Crewe Advisors LLC Incresed Positions in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
288K
+ 148.97%
$70.06 - $77.43 $20.2M - $22.3M
481K $33.8M
PULS
Pgim ETF Tr

ETFs
320K
+ 459.68%
$49.51 - $49.79 $15.8M - $15.9M
390K $19.3M
IVV
Ishares Core S&P 500 ETF

ETFs
16.1K
+ 9.8%
$570.51 - $610.59 $9.17M - $9.82M
180K $106M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
59.1K
+ 7.83%
$61.68 - $67.87 $3.65M - $4.01M
814K $50.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.5K
+ 24.83%
$113.92 - $127.38 $2.34M - $2.61M
103K $11.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
444
+ 0.14%
$100.18 - $109.1 $44.5K - $48.4K
312K $32.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
85
+ 0.45%
$481.22 - $538.17 $40.9K - $45.7K
19.1K $9.74M
SUB
Ishares Short Term National Mu

ETFs
4.34K
+ 149.66%
$104.94 - $106.2 $455K - $461K
7.24K $763K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125
+ 0.49%
$521.84 - $558.82 $65.2K - $69.9K
25.5K $13.7M
MUB
Ishares National Muni Bond ETF

ETFs
5.96K
+ 4.24%
$105.78 - $108.7 $630K - $648K
146K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
216
+ 1.41%
$280.04 - $302.45 $60.5K - $65.3K
15.5K $4.5M
PNW
Pinnacle West Capital Corp

Utilities
1.43K
+ 130.36%
$84.03 - $94.52 $120K - $136K
2.53K $214K
IWD
Ishares Russell 1000 Val ETF

ETFs
613
+ 72.03%
$183.23 - $199.79 $112K - $122K
1.46K $271K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 1.5%
$873.59 - $994.69 $23.6K - $26.9K
1.83K $1.68M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.35K
+ 8.03%
$57.53 - $60.83 $135K - $143K
31.6K $1.82M
BKH
Black Hills Corp

Utilities
1.01K
+ 48.96%
$57.6 - $64.66 $58.3K - $65.5K
3.08K $180K
PPL
Ppl Corp

Utilities
1.72K
+ 32.29%
$31.47 - $35.0 $54.1K - $60.1K
7.04K $228K
XLE
Energy Sector Spdr

ETFs
693
+ 15.18%
$83.32 - $97.27 $57.7K - $67.4K
5.26K $450K
NWE
Northwestern Corp

Utilities
1.18K
+ 26.83%
$50.44 - $57.24 $59.7K - $67.7K
5.59K $299K
WEC
Wec Energy Group, Inc.

Utilities
556
+ 15.11%
$92.94 - $101.82 $51.7K - $56.6K
4.24K $398K
TOST
Toast, Inc.

Technology
11
+ 0.22%
$27.43 - $43.54 $302 - $479
5.01K $182K
MIDD
Middleby Corp

Industrials
300
+ 73.17%
$129.7 - $146.97 $38.9K - $44.1K
710 $96K
WD
Walker & Dunlop, Inc.

Financial Services
600
+ 42.86%
$95.69 - $116.27 $57.4K - $69.8K
2K $194K
IVW
Ishares S&P 500 Growth ETF

ETFs
80
+ 2.04%
$94.43 - $105.47 $7.55K - $8.44K
4.01K $407K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
560
+ 136.92%
$51.09 - $55.27 $28.6K - $31K
969 $49K
SPYG
Spdr Portfolio

ETFs
312
+ 112.23%
$81.74 - $91.38 $25.5K - $28.5K
590 $51K
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.2K
+ 200.21%
$22.4 - $68.28 $698K - $2.13M
46.7K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
325
+ 238.97%
$80.93 - $85.66 $26.3K - $27.8K
461 $37K
CCL
Carnival Corp

Consumer Cyclical
888
+ 275.78%
$17.34 - $26.8 $15.4K - $23.8K
1.21K $30K
PANW
Palo Alto Networks Inc

Technology
1.07K
+ 99.81%
$181.96 - $405.9 $194K - $434K
2.14K $389K
F
Ford Motor CO

Consumer Cyclical
2.07K
+ 169.93%
$9.69 - $11.4 $20K - $23.6K
3.29K $32K
BILL
Bill.Com Holdings, Inc.

Technology
173
+ 129.1%
$51.23 - $97.41 $8.86K - $16.9K
307 $26K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
309
+ 154.5%
$53.94 - $58.15 $16.7K - $18K
509 $28K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.8K
+ 200.8%
$22.01 - $66.82 $370K - $1.12M
25.2K $570K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10.1K
+ 100.24%
$27.45 - $55.56 $276K - $559K
20.1K $569K
ETR
Entergy Corp

Utilities
698
+ 99.43%
$73.19 - $156.4 $51.1K - $109K
1.4K $106K
PAVE
Global X Fds Us Infrastructure

ETFs
293
+ 17.41%
$40.41 - $45.95 $11.8K - $13.5K
1.98K $79K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
229
+ 40.6%
$46.33 - $48.6 $10.6K - $11.1K
793 $36K
AEP
American Electric Power CO Inc

Utilities
124
+ 21.23%
$90.91 - $102.21 $11.3K - $12.7K
708 $65K
GPN
Global Payments Inc

Industrials
47
+ 109.3%
$97.57 - $119.38 $4.59K - $5.61K
90 $10K
ET
Energy Transfer LP

Energy
103
+ 15.37%
$16.05 - $19.86 $1.65K - $2.05K
773 $15K
BSX
Boston Scientific Corp

Healthcare
36
+ 32.14%
$83.62 - $91.5 $3.01K - $3.29K
148 $13K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.57%
$49.06 - $57.74 $392 - $462
1.41K $73K
MAIN
Main Street Capital Corp

Financial Services
11
+ 5.29%
$49.95 - $58.58 $549 - $644
219 $12K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
58
+ 5.06%
$24.66 - $27.63 $1.43K - $1.6K
1.21K $30K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
53
+ 6.72%
$22.65 - $23.8 $1.2K - $1.26K
842 $19K
ARLP
Alliance Resource Partners LP

Energy
18
+ 3.52%
$24.84 - $28.58 $447 - $514
530 $13K
CLF
Cleveland Cliffs Inc.

Basic Materials
18
+ 72.0%
$9.24 - $13.94 $166 - $251
43 $0
TPG
Tpg Inc.

Financial Services
3
+ 150.0%
$58.29 - $71.51 $175 - $215
5 $0
Activity Summary
Buys All Purchases 200 New Holdings 110 Increased Positions 90 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 0
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