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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2022-10-20 (Q3 2022) | Holdings: 90 | Value: $73.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 1% $(42.8K) | 8.63% | $6.3M | +108.68% | -1.07% | +21.81% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(58.2K) | 8.11% | $6.0M | +24.00% | +12.17% | +20.05% | |
| LLY - LILLY ELI & CO | 4.64% | $3.4M | +202.26% | +4.28% | +77.13% | ||
| IJH - ISHARES TR | 4.26% | $3.1M | +70.43% | +14.67% | +5.86% | ||
| CWB - SPDR SER TR | 4.06% | $3.0M | +79.45% | +7.91% | +5.56% | ||
| QQQ - INVESCO QQQ TR | Reduce 3% $(81.5K) | 3.18% | $2.3M | +171.96% | +8.09% | +33.62% | |
| BAR - GRANITESHARES GOLD TR | Reduce 3% $(56.1K) | 2.94% | $2.2M | +188.37% | +18.24% | +20.72% | |
| VNQ - VANGUARD INDEX FDS | Reduce 5% $(98.0K) | 2.71% | $2.0M | +43.69% | +14.81% | -3.63% | |
| HYG - ISHARES TR | Reduce 6% $(130.2K) | 2.63% | $1.9M | +37.92% | +7.81% | +6.89% | |
| IJR - ISHARES TR | 2.58% | $1.9M | +60.67% | +12.42% | -0.11% | ||
| GOOGL - ALPHABET INC | Add 1758% ($1.8M) | 2.55% | $1.9M | +300.48% | +1.99% | +39.51% | |
| MSFT - MICROSOFT CORP | Add 2% ($32.6K) | 2.16% | $1.6M | +80.92% | +3.63% | +41.65% | |
| SNSR - GLOBAL X FDS | Reduce 3% $(42.0K) | 2.13% | $1.6M | +92.35% | +24.75% | +13.62% | |
| V - VISA INC | 2.11% | $1.5M | +79.06% | +20.93% | +25.62% | ||
| NOBL - PROSHARES TR | 1.99% | $1.5M | +39.97% | +13.05% | +5.93% | ||
| IVV - ISHARES TR | Add 11% ($138.4K) | 1.88% | $1.4M | +112.81% | +10.24% | +17.09% | |
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 3% $(34.6K) | 1.62% | $1.2M | +24.64% | +13.92% | -1.46% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($22.1K) | 1.50% | $1.1M | +49.01% | +2.85% | -5.44% | |
| SPLG - SPDR SER TR | Add 3% ($34.1K) | 1.43% | $1.1M | +112.85% | +10.27% | +17.16% | |
| TLT - ISHARES TR | Reduce 5% $(47.5K) | 1.35% | $994.0K | +5.80% | +14.46% | -6.53% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 1% $(5.8K) | 1.35% | $989.0K | +202.19% | +11.52% | +37.14% | |
| SPTM - SPDR SER TR | Reduce 20% $(201.5K) | 1.12% | $825.0K | +108.89% | +10.60% | +16.03% | |
| XLY - SELECT SECTOR SPDR TR | Add 3% ($20.9K) | 1.01% | $741.0K | +78.04% | +2.41% | +10.94% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 2% $(17.8K) | 1.00% | $731.0K | -7.61% | +4.96% | -17.56% | |
| VIG - VANGUARD SPECIALIZED FUNDS | 0.96% | $707.0K | +76.37% | +12.69% | +12.84% | ||
| KR - KROGER CO | 0.92% | $675.0K | +65.37% | +6.16% | +4.65% | ||
| DIS - DISNEY WALT CO | 0.90% | $664.0K | +8.98% | +7.46% | -15.51% | ||
| CINF - CINCINNATI FINL CORP | 0.90% | $663.0K | +82.48% | +8.16% | +3.16% | ||
| JPM - JPMORGAN CHASE & CO | 0.87% | $637.0K | +180.04% | +18.74% | +24.68% | ||
| IEF - ISHARES TR | Add 9% ($50.7K) | 0.84% | $618.0K | +15.42% | +7.40% | -0.26% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 6% ($32.0K) | 0.83% | $606.0K | +75.17% | +13.39% | +23.04% | |
| XOM - EXXON MOBIL CORP | Add 5% ($31.0K) | 0.81% | $596.0K | +61.22% | +8.83% | +8.25% | |
| META - META PLATFORMS INC | Reduce 1% $(6.1K) | 0.79% | $578.0K | +377.84% | +13.43% | +148.60% | |
| GLD - SPDR GOLD TR | Reduce 1% $(4.2K) | 0.78% | $571.0K | +185.99% | +18.19% | +20.39% | |
| DAL - DELTA AIR LINES INC DEL | 0.73% | $537.0K | +128.90% | +21.90% | +0.43% | ||
| FLR - FLUOR CORP NEW | Reduce 7% $(37.3K) | 0.73% | $535.0K | +56.26% | +29.22% | +21.49% | |
| WFC-PL - WELLS FARGO CO NEW | Reduce 1% $(6.0K) | 0.72% | $526.0K | +85.49% | +3.85% | -6.93% | |
| NVDA - NVIDIA CORPORATION | Reduce 2% $(11.2K) | 0.66% | $486.0K | +1716.20% | +58.68% | +255.44% | |
| SHY - ISHARES TR | Add 5% ($23.2K) | 0.64% | $468.0K | +15.27% | +1.68% | +2.95% | |
| TBIL - RBB FD INC | New Purchase | 0.61% | $451.0K | +17.52% | +1.00% | +4.87% | |
| SPY - SPDR S&P 500 ETF TR | 0.61% | $445.0K | +112.19% | +10.23% | +16.97% | ||
| SCHE - SCHWAB STRATEGIC TR | 0.60% | $437.0K | +87.11% | +21.18% | +7.60% | ||
| FLOT - ISHARES TR | Reduce 6% $(29.6K) | 0.59% | $436.0K | +22.34% | +1.83% | +6.68% | |
| IGSB - ISHARES TR | 0.58% | $426.0K | +23.87% | +4.43% | +5.12% | ||
| ABT - ABBOTT LABS | 0.58% | $426.0K | -6.18% | +21.38% | +3.55% | ||
| SPSB - SPDR SER TR | Reduce 8% $(33.9K) | 0.54% | $393.0K | +21.09% | +3.09% | +4.80% | |
| SCHG - SCHWAB STRATEGIC TR | 0.53% | $392.0K | +147.71% | +7.00% | +30.14% | ||
| VO - VANGUARD INDEX FDS | New Purchase | 0.53% | $387.0K | +73.11% | +14.59% | +7.13% | |
| ABBV - ABBVIE INC | Add 5% ($18.8K) | 0.53% | $386.0K | +60.49% | +4.62% | +5.05% | |
| MRK - MERCK & CO INC | New Purchase | 0.51% | $374.0K | +33.19% | +19.14% | +14.37% | |
| MVV - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||