Crewe Advisors LLC Purchases and Sells in Q4 2024

Crewe Advisors LLC

$709 Million
Q4 2024

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	288K + 148.97%	$70.06 - $77.43 $20.2M - $22.3M	481K $33.8M
PULS	320K + 459.68%	$49.51 - $49.79 $15.8M - $15.9M	390K $19.3M
IVV	16.1K + 9.8%	$570.51 - $610.59 $9.17M - $9.82M	180K $106M
IJH	59.1K + 7.83%	$61.68 - $67.87 $3.65M - $4.01M	814K $50.7M
IJR	20.5K + 24.83%	$113.92 - $127.38 $2.34M - $2.61M	103K $11.9M
ESGV	444 + 0.14%	$100.18 - $109.1 $44.5K - $48.4K	312K $32.7M

New Holdings

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	197K New	$117.0 - $148.88 $23.1M - $29.4M	197K $26.5M
TJX	16.5K New	$112.15 - $127.2 $1.85M - $2.1M	16.5K $1.99M
INTU	617 New	$602.01 - $706.25 $371K - $436K	617 $387K
SPGI	678 New	$480.36 - $529.17 $326K - $359K	678 $337K
FISV	1.44K New	N/A	1.44K $180K
IWB	435 New	$311.11 - $335.64 $135K - $146K	435 $140K

Top Sells

Reduced Positions

229 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ENSG	-1.09M - 98.16%	$132.78 - $156.91 $145M - $171M	20.4K $2.71M
PNTG	-726K - 97.75%	$26.22 - $35.69 $19M - $25.9M	16.8K $444K
BRK-A	-3 - 5.36%	$664750.0 - $724132.5 $1.99M - $2.17M	53 $36.1M
AMD	-2.82K - 6.81%	$118.88 - $172.8 $336K - $488K	38.6K $4.67M
JPST	-27.5K - 15.97%	$50.37 - $50.6 $1.38M - $1.39M	144K $7.28M
DGRO	-20.1K - 44.07%	$60.73 - $64.94 $1.22M - $1.3M	25.4K $1.56M

Activity Summary All Purchases 200 New Holdings 110 Increased Positions 90 All Sells 229 Reductions 229 Sold out 0 Calls 0 Puts 0

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