Crewe Advisors LLC Purchases in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
2
+ 0.5%
$279.51 - $308.09 $559 - $616
403 $121K
VEEV
Veeva Systems Inc

Healthcare
25
New
$180.43 - $223.9 $4.51K - $5.6K
25 $5K
EARN
Ellington Residential Mortgage Reit

Real Estate
740
+ 91.13%
$6.52 - $7.15 $4.82K - $5.29K
1.55K $10K
SRE
Sempra Energy

Utilities
6
+ 1.08%
$74.97 - $84.04 $450 - $504
559 $46K
RSG
Republic Services, Inc.

Industrials
2
+ 0.43%
$189.34 - $208.21 $379 - $416
470 $94K
CACI
Caci International Inc

Technology
11
New
$427.76 - $427.76 $4.71K - $4.71K
11 $4K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 5.71%
$315.12 - $406.43 $630 - $813
37 $15K
MAIN
Main Street Capital Corp

Financial Services
87
+ 71.9%
$47.05 - $52.25 $4.09K - $4.55K
208 $10K
O
Realty Income Corp

Real Estate
32
+ 27.59%
$52.36 - $63.42 $1.68K - $2.03K
148 $9K
JBLU
Jetblue Airways Corp

Industrials
15
+ 0.31%
$4.57 - $6.66 $68.6 - $99.9
4.88K $32K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 2.5%
$210.25 - $231.86 $841 - $927
164 $36K
AIQ
Global X Funds Global X Artifi

ETFs
100
New
$31.85 - $37.36 $3.19K - $3.74K
100 $3K
AON
Aon PLC

Financial Services
2
+ 5.41%
$293.16 - $351.06 $586 - $702
39 $13K
GRAB
Grab Holdings LTD

Technology
1K
New
$3.12 - $3.86 $3.12K - $3.86K
1K $3K
EXPD
Expeditors International Of Washington Inc

Industrials
2
+ 0.98%
$116.1 - $131.42 $232 - $263
207 $27K
PWR
Quanta Services, Inc.

Industrials
2
+ 7.41%
$239.58 - $298.23 $479 - $596
29 $8K
DOW
Dow Inc.

Basic Materials
6
+ 0.53%
$50.15 - $55.41 $301 - $332
1.15K $62K
ADI
Analog Devices Inc

Technology
5
+ 2.16%
$200.56 - $243.33 $1K - $1.22K
236 $54K
CRSP
Crispr Therapeutics Ag

Healthcare
100
+ 33.33%
$44.62 - $62.75 $4.46K - $6.28K
400 $18K
WELL
Welltower Inc.

Real Estate
5
+ 7.94%
$104.0 - $129.74 $520 - $649
68 $8K
IFF
International Flavors & Fragrances Inc

Basic Materials
3
+ 2.94%
$93.14 - $105.12 $279 - $315
105 $11K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10
+ 1.81%
$46.18 - $48.92 $462 - $489
564 $27K
BSX
Boston Scientific Corp

Healthcare
18
+ 19.15%
$72.96 - $84.0 $1.31K - $1.51K
112 $9K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.26%
$42.38 - $47.25 $42.4 - $47.3
382 $18K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
36
+ 2.36%
$9.67 - $10.51 $348 - $378
1.56K $16K
KMI
Kinder Morgan, Inc.

Energy
4
+ 0.67%
$19.72 - $22.22 $78.9 - $88.9
601 $13K
BXP
Boston Properties Inc

Real Estate
1
+ 0.68%
$60.3 - $82.49 $60.3 - $82.5
148 $11K
BCAL
Southern Calif Bancorp Com

Financial Services
159
New
$13.27 - $15.79 $2.11K - $2.51K
159 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
+ 33.33%
$49.83 - $62.75 $2.49K - $3.14K
200 $11K
TYL
Tyler Technologies Inc

Technology
1
+ 7.69%
$499.52 - $595.46 $500 - $595
14 $8K
CTSH
Cognizant Technology Solutions Corp

Technology
9
+ 7.76%
$66.89 - $77.87 $602 - $701
125 $9K
AGNC
Agnc Investment Corp.

Real Estate
11
+ 0.95%
$9.48 - $10.66 $104 - $117
1.17K $12K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
32
New
$47.72 - $53.81 $1.53K - $1.72K
32 $1K
BCS
Barclays PLC

Financial Services
7
+ 1.23%
$10.59 - $12.45 $74.1 - $87.1
578 $7K
CSGP
Costar Group, Inc.

Real Estate
4
+ 1.38%
$71.59 - $79.61 $286 - $318
294 $22K
ABC
Amerisourcebergen Corp

Healthcare
3
+ 11.54%
N/A
29 $5K
SPMD
Spdr Portfolio

ETFs
36
New
$50.29 - $54.92 $1.81K - $1.98K
36 $1K
LFVN
Lifevantage Corp

Consumer Defensive
143
New
$5.51 - $13.01 $788 - $1.86K
143 $1K
MDIV
First Trust Multi Asset Divers

ETFs
100
New
$15.69 - $16.76 $1.57K - $1.68K
100 $1K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 6.25%
$259.22 - $299.75 $518 - $600
34 $9K
NUE
Nucor Corp

Basic Materials
23
+ 7.4%
$137.77 - $166.14 $3.17K - $3.82K
334 $50K
PARA
Paramount Global

Communication Services
114
+ 207.27%
$9.98 - $11.95 $1.14K - $1.36K
169 $1K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7
+ 0.42%
$100.09 - $100.69 $701 - $705
1.69K $169K
REG
Regency Centers Corp

Real Estate
2
+ 2.94%
$61.64 - $75.18 $123 - $150
70 $5K
PRU
Prudential Financial Inc

Financial Services
4
+ 1.42%
$105.53 - $127.32 $422 - $509
286 $34K
HII
Huntington Ingalls Industries, Inc.

Industrials
4
+ 200.0%
$241.93 - $282.86 $968 - $1.13K
6 $1K
DIV
Global X Superdividend Us ETF

ETFs
100
New
$17.18 - $17.18 $1.72K - $1.72K
100 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
New
$201.82 - $234.36 $404 - $469
2 $0
FRT
Federal Realty Investment Trust

Real Estate
1
+ 2.44%
$100.42 - $117.38 $100 - $117
42 $4K
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
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