0 | 0 | 730 | |
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 9 | 190 | SH | SOLE | Crewe Advisors | 0 | 0 | 190 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 9 | 157 | SH | SOLE | Crewe Advisors | 0 | 0 | 157 | |
ISHARES INC | MSCI JPN ETF NEW | 46434G822 | 2 | 33 | SH | SOLE | Crewe Advisors | 0 | 0 | 33 | |
ISHARES TR | MSCI LW CRB TG | 46434V464 | 4 | 27 | SH | SOLE | Crewe Advisors | 0 | 0 | 27 | |
ISHARES TR | CORE TOTAL USD | 46434V613 | 16 | 314 | SH | SOLE | 0 | 0 | 314 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 2,662 | 49,830 | SH | SOLE | Crewe Advisors | 0 | 0 | 49,830 | |
ISHARES TR | CORE MSCI EURO | 46434V738 | 48 | 891 | SH | SOLE | Crewe Advisors | 0 | 0 | 891 | |
ISHARES TR | CONV BD ETF | 46435G102 | 48 | 579 | SH | SOLE | Crewe Advisors | 0 | 0 | 579 | |
ISHARES TR | CORE MSCI INTL | 46435G326 | 405 | 6,360 | SH | SOLE | Crewe Advisors | 0 | 0 | 6,360 | |
ISHARES TR | MSCI USA SMCP MN | 46435G433 | 3 | 73 | SH | SOLE | Crewe Advisors | 0 | 0 | 73 | |
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 1 | 19 | SH | SOLE | Crewe Advisors | 0 | 0 | 19 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 691 | 5,066 | SH | SOLE | Crewe Advisors | 0 | 0 | 5,066 | |
JABIL INC | COM | 466313103 | 14 | 225 | SH | SOLE | Crewe Advisors | 0 | 0 | 225 | |
J P MORGAN EXCHANGE-TRADED F | BETABUILDERS CDA | 46641Q225 | 1 | 8 | SH | SOLE | Crewe Advisors | 0 | 0 | 8 | |
J P MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | 46641Q837 | 719 | 14,310 | SH | SOLE | Crewe Advisors | 0 | 0 | 14,310 | |
JD.COM INC | SPON ADR CL A | 47215P106 | 9 | 150 | SH | SOLE | Crewe Advisors | 0 | 0 | 150 | |
JEFFERIES FINL GROUP INC | COM | 47233W109 | 248 | 7,546 | SH | SOLE | Crewe Advisors | 0 | 0 | 7,546 | |
JETBLUE AWYS CORP | COM | 477143101 | 73 | 4,869 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,869 | |
JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | 270 | 5,123 | SH | SOLE | Crewe Advisors | 0 | 0 | 5,123 | |
JOHNSON & JOHNSON | COM | 478160104 | 248 | 1,396 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,396 | |
KKR & CO INC | COM | 48251W104 | 9 | 150 | SH | SOLE | Crewe Advisors | 0 | 0 | 150 | |
KIMBERLY-CLARK CORP | COM | 494368103 | 5 | 40 | SH | SOLE | Crewe Advisors | 0 | 0 | 40 | |
KRAFT HEINZ CO | COM | 500754106 | 13 | 331 | SH | SOLE | Crewe Advisors | 0 | 0 | 331 | |
KROGER CO | COM | 501044101 | 201 | 3,500 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,500 | |
KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | 6 | 441 | SH | SOLE | Crewe Advisors | 0 | 0 | 441 | |
LGI HOMES INC | COM | 50187T106 | 36 | 370 | SH | SOLE | Crewe Advisors | 0 | 0 | 370 | |
LAUDER ESTEE COS INC | CL A | 518439104 | 23 | 84 | SH | SOLE | Crewe Advisors | 0 | 0 | 84 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 37 | 277 | SH | SOLE | Crewe Advisors | 0 | 0 | 277 | |
LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 3 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
LIGHTINTHEBOX HLDG CO LTD | SPONSORED ADR | 53225G102 | 3 | 2,500 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,500 | |
LILLY ELI & CO | COM | 532457108 | 169 | 590 | SH | SOLE | Crewe Advisors | 0 | 0 | 590 | |
LIQTECH INTL INC | COM | 53632A201 | 0 | 164 | SH | SOLE | Crewe Advisors | 0 | 0 | 164 | |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 21 | 175 | SH | SOLE | Crewe Advisors | 0 | 0 | 175 | |
LOCKHEED MARTIN CORP | COM | 539830109 | 220 | 498 | SH | SOLE | Crewe Advisors | 0 | 0 | 498 | |
LOWES COS INC | COM | 548661107 | 236 | 1,166 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,166 | |
