Chief Investment Officer

0001730033-21-000001.txt : 20210127 0001730033-21-000001.hdr.sgml : 20210127 20210127172610 ACCESSION NUMBER: 0001730033-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210127 DATE AS OF CHANGE: 20210127 EFFECTIVENESS DATE: 20210127 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: 21561040 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 12-31-2020 12-31-2020 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/ 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 0000914208 028-11246 Invesco Ltd. N Dustin Thackeray Chief Investment Officer 3853552700 Dustin Thackeray Salt Lake City UT 01-27-2021 0 457 249833 false INFORMATION TABLE 2 xml13f_creweadvisors12312020.xml ABB LTD SPONSORED ADR 000375204 10 341 SH SOLE 0 0 341 AFLAC INC COM 001055102 34 766 SH SOLE 0 0 766 ASGN INC COM 00191U102 9 102 SH SOLE 0 0 102 AT&T INC COM 00206R102 163 5679 SH SOLE 0 0 5679 ABBOTT LABS COM 002824100 33 299 SH SOLE 0 0 299 ABBVIE INC COM 00287Y109 9 83 SH SOLE 0 0 83 ACER THERAPEUTICS INC COM 00444P108 0 80 SH SOLE 0 0 80 ACTIVISION BLIZZARD INC COM 00507V109 14 148 SH SOLE 0 0 148 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 3497 59138 SH SOLE 0 0 59138 ADOBE SYSTEMS INCORPORATED COM 00724F101 63 125 SH SOLE 0 0 125 ADVANCED MICRO DEVICES INC COM 007903107 2 18 SH SOLE 0 0 18 AFFILIATED MANAGERS GROUP IN COM 008252108 11 106 SH SOLE 0 0 106 AIR LEASE CORP CL A 00912X302 6 130 SH SOLE 0 0 130 AIR PRODS & CHEMS INC COM 009158106 24 88 SH SOLE 0 0 88 AKAMAI TECHNOLOGIES INC COM 00971T101 3 29 SH 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5 16 SH SOLE 0 0 16 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 19 570 SH SOLE 0 0 570 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 218 6191 SH SOLE 0 0 6191 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 22 197 SH SOLE 0 0 197 S&P GLOBAL INC COM 78409V104 20 60 SH SOLE 0 0 60 SLM CORP COM 78442P106 8 660 SH SOLE 0 0 660 SPDR S&P 500 ETF TR TR UNIT 78462F103 28036 74988 SH SOLE 0 0 74988 SPDR GOLD TR GOLD SHS 78463V107 759 4254 SH SOLE 0 0 4254 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 74 2026 SH SOLE 0 0 2026 SPDR SER TR S&P BIOTECH 78464A870 11 80 SH SOLE 0 0 80 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 240 786 SH SOLE 0 0 786 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4223 10056 SH SOLE 0 0 10056 SPDR SER TR BLOOMBERG BRCLYS 78468R622 36 326 SH SOLE 0 0 326 SPDR SER TR SPDR S&P 500 ETF 78468R796 8 88 SH SOLE 0 0 88 SALESFORCE COM INC COM 79466L302 107 483 SH SOLE 0 0 483 SAREPTA THERAPEUTICS INC COM 803607100 1 6 SH SOLE 0 0 6 SAVARA INC COM 805111101 4 3910 SH SOLE 0 0 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6970 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 243 3080 SH SOLE 0 0 3080 SQUARE INC CL A 852234103 229 1050 SH SOLE 0 0 1050 STANLEY BLACK & DECKER INC COM 854502101 5 29 SH SOLE 0 0 29 STARBUCKS CORP COM 855244109 122 1136 SH SOLE 0 0 1136 STATE STR CORP COM 857477103 7 96 SH SOLE 0 0 96 STMICROELECTRONICS N V NY