Crewe Advisors LLC New Holdings in Q1 2025

Crewe Advisors LLC

  • $695 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDA
Idacorp Inc

Utilities
9.88K
New
$105.58 - $119.04 $1.04M - $1.18M
9.88K $1.15M
CHK
Chesapeake Energy Corp

Energy
9.43K
New
N/A
9.43K $808K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.32K
New
$120.29 - $134.6 $399K - $447K
3.32K $405K
CEG
Constellation Energy Corp

Utilities
514
New
$201.63 - $347.44 $104K - $179K
514 $103K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.51K
New
$50.44 - $58.1 $76.2K - $87.7K
1.51K $77K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.45K
New
$25.35 - $27.46 $62.1K - $67.3K
2.45K $64K
PERF
Perfect Corp.
29K
New
$1.68 - $3.1 $48.7K - $89.8K
29K $54K
GDDY
Go Daddy Inc.

Technology
292
New
$172.13 - $214.35 $50.3K - $62.6K
292 $52K
VTWO
Vanguard Russell 2000 ETF

ETFs
547
New
$80.08 - $92.93 $43.8K - $50.8K
547 $44K
AVDV
American Centy ETF Tr Avantis

ETFs
588
New
$63.74 - $71.96 $37.5K - $42.3K
588 $41K
IREN
Iris Energy LTD

Financial Services
6.35K
New
$6.07 - $13.18 $38.5K - $83.7K
6.35K $38K
RWL
Invesco Exchange Traded Fd Tr

ETFs
374
New
$96.9 - $104.39 $36.2K - $39K
374 $37K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
361
New
$89.18 - $104.04 $32.2K - $37.6K
361 $33K
WTW
Willis Towers Watson PLC

Financial Services
94
New
$306.61 - $340.78 $28.8K - $32K
94 $31K
JMEE
J P Morgan Exchange Traded Fd

ETFs
515
New
$54.51 - $63.63 $28.1K - $32.8K
515 $28K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
462
New
$54.25 - $57.64 $25.1K - $26.6K
462 $25K
IGV
Ishares Expanded Tech Software

ETFs
292
New
$88.3 - $107.83 $25.8K - $31.5K
292 $25K
ICLR
Icon PLC

Healthcare
145
New
$174.99 - $222.58 $25.4K - $32.3K
145 $25K
JBBB
Janus Detroit Str Tr Henderson

ETFs
422
New
$48.34 - $49.66 $20.4K - $21K
422 $20K
IPGP
Ipg Photonics Corp

Technology
325
New
$57.86 - $77.8 $18.8K - $25.3K
325 $20K
NU
Nu Holdings Ltd.

Financial Services
1.9K
New
$10.12 - $13.95 $19.2K - $26.5K
1.9K $19K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
98
New
$132.75 - $177.12 $13K - $17.4K
98 $14K
STX
Seagate Technology Holdings PLC

Technology
170
New
$84.92 - $108.42 $14.4K - $18.4K
170 $14K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
183
New
$64.88 - $72.1 $11.9K - $13.2K
183 $12K
KNSL
Kinsale Capital Group, Inc.

Financial Services
25
New
$416.48 - $494.72 $10.4K - $12.4K
25 $12K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
148
New
$67.08 - $76.14 $9.93K - $11.3K
148 $10K
ICE
Intercontinental Exchange, Inc.

Financial Services
40
New
$142.8 - $176.36 $5.71K - $7.05K
40 $6K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
26
New
$200.77 - $270.08 $5.22K - $7.02K
26 $5K
CTSH
Cognizant Technology Solutions Corp

Technology
70
New
$75.32 - $90.7 $5.27K - $6.35K
70 $5K
PSEC
Prospect Capital Corp

Financial Services
979
New
$4.1 - $4.45 $4.01K - $4.36K
979 $4K
GBDC
Golub Capital Bdc, Inc.

Financial Services
200
New
$14.46 - $15.96 $2.89K - $3.19K
200 $3K
SCHA
Schwab Strategic Tr Us Small C

ETFs
143
New
$23.16 - $27.04 $3.31K - $3.87K
143 $3K
HWM
Howmet Aerospace Inc.

Industrials
30
New
$110.79 - $139.39 $3.32K - $4.18K
30 $3K
XLRE
Select Sector Spdr Tr Real Est

ETFs
82
New
$39.18 - $43.52 $3.21K - $3.57K
82 $3K
SSNC
Ss&C Technologies Holdings Inc

Technology
39
New
$74.75 - $89.13 $2.92K - $3.48K
39 $3K
ICVT
Ishares Tr Convertible Bond Et

ETFs
41
New
$83.18 - $89.27 $3.41K - $3.66K
41 $3K
EWI
Ishares Inc Msci Italy ETF

ETFs
79
New
$35.58 - $43.99 $2.81K - $3.48K
79 $3K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
89
New
$37.84 - $39.74 $3.37K - $3.54K
89 $3K
DAR
Darling Ingredients Inc.

Consumer Defensive
100
New
$28.51 - $41.85 $2.85K - $4.19K
100 $3K
BKR
Baker Hughes CO

Energy
87
New
$41.16 - $48.85 $3.58K - $4.25K
87 $3K
FSTA
Fidelity Covington Tr Msci Con

ETFs
68
New
$48.3 - $52.85 $3.28K - $3.59K
68 $3K
CDW
Cdw Corp

Technology
20
New
$160.26 - $206.13 $3.21K - $4.12K
20 $3K
ARCC
Ares Capital Corp

Financial Services
131
New
$21.28 - $23.81 $2.79K - $3.12K
131 $2K
EPR
Epr Properties

Real Estate
56
New
$43.98 - $53.81 $2.46K - $3.01K
56 $2K
CAH
Cardinal Health Inc

Healthcare
21
New
$118.02 - $137.77 $2.48K - $2.89K
21 $2K
BAX
Baxter International Inc

Healthcare
67
New
$29.26 - $36.57 $1.96K - $2.45K
67 $2K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
10
New
$218.17 - $305.86 $2.18K - $3.06K
10 $2K
STAG
Stag Industrial, Inc.

Real Estate
81
New
$32.39 - $37.07 $2.62K - $3K
81 $2K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
123
New
$17.61 - $18.7 $2.17K - $2.3K
123 $2K
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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