Crewe Advisors LLC Reduced Holdings in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ENSG
Ensign Group, Inc

Healthcare
-1.09M
- 98.16%
$132.78 - $156.91 $145M - $171M
20.4K $2.71M
PNTG
Pennant Group, Inc.

Healthcare
-726K
- 97.75%
$26.22 - $35.69 $19M - $25.9M
16.8K $444K
BRK-A
Berkshire Hathaway Inc

Financial Services
-3
- 5.36%
$664750.0 - $724132.5 $1.99M - $2.17M
53 $36.1M
AMD
Advanced Micro Devices Inc

Technology
-2.82K
- 6.81%
$118.88 - $172.8 $336K - $488K
38.6K $4.67M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-27.5K
- 15.97%
$50.37 - $50.6 $1.38M - $1.39M
144K $7.28M
DGRO
Ishares Core Dividend Growth E

ETFs
-20.1K
- 44.07%
$60.73 - $64.94 $1.22M - $1.3M
25.4K $1.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.65K
- 18.35%
$60.13 - $67.31 $460K - $515K
34K $2.07M
VKTX
Viking Therapeutics, Inc.

Healthcare
-8.04K
- 49.15%
$38.28 - $78.03 $308K - $628K
8.32K $334K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-618
- 0.85%
$75.1 - $82.99 $46.4K - $51.3K
71.9K $5.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.5K
- 3.65%
$44.04 - $49.49 $154K - $173K
92.3K $4.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.83K
- 1.6%
$31.23 - $33.51 $88.4K - $94.9K
174K $5.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-205
- 0.79%
$442.29 - $483.08 $90.7K - $99K
25.6K $11.6M
MRK
Merck & Co., Inc.

Healthcare
-1.09K
- 9.62%
$96.31 - $114.76 $105K - $125K
10.3K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
-1.18K
- 12.36%
$161.05 - $179.7 $191K - $213K
8.4K $1.41M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-427
- 0.83%
$563.99 - $620.12 $241K - $265K
51K $29M
INTC
Intel Corp

Technology
-4.37K
- 12.02%
$19.07 - $26.23 $83.3K - $115K
32K $641K
IWM
Ishares Russell 2000 ETF

ETFs
-969
- 1.2%
$216.13 - $242.4 $209K - $235K
80K $17.7M
ABBV
Abb Vie Inc.

Healthcare
-756
- 22.16%
$164.99 - $203.87 $125K - $154K
2.66K $471K
MCO
Moodys Corp

Financial Services
-393
- 5.76%
$454.04 - $500.88 $178K - $197K
6.43K $3.04M
JNJ
Johnson & Johnson

Healthcare
-841
- 21.42%
$143.34 - $165.86 $121K - $139K
3.09K $446K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-851
- 35.08%
$174.22 - $187.62 $148K - $160K
1.58K $275K
GE
General Electric CO

Industrials
-516
- 15.84%
$159.95 - $194.23 $82.5K - $100K
2.74K $457K
NEE
Nextera Energy Inc

Utilities
-1.19K
- 25.35%
$69.77 - $85.43 $83K - $102K
3.5K $251K
GIS
General Mills Inc

Consumer Defensive
-325
- 2.7%
$62.78 - $74.62 $20.4K - $24.3K
11.7K $746K
XLV
Select Sector Spdr Fund Health

ETFs
-232
- 3.64%
$136.28 - $154.74 $31.6K - $35.9K
6.15K $845K
PEP
Pepsico Inc

Consumer Defensive
-534
- 17.83%
$151.29 - $176.1 $80.8K - $94K
2.46K $374K
AMGN
Amgen Inc

Healthcare
-169
- 11.64%
$258.78 - $328.31 $43.7K - $55.5K
1.28K $334K
PLD
Prologis, Inc.

Real Estate
-956
- 70.5%
$101.4 - $126.96 $96.9K - $121K
400 $42K
NOC
Northrop Grumman Corp

Industrials
-202
- 44.69%
$466.52 - $543.88 $94.2K - $110K
250 $117K
CL
Colgate Palmolive CO

Consumer Defensive
-994
- 44.08%
$90.22 - $102.31 $89.7K - $102K
1.26K $114K
MCD
Mcdonalds Corp

Consumer Cyclical
-290
- 12.36%
$288.47 - $316.54 $83.7K - $91.8K
2.06K $596K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.27K
- 34.16%
$81.68 - $82.93 $104K - $105K
2.45K $200K
IEMG
Ishares Inc

ETFs
-1.99K
- 2.91%
N/A
66.5K $3.57M
SOFI
So Fi Technologies, Inc.

Financial Services
-13.8K
- 98.3%
$7.63 - $16.88 $105K - $233K
239 $3K
MDT
Medtronic PLC

Healthcare
-1.16K
- 82.41%
$79.61 - $92.24 $92.1K - $107K
247 $19K
MCHP
Microchip Technology Inc

Technology
-776
- 29.33%
$55.51 - $79.05 $43.1K - $61.3K
1.87K $107K
IYF
Ishares Tr

ETFs
-1.03K
- 59.47%
$102.7 - $119.05 $106K - $123K
702 $77K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-163
- 28.95%
$396.64 - $516.74 $64.7K - $84.2K
400 $161K
LMT
Lockheed Martin Corp

Industrials
-96
- 18.64%
$479.66 - $614.62 $46K - $59K
419 $203K
CCI
Crown Castle International Corp

Real Estate
-765
- 99.74%
$89.78 - $119.11 $68.7K - $91.1K
2 $0
CME
Cme Group Inc.

Financial Services
-387
- 72.07%
$221.17 - $246.02 $85.6K - $95.2K
150 $34K
UBER
Uber Technologies, Inc

Technology
-785
- 34.78%
$59.93 - $86.34 $47K - $67.8K
1.47K $88K
EMB
Ishares Tr

ETFs
-282
- 2.37%
$88.94 - $93.46 $25.1K - $26.4K
11.6K $1.04M
HON
Honeywell International Inc

Industrials
-499
- 28.94%
$202.84 - $236.0 $101K - $118K
1.23K $276K
DUK
Duke Energy Corp

Utilities
-342
- 6.27%
$105.76 - $120.76 $36.2K - $41.3K
5.11K $550K
APD
Air Products & Chemicals, Inc.

Basic Materials
-258
- 77.25%
$285.5 - $335.62 $73.7K - $86.6K
76 $22K
VUG
Vanguard Growth ETF

ETFs
-226
- 35.2%
$378.79 - $428.11 $85.6K - $96.8K
416 $170K
KO
Coca Cola CO

Consumer Defensive
-791
- 30.66%
$61.74 - $71.71 $48.8K - $56.7K
1.79K $111K
CRWD
Crowd Strike Holdings, Inc.

Technology
-298
- 65.93%
$275.15 - $388.2 $82K - $116K
154 $52K
Activity Summary
Buys All Purchases 200 New Holdings 110 Increased Positions 90 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 0
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