Crewe Advisors LLC Reduced Holdings in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-278K
- 66.34%
$55.06 - $62.25 $15.3M - $17.3M
141K $8.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-27.8K
- 13.93%
$50.25 - $50.74 $1.4M - $1.41M
172K $8.72M
COST
Costco Wholesale Corp

Consumer Defensive
-895
- 33.15%
$801.83 - $917.05 $718K - $821K
1.81K $1.6M
INTC
Intel Corp

Technology
-9.59K
- 20.88%
$18.9 - $34.87 $181K - $335K
36.4K $852K
MCK
Mckesson Corp

Healthcare
-398
- 44.42%
$479.06 - $630.38 $191K - $251K
498 $246K
ILMN
Illumina, Inc.

Healthcare
-2.28K
- 93.7%
$105.28 - $135.9 $240K - $309K
153 $19K
IWV
Ishares Russell 3000 ETF

ETFs
-775
- 38.61%
$294.75 - $326.73 $228K - $253K
1.23K $402K
XOM
Exxon Mobil Corp

Energy
-2.16K
- 7.04%
$109.72 - $119.0 $237K - $257K
28.5K $3.34M
ET
Energy Transfer LP

Energy
-11.5K
- 94.51%
$15.43 - $16.44 $178K - $189K
670 $10K
PFF
Ishares Trust Ishares Pfd And

ETFs
-15.1K
- 7.86%
$31.18 - $33.5 $470K - $505K
177K $5.87M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-47.6K
- 80.48%
$3.37 - $5.12 $160K - $244K
11.5K $59K
PANW
Palo Alto Networks Inc

Technology
-447
- 29.47%
$294.18 - $368.01 $131K - $165K
1.07K $365K
MCHP
Microchip Technology Inc

Technology
-1.25K
- 32.0%
$72.0 - $95.98 $89.6K - $119K
2.65K $212K
UPS
United Parcel Service Inc

Industrials
-901
- 81.17%
$123.32 - $147.38 $111K - $133K
209 $28K
EPD
Enterprise Products Partners L.P.

Energy
-3.91K
- 99.62%
$27.88 - $30.0 $109K - $117K
15 $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.13K
- 58.62%
$51.02 - $52.74 $108K - $112K
1.5K $78K
CDNS
Cadence Design Systems Inc

Technology
-327
- 90.08%
$246.84 - $321.11 $80.7K - $105K
36 $9K
NKE
Nike, Inc.

Consumer Cyclical
-1.57K
- 51.68%
$71.09 - $89.44 $111K - $140K
1.46K $129K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.09K
- 33.9%
$85.84 - $85.84 $93.9K - $93.9K
2.13K $183K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.2K
- 24.38%
$81.31 - $83.29 $97.5K - $99.9K
3.72K $309K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.2K
- 58.68%
$76.38 - $78.87 $91.7K - $94.6K
845 $66K
SUB
Ishares Short Term National Mu

ETFs
-900
- 23.68%
$104.3 - $106.3 $93.9K - $95.7K
2.9K $307K
CNI
Canadian National Railway CO

Industrials
-750
- 65.22%
$110.1 - $123.65 $82.6K - $92.7K
400 $46K
TRGP
Targa Resources Corp.

Energy
-694
- 99.57%
$127.86 - $156.46 $88.7K - $109K
3 $0
SYM
Symbotic Inc.

Financial Services
-1.89K
- 49.66%
$17.86 - $41.44 $33.7K - $78.2K
1.91K $46K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-590
- 65.12%
$63.56 - $107.36 $37.5K - $63.3K
316 $22K
CRM
Salesforce, Inc.

Technology
-373
- 18.47%
$238.42 - $276.53 $88.9K - $103K
1.65K $450K
ECL
Ecolab Inc.

Basic Materials
-297
- 62.26%
$228.86 - $255.76 $68K - $76K
180 $45K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-607
- 92.39%
$102.05 - $114.97 $61.9K - $69.8K
50 $5K
ADSE
Ads Tec Energy Public LTD CO

Industrials
-5K
- 50.0%
$10.3 - $13.38 $51.5K - $66.9K
5K $66K
OKE
Oneok Inc

Energy
-867
- 39.07%
$78.62 - $95.27 $68.2K - $82.6K
1.35K $123K
CE
Celanese Corp

Basic Materials
-379
- 99.74%
$119.16 - $147.51 $45.2K - $55.9K
1 $0
CCJ
Cameco Corp

Energy
-1K
- 50.0%
$36.9 - $53.72 $36.9K - $53.7K
1K $47K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1K
- 68.72%
$57.22 - $80.08 $57.3K - $80.2K
456 $35K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-595
- 11.4%
$96.25 - $101.98 $57.3K - $60.7K
4.62K $468K
BBDC
Barings Bdc, Inc.

Financial Services
-3.8K
- 85.78%
$9.28 - $10.19 $35.3K - $38.7K
630 $6K
VEU
Vanguard Ftse All World Ex Us

ETFs
-658
- 51.21%
$56.47 - $63.69 $37.2K - $41.9K
627 $39K
MU
Micron Technology Inc

Technology
-18
- 1.51%
$86.27 - $136.82 $1.55K - $2.46K
1.18K $122K
PG
Procter & Gamble CO

Consumer Defensive
-648
- 6.33%
$160.76 - $177.82 $104K - $115K
9.58K $1.66M
TTWO
Take Two Interactive Software Inc

Communication Services
-171
- 89.53%
$135.67 - $161.71 $23.2K - $27.7K
20 $3K
DIS
Walt Disney CO

Communication Services
-136
- 3.62%
$85.6 - $98.61 $11.6K - $13.4K
3.62K $347K
MBB
Ishares Tr

ETFs
-265
- 23.81%
$90.85 - $96.66 $24.1K - $25.6K
848 $81K
CCI
Crown Castle International Corp

Real Estate
-345
- 31.03%
$95.29 - $120.24 $32.9K - $41.5K
767 $90K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-216
- 72.24%
$80.13 - $88.89 $17.3K - $19.2K
83 $7K
NEM
Newmont Corp

Basic Materials
-525
- 54.18%
$41.65 - $55.85 $21.9K - $29.3K
444 $23K
CLF
Cleveland Cliffs Inc.

Basic Materials
-875
- 97.22%
$10.91 - $16.21 $9.55K - $14.2K
25 $0
WDC
Western Digital Corp

Technology
-164
- 98.2%
$56.25 - $80.24 $9.23K - $13.2K
3 $0
IXUS
Ishares Tr

ETFs
-161
- 89.94%
$64.9 - $73.35 $10.4K - $11.8K
18 $1K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-349
- 90.65%
$29.08 - $31.84 $10.1K - $11.1K
36 $1K
Activity Summary
Buys All Purchases 271 New Holdings 84 Increased Positions 187 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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