Crewe Advisors LLC Incresed Positions in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
22
+ 4.46%
$460.3 - $584.56 $10.1K - $12.9K
515 $301K
XLE
Energy Sector Spdr

ETFs
924
+ 25.38%
$84.35 - $93.39 $77.9K - $86.3K
4.57K $400K
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.66%
$77.68 - $96.19 $1.86K - $2.31K
3.68K $353K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.21%
$391.53 - $469.81 $1.17K - $1.41K
1.41K $662K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.15%
$61.11 - $67.85 $1.41K - $1.56K
15.6K $1.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.91%
$3305.62 - $4268.05 $9.92K - $12.8K
160 $673K
ZION
Zions Bancorporation, National Association

Financial Services
787
+ 24.88%
$42.49 - $52.53 $33.4K - $41.3K
3.95K $186K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
273
+ 3.37%
$59.93 - $66.52 $16.4K - $18.2K
8.36K $556K
CSL
Carlisle Companies Inc

Industrials
80
+ 37.56%
$376.5 - $449.34 $30.1K - $35.9K
293 $131K
XLP
Consumer Staples Sector Spdr

ETFs
581
+ 74.2%
$76.04 - $76.04 $44.2K - $44.2K
1.36K $103K
IJK
Ishares S&P Midcap 400 Growth

ETFs
22
+ 0.22%
$84.81 - $93.54 $1.87K - $2.06K
9.99K $918K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 15.38%
$896.19 - $1044.18 $17.9K - $20.9K
150 $155K
AZO
Autozone Inc

Consumer Cyclical
7
+ 8.75%
$2815.0 - $3212.87 $19.7K - $22.5K
87 $274K
PNW
Pinnacle West Capital Corp

Utilities
310
+ 39.24%
$75.52 - $91.31 $23.4K - $28.3K
1.1K $97K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.09%
$386.81 - $423.12 $387 - $423
1.06K $449K
BLK
Black Rock Inc.

Financial Services
2
+ 1.01%
$782.27 - $949.51 $1.56K - $1.9K
200 $189K
NWE
Northwestern Corp

Utilities
50
+ 1.15%
$48.68 - $57.27 $2.43K - $2.86K
4.41K $252K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
196
+ 4.47%
$33.89 - $41.64 $6.64K - $8.16K
4.58K $182K
VUG
Vanguard Growth ETF

ETFs
67
+ 11.65%
$341.08 - $391.94 $22.9K - $26.3K
642 $246K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
23
+ 0.23%
$49.82 - $55.29 $1.15K - $1.27K
10K $555K
PPL
Ppl Corp

Utilities
23
+ 0.43%
$27.36 - $33.08 $629 - $761
5.32K $176K
CRWD
Crowd Strike Holdings, Inc.

Technology
197
+ 77.25%
$217.89 - $392.15 $42.9K - $77.3K
452 $126K
CMI
Cummins Inc

Industrials
2
+ 0.35%
$266.63 - $326.4 $533 - $653
572 $185K
GILD
Gilead Sciences, Inc.

Healthcare
5
+ 0.3%
$66.59 - $83.99 $333 - $420
1.68K $140K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.47K
+ 601.64%
$16.42 - $18.12 $24.1K - $26.6K
1.71K $30K
SYK
Stryker Corp

Healthcare
6
+ 0.54%
$315.94 - $371.96 $1.9K - $2.23K
1.13K $407K
AFL
Aflac Inc

Financial Services
6
+ 0.54%
$88.52 - $111.8 $531 - $671
1.11K $123K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
71
+ 0.92%
$36.98 - $41.55 $2.63K - $2.95K
7.76K $319K
KO
Coca Cola CO

Consumer Defensive
21
+ 0.82%
$62.69 - $73.01 $1.32K - $1.53K
2.58K $185K
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.84%
$175.14 - $206.36 $1.05K - $1.24K
721 $148K
LCID
Lucid Group, Inc.

Consumer Cyclical
5.89K
+ 642.09%
$2.64 - $4.26 $15.5K - $25.1K
6.81K $23K
PLD
Prologis, Inc.

Real Estate
7
+ 0.52%
$111.95 - $132.43 $784 - $927
1.36K $171K
DHR
Danaher Corp

Healthcare
7
+ 1.2%
$239.25 - $280.76 $1.67K - $1.97K
590 $164K
ETR
Entergy Corp

Utilities
2
+ 0.29%
$104.75 - $131.61 $210 - $263
702 $92K
SOFI
So Fi Technologies, Inc.

Financial Services
27
+ 0.19%
$6.32 - $8.19 $171 - $221
14.1K $110K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
43
+ 8.27%
$460.0 - $505.78 $19.8K - $21.7K
563 $261K
RDVY
First Trust Rising Dividend Ac

ETFs
182
+ 12.53%
$53.68 - $59.24 $9.77K - $10.8K
1.64K $96K
TT
Trane Technologies PLC

Industrials
3
+ 1.09%
$314.21 - $388.71 $943 - $1.17K
277 $107K
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 0.81%
$64.35 - $75.71 $1.03K - $1.21K
1.99K $146K
AMGN
Amgen Inc

Healthcare
6
+ 0.41%
$309.38 - $337.38 $1.86K - $2.02K
1.45K $467K
CL
Colgate Palmolive CO

Consumer Defensive
7
+ 0.31%
$95.54 - $108.77 $669 - $761
2.26K $234K
PGR
Progressive Corp

Financial Services
7
+ 2.53%
$209.46 - $259.24 $1.47K - $1.81K
284 $72K
BKH
Black Hills Corp

Utilities
14
+ 0.68%
$53.42 - $61.53 $748 - $861
2.07K $126K
CME
Cme Group Inc.

Financial Services
3
+ 0.56%
$193.43 - $220.62 $580 - $662
537 $118K
XLK
Technology Sector Spdr

ETFs
77
+ 1.07%
$197.34 - $237.68 $15.2K - $18.3K
7.27K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.31%
$459.02 - $510.25 $459 - $510
323 $159K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.43%
$179.99 - $201.6 $540 - $605
694 $139K
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.34%
$77.22 - $89.49 $386 - $447
1.46K $129K
MIDD
Middleby Corp

Industrials
50
+ 13.89%
$119.13 - $144.82 $5.96K - $7.24K
410 $57K
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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