LUCID GROUP INC | COM | 549498103 | 10 | 389 | SH | SOLE | Crewe Advisors | 0 | 0 | 389 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 20 | 55 | SH | SOLE | Crewe Advisors | 0 | 0 | 55 | |
MANNKIND CORP | COM NEW | 56400P706 | 30 | 8,074 | SH | SOLE | Crewe Advisors | 0 | 0 | 8,074 | |
MARATHON OIL CORP | COM | 565849106 | 0 | 10 | SH | SOLE | Crewe Advisors | 0 | 0 | 10 | |
MARATHON PETE CORP | COM | 56585A102 | 37 | 431 | SH | SOLE | Crewe Advisors | 0 | 0 | 431 | |
MARKEL CORP | COM | 570535104 | 77 | 52 | SH | SOLE | Crewe Advisors | 0 | 0 | 52 | |
MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | 1 | 7 | SH | SOLE | Crewe Advisors | 0 | 0 | 7 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | 34 | 192 | SH | SOLE | Crewe Advisors | 0 | 0 | 192 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 7 | 19 | SH | SOLE | Crewe Advisors | 0 | 0 | 19 | |
MARVELL TECHNOLOGY INC | COM | 573874104 | 38 | 530 | SH | SOLE | Crewe Advisors | 0 | 0 | 530 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 215 | 601 | SH | SOLE | Crewe Advisors | 0 | 0 | 601 | |
MATCH GROUP INC NEW | COM | 57667L107 | 13 | 115 | SH | SOLE | Crewe Advisors | 0 | 0 | 115 | |
MATTEL INC | COM | 577081102 | 0 | 10 | SH | SOLE | Crewe Advisors | 0 | 0 | 10 | |
MATTERPORT INC | COM CL A | 577096100 | 5 | 600 | SH | SOLE | Crewe Advisors | 0 | 0 | 600 | |
MCDONALDS CORP | COM | 580135101 | 160 | 649 | SH | SOLE | Crewe Advisors | 0 | 0 | 649 | |
MCKESSON CORP | COM | 58155Q103 | 72 | 235 | SH | SOLE | Crewe Advisors | 0 | 0 | 235 | |
MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 4 | 519 | SH | SOLE | Crewe Advisors | 0 | 0 | 519 | |
MERCK & CO INC | COM | 58933Y105 | 737 | 8,988 | SH | SOLE | Crewe Advisors | 0 | 0 | 8,988 | |
MICROSOFT CORP | COM | 594918104 | 12,280 | 39,831 | SH | SOLE | Crewe Advisors | 0 | 0 | 39,831 | |
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 159 | 2,116 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,116 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 6 | 80 | SH | SOLE | Crewe Advisors | 0 | 0 | 80 | |
MODERNA INC | COM | 60770K107 | 116 | 675 | SH | SOLE | Crewe Advisors | 0 | 0 | 675 | |
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 34 | 637 | SH | SOLE | Crewe Advisors | 0 | 0 | 637 | |
MONDELEZ INTL INC | CL A | 609207105 | 73 | 1,155 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,155 | |
MONRO INC | COM | 610236101 | 151 | 3,406 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,406 | |
MONROE CAP CORP | COM | 610335101 | 30 | 2,800 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,800 | |
MOODYS CORP | COM | 615369105 | 5,208 | 15,435 | SH | SOLE | Crewe Advisors | 0 | 0 | 15,435 | |
MORGAN STANLEY | COM NEW | 617446448 | 218 | 2,498 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,498 | |
NRG ENERGY INC | COM NEW | 629377508 | 1 | 14 | SH | SOLE | Crewe Advisors | 0 | 0 | 14 | |
NETFLIX INC | COM | 64110L106 | 272 | 727 | SH | SOLE | Crewe Advisors | 0 | 0 | 727 | |
NEWAGE INC | COM | 650194103 | 0 | 700 | SH | SOLE | Crewe Advisors | 0 | 0 | 700 | |
NEWMONT CORP | COM | 651639106 | 23 | 295 | SH | SOLE | Crewe Advisors | 0 | 0 | 295 | |
NEXTERA ENERGY INC | COM | 65339F101 | 391 | 4,613 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,613 | |
NIKE INC | CL B | 654106103 | 27 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
NIKOLA CORP | COM | 654110105 | 2 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
NORFOLK SOUTHN CORP | COM | 655844108 | 114 | 400 | SH | SOLE | Crewe Advisors | 0 | 0 | 400 | |