REGISTRY 861012102 18 490 SH SOLE 0 0 490 STRYKER CORPORATION COM 863667101 6 23 SH SOLE 0 0 23 SUNCOR ENERGY INC NEW COM 867224107 181 10794 SH SOLE 0 0 10794 SYNNEX CORP COM 87162W100 2 29 SH SOLE 0 0 29 SYNCHRONY FINANCIAL COM 87165B103 6 164 SH SOLE 0 0 164 TJX COS INC NEW COM 872540109 151 2218 SH SOLE 0 0 2218 T-MOBILE US INC COM 872590104 1 7 SH SOLE 0 0 7 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 22 203 SH SOLE 0 0 203 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13 62 SH SOLE 0 0 62 TARGET CORP COM 87612E106 8 44 SH SOLE 0 0 44 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 9 181 SH SOLE 0 0 181 TESLA INC COM 88160R101 6592 9341 SH SOLE 0 0 9341 TEXAS INSTRS INC COM 882508104 36 219 SH SOLE 0 0 219 TEXTRON INC COM 883203101 5 106 SH SOLE 0 0 106 THE TRADE DESK INC COM CL A 88339J105 2 3 SH SOLE 0 0 3 THERMO FISHER SCIENTIFIC INC COM 883556102 169 363 SH SOLE 0 0 363 THOR INDS INC COM 885160101 7 75 SH SOLE 0 0 75 3M CO COM 88579Y101 64 368 SH SOLE 0 0 368 TOLL BROTHERS INC COM 889478103 4 100 SH SOLE 0 0 100 TORO CO COM 891092108 68 720 SH SOLE 0 0 720 TORTOISE ENERGY INFRA CORP COM 89147L886 36 1804 SH SOLE 0 0 1804 TOTAL SE SPONSORED ADS 89151E109 71 1705 SH SOLE 0 0 1705 TRACTOR SUPPLY CO COM 892356106 4 28 SH SOLE 0 0 28 TRAVELERS COMPANIES INC COM 89417E109 36 257 SH SOLE 0 0 257 TRINITY INDS INC COM 896522109 7 261 SH SOLE 0 0 261 TRUIST FINL CORP COM 89832Q109 15 306 SH SOLE 0 0 306 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 6 121 SH SOLE 0 0 121 UBER TECHNOLOGIES INC COM 90353T100 27 529 SH SOLE 0 0 529 ULTA BEAUTY INC COM 90384S303 11 38 SH SOLE 0 0 38 UNILEVER PLC SPON ADR NEW 904767704 7 115 SH SOLE 0 0 115 UNION PAC CORP COM 907818108 74 355 SH SOLE 0 0 355 UNITED AIRLS HLDGS INC COM 910047109 34 776 SH SOLE 0 0 776 UNITED RENTALS INC COM 911363109 6 26 SH SOLE 0 0 26 UNITED STS OIL FD LP UNITS 91232N207 2 49 SH SOLE 0 0 49 UNITEDHEALTH GROUP INC COM 91324P102 13 36 SH SOLE 0 0 36 V F CORP COM 918204108 26 299 SH SOLE 0 0 299 VALERO ENERGY CORP COM 91913Y100 10 184 SH SOLE 0 0 184 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 136 2500 SH SOLE 0 0 2500 VANGUARD WORLD FD ESG INTL STK ETF 921910725 6199 104593 SH SOLE 0 0 104593 VANGUARD WORLD FD ESG US STK ETF 921910733 7730 110154 SH SOLE 0 0 110154 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1585 33564 SH SOLE 0 0 33564 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 108 1175 SH SOLE 0 0 1175 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 121 997 SH SOLE 0 0 997 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1107 22089 SH SOLE 0 0 22089 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 56 250 SH SOLE 0 0 250 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 131 1571 SH SOLE 0 0 1571 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 194 2000 SH SOLE 0 0 2000 VARIAN MED SYS INC COM 92220P105 1 5 SH SOLE 0 0 5 VENTAS INC COM 92276F100 11 219 SH SOLE 0 0 219 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1060 3084 SH SOLE 0 