Crewe Advisors LLC Incresed Positions in Q1 2025

Crewe Advisors LLC

  • $695 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
55
+ 37.16%
$89.38 - $106.18 $4.92K - $5.84K
203 $20K
GS
Goldman Sachs Group Inc

Financial Services
29
+ 9.32%
$524.81 - $672.19 $15.2K - $19.5K
340 $185K
MDT
Medtronic PLC

Healthcare
51
+ 20.65%
$79.84 - $94.5 $4.07K - $4.82K
298 $26K
BKH
Black Hills Corp

Utilities
15
+ 0.49%
$55.74 - $61.86 $836 - $928
3.1K $187K
RSP
Invesco S&P 500 Equal Weight E

ETFs
53
+ 3.37%
$169.43 - $182.84 $8.98K - $9.69K
1.63K $282K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.38%
$232.43 - $265.13 $232 - $265
265 $70K
AJG
Arthur J. Gallagher & Co.

Financial Services
15
+ 46.88%
$275.89 - $345.24 $4.14K - $5.18K
47 $16K
LBRDK
Liberty Broadband Corp

Communication Services
35
+ 12.64%
$73.49 - $88.64 $2.57K - $3.1K
312 $26K
DG
Dollar General Corp

Consumer Defensive
31
+ 14.03%
$68.44 - $87.93 $2.12K - $2.73K
252 $22K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
155
+ 36.38%
$39.61 - $42.65 $6.14K - $6.61K
581 $23K
SCHW
Schwab Charles Corp

Financial Services
31
+ 4.93%
$71.24 - $83.64 $2.21K - $2.59K
660 $51K
ECL
Ecolab Inc.

Basic Materials
9
+ 6.0%
$229.72 - $269.82 $2.07K - $2.43K
159 $40K
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 8.39%
$4295.4 - $5141.88 $51.5K - $61.7K
155 $714K
PCAR
Paccar Inc

Industrials
42
+ 1400.0%
$96.91 - $112.51 $4.07K - $4.73K
45 $4K
PLD
Prologis, Inc.

Real Estate
20
+ 5.0%
$103.59 - $124.04 $2.07K - $2.48K
420 $46K
DE
Deere & CO

Industrials
4
+ 10.81%
$408.57 - $509.27 $1.63K - $2.04K
41 $19K
CB
Chubb LTD

Financial Services
5
+ 4.55%
$257.71 - $301.99 $1.29K - $1.51K
115 $34K
VTV
Vanguard Value ETF

ETFs
4
+ 0.42%
$167.73 - $179.21 $671 - $717
964 $166K
APLE
Apple Hospitality Reit, Inc.

Real Estate
247
+ 914.81%
$12.87 - $15.85 $3.18K - $3.91K
274 $3K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21
+ 2.96%
$91.45 - $91.75 $1.92K - $1.93K
731 $67K
O
Realty Income Corp

Real Estate
64
+ 320.0%
$51.67 - $58.49 $3.31K - $3.74K
84 $4K
CBRE
Cbre Group, Inc.

Real Estate
13
+ 325.0%
$121.79 - $147.13 $1.58K - $1.91K
17 $2K
MU
Micron Technology Inc

Technology
9
+ 1.48%
$86.89 - $109.38 $782 - $984
616 $53K
OKE
Oneok Inc

Energy
28
+ 2.27%
$89.57 - $109.85 $2.51K - $3.08K
1.26K $125K
MSTR
Microstrategy Inc

Technology
10
+ 26.32%
$239.27 - $396.5 $2.39K - $3.97K
48 $13K
ELV
Elevance Health, Inc.

Healthcare
3
+ 13.64%
$365.9 - $436.25 $1.1K - $1.31K
25 $10K
ADI
Analog Devices Inc

Technology
11
+ 550.0%
$201.56 - $243.82 $2.22K - $2.68K
13 $2K
DLTR
Dollar Tree, Inc.

Consumer Defensive
24
+ 30.77%
$61.92 - $76.95 $1.49K - $1.85K
102 $7K
NEM
Newmont Corp

Basic Materials
7
+ 8.75%
$37.79 - $48.39 $265 - $339
87 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 100.0%
$1187.71 - $1432.58 $1.19K - $1.43K
2 $2K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7
+ 0.41%
$100.32 - $100.76 $702 - $705
1.7K $170K
SO
Southern CO

Utilities
7
+ 140.0%
$80.96 - $92.96 $567 - $651
12 $1K
MAA
Mid America Apartment Communities Inc.

Real Estate
3
+ 100.0%
$146.9 - $170.92 $441 - $513
6 $1K
MRVL
Marvell Technology, Inc.

Technology
25
+ 250.0%
$61.57 - $126.06 $1.54K - $3.15K
35 $2K
GGG
Graco Inc

Industrials
12
+ 400.0%
$80.53 - $87.54 $966 - $1.05K
15 $1K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
39
+ 2.44%
$9.83 - $10.34 $383 - $403
1.64K $16K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9
+ 2.33%
$32.74 - $36.2 $295 - $326
395 $13K
CCI
Crown Castle International Corp

Real Estate
11
+ 550.0%
$84.33 - $106.39 $928 - $1.17K
13 $1K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 3.95%
$283.24 - $338.07 $850 - $1.01K
79 $23K
APO
Apollo Global Management, Inc.

Financial Services
35
+ 31.53%
$126.01 - $172.06 $4.41K - $6.02K
146 $19K
JCI
Johnson Controls International PLC

Industrials
15
+ 375.0%
$76.12 - $90.6 $1.14K - $1.36K
19 $1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4
+ 44.44%
$80.53 - $147.57 $322 - $590
13 $1K
KHC
Kraft Heinz CO

Consumer Defensive
57
+ 17.22%
$28.51 - $32.22 $1.63K - $1.84K
388 $11K
CLF
Cleveland Cliffs Inc.

Basic Materials
8
+ 18.6%
$8.22 - $12.02 $65.8 - $96.2
51 $0
IPO
Renaissance Cap Greenwich Fds

ETFs
3
+ 1.88%
$37.55 - $48.06 $113 - $144
163 $6K
HOOD
Robinhood Markets, Inc.

Technology
1
+ 8.33%
$35.63 - $65.28 $35.6 - $65.3
13 $0
WEN
Wendy'S CO

Consumer Cyclical
4
+ 1.76%
$14.17 - $16.17 $56.7 - $64.7
231 $3K
Armour Residential Reit Inc
1
+ 0.17%
N/A
591 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.62%
$25.77 - $27.6 $51.5 - $55.2
324 $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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