Chief Investment Officer

0001730033-18-000005.txt : 20180807 0001730033-18-000005.hdr.sgml : 20180807 20180807132438 ACCESSION NUMBER: 0001730033-18-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180807 DATE AS OF CHANGE: 20180807 EFFECTIVENESS DATE: 20180807 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: 18997215 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 06-30-2018 06-30-2018 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/ 0001207017 028-10469 LAZARD ASSET MANAGEMENT LLC 0001591505 028-16047 Swan Global Investments, LLC 0000872163 028-02824 NAVELLIER & ASSOCIATES INC 0000813933 028-01880 ANCHOR CAPITAL ADVISORS LLC 0001427514 028-13023 Dana Investment Advisors, Inc. 0001021223 028-05792 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0001082917 028-04145 GW&K Investment Management, LLC 0001230440 028-17085 Neuberger Berman Investment Advisers LLC 0000897378 028-03434 CONGRESS ASSET MANAGEMENT CO /MA N Dustin Thackeray Chief Investment Officer 3853552700 Dustin Thackeray Salt Lake City UT 08-07-2018 0 279 107718 false INFORMATION TABLE 2 datacreweadvisors06302018.xml AFLAC INC COM 001055102 33 766 SH SOLE 766 0 0 AT&T INC COM 00206R102 179 5575 SH SOLE 5575 0 0 ABBVIE INC COM 00287Y109 21 225 SH SOLE 225 0 0 ACTIVISION BLIZZARD INC COM 00507V109 0 3 SH SOLE 3 0 0 ADOBE SYS INC COM 00724F101 49 200 SH SOLE 200 0 0 ALBEMARLE 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