0 3084 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 945 11131 SH SOLE 0 0 11131 VANGUARD INDEX FDS MID CAP ETF 922908629 385 1863 SH SOLE 0 0 1863 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 693 4207 SH SOLE 0 0 4207 VANGUARD INDEX FDS TOTAL STK MKT 922908769 525 2699 SH SOLE 0 0 2699 VERIZON COMMUNICATIONS INC COM 92343V104 82 1389 SH SOLE 0 0 1389 VERISK ANALYTICS INC COM 92345Y106 1 6 SH SOLE 0 0 6 VIATRIS INC COM 92556V106 18 972 SH SOLE 0 0 972 VISA INC COM CL A 92826C839 3322 15188 SH SOLE 0 0 15188 VULCAN MATLS CO COM 929160109 7 50 SH SOLE 0 0 50 WD-40 CO COM 929236107 7 28 SH SOLE 0 0 28 WEC ENERGY GROUP INC COM 92939U106 301 3266 SH SOLE 0 0 3266 WABTEC COM 929740108 28 377 SH SOLE 0 0 377 WALMART INC COM 931142103 72 497 SH SOLE 0 0 474 WASTE MGMT INC DEL COM 94106L109 19 165 SH SOLE 0 0 165 WATSCO INC COM 942622200 8 37 SH SOLE 0 0 37 WAYFAIR INC CL A 94419L101 87 385 SH SOLE 0 0 385 WELLTOWER INC COM 95040Q104 10 156 SH SOLE 0 0 156 WHIRLPOOL CORP COM 963320106 3 15 SH SOLE 0 0 15 WYNN RESORTS LTD COM 983134107 17 150 SH SOLE 0 0 150 XENETIC BIOSCIENCES INC COM 984015503 0 115 SH SOLE 0 0 115 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 9 1850 SH SOLE 0 0 1850 YUM CHINA HLDGS INC COM 98850P109 9 153 SH SOLE 0 0 153 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 12 30 SH SOLE 0 0 30 ZENDESK INC COM 98936J101 1 8 SH SOLE 0 0 8 ZIMMER BIOMET HOLDINGS INC COM 98956P102 31 198 SH SOLE 0 0 198 ZIONS BANCORPORATION N A COM 989701107 137 3163 SH SOLE 0 0 3163 ZOETIS INC CL A 98978V103 39 234 SH SOLE 0 0 234 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 24 72 SH SOLE 0 0 72 ZYMEWORKS INC COM 98985W102 3 72 SH SOLE 0 0 72 ZYNGA INC CL A 98986T108 6 600 SH SOLE 0 0 600 DEUTSCHE BANK A G NAMEN AKT D18190898 7 600 SH SOLE 0 0 600 ALLEGION PLC ORD SHS G0176J109 1 12 SH SOLE 0 0 12 AXALTA COATING SYS LTD COM G0750C108 11 395 SH SOLE 0 0 395 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 45 171 SH SOLE 0 0 171 CIMPRESS PLC SHS EURO G2143T103 195 2223 SH SOLE 0 0 2223 COCA COLA EUROPEAN PARTNERS SHS G25839104 26 515 SH SOLE 0 0 515 EATON CORP PLC SHS G29183103 17 144 SH SOLE 0 0 144 ENSTAR GROUP LIMITED SHS G3075P101 8 37 SH SOLE 0 0 37 JOHNSON CTLS INTL PLC SHS G51502105 6 132 SH SOLE 0 0 132 LINDE PLC SHS G5494J103 58 220 SH SOLE 0 0 220 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 26 540 SH SOLE 0 0 540 MEDTRONIC PLC SHS G5960L103 32 269 SH SOLE 0 0 269 APTIV PLC SHS G6095L109 70 540 SH SOLE 0 0 540 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 10 193 SH SOLE 0 0 193 STERIS PLC SHS USD G8473T100 10 53 SH SOLE 0 0 53 TRANE TECHNOLOGIES PLC SHS G8994E103 21 148 SH SOLE 0 0 148 CHUBB LIMITED COM H1467J104 8 53 SH SOLE 0 0 53 UBS GROUP AG SHS H42097107 19 1351 SH SOLE 0 0 1351 TE CONNECTIVITY LTD REG SHS H84989104 9 73 SH SOLE 0 0 73 TRANSOCEAN LTD REG SHS H8817H100 0 200 SH SOLE 0 0 200 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 2 125 SH SOLE 0 0 125 NXP SEMICONDUCTORS N V COM N6596X109 21 135 SH SOLE 0 0 135