Crewe Advisors LLC Incresed Positions in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASH
Ashland Global Holdings Inc

Basic Materials
1
+ 25.0%
$46.53 - $57.87 $46.5 - $57.9
5 $0
Aspire Biopharma Hldgs Inc
313K
+ 100.0%
N/A
627K $0
DKNG
Draft Kings Inc.

Consumer Cyclical
1
+ 14.29%
$31.67 - $42.89 $31.7 - $42.9
8 $0
Atlassian Corporation
2
+ 2.86%
N/A
72 $0
SQ
Block, Inc.

Technology
6
+ 0.9%
N/A
674 $38K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1
+ 4.17%
$47.63 - $60.01 $47.6 - $60
25 $1K
AGNC
Agnc Investment Corp.

Real Estate
13
+ 1.32%
$8.12 - $9.49 $106 - $123
1K $9K
SCM
Stellus Capital Investment Corp

Financial Services
1
+ 0.13%
$11.69 - $14.03 $11.7 - $14
751 $10K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 100.0%
$317.61 - $387.52 $318 - $388
2 $0
INSW
International Seaways, Inc.

Energy
3
+ 60.0%
$28.76 - $40.96 $86.3 - $123
8 $0
IVZ
Invesco Ltd.

Financial Services
15
+ 93.75%
$12.14 - $15.77 $182 - $237
31 $0
IDV
Ishares Tr

ETFs
2
+ 9.09%
$27.79 - $34.84 $55.6 - $69.7
24 $0
JGRO
J P Morgan Exchange Traded Fd
901
+ 103.56%
N/A
1.77K $0
Jacobs Solutions Inc
56
+ 373.33%
N/A
71 $0
DVY
Ishares Tr

ETFs
7
+ 0.75%
$118.37 - $134.86 $829 - $944
936 $124K
Lam Research Corp
116
+ 165.71%
N/A
186 $0
PARA
Paramount Global

Communication Services
1
+ 0.78%
$10.65 - $12.9 $10.7 - $12.9
130 $1K
Gsk PLC
61
+ 23.11%
N/A
325 $0
SVOL
Simplify ETF Simplify Volatili

ETFs
7
+ 0.59%
$13.97 - $19.98 $97.8 - $140
1.19K $21K
SO
Southern CO

Utilities
7
+ 58.33%
$84.91 - $92.56 $594 - $648
19 $1K
FISV
Fiserv Inc

Technology
2
+ 0.11%
N/A
1.83K $229K
WEN
Wendy'S CO

Consumer Cyclical
3
+ 1.3%
$11.11 - $14.72 $33.3 - $44.2
234 $2K
GERN
Geron Corp

Healthcare
50
+ 0.63%
$1.18 - $1.62 $59 - $81
7.95K $11K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 250.0%
$87.84 - $1441.89 $439 - $7.21K
7 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
3
+ 0.04%
$2.1 - $2.96 $6.3 - $8.88
7.32K $15K
MPLX
Mplx LP

Energy
39
+ 1.87%
$46.68 - $53.89 $1.82K - $2.1K
2.13K $109K
PLD
Prologis, Inc.

Real Estate
1
+ 0.24%
$89.76 - $112.34 $89.8 - $112
421 $44K
UNP
Union Pacific Corp

Industrials
5
+ 0.6%
$208.27 - $238.46 $1.04K - $1.19K
839 $193K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.38%
$55.13 - $75.25 $221 - $301
1.06K $72K
FDX
Fedex Corp

Industrials
16
+ 2.08%
$198.07 - $245.17 $3.17K - $3.92K
785 $178K
PFE
Pfizer Inc

Healthcare
216
+ 1.65%
$21.59 - $24.84 $4.66K - $5.37K
13.3K $322K
PNW
Pinnacle West Capital Corp

Utilities
16
+ 0.63%
$88.3 - $95.43 $1.41K - $1.53K
2.56K $229K
PPL
Ppl Corp

Utilities
59
+ 0.84%
$33.45 - $36.5 $1.97K - $2.15K
7.11K $241K
BKH
Black Hills Corp

Utilities
15
+ 0.48%
$55.66 - $61.75 $835 - $926
3.11K $174K
DUK
Duke Energy Corp

Utilities
56
+ 1.09%
$112.46 - $124.05 $6.3K - $6.95K
5.2K $613K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.18%
$138.36 - $161.45 $415 - $484
1.71K $252K
WEC
Wec Energy Group, Inc.

Utilities
40
+ 0.94%
$102.24 - $109.76 $4.09K - $4.39K
4.3K $448K
XLV
Select Sector Spdr Fund Health

ETFs
96
+ 2.6%
$128.77 - $144.3 $12.4K - $13.9K
3.79K $511K
NWE
Northwestern Corp

Utilities
73
+ 1.29%
$50.8 - $59.51 $3.71K - $4.34K
5.73K $294K
JNJ
Johnson & Johnson

Healthcare
38
+ 1.25%
$146.36 - $159.82 $5.56K - $6.07K
3.07K $469K
AMGN
Amgen Inc

Healthcare
17
+ 1.33%
$262.28 - $309.85 $4.46K - $5.27K
1.29K $361K
PG
Procter & Gamble CO

Consumer Defensive
327
+ 3.88%
$157.66 - $172.39 $51.6K - $56.4K
8.76K $1.4M
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.61%
$170.16 - $206.27 $2.55K - $3.09K
2.46K $456K
GIS
General Mills Inc

Consumer Defensive
31
+ 0.26%
$50.37 - $60.97 $1.56K - $1.89K
11.7K $607K
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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