Crewe Advisors LLC Purchases in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
115
+ 1.46%
$81.79 - $99.98 $9.41K - $11.5K
7.98K $780K
DIS
Walt Disney CO

Communication Services
27
+ 0.83%
$81.72 - $124.01 $2.21K - $3.35K
3.3K $408K
SPYG
Spdr Portfolio

ETFs
704
+ 386.81%
$71.83 - $95.32 $50.6K - $67.1K
886 $84K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
1.2K
+ 200.0%
$37.36 - $43.85 $44.8K - $52.6K
1.8K $78K
FNDX
Schwab Fundamental U S Large C

ETFs
2.53K
+ 59.27%
$20.84 - $24.54 $52.6K - $62K
6.79K $166K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
772
New
$62.73 - $78.42 $48.4K - $60.5K
772 $59K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
22
+ 0.11%
$23.87 - $29.82 $525 - $656
20.2K $600K
AVDE
American Centy ETF Tr Avantis

ETFs
788
New
$59.32 - $74.36 $46.7K - $58.6K
788 $58K
VEU
Vanguard Ftse All World Ex Us

ETFs
853
+ 1027.71%
$54.19 - $67.22 $46.2K - $57.3K
936 $62K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
562
New
$100.35 - $100.71 $56.4K - $56.6K
562 $56K
IWR
Ishares Russell Mid Cap ETF

ETFs
285
+ 8.73%
$74.88 - $91.97 $21.3K - $26.2K
3.55K $326K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.64K
+ 7.46%
$24.32 - $27.87 $161K - $185K
95.6K $2.53M
PLTR
Palantir Technologies Inc.

Technology
14
+ 1.85%
$74.01 - $144.25 $1.04K - $2.02K
770 $104K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
821
+ 103.53%
$46.41 - $47.7 $38.1K - $39.2K
1.61K $76K
EWJ
Ishares Msci Japan ETF

ETFs
40
+ 0.75%
$61.32 - $75.28 $2.45K - $3.01K
5.36K $402K
KO
Coca Cola CO

Consumer Defensive
558
+ 34.34%
$68.37 - $73.9 $38.2K - $41.2K
2.18K $154K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
421
+ 284.46%
$65.84 - $80.81 $27.7K - $34K
569 $45K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
469
New
$60.34 - $74.89 $28.3K - $35.1K
469 $35K
SOXL
Direxion Daily Semiconductor B

ETFs
20
+ 0.52%
$8.25 - $25.2 $165 - $504
3.85K $96K
TJX
Tjx Companies Inc

Consumer Cyclical
76
+ 0.5%
$119.13 - $135.03 $9.05K - $10.3K
15.2K $1.88M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
451
+ 246.45%
$58.41 - $72.69 $26.3K - $32.8K
634 $46K
PAVE
Global X Fds Us Infrastructure

ETFs
497
+ 25.15%
$33.78 - $43.68 $16.8K - $21.7K
2.47K $107K
VDC
Vanguard Consumer Staples ETF

ETFs
150
New
$204.89 - $224.73 $30.7K - $33.7K
150 $32K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
560
+ 208.96%
$45.11 - $52.34 $25.3K - $29.3K
828 $43K
UBER
Uber Technologies, Inc

Technology
137
+ 18.56%
$64.62 - $93.3 $8.85K - $12.8K
875 $81K
EFV
Msci Eafe Value ETF

ETFs
449
New
$52.4 - $64.65 $23.5K - $29K
449 $28K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
175
+ 175.0%
$101.69 - $139.02 $17.8K - $24.3K
275 $38K
IGE
Ishares Tr North Amern Nat Res

ETFs
618
New
$38.21 - $46.01 $23.6K - $28.4K
618 $27K
SGOL
Abrdn Gold ETF Trust

ETFs
864
New
$28.39 - $32.75 $24.5K - $28.3K
864 $27K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
370
+ 80.09%
$50.08 - $63.14 $18.5K - $23.4K
832 $52K
IAU
Ishares Gold Trust

ETFs
392
+ 128.52%
$56.1 - $64.74 $22K - $25.4K
697 $43K
FNDF
Schwab Fundamental Intl Large

ETFs
661
New
$32.25 - $40.02 $21.3K - $26.5K
661 $26K
FTGC
First Trust Global Tactical CO

ETFs
1.09K
New
$23.09 - $25.91 $25.2K - $28.3K
1.09K $26K
XT
Ishares Tr Exponential Technol

ETFs
385
New
$49.86 - $65.25 $19.2K - $25.1K
385 $25K
AEP
American Electric Power CO Inc

Utilities
265
+ 37.86%
$98.59 - $109.11 $26.1K - $28.9K
965 $100K
CVNA
Carvana Co.

Consumer Cyclical
72
New
$162.57 - $345.64 $11.7K - $24.9K
72 $24K
DMLP
Dorchester Minerals, L.P.

Energy
729
New
$26.77 - $30.37 $19.5K - $22.1K
729 $20K
PHO
Invesco Exchange Traded Fd Tr

ETFs
296
New
$58.13 - $69.92 $17.2K - $20.7K
296 $20K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
172
+ 10.31%
$46.22 - $57.51 $7.95K - $9.89K
1.84K $105K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
940
+ 71.43%
N/A
2.26K $45K
SCHC
Schwab Strategic Tr Intl Small

ETFs
467
New
$32.41 - $42.59 $15.1K - $19.9K
467 $19K
SPMD
Spdr Portfolio

ETFs
352
New
$44.89 - $54.38 $15.8K - $19.1K
352 $19K
T
At&T Inc.

Communication Services
557
+ 9.72%
$26.33 - $28.94 $14.7K - $16.1K
6.29K $181K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
284
+ 7.69%
$24.38 - $30.18 $6.92K - $8.57K
3.98K $119K
OKE
Oneok Inc

Energy
495
+ 39.25%
$78.71 - $100.37 $39K - $49.7K
1.76K $143K
LMT
Lockheed Martin Corp

Industrials
22
+ 5.3%
$430.82 - $486.45 $9.48K - $10.7K
437 $202K
FNDA
Schwab Fundamental U S Small C

ETFs
613
New
$23.85 - $28.69 $14.6K - $17.6K
613 $17K
NKE
Nike, Inc.

Consumer Cyclical
115
+ 11.98%
$53.27 - $72.04 $6.13K - $8.28K
1.08K $76K
GD
General Dynamics Corp

Industrials
34
+ 10.86%
$247.68 - $291.66 $8.42K - $9.92K
347 $101K
Activity Summary
Buys All Purchases 321 New Holdings 126 Increased Positions 195 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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