Crewe Advisors LLC Purchases in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5
+ 6.67%
$211.47 - $281.27 $1.06K - $1.41K
80 $19K
SMCI
Super Micro Computer, Inc.

Technology
2
New
$386.46 - $909.96 $773 - $1.82K
2 $0
BDX
Becton Dickinson & CO

Healthcare
3
New
$221.47 - $242.41 $664 - $727
3 $0
EVR
Evercore Inc.

Financial Services
1
New
$211.0 - $258.67 $211 - $259
1 $0
Seelos Therapeutics Inc
7
New
N/A
7 $0
EMR
Emerson Electric CO

Industrials
5
+ 10.87%
$98.19 - $118.87 $491 - $594
51 $5K
TPG
Tpg Inc.

Financial Services
2
New
$40.49 - $59.88 $81 - $120
2 $0
CG
Carlyle Group Inc.

Financial Services
2
New
$37.24 - $49.74 $74.5 - $99.5
2 $0
Tidal Tr Ii
150
New
N/A
150 $0
Tidal Tr Ii
200
New
N/A
200 $0
Tidal Tr Ii
300
New
N/A
300 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
4
New
$149.02 - $167.67 $596 - $671
4 $0
GRMN
Garmin LTD

Technology
2
New
$161.1 - $183.29 $322 - $367
2 $0
BKR
Baker Hughes CO

Energy
14
New
$32.92 - $38.72 $461 - $542
14 $0
HPE
Hewlett Packard Enterprise CO

Technology
12
New
$16.1 - $21.44 $193 - $257
12 $0
INVH
Invitation Homes Inc.

Real Estate
4
New
$33.2 - $37.28 $133 - $149
4 $0
IRM
Iron Mountain Inc

Real Estate
3
New
$89.69 - $119.32 $269 - $358
3 $0
Advisor Managed Portfolios
100
+ 66.67%
N/A
250 $0
VTR
Ventas, Inc.

Real Estate
4
New
$50.88 - $65.33 $204 - $261
4 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
2
New
$98.71 - $117.61 $197 - $235
2 $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
200
New
N/A
200 $0
Grayscale Ethereum Tr Eth
20
New
N/A
20 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
4
New
$15.92 - $18.86 $63.7 - $75.4
4 $0
Grayscale Ethereum Mini Tr E
20
New
N/A
20 $0
ACGL
Arch Capital Group Ltd.

Financial Services
5
New
$94.47 - $114.25 $472 - $571
5 $0
Ge Vernova Inc
1
+ 0.13%
N/A
800 $0
Armour Residential Reit Inc
371
+ 272.79%
N/A
507 $0
ATO
Atmos Energy Corp

Utilities
2
New
$114.08 - $138.75 $228 - $278
2 $0
IDV
Ishares Tr

ETFs
11
+ 110.0%
$27.62 - $30.64 $304 - $337
21 $0
TXT
Textron Inc

Industrials
2
+ 3.28%
$83.46 - $94.02 $167 - $188
63 $5K
HBAN
Huntington Bancshares Inc

Financial Services
14
New
$12.84 - $15.15 $180 - $212
14 $0
Te Connectivity PLC
233
New
N/A
233 $0
DOV
Dover Corp

Industrials
2
New
$172.5 - $193.03 $345 - $386
2 $0
CCL
Carnival Corp

Consumer Cyclical
22
+ 7.33%
$14.01 - $19.18 $308 - $422
322 $5K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
19
+ 28.36%
$14.84 - $21.08 $282 - $401
86 $1K
OMC
Omnicom Group Inc.

Communication Services
2
New
$87.69 - $103.9 $175 - $208
2 $0
PKG
Packaging Corp Of America

Consumer Cyclical
1
New
$176.32 - $215.7 $176 - $216
1 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
29
New
$26.33 - $29.43 $764 - $853
29 $0
Pacs Group Inc
1.66K
New
N/A
1.66K $0
PSX
Phillips 66

Energy
4
+ 7.55%
$125.0 - $147.17 $500 - $589
57 $7K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
New
$236.42 - $259.82 $473 - $520
2 $0
DDOG
Datadog, Inc.

Technology
3
+ 25.0%
$104.97 - $134.56 $315 - $404
15 $1K
PTC
Ptc Inc.

Technology
5
+ 1.07%
$164.85 - $187.32 $824 - $937
474 $85K
RYAAY
Ryanair Holdings PLC

Industrials
255
+ 150.0%
$45.17 - $121.45 $11.5K - $31K
425 $19K
Cybin Inc
956
New
N/A
956 $0
PEG
Public Service Enterprise Group Inc

Utilities
5
New
$73.58 - $89.21 $368 - $446
5 $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
New
$138.85 - $182.81 $278 - $366
2 $0
NMRK
Newmark Group, Inc.

Real Estate
50
New
$9.84 - $15.9 $492 - $795
50 $0
Roadzen Inc
30
New
N/A
30 $0
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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