Crewe Advisors LLC Purchases in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ENSG
Ensign Group, Inc

Healthcare
10.2K
+ 0.93%
$124.14 - $153.65 $1.27M - $1.57M
1.11M $160M
IVV
Ishares Core S&P 500 ETF

ETFs
9.68K
+ 6.26%
$520.18 - $576.82 $5.03M - $5.58M
164K $94.7M
PNTG
Pennant Group, Inc.

Healthcare
11.9K
+ 1.63%
$23.4 - $36.88 $279K - $440K
743K $26.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.3K
+ 124.33%
$405.19 - $478.57 $5.79M - $6.84M
25.8K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
45.3K
+ 6.38%
$57.32 - $62.65 $2.6M - $2.84M
755K $47.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
44.2K
+ 10.44%
$71.45 - $75.64 $3.16M - $3.34M
467K $35.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.62K
+ 2.75%
$517.38 - $573.86 $1.36M - $1.5M
97.8K $56.1M
WCN
Waste Connections, Inc.

Industrials
23.5K
New
$173.92 - $186.5 $4.09M - $4.38M
23.5K $4.2M
PULS
Pgim ETF Tr

ETFs
69.4K
+ 34539.8%
$49.47 - $49.8 $3.43M - $3.46M
69.6K $3.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.87K
+ 5.92%
$523.84 - $572.02 $1.51M - $1.64M
51.4K $29.3M
MUB
Ishares National Muni Bond ETF

ETFs
22.9K
+ 19.48%
$106.13 - $108.7 $2.43M - $2.49M
141K $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.6K
+ 23.31%
$105.53 - $118.34 $1.65M - $1.85M
82.7K $9.67M
RWAY
Runway Growth Finance Corp.

Financial Services
172K
New
$10.1 - $12.02 $1.74M - $2.07M
172K $1.77M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
216
+ 0.07%
$91.37 - $101.65 $19.7K - $22K
311K $31.6M
IEFA
Ishares Tr

ETFs
6.89K
+ 3.7%
$70.09 - $78.74 $483K - $542K
193K $15.1M
CGUS
Capital Group Core Equity ETF
42.4K
+ 214.66%
$31.19 - $34.33 $1.32M - $1.46M
62.2K $2.13M
IWM
Ishares Russell 2000 ETF

ETFs
99
+ 0.12%
$200.87 - $224.6 $19.9K - $22.2K
80.9K $17.9M
VTI
Vanguard Total Stock Market Et

ETFs
4.38K
+ 40.08%
$255.18 - $283.2 $1.12M - $1.24M
15.3K $4.34M
VGT
Vanguard Information Technolog

ETFs
1.41K
+ 6.23%
$514.43 - $606.85 $726K - $856K
24.1K $14.1M
VKTX
Viking Therapeutics, Inc.

Healthcare
16.4K
New
$49.84 - $70.47 $816K - $1.15M
16.4K $1.04M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.8K
+ 1.98%
$38.33 - $42.48 $531K - $588K
713K $30M
VNQ
Vanguard Specialized Funds Van

ETFs
144
+ 0.26%
$82.97 - $98.97 $11.9K - $14.3K
54.6K $5.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.32K
+ 21.31%
$60.13 - $68.17 $440K - $499K
41.7K $2.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.2K
+ 3.12%
$75.32 - $84.37 $165K - $185K
72.5K $6.07M
MGV
Vanguard Mega Cap Value

ETFs
4.27K
New
$118.0 - $128.28 $503K - $547K
4.27K $547K
XLF
Financial Sector Spdr

ETFs
8.53K
+ 138.58%
$40.84 - $45.74 $348K - $390K
14.7K $665K
XLV
Select Sector Spdr Fund Health

ETFs
2.45K
+ 62.35%
$143.3 - $157.24 $351K - $385K
6.38K $982K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.25K
New
$57.8 - $60.8 $361K - $380K
6.25K $377K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.92K
New
$42.54 - $47.97 $337K - $380K
7.92K $376K
MCO
Moodys Corp

Financial Services
12
+ 0.18%
$421.49 - $494.67 $5.06K - $5.94K
6.82K $3.23M
EWJ
Ishares Msci Japan ETF

ETFs
4.93K
+ 1170.55%
$63.12 - $72.99 $311K - $360K
5.35K $382K
DINO
Hf Sinclair Corp

Energy
7.87K
New
$44.42 - $53.6 $350K - $422K
7.87K $350K
VOX
Vanguard Communication Service

ETFs
2.27K
New
$129.82 - $145.39 $294K - $330K
2.27K $329K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.91K
New
$100.75 - $111.62 $293K - $325K
2.91K $317K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
4.82K
+ 189.62%
$57.2 - $62.94 $276K - $304K
7.37K $459K
CMBS
Ishares Cmbs ETF

ETFs
5.96K
New
$46.61 - $48.93 $278K - $291K
5.96K $291K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.41K
New
$110.22 - $120.89 $266K - $292K
2.41K $290K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.28K
New
$59.5 - $67.14 $254K - $287K
4.28K $283K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.16K
New
$79.92 - $88.19 $253K - $279K
3.16K $278K
XLY
Select Sector Spdr Consumer Di

ETFs
1.31K
+ 167.39%
$170.05 - $200.86 $223K - $264K
2.1K $420K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
889
+ 3.02%
$77.02 - $85.06 $68.5K - $75.6K
30.3K $2.56M
DGRO
Ishares Core Dividend Growth E

ETFs
149
+ 0.33%
$57.47 - $62.76 $8.56K - $9.35K
45.5K $2.85M
XLI
Industrial Sector Spdr

ETFs
1.7K
+ 858.08%
$120.56 - $135.44 $205K - $230K
1.9K $256K
IBM
International Business Machines Corp

Technology
10
+ 0.21%
$175.1 - $223.38 $1.75K - $2.23K
4.69K $1.04M
EEM
Ishares Msci Emerging Markets

ETFs
2.41K
+ 7.47%
$40.42 - $46.7 $97.2K - $112K
34.6K $1.59M
IEMG
Ishares Inc

ETFs
3.65K
+ 5.63%
$53.64 - $53.64 $196K - $196K
68.5K $3.67M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.47K
+ 29.41%
$114.73 - $120.23 $169K - $177K
6.48K $774K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.68K
+ 608.61%
$49.93 - $51.15 $184K - $188K
4.28K $218K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
9.17K
New
$19.08 - $19.89 $175K - $182K
9.17K $182K
Activity Summary
Buys All Purchases 271 New Holdings 84 Increased Positions 187 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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