Managers / Q4 2018 · view latest →
Crewe Advisors LLC
CIK 0001730033 · 650 S. MAIN STREET, SUITE 700, SALT LAKE CITY, UT, 84101 · 3853552700
Reported Value
$316M
Q4 2018
Positions
228
Filings on Record
30
2019–present window
Filed
Feb 5, 2019
original filing
Summary
Crewe Advisors Llc reported $316M in U.S.-listed holdings across 228 positions for Q4 2018.
The portfolio is heavily concentrated: Pluralsight alone accounts for 64.3% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 1,038 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 1,099 | Jan 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 964 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $707M | 747 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $712M | 716 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $725M | 646 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $862M | 713 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $892M | 936 | Jul 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $858M | 928 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $632M | 432 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $578M | 580 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $712M | 868 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $686M | 811 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $630.3B | 1,018 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $553M | 1,289 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $453M | 1,165 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $512M | 503 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $492M | 415 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $423M | 408 | Oct 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $403M | 473 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $403M | 474 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $250M | 457 | Jan 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $213M | 640 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $205M | 231 | Jul 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $168M | 193 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $228M | 262 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $218M | 225 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $308M | 310 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $318M | 249 | May 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $316M | 228 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 10 additional managers.
- ALTA CAPITAL MANAGEMENT LLC/028-05119
- LAZARD ASSET MANAGEMENT LLC028-10469
- Swan Global Investments, LLC028-16047
- NAVELLIER & ASSOCIATES INC028-02824
- ANCHOR CAPITAL ADVISORS LLC028-01880
- Dana Investment Advisors, Inc.028-13023
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC028-05792
- GW&K Investment Management, LLC028-04145
- Neuberger Berman Investment Advisers LLC028-17085
- CONGRESS ASSET MANAGEMENT CO /MA028-03434
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.