Crewe Advisors LLC Incresed Positions in Q1 2025

Crewe Advisors LLC

  • $695 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
91.3K
+ 62.36%
$104.71 - $107.69 $9.56M - $9.84M
238K $25.1M
PULS
Pgim ETF Tr

ETFs
180K
+ 46.19%
$49.56 - $49.78 $8.92M - $8.96M
570K $28.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 1.89%
$663000.0 - $801950.0 $663K - $802K
54 $43.1M
IEFA
Ishares Tr

ETFs
31.8K
+ 6.61%
$69.57 - $78.65 $2.21M - $2.5M
513K $38.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.45K
+ 1.03%
$41.61 - $44.72 $310K - $333K
728K $31.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
8.41K
+ 5.97%
$55.47 - $61.45 $467K - $517K
149K $8.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.28K
+ 3.16%
$74.85 - $84.89 $170K - $193K
74.2K $6.06M
VNQ
Vanguard Specialized Funds Van

ETFs
2.71K
+ 4.97%
$85.55 - $94.34 $232K - $256K
57.3K $5.19M
IBM
International Business Machines Corp

Technology
516
+ 11.25%
$217.4 - $264.74 $112K - $137K
5.1K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
535
+ 26.02%
$279.74 - $321.29 $150K - $172K
2.59K $809K
BX
Blackstone Inc.

Financial Services
2K
+ 54.13%
$136.53 - $186.74 $273K - $373K
5.69K $795K
IEMG
Ishares Inc

ETFs
2.34K
+ 3.52%
N/A
68.8K $3.69M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.78K
+ 323.09%
$63.77 - $71.36 $113K - $127K
2.33K $160K
IWB
Ishares Tr Russell 1000 ETF

ETFs
431
+ 99.08%
$302.31 - $337.54 $130K - $145K
866 $265K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.17K
+ 6.88%
$56.17 - $59.71 $122K - $130K
33.7K $1.93M
EMB
Ishares Tr

ETFs
1.01K
+ 8.67%
$88.64 - $92.03 $89.4K - $92.9K
12.6K $1.15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.03K
+ 398.23%
$51.45 - $58.51 $104K - $119K
2.54K $131K
ET
Energy Transfer LP

Energy
5.38K
+ 695.34%
$17.26 - $21.08 $92.8K - $113K
6.15K $114K
DUK
Duke Energy Corp

Utilities
34
+ 0.67%
$105.87 - $121.97 $3.6K - $4.15K
5.14K $627K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.2K
+ 10.87%
$102.49 - $119.96 $1.15M - $1.34M
114K $12M
INTU
Intuit Inc

Technology
131
+ 21.23%
$555.63 - $630.23 $72.8K - $82.6K
748 $459K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
494
+ 0.56%
$27.01 - $28.54 $13.3K - $14.1K
88.9K $2.49M
EEM
Ishares Msci Emerging Markets

ETFs
55
+ 0.16%
$40.81 - $45.34 $2.24K - $2.49K
34.8K $1.52M
WEC
Wec Energy Group, Inc.

Utilities
29
+ 0.68%
$92.12 - $108.98 $2.67K - $3.16K
4.26K $464K
MCK
Mckesson Corp

Healthcare
11
+ 2.27%
$566.21 - $672.99 $6.23K - $7.4K
496 $333K
ADSK
Autodesk, Inc.

Technology
227
+ 73.7%
N/A
535 $131K
FISV
Fiserv Inc

Technology
393
+ 27.33%
N/A
1.83K $229K
BP
Bp PLC

Energy
143
+ 1.41%
$29.93 - $35.31 $4.28K - $5.05K
10.3K $348K
IRM
Iron Mountain Inc

Real Estate
500
+ 10000.0%
$82.79 - $111.31 $41.4K - $55.7K
505 $43K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.24K
+ 105.88%
$25.2 - $68.74 $31.3K - $85.4K
2.42K $71K
QUAL
Ishares Msci Usa Quality Facto

ETFs
301
+ 23.39%
$168.16 - $186.21 $50.6K - $56K
1.59K $271K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
628
+ 697.78%
$65.27 - $71.18 $41K - $44.7K
718 $47K
WM
Waste Management Inc

Industrials
11
+ 0.9%
$200.54 - $233.78 $2.21K - $2.57K
1.23K $284K
T
At&T Inc.

Communication Services
12
+ 0.21%
$21.56 - $28.28 $259 - $339
5.73K $162K
PYPL
Pay Pal Holdings, Inc.

Financial Services
497
+ 1461.76%
$65.15 - $91.81 $32.4K - $45.6K
531 $34K
DGRO
Ishares Core Dividend Growth E

ETFs
285
+ 1.12%
$60.46 - $64.42 $17.2K - $18.4K
25.7K $1.59M
PG
Procter & Gamble CO

Consumer Defensive
30
+ 0.36%
$158.56 - $176.26 $4.76K - $5.29K
8.43K $1.44M
NWE
Northwestern Corp

Utilities
65
+ 1.16%
$51.11 - $57.87 $3.32K - $3.76K
5.66K $327K
PNW
Pinnacle West Capital Corp

Utilities
14
+ 0.55%
$81.76 - $95.25 $1.14K - $1.33K
2.55K $242K
PPL
Ppl Corp

Utilities
15
+ 0.21%
$31.68 - $36.11 $475 - $542
7.05K $254K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
475
+ 35.39%
$50.48 - $51.04 $24K - $24.2K
1.82K $92K
IWD
Ishares Russell 1000 Val ETF

ETFs
75
+ 5.12%
$182.82 - $196.21 $13.7K - $14.7K
1.54K $289K
SYK
Stryker Corp

Healthcare
5
+ 0.48%
$355.18 - $399.9 $1.78K - $2K
1.05K $389K
MDLZ
Mondelez International, Inc.

Consumer Defensive
31
+ 1.94%
$56.12 - $68.15 $1.74K - $2.11K
1.63K $110K
ETR
Entergy Corp

Utilities
10
+ 0.71%
$75.26 - $87.89 $753 - $879
1.41K $120K
MPLX
Mplx LP

Energy
36
+ 1.75%
$47.88 - $54.65 $1.72K - $1.97K
2.09K $111K
COP
Conocophillips

Energy
33
+ 3.34%
$88.6 - $105.85 $2.92K - $3.49K
1.02K $107K
VO
Vanguard Mid Cap ETF

ETFs
139
+ 2.79%
$251.87 - $277.95 $35K - $38.6K
5.11K $1.32M
ACGL
Arch Capital Group Ltd.

Financial Services
85
+ 2125.0%
$88.13 - $96.94 $7.49K - $8.24K
89 $8K
Activity Summary
Buys All Purchases 260 New Holdings 119 Increased Positions 141 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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