NORTHROP GRUMMAN CORP | COM | 666807102 | 164 | 367 | SH | SOLE | Crewe Advisors | 0 | 0 | 367 | |
NORTHWESTERN CORP | COM NEW | 668074305 | 234 | 3,877 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,877 | |
NOVARTIS AG | SPONSORED ADR | 66987V109 | 40 | 459 | SH | SOLE | Crewe Advisors | 0 | 0 | 459 | |
NVIDIA CORPORATION | COM | 67066G104 | 272 | 994 | SH | SOLE | Crewe Advisors | 0 | 0 | 994 | |
OATLY GROUP AB | SPONSORED ADS | 67421J108 | 3 | 500 | SH | SOLE | Crewe Advisors | 0 | 0 | 500 | |
OMEGA HEALTHCARE INVS INC | COM | 681936100 | 41 | 1,321 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,321 | |
ONEOK INC NEW | COM | 682680103 | 3 | 43 | SH | SOLE | Crewe Advisors | 0 | 0 | 43 | |
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 0 | 15 | SH | SOLE | Crewe Advisors | 0 | 0 | 15 | |
ORACLE CORP | COM | 68389X105 | 264 | 3,189 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,189 | |
ORGANON & CO | COMMON STOCK | 68622V106 | 1 | 30 | SH | SOLE | Crewe Advisors | 0 | 0 | 30 | |
OSHKOSH CORP | COM | 688239201 | 10 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
OTIS WORLDWIDE CORP | COM | 68902V107 | 83 | 1,083 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,083 | |
PNC FINL SVCS GROUP INC | COM | 693475105 | 163 | 884 | SH | SOLE | Crewe Advisors | 0 | 0 | 884 | |
PPG INDS INC | COM | 693506107 | 152 | 1,160 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,160 | |
PPL CORP | COM | 69351T106 | 149 | 5,214 | SH | SOLE | Crewe Advisors | 0 | 0 | 5,214 | |
PTC INC | COM | 69370C100 | 83 | 775 | SH | SOLE | Crewe Advisors | 0 | 0 | 775 | |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 16 | 1,155 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,155 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 47 | 411 | SH | SOLE | Crewe Advisors | 0 | 0 | 411 | |
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 560 | 21,205 | SH | SOLE | Crewe Advisors | 0 | 0 | 21,205 | |
PENN NATL GAMING INC | COM | 707569109 | 25 | 598 | SH | SOLE | Crewe Advisors | 0 | 0 | 598 | |
PENNANT GROUP INC | COM | 70805E109 | 20,407 | 1,095,410 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,095,410 | |
PEPSICO INC | COM | 713448108 | 24 | 144 | SH | SOLE | Crewe Advisors | 0 | 0 | 144 | |
PERKINELMER INC | COM | 714046109 | 11 | 62 | SH | SOLE | Crewe Advisors | 0 | 0 | 62 | |
PETCO HEALTH & WELLNESS CO I | COM | 71601V105 | 4 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
PFIZER INC | COM | 717081103 | 657 | 12,692 | SH | SOLE | Crewe Advisors | 0 | 0 | 12,692 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 134 | 1,427 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,427 | |
PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | 13 | 850 | SH | SOLE | Crewe Advisors | 0 | 0 | 850 | |
PINNACLE WEST CAP CORP | COM | 723484101 | 62 | 790 | SH | SOLE | Crewe Advisors | 0 | 0 | 790 | |
PIONEER NAT RES CO | COM | 723787107 | 218 | 870 | SH | SOLE | Crewe Advisors | 0 | 0 | 870 | |
PLANET LABS PBC | COM CL A | 72703X106 | 5 | 1,000 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,000 | |
PLUG POWER INC | COM NEW | 72919P202 | 14 | 487 | SH | SOLE | Crewe Advisors | 0 | 0 | 487 | |
POLARIS INC | COM | 731068102 | 15 | 140 | SH | SOLE | Crewe Advisors | 0 | 0 | 140 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 4 | 28 | SH | SOLE | Crewe Advisors | 0 | 0 | 28 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 1,078 | 7,056 | SH | SOLE | Crewe Advisors | 0 | 0 | 7,056 | |
PROSHARES TR II | ULTA BLMBG 2017 | 74347Y888 | 1 | 7 | SH | SOLE | Crewe Advisors | 0 | 0 | 7 | |
