Crewe Advisors LLC Incresed Positions in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
805
+ 0.84%
$496.48 - $617.85 $400K - $497K
96.1K $59.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.6K
+ 3.25%
$51.16 - $62.02 $1.41M - $1.71M
878K $54.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.07K
+ 0.33%
$86.93 - $109.64 $93.3K - $118K
323K $35.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22.3K
+ 19.49%
$90.56 - $109.49 $2.02M - $2.44M
137K $14.9M
TSLA
Tesla, Inc.

Consumer Cyclical
53
+ 0.12%
$221.86 - $362.89 $11.8K - $19.2K
44.3K $14.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
725
+ 3.82%
$416.06 - $551.64 $302K - $400K
19.7K $10.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.89K
+ 6.6%
$72.96 - $90.39 $357K - $442K
79.1K $7.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.14K
+ 7.74%
$39.89 - $49.46 $285K - $353K
99.4K $4.92M
VO
Vanguard Mid Cap ETF

ETFs
2.1K
+ 41.09%
$228.54 - $279.83 $480K - $588K
7.21K $2.02M
VTV
Vanguard Value ETF

ETFs
2.95K
+ 305.91%
$153.67 - $176.74 $453K - $521K
3.91K $691K
VUG
Vanguard Growth ETF

ETFs
1.1K
+ 263.22%
$329.49 - $438.4 $361K - $480K
1.51K $662K
EQT
Eqt Corp

Energy
2
+ 0.0%
$46.11 - $60.44 $92.2 - $121
75.1K $4.38M
PULS
Pgim ETF Tr

ETFs
6.32K
+ 1.11%
$49.39 - $49.76 $312K - $314K
576K $28.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.44K
+ 90.68%
$152.42 - $182.82 $219K - $263K
3.03K $553K
IVW
Ishares S&P 500 Growth ETF

ETFs
2K
+ 58.72%
$82.96 - $110.1 $166K - $221K
5.41K $596K
AXP
American Express CO

Financial Services
7
+ 0.13%
$231.39 - $318.98 $1.62K - $2.23K
5.46K $1.74M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.72K
+ 33.7%
$19.1 - $23.83 $167K - $208K
34.6K $824K
VEA
Vanguard Ftse Developed Market

ETFs
779
+ 2.66%
$45.65 - $57.01 $35.6K - $44.4K
30K $1.71M
IWB
Ishares Tr Russell 1000 ETF

ETFs
549
+ 63.39%
$272.36 - $339.57 $150K - $186K
1.42K $480K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.12K
+ 2045.69%
$22.27 - $29.21 $159K - $208K
7.47K $218K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.72K
+ 204.57%
$49.79 - $50.75 $185K - $189K
5.53K $280K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.24K
+ 138.83%
$114.78 - $133.31 $142K - $165K
2.13K $283K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.51K
+ 35.03%
$17.76 - $22.1 $97.9K - $122K
21.2K $469K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.53K
+ 33.03%
$96.84 - $99.46 $148K - $152K
6.15K $610K
RDVY
First Trust Rising Dividend Ac

ETFs
2.27K
+ 303.61%
$51.6 - $62.74 $117K - $142K
3.02K $189K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.64K
+ 300.0%
$50.53 - $212.53 $386K - $1.62M
10.2K $564K
INTU
Intuit Inc

Technology
6
+ 0.8%
$544.07 - $787.63 $3.26K - $4.73K
754 $593K
SCHX
Schwab Strategic Tr Us Large C

ETFs
259
+ 0.53%
$19.6 - $24.44 $5.08K - $6.33K
48.9K $1.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
345
+ 76.33%
$216.28 - $284.39 $74.6K - $98.1K
797 $226K
IVE
Ishares S&P 500 Value ETF

ETFs
559
+ 81.96%
$168.34 - $195.42 $94.1K - $109K
1.24K $242K
DGRO
Ishares Core Dividend Growth E

ETFs
831
+ 3.23%
$55.22 - $63.94 $45.9K - $53.1K
26.6K $1.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.05K
+ 6.08%
$51.14 - $57.0 $105K - $117K
35.8K $2.03M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
422
+ 508.43%
$180.84 - $240.32 $76.3K - $101K
505 $121K
PANW
Palo Alto Networks Inc

Technology
176
+ 9.03%
$152.44 - $204.64 $26.8K - $36K
2.13K $434K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
942
+ 55.44%
$100.04 - $100.54 $94.2K - $94.7K
2.64K $265K
WMT
Walmart Inc.

Consumer Defensive
115
+ 1.46%
$81.79 - $99.98 $9.41K - $11.5K
7.98K $780K
DIS
Walt Disney CO

Communication Services
27
+ 0.83%
$81.72 - $124.01 $2.21K - $3.35K
3.3K $408K
SPYG
Spdr Portfolio

ETFs
704
+ 386.81%
$71.83 - $95.32 $50.6K - $67.1K
886 $84K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
1.2K
+ 200.0%
$37.36 - $43.85 $44.8K - $52.6K
1.8K $78K
FNDX
Schwab Fundamental U S Large C

ETFs
2.53K
+ 59.27%
$20.84 - $24.54 $52.6K - $62K
6.79K $166K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
22
+ 0.11%
$23.87 - $29.82 $525 - $656
20.2K $600K
VEU
Vanguard Ftse All World Ex Us

ETFs
853
+ 1027.71%
$54.19 - $67.22 $46.2K - $57.3K
936 $62K
IWR
Ishares Russell Mid Cap ETF

ETFs
285
+ 8.73%
$74.88 - $91.97 $21.3K - $26.2K
3.55K $326K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.64K
+ 7.46%
$24.32 - $27.87 $161K - $185K
95.6K $2.53M
PLTR
Palantir Technologies Inc.

Technology
14
+ 1.85%
$74.01 - $144.25 $1.04K - $2.02K
770 $104K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
821
+ 103.53%
$46.41 - $47.7 $38.1K - $39.2K
1.61K $76K
EWJ
Ishares Msci Japan ETF

ETFs
40
+ 0.75%
$61.32 - $75.28 $2.45K - $3.01K
5.36K $402K
KO
Coca Cola CO

Consumer Defensive
558
+ 34.34%
$68.37 - $73.9 $38.2K - $41.2K
2.18K $154K
SOXL
Direxion Daily Semiconductor B

ETFs
20
+ 0.52%
$8.25 - $25.2 $165 - $504
3.85K $96K
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
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