Crewe Advisors LLC Purchases in Q4 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.49K
+ 1.77%
$656.2 - $690.71 $2.29M - $2.41M
200K $135M
IEFA
Ishares Tr

ETFs
23.4K
+ 4.43%
$86.09 - $89.88 $2.01M - $2.1M
551K $48.9M
RGLD
Royal Gold Inc

Basic Materials
12.5K
New
$169.08 - $206.65 $2.11M - $2.58M
12.5K $2.32M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
16.7K
+ 2.27%
$46.45 - $49.01 $777K - $819K
754K $36.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28K
+ 4.86%
$74.09 - $75.1 $2.08M - $2.1M
605K $44.8M
XLK
Technology Sector Spdr

ETFs
6.6K
+ 91.57%
$278.39 - $304.13 $1.84M - $2.01M
13.8K $3.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29.2K
+ 3.23%
$63.25 - $66.24 $1.84M - $1.93M
931K $59.8M
MUB
Ishares National Muni Bond ETF

ETFs
6.44K
+ 3.08%
$106.36 - $107.61 $685K - $693K
216K $23.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.63K
+ 106.65%
$118.29 - $126.28 $666K - $711K
10.9K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.51K
+ 32.93%
$56.0 - $57.6 $533K - $548K
38.4K $2.18M
EQT
Eqt Corp

Energy
2
+ 0.0%
$51.8 - $60.84 $104 - $122
75.1K $4.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.89K
+ 124.72%
$185.12 - $192.11 $349K - $363K
3.4K $636K
VGT
Vanguard Information Technolog

ETFs
173
+ 0.85%
$736.33 - $801.52 $127K - $139K
20.6K $15.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.61K
+ 5.07%
$52.54 - $55.77 $242K - $257K
95.5K $5.24M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.78K
+ 11.36%
$75.19 - $77.98 $284K - $295K
37.1K $2.83M
VNQ
Vanguard Specialized Funds Van

ETFs
4.2K
+ 7.5%
$88.13 - $92.69 $370K - $389K
60.1K $5.39M
CGUS
Capital Group Core Equity ETF
6.71K
+ 119.77%
$38.81 - $40.67 $260K - $273K
12.3K $488K
IVE
Ishares S&P 500 Value ETF

ETFs
1.21K
+ 99.42%
$202.52 - $212.07 $244K - $256K
2.42K $507K
XLY
Select Sector Spdr Consumer Di

ETFs
946
+ 108.99%
$228.75 - $242.18 $216K - $229K
1.81K $418K
XLE
Energy Sector Spdr

ETFs
1.94K
+ 115.32%
$85.22 - $92.02 $165K - $179K
3.63K $333K
IEMG
Ishares Inc

ETFs
2.86K
+ 4.39%
N/A
68.1K $3.65M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.25K
+ 31.79%
$56.33 - $59.22 $126K - $133K
9.31K $538K
CAT
Caterpillar Inc

Industrials
15
+ 0.94%
$480.82 - $585.49 $7.21K - $8.78K
1.61K $888K
MU
Micron Technology Inc

Technology
52
+ 4.89%
$181.6 - $253.3 $9.44K - $13.2K
1.12K $275K
IOO
Ishares Tr Global 100 ETF

ETFs
756
New
$118.15 - $126.87 $89.3K - $95.9K
756 $94K
MRK
Merck & Co., Inc.

Healthcare
57
+ 0.59%
$82.49 - $92.93 $4.7K - $5.3K
9.68K $899K
VEA
Vanguard Ftse Developed Market

ETFs
811
+ 2.7%
$59.18 - $62.09 $48K - $50.4K
30.8K $1.89M
APH
Amphenol Corp

Technology
37
+ 0.44%
$121.7 - $143.85 $4.5K - $5.32K
8.48K $1.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.57K
+ 1.71%
$83.45 - $84.82 $131K - $133K
93K $7.77M
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.36K
New
$59.79 - $74.1 $81K - $100K
1.36K $81K
AMGN
Amgen Inc

Healthcare
10
+ 0.77%
$290.13 - $341.71 $2.9K - $3.42K
1.31K $445K
XLU
Utilities Sector Spdr

ETFs
846
+ 106.02%
$87.89 - $92.9 $74.4K - $78.6K
1.64K $145K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.43K
+ 33.43%
$49.98 - $50.59 $71.5K - $72.4K
5.71K $287K
AMAT
Applied Materials Inc

Technology
29
+ 1.1%
$209.95 - $240.89 $6.09K - $6.99K
2.66K $608K
NOW
Service Now, Inc.

Technology
77
+ 700.0%
$835.79 - $946.29 $64.4K - $72.9K
88 $73K
EEM
Ishares Msci Emerging Markets

ETFs
20
+ 0.06%
$51.94 - $56.01 $1.04K - $1.12K
35.9K $1.97M
SPGI
S&P Global Inc.

Financial Services
113
+ 35.09%
$472.05 - $502.96 $53.3K - $56.8K
435 $212K
XLB
Select Sector Spdr Fd Material

ETFs
640
+ 100.0%
$84.72 - $89.9 $54.2K - $57.5K
1.28K $111K
SCHO
Schwab Short Term Us Treasury

ETFs
2.21K
New
$24.31 - $24.46 $53.7K - $54K
2.21K $53K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.07K
+ 2.17%
$26.44 - $27.53 $54.6K - $56.8K
97.2K $2.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
910
+ 9.11%
$50.55 - $50.74 $46K - $46.2K
10.9K $551K
NWE
Northwestern Corp

Utilities
59
+ 1.02%
$57.03 - $67.31 $3.36K - $3.97K
5.86K $381K
LSF
Laird Superfood, Inc.

Consumer Defensive
16K
New
$2.67 - $5.75 $42.7K - $92K
16K $42K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
520
+ 39.6%
$76.84 - $80.86 $40K - $42K
1.83K $144K
CSCO
Cisco Systems, Inc.

Technology
32
+ 0.77%
$67.46 - $78.0 $2.16K - $2.5K
4.18K $324K
SPYG
Spdr Portfolio

ETFs
369
+ 38.52%
$102.4 - $109.39 $37.8K - $40.4K
1.33K $139K
NEE
Nextera Energy Inc

Utilities
32
+ 0.91%
$78.18 - $86.03 $2.5K - $2.75K
3.53K $302K
CRWD
Crowd Strike Holdings, Inc.

Technology
7
+ 1.03%
$482.23 - $557.53 $3.38K - $3.9K
684 $367K
MMM
3 M CO

Industrials
9
+ 0.28%
$148.75 - $171.6 $1.34K - $1.54K
3.25K $537K
Activity Summary
Buys All Purchases 509 New Holdings 177 Increased Positions 332 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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