PUBLIC STORAGE | COM | 74460D109 | 89 | 230 | SH | SOLE | Crewe Advisors | 0 | 0 | 230 | |
PURE STORAGE INC | CL A | 74624M102 | 1 | 29 | SH | SOLE | Crewe Advisors | 0 | 0 | 29 | |
QORVO INC | COM | 74736K101 | 4 | 36 | SH | SOLE | Crewe Advisors | 0 | 0 | 36 | |
QUALCOMM INC | COM | 747525103 | 37 | 245 | SH | SOLE | Crewe Advisors | 0 | 0 | 245 | |
QUALTRICS INTL INC | COM CL A | 747601201 | 1,265 | 44,319 | SH | SOLE | Crewe Advisors | 0 | 0 | 44,319 | |
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 409 | 4,131 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,131 | |
REGAL REXNORD CORPORATION | COM | 758750103 | 12 | 80 | SH | SOLE | Crewe Advisors | 0 | 0 | 80 | |
REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | 81 | 3,653 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,653 | |
RIOT BLOCKCHAIN INC | COM | 767292105 | 5 | 250 | SH | SOLE | Crewe Advisors | 0 | 0 | 250 | |
RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 18 | 350 | SH | SOLE | Crewe Advisors | 0 | 0 | 350 | |
ROCKWELL AUTOMATION INC | COM | 773903109 | 10 | 35 | SH | SOLE | Crewe Advisors | 0 | 0 | 35 | |
ROKU INC | COM CL A | 77543R102 | 2 | 16 | SH | SOLE | Crewe Advisors | 0 | 0 | 16 | |
SHELL PLC | SPON ADS | 780259305 | 353 | 6,422 | SH | SOLE | Crewe Advisors | 0 | 0 | 6,422 | |
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 15 | 170 | SH | SOLE | Crewe Advisors | 0 | 0 | 170 | |
S&P GLOBAL INC | COM | 78409V104 | 14 | 34 | SH | SOLE | Crewe Advisors | 0 | 0 | 34 | |
SEI INVTS CO | COM | 784117103 | 10 | 166 | SH | SOLE | Crewe Advisors | 0 | 0 | 166 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 38,753 | 85,805 | SH | SOLE | Crewe Advisors | 0 | 0 | 85,805 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 736 | 4,072 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,072 | |
SPDR INDEX SHS FDS | S&P EMKTSC ETF | 78463X756 | 0 | 7 | SH | SOLE | Crewe Advisors | 0 | 0 | 7 | |
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 3 | 74 | SH | SOLE | Crewe Advisors | 0 | 0 | 74 | |
SPDR SER TR | S&P REGL BKG | 78464A698 | 2 | 34 | SH | SOLE | Crewe Advisors | 0 | 0 | 34 | |
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 2 | 42 | SH | SOLE | Crewe Advisors | 0 | 0 | 42 | |
SPDR SER TR | S&P SEMICNDCTR | 78464A862 | 11 | 51 | SH | SOLE | Crewe Advisors | 0 | 0 | 51 | |
SPDR SER TR | S&P BIOTECH | 78464A870 | 7 | 80 | SH | SOLE | Crewe Advisors | 0 | 0 | 80 | |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 273 | 786 | SH | SOLE | Crewe Advisors | 0 | 0 | 786 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 4,162 | 8,485 | SH | SOLE | Crewe Advisors | 0 | 0 | 8,485 | |
SPDR SER TR | S&P OILGAS EXP | 78468R556 | 3 | 23 | SH | SOLE | Crewe Advisors | 0 | 0 | 23 | |
SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | 33 | 326 | SH | SOLE | Crewe Advisors | 0 | 0 | 326 | |
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 234 | 4,940 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,940 | |
SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 12 | 112 | SH | SOLE | Crewe Advisors | 0 | 0 | 112 | |
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 1 | 24 | SH | SOLE | Crewe Advisors | 0 | 0 | 24 | |
SALESFORCE COM INC | COM | 79466L302 | 340 | 1,601 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,601 | |
SAVARA INC | COM | 805111101 | 5 | 3,910 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,910 | |
