Crewe Advisors LLC Purchases and Sells in Q1 2025

Crewe Advisors LLC

$695 Million
Q1 2025

Top Buys

Incresed Positions

141 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	91.3K + 62.36%	$104.71 - $107.69 $9.56M - $9.84M	238K $25.1M
PULS	180K + 46.19%	$49.56 - $49.78 $8.92M - $8.96M	570K $28.3M
BRK-A	1 + 1.89%	$663000.0 - $801950.0 $663K - $802K	54 $43.1M
IEFA	31.8K + 6.61%	$69.57 - $78.65 $2.21M - $2.5M	513K $38.8M
DBEF	7.45K + 1.03%	$41.61 - $44.72 $310K - $333K	728K $31.5M
VSGX	8.41K + 5.97%	$55.47 - $61.45 $467K - $517K	149K $8.8M

New Holdings

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDA	9.88K New	$105.58 - $119.04 $1.04M - $1.18M	9.88K $1.15M
CHK	9.43K New	N/A	9.43K $808K
ITOT	3.32K New	$120.29 - $134.6 $399K - $447K	3.32K $405K
CEG	514 New	$201.63 - $347.44 $104K - $179K	514 $103K
DFAT	1.51K New	$50.44 - $58.1 $76.2K - $87.7K	1.51K $77K
DFEM	2.45K New	$25.35 - $27.46 $62.1K - $67.3K	2.45K $64K

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	-20.6K - 19.34%	$217.89 - $252.64 $4.48M - $5.2M	85.8K $19M
VOO	-10.3K - 40.19%	$507.05 - $563.67 $5.2M - $5.78M	15.3K $7.84M
BRK-B	-14.2K - 55.67%	$442.66 - $534.52 $6.31M - $7.62M	11.3K $6.04M
VGT	-3.6K - 15.0%	$542.38 - $646.34 $1.95M - $2.33M	20.4K $11.1M
SPY	-1.56K - 1.61%	$551.42 - $612.93 $859K - $955K	95.3K $53.3M
MDY	-11 - 0.02%	$522.96 - $601.18 $5.75K - $6.61K	51K $27.2M

Activity Summary All Purchases 260 New Holdings 119 Increased Positions 141 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

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