Crewe Advisors LLC Incresed Positions in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APLE
Apple Hospitality Reit, Inc.

Real Estate
416
+ 151.82%
$10.66 - $12.92 $4.43K - $5.37K
690 $8K
ARCC
Ares Capital Corp

Financial Services
202
+ 154.2%
$18.91 - $22.43 $3.82K - $4.53K
333 $7K
LTC
Ltc Properties Inc

Real Estate
130
+ 156.63%
$32.83 - $36.24 $4.27K - $4.71K
213 $7K
ARES
Ares Management Corp

Financial Services
11
+ 12.64%
$118.04 - $175.83 $1.3K - $1.93K
98 $16K
GBDC
Golub Capital Bdc, Inc.

Financial Services
295
+ 147.5%
$13.03 - $15.28 $3.84K - $4.51K
495 $7K
NEE
Nextera Energy Inc

Utilities
125
+ 3.56%
$64.11 - $75.0 $8.01K - $9.38K
3.64K $252K
SNOW
Snowflake Inc.

Technology
3
+ 6.0%
$130.53 - $223.77 $392 - $671
53 $11K
TFC
Truist Financial Corp

Financial Services
54
+ 17.65%
$34.79 - $42.99 $1.88K - $2.32K
360 $15K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
5
+ 1.21%
$8.01 - $16.55 $40.1 - $82.8
417 $6K
PSEC
Prospect Capital Corp

Financial Services
1.38K
+ 141.27%
$3.14 - $4.06 $4.34K - $5.61K
2.36K $7K
IONQ
Ion Q, Inc.

Technology
4
+ 2.72%
$20.68 - $48.04 $82.7 - $192
151 $6K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
66
+ 314.29%
$45.98 - $56.15 $3.03K - $3.71K
87 $4K
BCS
Barclays PLC

Financial Services
14
+ 2.42%
$12.69 - $18.61 $178 - $261
592 $11K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 100.0%
$321.63 - $509.31 $643 - $1.02K
4 $2K
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 1.88%
$74.27 - $88.92 $891 - $1.07K
652 $57K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28
+ 2.37%
N/A
1.21K $103K
PSA
Public Storage

Real Estate
7
+ 14.0%
$266.31 - $309.77 $1.86K - $2.17K
57 $16K
CLF
Cleveland Cliffs Inc.

Basic Materials
220
+ 431.37%
$5.83 - $8.88 $1.28K - $1.95K
271 $2K
SNY
Sanofi

Healthcare
47
+ 213.64%
$47.62 - $55.44 $2.24K - $2.61K
69 $3K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
122
+ 9.53%
$18.94 - $21.67 $2.31K - $2.64K
1.4K $29K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 2.86%
$73.02 - $90.22 $438 - $541
216 $19K
DDOG
Datadog, Inc.

Technology
5
+ 17.86%
$87.0 - $134.33 $435 - $672
33 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 149.25%
$15.5 - $20.28 $1.55K - $2.03K
167 $3K
PGR
Progressive Corp

Financial Services
10
+ 22.73%
$255.27 - $288.74 $2.55K - $2.89K
54 $14K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.26%
$40.79 - $50.93 $40.8 - $50.9
385 $19K
VEEV
Veeva Systems Inc

Healthcare
2
+ 8.0%
$209.39 - $289.94 $419 - $580
27 $7K
TTWO
Take Two Interactive Software Inc

Communication Services
3
+ 16.67%
$194.58 - $243.05 $584 - $729
21 $5K
AIQ
Global X Funds Global X Artifi

ETFs
15
+ 15.0%
$31.5 - $43.69 $473 - $655
115 $5K
APO
Apollo Global Management, Inc.

Financial Services
7
+ 4.79%
$108.68 - $145.07 $761 - $1.02K
153 $21K
SOFI
So Fi Technologies, Inc.

Financial Services
20
+ 9.17%
$9.5 - $18.21 $190 - $364
238 $4K
DT
Dynatrace, Inc.

Technology
30
+ 333.33%
$41.21 - $55.9 $1.24K - $1.68K
39 $2K
MRVL
Marvell Technology, Inc.

Technology
12
+ 34.29%
$49.38 - $79.97 $593 - $960
47 $3K
TTC
Toro CO

Industrials
31
+ 4.31%
$63.51 - $77.8 $1.97K - $2.41K
751 $53K
GTLB
Gitlab Inc.

Technology
6
+ 30.0%
$40.52 - $53.43 $243 - $321
26 $1K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
36
+ 2.2%
$9.25 - $10.26 $333 - $369
1.67K $17K
DASH
Door Dash, Inc.

Communication Services
4
+ 200.0%
$163.16 - $246.51 $653 - $986
6 $1K
TXN
Texas Instruments Inc

Technology
6
+ 0.26%
N/A
2.34K $454K
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 100.0%
$141.87 - $164.49 $567 - $658
8 $1K
KWEB
Kraneshares Tr Csi China Inter

ETFs
22
+ 110.0%
$28.28 - $35.22 $622 - $775
42 $1K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3
+ 0.23%
$47.46 - $55.3 $142 - $166
1.31K $72K
ADSK
Autodesk, Inc.

Technology
2
+ 0.37%
N/A
537 $132K
VRT
Vertiv Holdings CO

Industrials
6
+ 1.14%
N/A
533 $46K
ACGL
Arch Capital Group Ltd.

Financial Services
18
+ 20.22%
$84.99 - $96.82 $1.53K - $1.74K
107 $9K
BTI
British American Tobacco P.L.C.

Consumer Defensive
28
+ 84.85%
$39.43 - $49.34 $1.1K - $1.38K
61 $2K
CMCSA
Comcast Corp

Communication Services
96
+ 5.45%
$32.84 - $36.72 $3.15K - $3.53K
1.86K $66K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
19
+ 2.26%
$22.43 - $23.23 $426 - $441
861 $20K
QTUM
ETF Ser Solutions Defiance Qua
1
+ 1.09%
N/A
93 $0
Themes ETF Tr
4
+ 2.84%
N/A
145 $0
ALL
Allstate Corp

Financial Services
59
+ 2.87%
$180.53 - $212.64 $10.7K - $12.5K
2.12K $425K
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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