Crewe Advisors LLC Purchases in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LCID
Lucid Group, Inc.

Consumer Cyclical
5.89K
+ 642.09%
$2.64 - $4.26 $15.5K - $25.1K
6.81K $23K
RGA
Reinsurance Group Of America Inc

Financial Services
100
New
$192.62 - $225.79 $19.3K - $22.6K
100 $21K
PLD
Prologis, Inc.

Real Estate
7
+ 0.52%
$111.95 - $132.43 $784 - $927
1.36K $171K
DHR
Danaher Corp

Healthcare
7
+ 1.2%
$239.25 - $280.76 $1.67K - $1.97K
590 $164K
SOFI
So Fi Technologies, Inc.

Financial Services
27
+ 0.19%
$6.32 - $8.19 $171 - $221
14.1K $110K
ETR
Entergy Corp

Utilities
2
+ 0.29%
$104.75 - $131.61 $210 - $263
702 $92K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
43
+ 8.27%
$460.0 - $505.78 $19.8K - $21.7K
563 $261K
RDVY
First Trust Rising Dividend Ac

ETFs
182
+ 12.53%
$53.68 - $59.24 $9.77K - $10.8K
1.64K $96K
TT
Trane Technologies PLC

Industrials
3
+ 1.09%
$314.21 - $388.71 $943 - $1.17K
277 $107K
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 0.81%
$64.35 - $75.71 $1.03K - $1.21K
1.99K $146K
CL
Colgate Palmolive CO

Consumer Defensive
7
+ 0.31%
$95.54 - $108.77 $669 - $761
2.26K $234K
IYR
Ishares Tr

ETFs
150
New
$86.93 - $103.61 $13K - $15.5K
150 $15K
BKH
Black Hills Corp

Utilities
14
+ 0.68%
$53.42 - $61.53 $748 - $861
2.07K $126K
PGR
Progressive Corp

Financial Services
7
+ 2.53%
$209.46 - $259.24 $1.47K - $1.81K
284 $72K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.31%
$459.02 - $510.25 $459 - $510
323 $159K
XLK
Technology Sector Spdr

ETFs
77
+ 1.07%
$197.34 - $237.68 $15.2K - $18.3K
7.27K $1.64M
CME
Cme Group Inc.

Financial Services
3
+ 0.56%
$193.43 - $220.62 $580 - $662
537 $118K
OWL
Blue Owl Capital Inc.

Financial Services
703
New
$15.81 - $19.83 $11.1K - $13.9K
703 $13K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.18%
$125.95 - $139.96 $378 - $420
1.71K $238K
MIDD
Middleby Corp

Industrials
50
+ 13.89%
$119.13 - $144.82 $5.96K - $7.24K
410 $57K
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.34%
$77.22 - $89.49 $386 - $447
1.46K $129K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.43%
$179.99 - $201.6 $540 - $605
694 $139K
ARES
Ares Management Corp

Financial Services
87
New
$133.73 - $158.05 $11.6K - $13.8K
87 $13K
APO
Apollo Global Management, Inc.

Financial Services
111
New
$99.16 - $125.81 $11K - $14K
111 $13K
CBRE
Cbre Group, Inc.

Real Estate
3
+ 0.96%
$85.97 - $124.48 $258 - $373
314 $39K
SNOW
Snowflake Inc.

Technology
101
+ 206.12%
$108.56 - $143.02 $11K - $14.4K
150 $17K
PINS
Pinterest, Inc.

Communication Services
550
+ 91.06%
$28.66 - $43.51 $15.8K - $23.9K
1.15K $37K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
200
New
$49.7 - $56.11 $9.94K - $11.2K
200 $10K
TGT
Target Corp

Consumer Defensive
35
+ 5.33%
$133.47 - $159.25 $4.67K - $5.57K
692 $107K
HUBS
Hubspot Inc

Technology
28
+ 37.33%
$450.09 - $592.58 $12.6K - $16.6K
103 $54K
SCHG
Schwab Strategic Tr Us Large C

ETFs
87
New
$92.63 - $105.69 $8.06K - $9.2K
87 $9K
AEP
American Electric Power CO Inc

Utilities
5
+ 0.86%
$87.11 - $104.95 $436 - $525
584 $59K
CB
Chubb LTD

Financial Services
5
+ 1.99%
$252.51 - $292.2 $1.26K - $1.46K
256 $73K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5
+ 0.14%
$25.45 - $29.53 $127 - $148
3.59K $104K
TLT
Ishares Barclays 20+ Year Trea

ETFs
37
+ 5.02%
$89.91 - $101.33 $3.33K - $3.75K
774 $75K
USB
Us Bancorp \De\

Financial Services
65
+ 7.08%
$39.04 - $47.23 $2.54K - $3.07K
983 $44K
NRG
Nrg Energy, Inc.

Utilities
2
+ 0.37%
$68.89 - $91.22 $138 - $182
540 $49K
SCHV
Schwab Strategic Tr Us Large C

ETFs
107
New
$73.43 - $80.37 $7.86K - $8.6K
107 $8K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
116
New
$60.84 - $67.51 $7.06K - $7.83K
116 $7K
TXN
Texas Instruments Inc

Technology
35
+ 1.44%
$194.6 - $194.6 $6.81K - $6.81K
2.46K $478K
TDG
Trans Digm Group Inc

Industrials
1
+ 2.7%
$1202.03 - $1427.41 $1.2K - $1.43K
38 $54K
ICE
Intercontinental Exchange, Inc.

Financial Services
12
+ 7.02%
$136.93 - $162.81 $1.64K - $1.95K
183 $29K
MSI
Motorola Solutions, Inc.

Technology
2
+ 2.5%
$385.65 - $450.49 $771 - $901
82 $36K
KKR
Kkr & Co. Inc.

Financial Services
28
+ 22.4%
$104.51 - $133.23 $2.93K - $3.73K
153 $19K
EIX
Edison International

Utilities
4
+ 1.4%
$71.19 - $87.72 $285 - $351
289 $25K
DE
Deere & CO

Industrials
2
+ 1.82%
$344.84 - $418.0 $690 - $836
112 $46K
DAL
Delta Air Lines, Inc.

Industrials
5
+ 0.36%
$37.32 - $51.8 $187 - $259
1.4K $70K
SPG
Simon Property Group Inc

Real Estate
4
+ 1.54%
$146.09 - $170.11 $584 - $680
263 $44K
IP
International Paper CO

Consumer Cyclical
5
+ 0.66%
$42.55 - $49.98 $213 - $250
758 $37K
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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