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CREWE ADVISORS LLC

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SALT LAKE CITY UT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Crewe Advisors is based out of Salt Lake City. Crewe Advisors is a large advisory firm with 352 clients and discretionary assets under management (AUM) of $1,287,359,593 (Form ADV from 2023-09-20). Their last reported 13F filing for Q4 2023 included $632,062,377 in managed 13F securities and a top 10 holdings concentration of 70.06%. Crewe Advisors's largest holding is Ensign Group Inc. (The) with shares held of 1,211,171. Whalewisdom has at least 25 13F filings, and 3 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
ENSG Ensign Group Inc. (T 21.5%
IVV iShares Core S&P 500 10.6%
SPY SPDR S&P 500 ETF TRU 7.08%
IJH iShares Core S&P Mid 5.78%
BRK.A Berkshire Hathaway I 4.81%

2023-12-31

13F Activity

Market Value $0.63b, Prior: $0.58b
New Purchases 147 stocks
Added To 71 stocks
Sold out of 314 stocks
Reduced holdings in 59 stocks
Top 10 Holdings % 70.06%
Turnover %[1] 112.17%
Turnover Alt %[2] 3.08%
Time Held Top 20 11.25 quarters
Time Held Top 10 13.6 quarters
Time Held All 6.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance