Crewe Advisors LLC Purchases and Sells in Q2 2025

Crewe Advisors LLC

$677 Million
Q2 2025

Top Buys

Incresed Positions

195 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	805 + 0.84%	$496.48 - $617.85 $400K - $497K	96.1K $59.4M
IJH	27.6K + 3.25%	$51.16 - $62.02 $1.41M - $1.71M	878K $54.4M
ESGV	1.07K + 0.33%	$86.93 - $109.64 $93.3K - $118K	323K $35.4M
IJR	22.3K + 19.49%	$90.56 - $109.49 $2.02M - $2.44M	137K $14.9M
TSLA	53 + 0.12%	$221.86 - $362.89 $11.8K - $19.2K	44.3K $14.1M
QQQ	725 + 3.82%	$416.06 - $551.64 $302K - $400K	19.7K $10.9M

New Holdings

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	537K New	$72.02 - $73.82 $38.7M - $39.7M	537K $39.6M
AAPL	106K New	$172.42 - $223.89 $18.3M - $23.8M	106K $21.8M
VCIT	87.4K New	$79.56 - $82.92 $6.95M - $7.25M	87.4K $7.25M
AMZN	26.9K New	$167.32 - $223.3 $4.51M - $6.01M	26.9K $5.91M
META	5.72K New	$484.66 - $738.09 $2.77M - $4.22M	5.72K $4.22M
BXMT	56.1K New	$17.17 - $19.9 $963K - $1.12M	56.1K $1.08M

Top Sells

Reduced Positions

133 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-168K - 84.41%	$94.31 - $157.99 $15.9M - $26.6M	31.1K $4.91M
BRK-A	-2 - 3.7%	$725400.0 - $809350.0 $1.45M - $1.62M	52 $37.9M
WCN	-23.5K - 99.99%	$183.26 - $199.95 $4.31M - $4.7M	3 $0
MUB	-29K - 12.21%	$102.31 - $105.8 $2.97M - $3.07M	209K $21.8M
PFF	-101K - 60.39%	$29.0 - $30.68 $2.94M - $3.11M	66.5K $2.04M
JPST	-57.9K - 41.23%	$50.36 - $50.68 $2.92M - $2.94M	82.6K $4.19M

Activity Summary All Purchases 321 New Holdings 126 Increased Positions 195 All Sells 133 Reductions 133 Sold out 0 Calls 0 Puts 0

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