Crewe Advisors LLC New Holdings in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
197K
New
$117.0 - $148.88 $23.1M - $29.4M
197K $26.5M
TJX
Tjx Companies Inc

Consumer Cyclical
16.5K
New
$112.15 - $127.2 $1.85M - $2.1M
16.5K $1.99M
INTU
Intuit Inc

Technology
617
New
$602.01 - $706.25 $371K - $436K
617 $387K
SPGI
S&P Global Inc.

Financial Services
678
New
$480.36 - $529.17 $326K - $359K
678 $337K
FISV
Fiserv Inc

Technology
1.44K
New
N/A
1.44K $180K
IWB
Ishares Tr Russell 1000 ETF

ETFs
435
New
$311.11 - $335.64 $135K - $146K
435 $140K
MPLX
Mplx LP

Energy
2.05K
New
$43.77 - $51.66 $89.8K - $106K
2.05K $98K
MKL
Markel Corp

Financial Services
56
New
$1542.01 - $1785.11 $86.4K - $100K
56 $96K
ADSK
Autodesk, Inc.

Technology
308
New
N/A
308 $75K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.13K
New
$64.91 - $73.47 $73.2K - $82.9K
1.13K $73K
TFLO
Ishares Treasury Floating Rate

ETFs
1.09K
New
$50.37 - $50.63 $55K - $55.2K
1.09K $55K
VRT
Vertiv Holdings CO

Industrials
527
New
N/A
527 $45K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
704
New
$52.0 - $55.66 $36.6K - $39.2K
704 $37K
S
Sentinel One, Inc.

Technology
1.47K
New
$22.05 - $28.68 $32.3K - $42K
1.47K $32K
CDC
Victory Portfolios Ii Shs Inco

ETFs
474
New
$61.65 - $67.55 $29.2K - $32K
474 $29K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.17K
New
$17.13 - $34.23 $20.1K - $40.2K
1.17K $28K
LPTH
Lightpath Technologies Inc

Technology
8K
New
$1.41 - $3.67 $11.3K - $29.4K
8K $27K
SVOL
Simplify ETF Simplify Volatili

ETFs
1.31K
New
$20.4 - $21.93 $26.7K - $28.7K
1.31K $27K
VRSN
Verisign Inc

Technology
128
New
$176.68 - $206.96 $22.6K - $26.5K
128 $26K
BAH
Booz Allen Hamilton Holding Corp

Industrials
181
New
$128.36 - $186.0 $23.2K - $33.7K
181 $23K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
411
New
$44.33 - $49.55 $18.2K - $20.4K
411 $18K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
426
New
$40.26 - $42.88 $17.2K - $18.3K
426 $17K
IWP
Ishares Russell Mid Cap Growth

ETFs
133
New
$116.4 - $138.52 $15.5K - $18.4K
133 $16K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
238
New
$58.39 - $67.04 $13.9K - $16K
238 $15K
AKAM
Akamai Technologies Inc

Technology
175
New
N/A
175 $15K
QRVO
Qorvo, Inc.

Technology
175
New
$65.6 - $104.58 $11.5K - $18.3K
175 $12K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
100
New
$119.34 - $127.78 $11.9K - $12.8K
100 $11K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
271
New
$43.84 - $48.76 $11.9K - $13.2K
271 $11K
MSTR
Microstrategy Inc

Technology
38
New
$162.69 - $473.83 $6.18K - $18K
38 $11K
DX
Dynex Capital Inc

Real Estate
883
New
$12.07 - $12.72 $10.7K - $11.2K
883 $11K
SCM
Stellus Capital Investment Corp

Financial Services
750
New
$13.14 - $14.33 $9.86K - $10.7K
750 $10K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
500
New
$21.07 - $24.76 $10.5K - $12.4K
500 $10K
SECT
Sector 10, Inc.

ETFs
167
New
$53.17 - $57.82 $8.88K - $9.66K
167 $9K
FIX
Comfort Systems Usa Inc

Industrials
22
New
$370.68 - $504.12 $8.15K - $11.1K
22 $9K
TPR
Tapestry, Inc.

Consumer Cyclical
115
New
$43.54 - $66.18 $5.01K - $7.61K
115 $7K
ELS
Equity Lifestyle Properties Inc

Real Estate
95
New
$66.06 - $72.51 $6.28K - $6.89K
95 $6K
IPO
Renaissance Cap Greenwich Fds

ETFs
160
New
$41.85 - $47.0 $6.7K - $7.52K
160 $6K
DEI
Douglas Emmett Inc

Real Estate
347
New
$17.33 - $20.32 $6.01K - $7.05K
347 $6K
ARGT
Global X Msci Argentina ETF

ETFs
63
New
$66.16 - $88.28 $4.17K - $5.56K
63 $5K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
389
New
$11.14 - $20.2 $4.33K - $7.86K
389 $5K
IONQ
Ion Q, Inc.

Technology
105
New
$8.17 - $48.24 $858 - $5.07K
105 $4K
ONTO
Onto Innovation Inc.

Technology
29
New
$158.54 - $225.02 $4.6K - $6.53K
29 $4K
WEN
Wendy'S CO

Consumer Cyclical
227
New
$16.26 - $20.42 $3.69K - $4.64K
227 $3K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
70
New
$42.33 - $43.3 $2.96K - $3.03K
70 $2K
ENLC
En Link Midstream, LLC

Energy
200
New
$13.74 - $16.01 $2.75K - $3.2K
200 $2K
MWA
Mueller Water Products, Inc.

Industrials
18
New
$21.37 - $25.97 $385 - $467
18 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
3
New
$149.17 - $165.2 $448 - $496
3 $0
Themes ETF Tr
137
New
N/A
137 $0
THO
Thor Industries Inc

Consumer Cyclical
3
New
$94.35 - $115.54 $283 - $347
3 $0
Activity Summary
Buys All Purchases 200 New Holdings 110 Increased Positions 90 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 0
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