Crewe Advisors LLC Incresed Positions in Q1 2025

Crewe Advisors LLC

  • $695 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
13
+ 86.67%
$98.68 - $151.89 $1.28K - $1.97K
28 $2K
Sprott Fds Tr
7
+ 2.59%
N/A
277 $0
Themes ETF Tr
4
+ 2.92%
N/A
141 $0
THO
Thor Industries Inc

Consumer Cyclical
10
+ 333.33%
$75.81 - $105.39 $758 - $1.05K
13 $0
CMCSA
Comcast Corp

Communication Services
9
+ 0.51%
$33.19 - $38.23 $299 - $344
1.76K $65K
EVR
Evercore Inc.

Financial Services
1
+ 50.0%
$190.28 - $291.27 $190 - $291
3 $0
MAIN
Main Street Capital Corp

Financial Services
1
+ 0.46%
$54.71 - $63.1 $54.7 - $63.1
220 $12K
FTV
Fortive Corp

Technology
13
+ 6.5%
$71.82 - $82.98 $934 - $1.08K
213 $15K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1
+ 20.0%
$39.02 - $42.89 $39 - $42.9
6 $0
Ishares Bitcoin Trust ETF
6.81K
+ 1357.37%
N/A
7.32K $0
CSL
Carlisle Companies Inc

Industrials
12
+ 6.38%
$326.43 - $408.24 $3.92K - $4.9K
200 $68K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.27%
$57.22 - $63.39 $114 - $127
748 $43K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.26%
$45.21 - $50.33 $45.2 - $50.3
384 $17K
IONQ
Ion Q, Inc.

Technology
42
+ 40.0%
$18.27 - $51.07 $767 - $2.14K
147 $3K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.29%
$24.91 - $29.02 $24.9 - $29
348 $8K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
23
+ 5.91%
$9.03 - $17.11 $208 - $394
412 $3K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.07%
$115.08 - $123.97 $115 - $124
1.39K $160K
IWR
Ishares Russell Mid Cap ETF

ETFs
104
+ 3.29%
$82.81 - $92.93 $8.61K - $9.66K
3.26K $277K
AVY
Avery Dennison Corp

Industrials
7
+ 1.75%
$174.58 - $195.91 $1.22K - $1.37K
407 $72K
NEE
Nextera Energy Inc

Utilities
8
+ 0.23%
$66.96 - $76.16 $536 - $609
3.51K $248K
LCID
Lucid Group, Inc.

Consumer Cyclical
488
+ 7.15%
$2.03 - $3.48 $991 - $1.7K
7.31K $17K
SOXL
Direxion Daily Semiconductor B

ETFs
1.32K
+ 52.59%
$15.95 - $35.15 $21.1K - $46.4K
3.83K $61K
DHR
Danaher Corp

Healthcare
11
+ 2.66%
$201.62 - $250.59 $2.22K - $2.76K
424 $86K
RIOT
Riot Blockchain, Inc.

Technology
30
+ 1.0%
$7.12 - $13.54 $214 - $406
3.03K $21K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.9K
+ 4.07%
$21.75 - $24.28 $41.4K - $46.2K
48.6K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
725
+ 2.88%
$21.23 - $23.75 $15.4K - $17.2K
25.9K $557K
PPG
Ppg Industries Inc

Basic Materials
8
+ 0.47%
$107.44 - $124.29 $860 - $994
1.7K $185K
HON
Honeywell International Inc

Industrials
4
+ 0.33%
$202.75 - $226.52 $811 - $906
1.23K $260K
DAL
Delta Air Lines, Inc.

Industrials
13
+ 1.2%
$43.6 - $69.06 $567 - $898
1.1K $47K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.09%
$84.5 - $105.05 $592 - $735
7.87K $690K
FOUR
Shift4 Payments, Inc.

Technology
27
+ 2.03%
$81.71 - $125.66 $2.21K - $3.39K
1.36K $110K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
23
+ 0.11%
$26.53 - $29.63 $610 - $681
20.1K $541K
MDB
Mongo Db, Inc.

Technology
2
+ 0.2%
$175.4 - $298.52 $351 - $597
1K $175K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.15%
$472.29 - $575.13 $945 - $1.15K
1.38K $667K
IJK
Ishares S&P Midcap 400 Growth

ETFs
114
+ 1.15%
$81.62 - $96.63 $9.3K - $11K
10.1K $837K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35.9K
+ 4.41%
$57.21 - $65.8 $2.06M - $2.36M
850K $49.6M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.4K
+ 3.34%
$96.93 - $109.51 $1.01M - $1.14M
322K $31.5M
IVV
Ishares Core S&P 500 ETF

ETFs
5.03K
+ 2.79%
$554.06 - $615.85 $2.79M - $3.1M
185K $104M
NVDA
Nvidia Corp

Technology
2.04K
+ 1.03%
$106.98 - $149.43 $219K - $305K
199K $21.6M
TSLA
Tesla, Inc.

Consumer Cyclical
274
+ 0.62%
$222.15 - $428.22 $60.9K - $117K
44.2K $11.5M
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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