Chief Investment Officer

0001730033-19-000002.txt : 20190205 0001730033-19-000002.hdr.sgml : 20190205 20190205123433 ACCESSION NUMBER: 0001730033-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190205 DATE AS OF CHANGE: 20190205 EFFECTIVENESS DATE: 20190205 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: 19566980 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 12-31-2018 12-31-2018 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 02-05-2019 0 228 315601 false INFORMATION TABLE 2 xml13f-creweadvisors12312018.xml 3-D SYS CORP DEL COM NEW 88554D205 3 250 SH SOLE 0 0 250 3M CO COM 88579Y101 150 786 SH SOLE 0 0 786 51JOB INC SP ADR REP COM 316827104 12 185 SH SOLE 0 0 185 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14 100 SH SOLE 0 0 100 ADOBE INC COM 00724F101 45 200 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DEPOT INC COM 437076102 40 233 SH SOLE 0 0 233 IDACORP INC COM 451107106 37 400 SH SOLE 0 0 400 ILLINOIS TOOL WKS INC COM 452308109 54 427 SH SOLE 0 0 427 INTEL CORP COM 458140100 121 2584 SH SOLE 0 0 2584 INTERNATIONAL BUSINESS MACHS COM 459200101 6 55 SH SOLE 0 0 55 INVESCO DB MLTI SECTR CMMTY OIL FD 46140H403 8 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 107 1052 SH SOLE 0 0 1052 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 76 2000 SH SOLE 0 0 2000 INVESCO EXCHNG TRADED FD TR FTSE RAFI EMNG 46138E727 28 1401 SH SOLE 0 0 1401 INVESCO EXCHNG TRADED FD TR FTSE RAFI DEV 46138E743 65 1739 SH SOLE 0 0 1739 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 2571 190866 SH SOLE 0 0 190866 INVESCO QQQ TR UNIT SER 1 46090E103 1354 8779 SH SOLE 0 0 8779 ISHARES GOLD TRUST ISHARES 464285105 6 516 SH SOLE 0 0 516 ISHARES INC MIN VOL EMRG MKT 464286533 59 1052 SH SOLE 0 0 1052 ISHARES SILVER TRUST ISHARES 46428Q109 4 280 SH SOLE 0 0 280 ISHARES TR MIN VOL USA 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NRG ENERGY INC COM NEW 629377508 1 14 SH SOLE 0 0 14 NVIDIA CORP COM 67066G104 48 359 SH SOLE 0 0 359 OCCIDENTAL PETE CORP DEL COM 674599105 1 15 SH SOLE 0 0 15 ORACLE CORP COM 68389X105 90 1991 SH SOLE 0 0 1991 PALO ALTO NETWORKS INC COM 697435105 38 200 SH SOLE 0 0 200 PAYPAL HLDGS INC COM 70450Y103 8 100 SH SOLE 0 0 100 PEPSICO INC COM 713448108 29 260 SH SOLE 0 0 260 PFIZER INC COM 717081103 272 6230 SH SOLE 0 0 6230 PHILIP MORRIS INTL INC COM 718172109 20 300 SH SOLE 0 0 300 PHILLIPS 66 COM 718546104 42 492 SH SOLE 0 0 492 PLURALSIGHT INC COM CL A 72941B106 203041 8621680 SH SOLE 0 0 8621680 PNC FINL SVCS GROUP INC COM 693475105 109 932 SH SOLE 0 0 932 PPG INDS INC COM 693506107 119 1160 SH SOLE 0 0 1160 PPL CORP COM 69351T106 122 4319 SH SOLE 0 0 4319 PROSHARES TR RUSS 2000 DIVD 74347B698 4 72 SH SOLE 0 0 72 PROSHARES TR S&P MDCP 400 DIV 74347B680 4 75 SH SOLE 0 0 75 PURE STORAGE INC CL A 74624M102 0 29 SH SOLE 0 0 29 RAYTHEON CO COM NEW 755111507 21 140 SH SOLE 0 0 140 REGIONS FINL CORP NEW COM 7591EP100 3 233 SH SOLE 0 0 233 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 401 6890 SH SOLE 0 0 6890 SALESFORCE COM INC COM 79466L302 25 180 SH SOLE 0 0 180 SAVARA INC COM 805111101 30 3910 SH SOLE 0 0 3910 SCHLUMBERGER LTD COM 806857108 2 54 SH SOLE 0 0 54 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 53 614 SH SOLE 0 0 614 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3 43 SH SOLE 0 0 43 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2 91 SH SOLE 0 0 91 SELECT SECTOR SPDR TR ENERGY 81369Y506 7 122 SH SOLE 0 0 122 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 19 375 SH SOLE 0 0 375 SEMGROUP CORP CL A 81663A105 1103 80056 SH SOLE 0 0 80056 SHERWIN WILLIAMS CO COM 824348106 81 206 SH SOLE 0 0 206 SIEBERT FINL CORP COM 826176109 56 3900 SH SOLE 0 0 3900 SNAP INC CL A 83304A106 11 2000 SH SOLE 0 0 2000 SOUTHERN CO COM 842587107 31 700 SH SOLE 0 0 700 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 183 786 SH SOLE 0 0 786 SPDR GOLD TRUST GOLD SHS 78463V107 296 2440 SH SOLE 0 0 2440 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 111 3977 SH SOLE 0 0 3977 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 71 2026 SH SOLE 0 0 2026 SPDR S&P 500 ETF TR TR UNIT 78462F103 14197 56805 SH SOLE 0 0 56805 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5336 17628 SH SOLE 0 0 17628 SPDR SER TR NUVEEN BLMBRG SR 78468R739 527 10956 SH SOLE 0 0 10956 SPDR SERIES TRUST S&P BIOTECH 78464A870 2 34 SH SOLE 0 0 34 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1441 46614 SH SOLE 0 0 46614 SPDR SERIES TRUST S&P DIVID ETF 78464A763 304 3394 SH SOLE 0 0 3394 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 33 978 SH SOLE 0 0 978 SQUARE INC CL A 852234103 67 1200 SH SOLE 0 0 1200 STARBUCKS CORP COM 855244109 54 836 SH SOLE 0 0 836 STMICROELECTRONICS N V NY REGISTRY 861012102 7 490 SH SOLE 0 0 490 STRATASYS LTD SHS M85548101 5 250 SH SOLE 0 0 250 SUNCOR ENERGY INC NEW COM 867224107 302 10794 SH SOLE 0 0 10794 SYSCO CORP COM 871829107 3 50 SH SOLE 0 0 50 TAKE-TWO INTERACTIVE SOFTWAR COM 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WELLS FARGO CO NEW COM 949746101 158 3438 SH SOLE 0 0 3438 WISDOMTREE TR FUTRE STRAT FD 97717W125 41 1050 SH SOLE 0 0 1050 WISDOMTREE TR INTL SMCAP DIV 97717W760 5 90 SH SOLE 0 0 90 WYNN RESORTS LTD COM 983134107 49 500 SH SOLE 0 0 500 XENIA HOTELS & RESORTS INC COM 984017103 100 5837 SH SOLE 0 0 5837 ZIMMER BIOMET HLDGS INC COM 98956P102 12 120 SH SOLE 0 0 120 ZIONS BANCORPORATION N A COM 989701107 81 2000 SH SOLE 0 0 2000