Crewe Advisors LLC Reduced Holdings in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-168K
- 84.41%
$94.31 - $157.99 $15.9M - $26.6M
31.1K $4.91M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 3.7%
$725400.0 - $809350.0 $1.45M - $1.62M
52 $37.9M
WCN
Waste Connections, Inc.

Industrials
-23.5K
- 99.99%
$183.26 - $199.95 $4.31M - $4.7M
3 $0
MUB
Ishares National Muni Bond ETF

ETFs
-29K
- 12.21%
$102.31 - $105.8 $2.97M - $3.07M
209K $21.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
-101K
- 60.39%
$29.0 - $30.68 $2.94M - $3.11M
66.5K $2.04M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-57.9K
- 41.23%
$50.36 - $50.68 $2.92M - $2.94M
82.6K $4.19M
ENSG
Ensign Group, Inc

Healthcare
-17.1K
- 83.9%
$119.93 - $156.36 $2.06M - $2.68M
3.29K $507K
EMB
Ishares Tr

ETFs
-5K
- 39.54%
$86.54 - $92.62 $433K - $463K
7.65K $708K
XOM
Exxon Mobil Corp

Energy
-451
- 1.88%
$99.93 - $119.04 $45.1K - $53.7K
23.6K $2.54M
VTI
Vanguard Total Stock Market Et

ETFs
-2.47K
- 15.91%
$243.75 - $303.93 $602K - $751K
13.1K $3.97M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.19K
- 87.44%
$104.23 - $134.39 $124K - $160K
171 $22K
MRK
Merck & Co., Inc.

Healthcare
-231
- 2.31%
$73.47 - $87.12 $17K - $20.1K
9.79K $774K
XLE
Energy Sector Spdr

ETFs
-1.14K
- 40.75%
$76.44 - $94.13 $86.8K - $107K
1.65K $139K
ET
Energy Transfer LP

Energy
-5.38K
- 87.43%
$15.65 - $18.93 $84.1K - $102K
773 $14K
SHEL
Shell PLC

Energy
-723
- 4.65%
$59.75 - $73.05 $43.2K - $52.8K
14.8K $1.04M
IEMG
Ishares Inc

ETFs
-1.74K
- 2.52%
N/A
67.1K $3.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-136
- 5.25%
$285.55 - $321.23 $38.8K - $43.7K
2.46K $717K
PEP
Pepsico Inc

Consumer Defensive
-318
- 13.2%
$128.02 - $151.37 $40.7K - $48.1K
2.09K $276K
IWM
Ishares Russell 2000 ETF

ETFs
-6.38K
- 8.03%
$174.82 - $215.79 $1.12M - $1.38M
73.1K $15.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-2.41K
- 99.67%
$25.35 - $64.65 $61K - $156K
8 $0
BP
Bp PLC

Energy
-1.02K
- 9.86%
$26.11 - $33.81 $26.5K - $34.4K
9.29K $278K
IWD
Ishares Russell 1000 Val ETF

ETFs
-343
- 22.29%
$166.82 - $194.23 $57.2K - $66.6K
1.2K $232K
TTE
Total Energies Se

Energy
-641
- 45.59%
N/A
765 $52K
ECL
Ecolab Inc.

Basic Materials
-151
- 94.97%
$225.65 - $270.95 $34.1K - $40.9K
8 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-498
- 93.79%
$57.41 - $74.81 $28.6K - $37.3K
33 $2K
JBHT
Hunt J B Transport Services Inc

Industrials
-165
- 33.33%
$124.73 - $152.78 $20.6K - $25.2K
330 $47K
JBLU
Jetblue Airways Corp

Industrials
-4.83K
- 99.18%
$3.43 - $5.42 $16.6K - $26.2K
40 $0
DAL
Delta Air Lines, Inc.

Industrials
-565
- 51.36%
$35.88 - $52.99 $20.3K - $29.9K
535 $26K
MRNA
Moderna, Inc.

Healthcare
-675
- 47.74%
$23.65 - $28.54 $16K - $19.3K
739 $20K
CRM
Salesforce, Inc.

Technology
-92
- 8.29%
$236.26 - $291.15 $21.7K - $26.8K
1.02K $277K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 1.75%
$421.16 - $509.5 $2.95K - $3.57K
392 $174K
COP
Conocophillips

Energy
-32
- 3.13%
$82.66 - $106.1 $2.65K - $3.4K
989 $88K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-275
- 57.89%
$41.37 - $53.28 $11.4K - $14.7K
200 $8K
AVDV
American Centy ETF Tr Avantis

ETFs
-228
- 38.78%
$61.76 - $79.32 $14.1K - $18.1K
360 $28K
CCL
Carnival Corp

Consumer Cyclical
-787
- 65.04%
$16.43 - $28.12 $12.9K - $22.1K
423 $11K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-76
- 7.16%
$376.48 - $440.65 $28.6K - $33.5K
986 $434K
STX
Seagate Technology Holdings PLC

Technology
-130
- 76.47%
$66.54 - $144.33 $8.65K - $18.8K
40 $5K
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 4.94%
$908.13 - $1056.85 $80.8K - $94.1K
1.71K $1.7M
CB
Chubb LTD

Financial Services
-25
- 21.74%
$274.32 - $302.46 $6.86K - $7.56K
90 $26K
INTC
Intel Corp

Technology
-13
- 0.05%
$18.13 - $22.69 $236 - $295
25.5K $571K
FTV
Fortive Corp

Technology
-13
- 6.1%
$52.13 - $74.29 $678 - $966
200 $10K
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.08%
$87.57 - $96.0 $87.6 - $96
1.21K $109K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.87%
$456.3 - $540.39 $913 - $1.08K
228 $113K
ETR
Entergy Corp

Utilities
-10
- 0.71%
$79.01 - $86.61 $790 - $866
1.4K $116K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 11.11%
$212.1 - $244.27 $2.12K - $2.44K
80 $17K
WTW
Willis Towers Watson PLC

Financial Services
-4
- 4.26%
$295.96 - $337.43 $1.18K - $1.35K
90 $27K
TGT
Target Corp

Consumer Defensive
-36
- 52.94%
$88.76 - $105.77 $3.2K - $3.81K
32 $3K
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 17.02%
$310.86 - $348.77 $2.49K - $2.79K
39 $12K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-367
- 14.97%
$23.4 - $29.68 $8.59K - $10.9K
2.08K $61K
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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