SCHLUMBERGER LTD | COM STK | 806857108 | 27 | 660 | SH | SOLE | Crewe Advisors | 0 | 0 | 660 | |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 432 | 8,090 | SH | SOLE | Crewe Advisors | 0 | 0 | 8,090 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 615 | 11,421 | SH | SOLE | Crewe Advisors | 0 | 0 | 11,421 | |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 93 | 3,354 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,354 | |
SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | 450 | 10,211 | SH | SOLE | Crewe Advisors | 0 | 0 | 10,211 | |
SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 808524789 | 228 | 3,948 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,948 | |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 37 | 467 | SH | SOLE | Crewe Advisors | 0 | 0 | 467 | |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 261 | 7,106 | SH | SOLE | Crewe Advisors | 0 | 0 | 7,106 | |
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 0 | 13 | SH | SOLE | Crewe Advisors | 0 | 0 | 13 | |
SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 | 34 | 390 | SH | SOLE | Crewe Advisors | 0 | 0 | 390 | |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 188 | 1,372 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,372 | |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 9 | 125 | SH | SOLE | Crewe Advisors | 0 | 0 | 125 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 19 | 104 | SH | SOLE | Crewe Advisors | 0 | 0 | 104 | |
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 1 | 14 | SH | SOLE | Crewe Advisors | 0 | 0 | 14 | |
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 26 | 674 | SH | SOLE | Crewe Advisors | 0 | 0 | 674 | |
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 13 | 125 | SH | SOLE | Crewe Advisors | 0 | 0 | 125 | |
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 50 | 314 | SH | SOLE | Crewe Advisors | 0 | 0 | 314 | |
SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 1 | 21 | SH | SOLE | Crewe Advisors | 0 | 0 | 21 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 164 | 659 | SH | SOLE | Crewe Advisors | 0 | 0 | 659 | |
SHOPIFY INC | CL A | 82509L107 | 62 | 91 | SH | SOLE | Crewe Advisors | 0 | 0 | 91 | |
SIMON PPTY GROUP INC NEW | COM | 828806109 | 9 | 65 | SH | SOLE | Crewe Advisors | 0 | 0 | 65 | |
SNAP INC | CL A | 83304A106 | 11 | 317 | SH | SOLE | Crewe Advisors | 0 | 0 | 317 | |
SOFI TECHNOLOGIES INC | COM | 83406F102 | 135 | 14,334 | SH | SOLE | Crewe Advisors | 0 | 0 | 14,334 | |
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 217 | 2,110 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,110 | |
SOS LIMITED | SPNSORD ADS NEW | 83587W106 | 0 | 23 | SH | SOLE | Crewe Advisors | 0 | 0 | 23 | |
SOUTHERN CO | COM | 842587107 | 18 | 250 | SH | SOLE | 0 | 0 | 250 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 79 | 1,722 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,722 | |
SPECIAL OPPORTUNITIES FD INC | COM | 84741T104 | 105 | 6,970 | SH | SOLE | Crewe Advisors | 0 | 0 | 6,970 | |
SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 267 | 3,009 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,009 | |
BLOCK INC | CL A | 852234103 | 136 | 1,000 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,000 | |
STARBUCKS CORP | COM | 855244109 | 97 | 1,063 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,063 | |
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 21 | 490 | SH | SOLE | Crewe Advisors | 0 | 0 | 490 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 352 | 10,794 | SH | SOLE | Crewe Advisors | 0 | 0 | 10,794 | |
SWEETGREEN INC | COM CL A | 87043Q108 | 0 | 10 | SH | SOLE | Crewe Advisors | 0 | 0 | 10 | |
