Crewe Advisors LLC New Holdings in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
537K
New
$72.02 - $73.82 $38.7M - $39.7M
537K $39.6M
AAPL
Apple Inc.

Technology
106K
New
$172.42 - $223.89 $18.3M - $23.8M
106K $21.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
87.4K
New
$79.56 - $82.92 $6.95M - $7.25M
87.4K $7.25M
AMZN
Amazon Com Inc

Consumer Cyclical
26.9K
New
$167.32 - $223.3 $4.51M - $6.01M
26.9K $5.91M
META
Meta Platforms, Inc.

Communication Services
5.72K
New
$484.66 - $738.09 $2.77M - $4.22M
5.72K $4.22M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
56.1K
New
$17.17 - $19.9 $963K - $1.12M
56.1K $1.08M
CSCO
Cisco Systems, Inc.

Technology
6.21K
New
$53.19 - $69.38 $330K - $431K
6.21K $430K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
11.5K
New
$21.9 - $25.54 $252K - $294K
11.5K $293K
UNH
Unitedhealth Group Inc

Healthcare
687
New
$274.35 - $599.47 $188K - $412K
687 $214K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.19K
New
$45.12 - $46.23 $189K - $194K
4.19K $193K
IQDF
Flexshares International Quali

ETFs
4.02K
New
$22.1 - $27.31 $88.7K - $110K
4.02K $108K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.05K
New
$94.78 - $95.97 $99.2K - $100K
1.05K $100K
IYW
Ishares Dj Us Tech ETF

ETFs
522
New
$122.57 - $173.27 $64K - $90.4K
522 $90K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
772
New
$62.73 - $78.42 $48.4K - $60.5K
772 $59K
AVDE
American Centy ETF Tr Avantis

ETFs
788
New
$59.32 - $74.36 $46.7K - $58.6K
788 $58K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
562
New
$100.35 - $100.71 $56.4K - $56.6K
562 $56K
FDL
First Tr Morningstar Dividend

ETFs
1.33K
New
$38.19 - $43.19 $50.8K - $57.4K
1.33K $55K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
469
New
$60.34 - $74.89 $28.3K - $35.1K
469 $35K
VDC
Vanguard Consumer Staples ETF

ETFs
150
New
$204.89 - $224.73 $30.7K - $33.7K
150 $32K
EFV
Msci Eafe Value ETF

ETFs
449
New
$52.4 - $64.65 $23.5K - $29K
449 $28K
IGE
Ishares Tr North Amern Nat Res

ETFs
618
New
$38.21 - $46.01 $23.6K - $28.4K
618 $27K
SGOL
Abrdn Gold ETF Trust

ETFs
864
New
$28.39 - $32.75 $24.5K - $28.3K
864 $27K
FTGC
First Trust Global Tactical CO

ETFs
1.09K
New
$23.09 - $25.91 $25.2K - $28.3K
1.09K $26K
FNDF
Schwab Fundamental Intl Large

ETFs
661
New
$32.25 - $40.02 $21.3K - $26.5K
661 $26K
XT
Ishares Tr Exponential Technol

ETFs
385
New
$49.86 - $65.25 $19.2K - $25.1K
385 $25K
CVNA
Carvana Co.

Consumer Cyclical
72
New
$162.57 - $345.64 $11.7K - $24.9K
72 $24K
DMLP
Dorchester Minerals, L.P.

Energy
729
New
$26.77 - $30.37 $19.5K - $22.1K
729 $20K
PHO
Invesco Exchange Traded Fd Tr

ETFs
296
New
$58.13 - $69.92 $17.2K - $20.7K
296 $20K
SCHC
Schwab Strategic Tr Intl Small

ETFs
467
New
$32.41 - $42.59 $15.1K - $19.9K
467 $19K
SPMD
Spdr Portfolio

ETFs
352
New
$44.89 - $54.38 $15.8K - $19.1K
352 $19K
FNDA
Schwab Fundamental U S Small C

ETFs
613
New
$23.85 - $28.69 $14.6K - $17.6K
613 $17K
DFAE
Dimensional ETF Tr

ETFs
566
New
$22.87 - $28.95 $12.9K - $16.4K
566 $16K
EFG
Msci Eafe Growth ETF

ETFs
140
New
$89.8 - $112.0 $12.6K - $15.7K
140 $15K
FNDC
Schwab Fundamental Intl Small

ETFs
369
New
$32.97 - $42.05 $12.2K - $15.5K
369 $15K
NWN
Northwest Natural Holding CO

Utilities
376
New
$39.62 - $44.11 $14.9K - $16.6K
376 $14K
CBOE
Cboe Global Markets, Inc.

Financial Services
56
New
$205.81 - $234.23 $11.5K - $13.1K
56 $13K
BK
Bank Of New York Mellon Corp

Financial Services
142
New
$73.31 - $91.62 $10.4K - $13K
142 $12K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
227
New
$40.73 - $50.06 $9.25K - $11.4K
227 $11K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
234
New
$49.18 - $50.17 $11.5K - $11.7K
234 $11K
LQD
Ishares Iboxx $ Investment Gra

ETFs
104
New
$105.23 - $109.61 $10.9K - $11.4K
104 $11K
SCI
Service Corp International

Consumer Cyclical
144
New
$73.58 - $81.65 $10.6K - $11.8K
144 $11K
PVAL
Putnam ETF Tr Putnam Focused L
259
New
$33.6 - $40.23 $8.7K - $10.4K
259 $10K
KMB
Kimberly Clark Corp

Consumer Defensive
83
New
$126.84 - $145.22 $10.5K - $12.1K
83 $10K
RE
Everest Re Group LTD

Financial Services
28
New
N/A
28 $10K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
51
New
$139.8 - $197.22 $7.13K - $10.1K
51 $10K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
238
New
$33.13 - $40.67 $7.88K - $9.68K
238 $9K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
103
New
$81.46 - $94.63 $8.39K - $9.75K
103 $9K
SJM
J M Smucker CO

Consumer Defensive
93
New
$94.41 - $118.52 $8.78K - $11K
93 $9K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
351
New
$18.92 - $22.87 $6.64K - $8.03K
351 $8K
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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