Crewe Advisors LLC Purchases in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
566
New
$22.87 - $28.95 $12.9K - $16.4K
566 $16K
FTNT
Fortinet, Inc.

Technology
6
+ 0.35%
$84.71 - $108.69 $508 - $652
1.7K $179K
FNDC
Schwab Fundamental Intl Small

ETFs
369
New
$32.97 - $42.05 $12.2K - $15.5K
369 $15K
GILD
Gilead Sciences, Inc.

Healthcare
142
+ 24.32%
$96.91 - $113.0 $13.8K - $16K
726 $80K
EFG
Msci Eafe Growth ETF

ETFs
140
New
$89.8 - $112.0 $12.6K - $15.7K
140 $15K
KOMP
Spdr S&P Kensho New Economies

ETFs
240
+ 216.22%
$40.86 - $54.38 $9.81K - $13.1K
351 $19K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.06%
$152.93 - $181.74 $153 - $182
1.63K $296K
UPS
United Parcel Service Inc

Industrials
150
+ 174.42%
$91.92 - $110.2 $13.8K - $16.5K
236 $23K
SCHA
Schwab Strategic Tr Us Small C

ETFs
565
+ 395.1%
$20.42 - $25.3 $11.5K - $14.3K
708 $17K
NWN
Northwest Natural Holding CO

Utilities
376
New
$39.62 - $44.11 $14.9K - $16.6K
376 $14K
MGM
Mgm Resorts International

Consumer Cyclical
1
+ 0.03%
$25.79 - $34.95 $25.8 - $35
3.11K $106K
SCHW
Schwab Charles Corp

Financial Services
44
+ 6.67%
$69.06 - $91.24 $3.04K - $4.01K
704 $64K
EVRG
Evergy, Inc.

Utilities
189
+ 21.0%
$64.06 - $69.64 $12.1K - $13.2K
1.09K $75K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
140
+ 6.55%
$26.99 - $33.86 $3.78K - $4.74K
2.28K $76K
CBOE
Cboe Global Markets, Inc.

Financial Services
56
New
$205.81 - $234.23 $11.5K - $13.1K
56 $13K
TRV
Travelers Companies, Inc.

Financial Services
45
+ 16.98%
$233.83 - $276.34 $10.5K - $12.4K
310 $82K
BK
Bank Of New York Mellon Corp

Financial Services
142
New
$73.31 - $91.62 $10.4K - $13K
142 $12K
NI
Nisource Inc.

Utilities
304
+ 90.75%
$37.11 - $40.64 $11.3K - $12.4K
639 $25K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.92%
$451.58 - $565.94 $903 - $1.13K
219 $119K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
234
New
$49.18 - $50.17 $11.5K - $11.7K
234 $11K
LQD
Ishares Iboxx $ Investment Gra

ETFs
104
New
$105.23 - $109.61 $10.9K - $11.4K
104 $11K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
227
New
$40.73 - $50.06 $9.25K - $11.4K
227 $11K
SCI
Service Corp International

Consumer Cyclical
144
New
$73.58 - $81.65 $10.6K - $11.8K
144 $11K
D
Dominion Energy, Inc

Utilities
189
+ 11.75%
$49.66 - $58.0 $9.39K - $11K
1.8K $101K
PNC
Pnc Financial Services Group, Inc.

Financial Services
19
+ 3.45%
$149.76 - $186.42 $2.85K - $3.54K
570 $106K
XLU
Utilities Sector Spdr

ETFs
101
+ 16.64%
$73.09 - $82.77 $7.38K - $8.36K
708 $57K
KMB
Kimberly Clark Corp

Consumer Defensive
83
New
$126.84 - $145.22 $10.5K - $12.1K
83 $10K
OEF
Ishares S&P 100 ETF

ETFs
40
+ 4.29%
N/A
973 $258K
PVAL
Putnam ETF Tr Putnam Focused L
259
New
$33.6 - $40.23 $8.7K - $10.4K
259 $10K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
51
New
$139.8 - $197.22 $7.13K - $10.1K
51 $10K
ED
Consolidated Edison Inc

Utilities
105
+ 2625.0%
$98.05 - $113.3 $10.3K - $11.9K
109 $10K
RE
Everest Re Group LTD

Financial Services
28
New
N/A
28 $10K
VBR
Vanguard Small Cap Value ETF

ETFs
22
+ 3.17%
$162.76 - $195.77 $3.58K - $4.31K
716 $139K
SJM
J M Smucker CO

Consumer Defensive
93
New
$94.41 - $118.52 $8.78K - $11K
93 $9K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
103
New
$81.46 - $94.63 $8.39K - $9.75K
103 $9K
MAA
Mid America Apartment Communities Inc.

Real Estate
65
+ 1083.33%
$145.91 - $168.0 $9.48K - $10.9K
71 $10K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
238
New
$33.13 - $40.67 $7.88K - $9.68K
238 $9K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
94
+ 12.86%
$91.43 - $91.74 $8.59K - $8.62K
825 $75K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
351
New
$18.92 - $22.87 $6.64K - $8.03K
351 $8K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.91%
$438.31 - $527.29 $1.31K - $1.58K
333 $175K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
81
New
$97.29 - $105.63 $7.88K - $8.56K
81 $8K
BMO
Bank Of Montreal

Financial Services
20
+ 5.0%
$87.54 - $110.63 $1.75K - $2.21K
420 $46K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
288
New
$24.98 - $25.66 $7.19K - $7.39K
288 $7K
NANR
Spdr Index Shs Fds S&P North A

ETFs
134
New
$46.99 - $57.94 $6.3K - $7.76K
134 $7K
BOND
Pimco Active Bond Exchange Tra

ETFs
81
New
$89.87 - $92.93 $7.28K - $7.53K
81 $7K
MSTR
Microstrategy Inc

Technology
2
+ 4.17%
$237.95 - $421.61 $476 - $843
50 $20K
O
Realty Income Corp

Real Estate
102
+ 121.43%
$52.27 - $58.52 $5.33K - $5.97K
186 $10K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
137
New
$36.14 - $44.23 $4.95K - $6.06K
137 $6K
ENB
Enbridge Inc

Energy
85
+ 4.01%
$41.09 - $47.16 $3.49K - $4.01K
2.21K $100K
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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