Chief Investment Officer

0001730033-21-000004.txt : 20211029 0001730033-21-000004.hdr.sgml : 20211029 20211029123022 ACCESSION NUMBER: 0001730033-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211029 DATE AS OF CHANGE: 20211029 EFFECTIVENESS DATE: 20211029 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: 211361879 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 09-30-2021 09-30-2021 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 10-29-2021 0 408 423193 false INFORMATION TABLE 2 form13f093021.xml AFLAC INC COM 001055102 40 766 SH SOLE 0 0 766 AMMO INC COM 00175J107 2 300 SH SOLE 0 0 300 AT&T INC COM 00206R102 177 6568 SH SOLE 0 0 6568 ARK ETF TR ARK SPACE EXPL 00214Q807 1 50 SH SOLE 0 0 50 ABBOTT LABS COM 002824100 34 286 SH SOLE 0 0 286 ABBVIE INC COM 00287Y109 9 83 SH SOLE 0 0 83 ACTIVISION BLIZZARD INC COM 00507V109 11 148 SH SOLE 0 0 148 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 2010 59138 SH SOLE 0 0 59138 ADOBE SYSTEMS INCORPORATED COM 00724F101 68 118 SH SOLE 0 0 118 ADVANCED MICRO DEVICES INC COM 007903107 2 18 SH SOLE 0 0 18 AFFIRM HLDGS INC COM CL A 00827B106 30 250 SH SOLE 0 0 250 AGREE RLTY CORP COM 008492100 17 108 SH SOLE 0 0 108 AIR PRODS & CHEMS INC COM 009158106 23 88 SH SOLE 0 0 88 AKAMAI TECHNOLOGIES INC COM 00971T101 3 29 SH SOLE 0 0 29 ALASKA AIR GROUP INC COM 011659109 36 621 SH SOLE 0 0 621 ALIBABA 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90138F102 1 2 SH SOLE 0 0 2 TWITTER INC COM 90184L102 18 306 SH SOLE 0 0 306 USA TRUCK INC COM 902925106 76 5000 SH SOLE 0 0 5000 UBER TECHNOLOGIES INC COM 90353T100 21 479 SH SOLE 0 0 479 UIPATH INC CL A 90364P105 9 175 SH SOLE 0 0 175 ULTA BEAUTY INC COM 90384S303 14 38 SH SOLE 0 0 38 UNION PAC CORP COM 907818108 60 307 SH SOLE 0 0 307 UNITED AIRLS HLDGS INC COM 910047109 29 602 SH SOLE 0 0 602 UNITED STS OIL FD LP UNITS 91232N207 30 572 SH SOLE 0 0 572 UNITEDHEALTH GROUP INC COM 91324P102 4 10 SH SOLE 0 0 10 VALERO ENERGY CORP COM 91913Y100 13 184 SH SOLE 0 0 184 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 39 1010 SH SOLE 0 0 1010 VANGUARD WORLD FD ESG INTL STK ETF 921910725 27769 449772 SH SOLE 0 0 449772 VANGUARD WORLD FD ESG US STK ETF 921910733 30387 379549 SH SOLE 0 0 379549 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1990 39406 SH SOLE 0 0 39406 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 121 1175 SH SOLE 0 0 1175 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 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STERIS PLC SHS USD G8473T100 13 66 SH SOLE 0 0 66 TRANE TECHNOLOGIES PLC SHS G8994E103 19 112 SH SOLE 0 0 112 ALCON AG ORD SHS H01301128 1 11 SH SOLE 0 0 11 TE CONNECTIVITY LTD REG SHS H84989104 4 31 SH SOLE 0 0 31 JFROG LTD ORD SHS M6191J100 16 483 SH SOLE 0 0 483 MONDAY COM LTD SHS M7S64H106 10 32 SH SOLE 0 0 32 NXP SEMICONDUCTORS N V COM N6596X109 5 27 SH SOLE 0 0 27 STELLANTIS N.V SHS N82405106 2 125 SH SOLE 0 0 125