TD SYNNEX CORPORATION | COM | 87162W100 | 3 | 29 | SH | SOLE | Crewe Advisors | 0 | 0 | 29 | |
TJX COS INC NEW | COM | 872540109 | 259 | 4,277 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,277 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 12 | 76 | SH | SOLE | Crewe Advisors | 0 | 0 | 76 | |
TARGET CORP | COM | 87612E106 | 247 | 1,166 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,166 | |
TESLA INC | COM | 88160R101 | 10,079 | 9,353 | SH | SOLE | Crewe Advisors | 0 | 0 | 9,353 | |
TEXAS INSTRS INC | COM | 882508104 | 137 | 746 | SH | SOLE | Crewe Advisors | 0 | 0 | 746 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 358 | 607 | SH | SOLE | Crewe Advisors | 0 | 0 | 607 | |
3M CO | COM | 88579Y101 | 421 | 2,829 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,829 | |
TILRAY BRANDS INC | COM CL 2 | 88688T100 | 0 | 22 | SH | SOLE | Crewe Advisors | 0 | 0 | 22 | |
TORO CO | COM | 891092108 | 62 | 720 | SH | SOLE | Crewe Advisors | 0 | 0 | 720 | |
TORTOISE ENERGY INFRA CORP | COM | 89147L886 | 62 | 1,804 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,804 | |
TOTALENERGIES SE | SPONSORED ADS | 89151E109 | 71 | 1,406 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,406 | |
TRACTOR SUPPLY CO | COM | 892356106 | 7 | 28 | SH | SOLE | Crewe Advisors | 0 | 0 | 28 | |
TRAVELERS COMPANIES INC | COM | 89417E109 | 47 | 257 | SH | SOLE | Crewe Advisors | 0 | 0 | 257 | |
TRUIST FINL CORP | COM | 89832Q109 | 49 | 861 | SH | SOLE | Crewe Advisors | 0 | 0 | 861 | |
TWILIO INC | CL A | 90138F102 | 0 | 2 | SH | SOLE | Crewe Advisors | 0 | 0 | 2 | |
TWITTER INC | COM | 90184L102 | 0 | 8 | SH | SOLE | Crewe Advisors | 0 | 0 | 8 | |
US BANCORP DEL | COM NEW | 902973304 | 63 | 1,192 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,192 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 18 | 500 | SH | SOLE | Crewe Advisors | 0 | 0 | 500 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 7 | 150 | SH | SOLE | Crewe Advisors | 0 | 0 | 150 | |
UNION PAC CORP | COM | 907818108 | 110 | 404 | SH | SOLE | Crewe Advisors | 0 | 0 | 404 | |
UNITED AIRLS HLDGS INC | COM | 910047109 | 28 | 602 | SH | SOLE | Crewe Advisors | 0 | 0 | 602 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 31 | 143 | SH | SOLE | Crewe Advisors | 0 | 0 | 143 | |
UNITED STS OIL FD LP | UNITS | 91232N207 | 93 | 1,249 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,249 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 457 | 897 | SH | SOLE | Crewe Advisors | 0 | 0 | 897 | |
VALERO ENERGY CORP | COM | 91913Y100 | 29 | 284 | SH | SOLE | Crewe Advisors | 0 | 0 | 284 | |
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1 | 34 | SH | SOLE | Crewe Advisors | 0 | 0 | 34 | |
VANECK ETF TRUST | PREFERRED SECURT | 92189F429 | 39 | 1,900 | SH | SOLE | 0 | 0 | 1,900 | ||
VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | 0 | 6 | SH | SOLE | Crewe Advisors | 0 | 0 | 6 | |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | 484 | 6,485 | SH | SOLE | Crewe Advisors | 0 | 0 | 6,485 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 431 | 2,654 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,654 | |
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 7 | 121 | SH | SOLE | Crewe Advisors | 0 | 0 | 121 | |
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 32,592 | 569,788 | SH | SOLE | Crewe Advisors | 0 | 0 | 569,788 | |
