Crewe Advisors LLC Incresed Positions in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
421
+ 284.46%
$65.84 - $80.81 $27.7K - $34K
569 $45K
TJX
Tjx Companies Inc

Consumer Cyclical
76
+ 0.5%
$119.13 - $135.03 $9.05K - $10.3K
15.2K $1.88M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
451
+ 246.45%
$58.41 - $72.69 $26.3K - $32.8K
634 $46K
PAVE
Global X Fds Us Infrastructure

ETFs
497
+ 25.15%
$33.78 - $43.68 $16.8K - $21.7K
2.47K $107K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
560
+ 208.96%
$45.11 - $52.34 $25.3K - $29.3K
828 $43K
UBER
Uber Technologies, Inc

Technology
137
+ 18.56%
$64.62 - $93.3 $8.85K - $12.8K
875 $81K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
370
+ 80.09%
$50.08 - $63.14 $18.5K - $23.4K
832 $52K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
175
+ 175.0%
$101.69 - $139.02 $17.8K - $24.3K
275 $38K
IAU
Ishares Gold Trust

ETFs
392
+ 128.52%
$56.1 - $64.74 $22K - $25.4K
697 $43K
AEP
American Electric Power CO Inc

Utilities
265
+ 37.86%
$98.59 - $109.11 $26.1K - $28.9K
965 $100K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
172
+ 10.31%
$46.22 - $57.51 $7.95K - $9.89K
1.84K $105K
T
At&T Inc.

Communication Services
557
+ 9.72%
$26.33 - $28.94 $14.7K - $16.1K
6.29K $181K
OKE
Oneok Inc

Energy
495
+ 39.25%
$78.71 - $100.37 $39K - $49.7K
1.76K $143K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
284
+ 7.69%
$24.38 - $30.18 $6.92K - $8.57K
3.98K $119K
LMT
Lockheed Martin Corp

Industrials
22
+ 5.3%
$430.82 - $486.45 $9.48K - $10.7K
437 $202K
GD
General Dynamics Corp

Industrials
34
+ 10.86%
$247.68 - $291.66 $8.42K - $9.92K
347 $101K
NKE
Nike, Inc.

Consumer Cyclical
115
+ 11.98%
$53.27 - $72.04 $6.13K - $8.28K
1.08K $76K
FTNT
Fortinet, Inc.

Technology
6
+ 0.35%
$84.71 - $108.69 $508 - $652
1.7K $179K
GILD
Gilead Sciences, Inc.

Healthcare
142
+ 24.32%
$96.91 - $113.0 $13.8K - $16K
726 $80K
MGM
Mgm Resorts International

Consumer Cyclical
1
+ 0.03%
$25.79 - $34.95 $25.8 - $35
3.11K $106K
UPS
United Parcel Service Inc

Industrials
150
+ 174.42%
$91.92 - $110.2 $13.8K - $16.5K
236 $23K
SCHA
Schwab Strategic Tr Us Small C

ETFs
565
+ 395.1%
$20.42 - $25.3 $11.5K - $14.3K
708 $17K
KOMP
Spdr S&P Kensho New Economies

ETFs
240
+ 216.22%
$40.86 - $54.38 $9.81K - $13.1K
351 $19K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
322
+ 78.16%
$32.66 - $40.75 $10.5K - $13.1K
734 $29K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.06%
$152.93 - $181.74 $153 - $182
1.63K $296K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
140
+ 6.55%
$26.99 - $33.86 $3.78K - $4.74K
2.28K $76K
SCHW
Schwab Charles Corp

Financial Services
44
+ 6.67%
$69.06 - $91.24 $3.04K - $4.01K
704 $64K
EVRG
Evergy, Inc.

Utilities
189
+ 21.0%
$64.06 - $69.64 $12.1K - $13.2K
1.09K $75K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.92%
$451.58 - $565.94 $903 - $1.13K
219 $119K
TRV
Travelers Companies, Inc.

Financial Services
45
+ 16.98%
$233.83 - $276.34 $10.5K - $12.4K
310 $82K
NI
Nisource Inc.

Utilities
304
+ 90.75%
$37.11 - $40.64 $11.3K - $12.4K
639 $25K
D
Dominion Energy, Inc

Utilities
189
+ 11.75%
$49.66 - $58.0 $9.39K - $11K
1.8K $101K
PNC
Pnc Financial Services Group, Inc.

Financial Services
19
+ 3.45%
$149.76 - $186.42 $2.85K - $3.54K
570 $106K
ED
Consolidated Edison Inc

Utilities
105
+ 2625.0%
$98.05 - $113.3 $10.3K - $11.9K
109 $10K
OEF
Ishares S&P 100 ETF

ETFs
40
+ 4.29%
N/A
973 $258K
VBR
Vanguard Small Cap Value ETF

ETFs
22
+ 3.17%
$162.76 - $195.77 $3.58K - $4.31K
716 $139K
XLU
Utilities Sector Spdr

ETFs
101
+ 16.64%
$73.09 - $82.77 $7.38K - $8.36K
708 $57K
MAA
Mid America Apartment Communities Inc.

Real Estate
65
+ 1083.33%
$145.91 - $168.0 $9.48K - $10.9K
71 $10K
BMO
Bank Of Montreal

Financial Services
20
+ 5.0%
$87.54 - $110.63 $1.75K - $2.21K
420 $46K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
94
+ 12.86%
$91.43 - $91.74 $8.59K - $8.62K
825 $75K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.91%
$438.31 - $527.29 $1.31K - $1.58K
333 $175K
MSTR
Microstrategy Inc

Technology
2
+ 4.17%
$237.95 - $421.61 $476 - $843
50 $20K
WM
Waste Management Inc

Industrials
39
+ 3.17%
$216.47 - $242.1 $8.44K - $9.44K
1.27K $290K
O
Realty Income Corp

Real Estate
102
+ 121.43%
$52.27 - $58.52 $5.33K - $5.97K
186 $10K
KHC
Kraft Heinz CO

Consumer Defensive
275
+ 70.88%
$25.61 - $30.81 $7.04K - $8.47K
663 $17K
ENB
Enbridge Inc

Energy
85
+ 4.01%
$41.09 - $47.16 $3.49K - $4.01K
2.21K $100K
EPR
Epr Properties

Real Estate
81
+ 144.64%
$43.53 - $59.11 $3.53K - $4.79K
137 $7K
FSK
Fs Kkr Capital Corp

Financial Services
222
+ 169.47%
$17.95 - $21.5 $3.98K - $4.77K
353 $7K
STAG
Stag Industrial, Inc.

Real Estate
125
+ 154.32%
$30.08 - $37.02 $3.76K - $4.63K
206 $7K
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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