Crewe Advisors LLC Purchases in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
275
+ 70.88%
$25.61 - $30.81 $7.04K - $8.47K
663 $17K
WM
Waste Management Inc

Industrials
39
+ 3.17%
$216.47 - $242.1 $8.44K - $9.44K
1.27K $290K
LTC
Ltc Properties Inc

Real Estate
130
+ 156.63%
$32.83 - $36.24 $4.27K - $4.71K
213 $7K
APLE
Apple Hospitality Reit, Inc.

Real Estate
416
+ 151.82%
$10.66 - $12.92 $4.43K - $5.37K
690 $8K
WAL
Western Alliance Bancorporation

Financial Services
76
New
$61.0 - $79.94 $4.64K - $6.08K
76 $5K
FSK
Fs Kkr Capital Corp

Financial Services
222
+ 169.47%
$17.95 - $21.5 $3.98K - $4.77K
353 $7K
HEFA
Ishares Currency Hedged Msci E

ETFs
141
New
$32.11 - $38.21 $4.53K - $5.39K
141 $5K
STAG
Stag Industrial, Inc.

Real Estate
125
+ 154.32%
$30.08 - $37.02 $3.76K - $4.63K
206 $7K
EPR
Epr Properties

Real Estate
81
+ 144.64%
$43.53 - $59.11 $3.53K - $4.79K
137 $7K
ARCC
Ares Capital Corp

Financial Services
202
+ 154.2%
$18.91 - $22.43 $3.82K - $4.53K
333 $7K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
192
New
$21.85 - $22.76 $4.2K - $4.37K
192 $4K
NEE
Nextera Energy Inc

Utilities
125
+ 3.56%
$64.11 - $75.0 $8.01K - $9.38K
3.64K $252K
AOR
Ishares Tr Core Growth Allocat

ETFs
73
New
$53.36 - $61.57 $3.9K - $4.49K
73 $4K
GBDC
Golub Capital Bdc, Inc.

Financial Services
295
+ 147.5%
$13.03 - $15.28 $3.84K - $4.51K
495 $7K
ARES
Ares Management Corp

Financial Services
11
+ 12.64%
$118.04 - $175.83 $1.3K - $1.93K
98 $16K
SNOW
Snowflake Inc.

Technology
3
+ 6.0%
$130.53 - $223.77 $392 - $671
53 $11K
IONQ
Ion Q, Inc.

Technology
4
+ 2.72%
$20.68 - $48.04 $82.7 - $192
151 $6K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
74
New
$50.34 - $51.86 $3.73K - $3.84K
74 $3K
XEL
Xcel Energy Inc

Utilities
45
New
$65.65 - $72.39 $2.95K - $3.26K
45 $3K
TFC
Truist Financial Corp

Financial Services
54
+ 17.65%
$34.79 - $42.99 $1.88K - $2.32K
360 $15K
INVH
Invitation Homes Inc.

Real Estate
108
New
$30.53 - $35.47 $3.3K - $3.83K
108 $3K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
66
+ 314.29%
$45.98 - $56.15 $3.03K - $3.71K
87 $4K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
5
+ 1.21%
$8.01 - $16.55 $40.1 - $82.8
417 $6K
HAL
Halliburton CO

Energy
151
New
$19.26 - $25.7 $2.91K - $3.88K
151 $3K
BCS
Barclays PLC

Financial Services
14
+ 2.42%
$12.69 - $18.61 $178 - $261
592 $11K
CDNS
Cadence Design Systems Inc

Technology
8
+ 400.0%
$231.64 - $323.08 $1.85K - $2.58K
10 $3K
PSEC
Prospect Capital Corp

Financial Services
1.38K
+ 141.27%
$3.14 - $4.06 $4.34K - $5.61K
2.36K $7K
TROW
Price T Rowe Group Inc

Financial Services
23
New
$80.27 - $98.06 $1.85K - $2.26K
23 $2K
AIQ
Global X Funds Global X Artifi

ETFs
15
+ 15.0%
$31.5 - $43.69 $473 - $655
115 $5K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 2.86%
$73.02 - $90.22 $438 - $541
216 $19K
HBAN
Huntington Bancshares Inc

Financial Services
137
New
$12.49 - $16.76 $1.71K - $2.3K
137 $2K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28
+ 2.37%
N/A
1.21K $103K
SNY
Sanofi

Healthcare
47
+ 213.64%
$47.62 - $55.44 $2.24K - $2.61K
69 $3K
SOFI
So Fi Technologies, Inc.

Financial Services
20
+ 9.17%
$9.5 - $18.21 $190 - $364
238 $4K
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 1.88%
$74.27 - $88.92 $891 - $1.07K
652 $57K
CORP
Pimco Investment Grade Corp Bd

ETFs
23
New
$94.14 - $97.31 $2.17K - $2.24K
23 $2K
PGR
Progressive Corp

Financial Services
10
+ 22.73%
$255.27 - $288.74 $2.55K - $2.89K
54 $14K
PSA
Public Storage

Real Estate
7
+ 14.0%
$266.31 - $309.77 $1.86K - $2.17K
57 $16K
SCHR
Schwab Intermediate Term Us Tr

ETFs
99
New
$24.54 - $25.07 $2.43K - $2.48K
99 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 100.0%
$321.63 - $509.31 $643 - $1.02K
4 $2K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.26%
$40.79 - $50.93 $40.8 - $50.9
385 $19K
DDOG
Datadog, Inc.

Technology
5
+ 17.86%
$87.0 - $134.33 $435 - $672
33 $4K
TTWO
Take Two Interactive Software Inc

Communication Services
3
+ 16.67%
$194.58 - $243.05 $584 - $729
21 $5K
TRP
Tc Energy Corp

Energy
47
New
$44.48 - $51.4 $2.09K - $2.42K
47 $2K
ABR
Arbor Realty Trust Inc

Real Estate
237
New
$8.92 - $11.89 $2.11K - $2.82K
237 $2K
APO
Apollo Global Management, Inc.

Financial Services
7
+ 4.79%
$108.68 - $145.07 $761 - $1.02K
153 $21K
VEEV
Veeva Systems Inc

Healthcare
2
+ 8.0%
$209.39 - $289.94 $419 - $580
27 $7K
DT
Dynatrace, Inc.

Technology
30
+ 333.33%
$41.21 - $55.9 $1.24K - $1.68K
39 $2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 149.25%
$15.5 - $20.28 $1.55K - $2.03K
167 $3K
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
Track This Portfolio

Track Crewe Advisors LLC Portfolio

Follow Crewe Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email