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 38,407 | 473,697 | SH | SOLE | Crewe Advisors | 0 | 0 | 473,697 | |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 15 | 190 | SH | SOLE | Crewe Advisors | 0 | 0 | 190 | |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 73 | 918 | SH | SOLE | Crewe Advisors | 0 | 0 | 918 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,317 | 69,066 | SH | SOLE | Crewe Advisors | 0 | 0 | 69,066 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 200 | 1,781 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,781 | |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | 20 | 253 | SH | SOLE | 0 | 0 | 253 | ||
VANGUARD WHITEHALL FDS | EMERG MKT BD ETF | 921946885 | 0 | 1 | SH | SOLE | Crewe Advisors | 0 | 0 | 1 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 0 | 4 | SH | SOLE | Crewe Advisors | 0 | 0 | 4 | |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 23 | 431 | SH | SOLE | Crewe Advisors | 0 | 0 | 431 | |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 0 | 3 | SH | SOLE | Crewe Advisors | 0 | 0 | 3 | |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 124 | 997 | SH | SOLE | Crewe Advisors | 0 | 0 | 997 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 145 | 1,428 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,428 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,193 | 47,552 | SH | SOLE | Crewe Advisors | 0 | 0 | 47,552 | |
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 64 | 250 | SH | SOLE | Crewe Advisors | 0 | 0 | 250 | |
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 28 | 67 | SH | SOLE | Crewe Advisors | 0 | 0 | 67 | |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 123 | 1,571 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,571 | |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 0 | 3 | SH | SOLE | Crewe Advisors | 0 | 0 | 3 | |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 71 | 820 | SH | SOLE | Crewe Advisors | 0 | 0 | 820 | |
VENTAS INC | COM | 92276F100 | 14 | 219 | SH | SOLE | Crewe Advisors | 0 | 0 | 219 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,986 | 4,784 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,784 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 1,434 | 13,233 | SH | SOLE | Crewe Advisors | 0 | 0 | 13,233 | |
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 635 | 2,668 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,668 | |
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 5 | 22 | SH | SOLE | Crewe Advisors | 0 | 0 | 22 | |
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 697 | 4,207 | SH | SOLE | Crewe Advisors | 0 | 0 | 4,207 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 95 | 330 | SH | SOLE | Crewe Advisors | 0 | 0 | 330 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 73 | 343 | SH | SOLE | Crewe Advisors | 0 | 0 | 343 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 805 | 3,538 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,538 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 146 | 2,861 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,861 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 121 | 465 | SH | SOLE | Crewe Advisors | 0 | 0 | 465 | |
VIATRIS INC | COM | 92556V106 | 11 | 971 | SH | SOLE | Crewe Advisors | 0 | 0 | 971 | |
VIRGIN GALACTIC HOLDINGS INC | COM | 92766K106 | 5 | 500 | SH | SOLE | Crewe Advisors | 0 | 0 | 500 | |
VISA INC | COM CL A | 92826C839 | 3,551 | 16,013 | SH | SOLE | Crewe Advisors | 0 | 0 | 16,013 | |
VMWARE INC | CL A COM | 928563402 | 15 | 132 | SH | SOLE | Crewe Advisors | 0 | 0 | 132 | |
VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 2 | 99 | SH | SOLE | Crewe Advisors | 0 | 0 | 99 | |
