Crewe Advisors LLC New Holdings in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
81
New
$97.29 - $105.63 $7.88K - $8.56K
81 $8K
BOND
Pimco Active Bond Exchange Tra

ETFs
81
New
$89.87 - $92.93 $7.28K - $7.53K
81 $7K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
288
New
$24.98 - $25.66 $7.19K - $7.39K
288 $7K
NANR
Spdr Index Shs Fds S&P North A

ETFs
134
New
$46.99 - $57.94 $6.3K - $7.76K
134 $7K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
137
New
$36.14 - $44.23 $4.95K - $6.06K
137 $6K
HEFA
Ishares Currency Hedged Msci E

ETFs
141
New
$32.11 - $38.21 $4.53K - $5.39K
141 $5K
WAL
Western Alliance Bancorporation

Financial Services
76
New
$61.0 - $79.94 $4.64K - $6.08K
76 $5K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
192
New
$21.85 - $22.76 $4.2K - $4.37K
192 $4K
AOR
Ishares Tr Core Growth Allocat

ETFs
73
New
$53.36 - $61.57 $3.9K - $4.49K
73 $4K
NGG
National Grid PLC

Utilities
54
New
$62.74 - $74.79 $3.39K - $4.04K
54 $4K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
74
New
$50.34 - $51.86 $3.73K - $3.84K
74 $3K
INVH
Invitation Homes Inc.

Real Estate
108
New
$30.53 - $35.47 $3.3K - $3.83K
108 $3K
HAL
Halliburton CO

Energy
151
New
$19.26 - $25.7 $2.91K - $3.88K
151 $3K
SCHR
Schwab Intermediate Term Us Tr

ETFs
99
New
$24.54 - $25.07 $2.43K - $2.48K
99 $2K
TRP
Tc Energy Corp

Energy
47
New
$44.48 - $51.4 $2.09K - $2.42K
47 $2K
TROW
Price T Rowe Group Inc

Financial Services
23
New
$80.27 - $98.06 $1.85K - $2.26K
23 $2K
CORP
Pimco Investment Grade Corp Bd

ETFs
23
New
$94.14 - $97.31 $2.17K - $2.24K
23 $2K
ABR
Arbor Realty Trust Inc

Real Estate
237
New
$8.92 - $11.89 $2.11K - $2.82K
237 $2K
HBAN
Huntington Bancshares Inc

Financial Services
137
New
$12.49 - $16.76 $1.71K - $2.3K
137 $2K
CM
Canadian Imperial Bank Of Commerce

Financial Services
15
New
$54.6 - $70.83 $819 - $1.06K
15 $1K
AMCR
Amcor PLC

Consumer Cyclical
110
New
$8.57 - $9.81 $943 - $1.08K
110 $1K
VGLT
Vanguard Long Term Treasury Et

ETFs
18
New
$53.66 - $58.71 $966 - $1.06K
18 $1K
NEP
Nextera Energy Partners, LP

Utilities
120
New
N/A
120 $1K
LYB
Lyondell Basell Industries N.V.

Basic Materials
18
New
$53.23 - $70.65 $958 - $1.27K
18 $1K
DEO
Diageo PLC

Consumer Defensive
14
New
$99.86 - $115.75 $1.4K - $1.62K
14 $1K
ACHR
Archer Aviation Inc.

Industrials
150
New
$6.2 - $13.3 $930 - $2K
150 $1K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
19
New
$67.83 - $92.33 $1.29K - $1.75K
19 $1K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$220.99 - $268.54 $1.1K - $1.34K
5 $1K
HRL
Hormel Foods Corp

Consumer Defensive
65
New
$29.11 - $31.44 $1.89K - $2.04K
65 $1K
Super Micro Computer Inc
3
New
N/A
3 $0
SWK
Stanley Black & Decker, Inc.

Industrials
4
New
$55.86 - $76.98 $223 - $308
4 $0
Amarin Corp PLC
5
New
N/A
5 $0
ERIC
Ericsson Lm Telephone CO

Technology
100
New
$6.77 - $8.86 $677 - $886
100 $0
STNE
Stone Co Ltd.

Technology
2
New
$10.43 - $16.04 $20.9 - $32.1
2 $0
TRGP
Targa Resources Corp.

Energy
2
New
$157.32 - $205.72 $315 - $411
2 $0
TWST
Twist Bioscience Corp

Healthcare
3
New
$28.16 - $40.27 $84.5 - $121
3 $0
ADP
Automatic Data Processing Inc

Industrials
3
New
$276.76 - $326.81 $830 - $980
3 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4
New
$60.29 - $71.77 $241 - $287
4 $0
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1
New
$21.4 - $26.31 $21.4 - $26.3
1 $0
VICI
Vici Properties Inc.

Real Estate
13
New
$29.41 - $32.97 $382 - $429
13 $0
WELL
Welltower Inc.

Real Estate
3
New
$136.49 - $155.22 $409 - $466
3 $0
Veralto Corp
21
New
N/A
21 $0
Amentum Holdings Inc
3
New
N/A
3 $0
Bitwise Bitcoin ETF Tr
136
New
N/A
136 $0
Bny Mellon ETF Trust
313
New
N/A
313 $0
Tortoise Capital Series Trus
561
New
N/A
561 $0
Calibercos Inc
621
New
N/A
621 $0
SLM
Slm Corp

Financial Services
9
New
$24.84 - $34.36 $224 - $309
9 $0
PAYX
Paychex Inc

Industrials
4
New
$137.01 - $159.78 $548 - $639
4 $0
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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