VULCAN MATLS CO | COM | 929160109 | 9 | 50 | SH | SOLE | Crewe Advisors | 0 | 0 | 50 | |
WEC ENERGY GROUP INC | COM | 92939U106 | 339 | 3,400 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,400 | |
WABTEC | COM | 929740108 | 36 | 373 | SH | SOLE | Crewe Advisors | 0 | 0 | 373 | |
WALMART INC | COM | 931142103 | 256 | 1,716 | SH | SOLE | Crewe Advisors | 0 | 0 | 1,716 | |
WASTE MGMT INC DEL | COM | 94106L109 | 148 | 930 | SH | SOLE | Crewe Advisors | 0 | 0 | 930 | |
WAYFAIR INC | CL A | 94419L101 | 43 | 385 | SH | SOLE | Crewe Advisors | 0 | 0 | 385 | |
WELLS FARGO CO NEW | COM | 949746101 | 189 | 3,894 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,894 | |
WELLTOWER INC | COM | 95040Q104 | 6 | 63 | SH | SOLE | Crewe Advisors | 0 | 0 | 63 | |
WESTROCK CO | COM | 96145D105 | 30 | 630 | SH | SOLE | Crewe Advisors | 0 | 0 | 630 | |
WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | 1 | 10 | SH | SOLE | Crewe Advisors | 0 | 0 | 10 | |
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 1 | 26 | SH | SOLE | Crewe Advisors | 0 | 0 | 26 | |
WORKHORSE GROUP INC | COM NEW | 98138J206 | 1 | 135 | SH | SOLE | Crewe Advisors | 0 | 0 | 135 | |
WYNN RESORTS LTD | COM | 983134107 | 24 | 300 | SH | SOLE | Crewe Advisors | 0 | 0 | 300 | |
XENETIC BIOSCIENCES INC | COM | 984015503 | 0 | 115 | SH | SOLE | Crewe Advisors | 0 | 0 | 115 | |
XPENG INC | ADS | 98422D105 | 17 | 600 | SH | SOLE | Crewe Advisors | 0 | 0 | 600 | |
ZIMVIE INC | COM | 98888T107 | 0 | 20 | SH | SOLE | Crewe Advisors | 0 | 0 | 20 | |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 12 | 28 | SH | SOLE | Crewe Advisors | 0 | 0 | 28 | |
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 26 | 200 | SH | SOLE | Crewe Advisors | 0 | 0 | 200 | |
ZIONS BANCORPORATION N A | COM | 989701107 | 207 | 3,163 | SH | SOLE | Crewe Advisors | 0 | 0 | 3,163 | |
ZOETIS INC | CL A | 98978V103 | 37 | 196 | SH | SOLE | Crewe Advisors | 0 | 0 | 196 | |
ALLEGION PLC | ORD SHS | G0176J109 | 1 | 12 | SH | SOLE | Crewe Advisors | 0 | 0 | 12 | |
ATLASSIAN CORP PLC | CL A | G06242104 | 21 | 70 | SH | SOLE | Crewe Advisors | 0 | 0 | 70 | |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 31 | 93 | SH | SOLE | Crewe Advisors | 0 | 0 | 93 | |
CIMPRESS PLC | SHS EURO | G2143T103 | 141 | 2,223 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,223 | |
COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 25 | 515 | SH | SOLE | Crewe Advisors | 0 | 0 | 515 | |
EATON CORP PLC | SHS | G29183103 | 15 | 100 | SH | SOLE | Crewe Advisors | 0 | 0 | 100 | |
LINDE PLC | SHS | G5494J103 | 313 | 980 | SH | SOLE | Crewe Advisors | 0 | 0 | 980 | |
MEDTRONIC PLC | SHS | G5960L103 | 51 | 460 | SH | SOLE | Crewe Advisors | 0 | 0 | 460 | |
APTIV PLC | SHS | G6095L109 | 55 | 460 | SH | SOLE | Crewe Advisors | 0 | 0 | 460 | |
POWERED BRANDS | UNIT 99/99/9999 | G7209M124 | 2 | 250 | SH | SOLE | Crewe Advisors | 0 | 0 | 250 | |
SCULLY ROYALTY LTD | COM SHS | G7T96K107 | 0 | 3 | SH | SOLE | Crewe Advisors | 0 | 0 | 3 | |
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 118 | 2,313 | SH | SOLE | Crewe Advisors | 0 | 0 | 2,313 | |
SOCIAL CAP SUVRETTA HLDS CRP | CLASS A ORD SHS | G8253U103 | 3 | 300 | SH | SOLE | Crewe Advisors | 0 | 0 | 300 | |
STERIS PLC | SHS USD | G8473T100 | 14 | 57 | SH | SOLE | Crewe Advisors | 0 | 0 | 57 | |
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 17 | 112 | SH | SOLE | Crewe Advisors | 0 | 0 | 112 | |
ALCON AG | ORD SHS | H01301128 | 1 | 11 | SH | SOLE | Crewe Advisors | 0 | 0 | 11 | |
STELLANTIS N.V | SHS | N82405106 | 2 | 125 | SH | SOLE | Crewe Advisors | 0 | 0 | 125 |