Crewe Advisors LLC Reduced Holdings in Q1 2025

Crewe Advisors LLC

  • $695 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
-160
- 15.37%
$106.43 - $123.29 $17K - $19.7K
881 $95K
DVY
Ishares Tr

ETFs
-204
- 18.01%
$128.58 - $138.1 $26.2K - $28.2K
929 $124K
NKE
Nike, Inc.

Consumer Cyclical
-137
- 12.49%
$63.29 - $81.72 $8.67K - $11.2K
960 $60K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-206
- 7.69%
$40.15 - $47.73 $8.27K - $9.83K
2.47K $100K
IBB
Ishares Biotechnology ETF

ETFs
-150
- 64.66%
$127.9 - $140.56 $19.2K - $21.1K
82 $10K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-47
- 7.86%
$168.84 - $202.89 $7.94K - $9.54K
551 $96K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-224
- 15.93%
N/A
1.18K $101K
EOG
Eog Resources Inc

Energy
-154
- 98.72%
$120.54 - $138.05 $18.6K - $21.3K
2 $0
GM
General Motors CO

Consumer Cyclical
-248
- 22.38%
$45.22 - $54.92 $11.2K - $13.6K
860 $40K
LMT
Lockheed Martin Corp

Industrials
-4
- 0.95%
$423.19 - $506.29 $1.69K - $2.03K
415 $185K
SNOW
Snowflake Inc.

Technology
-100
- 66.67%
$146.16 - $192.78 $14.6K - $19.3K
50 $7K
NXPI
Nxp Semiconductors N.V.

Technology
-15
- 2.42%
$189.99 - $245.86 $2.85K - $3.69K
605 $114K
PEP
Pepsico Inc

Consumer Defensive
-52
- 2.11%
$142.64 - $156.42 $7.42K - $8.13K
2.41K $361K
VLO
Valero Energy Corp

Energy
-114
- 31.32%
$121.76 - $142.99 $13.9K - $16.3K
250 $33K
SYY
Sysco Corp

Consumer Defensive
-88
- 7.43%
$70.0 - $77.13 $6.16K - $6.79K
1.1K $82K
F
Ford Motor CO

Consumer Cyclical
-815
- 24.81%
$9.12 - $10.43 $7.43K - $8.5K
2.47K $24K
PSA
Public Storage

Real Estate
-25
- 33.33%
$288.99 - $313.98 $7.22K - $7.85K
50 $14K
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 1.81%
$476.63 - $610.45 $1.91K - $2.44K
217 $107K
SFL
Sfl Corp Ltd.

Industrials
-717
- 99.72%
$8.11 - $11.12 $5.81K - $7.97K
2 $0
SVOL
Simplify ETF Simplify Volatili

ETFs
-128
- 9.79%
$17.92 - $21.7 $2.29K - $2.78K
1.18K $21K
DHI
Horton D R Inc

Consumer Cyclical
-35
- 40.7%
$125.29 - $147.65 $4.39K - $5.17K
51 $6K
XLB
Select Sector Spdr Fd Material

ETFs
-82
- 11.36%
$83.19 - $90.99 $6.82K - $7.46K
640 $55K
TXN
Texas Instruments Inc

Technology
-25
- 1.06%
N/A
2.33K $453K
NSC
Norfolk Southern Corp

Industrials
-23
- 3.29%
$227.69 - $259.76 $5.24K - $5.97K
677 $160K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-125
- 5.75%
$11.22 - $11.8 $1.4K - $1.48K
2.05K $22K
AGNC
Agnc Investment Corp.

Real Estate
-286
- 22.47%
$9.12 - $10.54 $2.61K - $3.01K
987 $9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-21
- 18.92%
$208.48 - $244.03 $4.38K - $5.12K
90 $21K
URA
Global X Uranium ETF

ETFs
-85
- 97.7%
$22.92 - $30.98 $1.95K - $2.63K
2 $0
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-58
- 5.14%
$60.44 - $69.57 $3.51K - $4.04K
1.07K $71K
SOFI
So Fi Technologies, Inc.

Financial Services
-21
- 8.79%
$11.18 - $18.03 $235 - $379
218 $2K
CL
Colgate Palmolive CO

Consumer Defensive
-55
- 4.36%
$85.68 - $97.5 $4.71K - $5.36K
1.21K $113K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-34
- 1.39%
$81.83 - $82.73 $2.78K - $2.81K
2.41K $199K
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 66.67%
$194.65 - $222.86 $1.17K - $1.34K
3 $0
PSX
Phillips 66

Energy
-11
- 19.64%
$113.93 - $131.55 $1.25K - $1.45K
45 $5K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3
- 1.47%
$16.57 - $18.85 $49.7 - $56.6
201 $3K
CE
Celanese Corp

Basic Materials
-2
- 25.0%
$47.02 - $74.12 $94 - $148
6 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-15
- 4.57%
$9.47 - $11.46 $142 - $172
313 $3K
Ge Vernova Inc
-10
- 1.49%
N/A
662 $0
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3
- 2.31%
$55.41 - $60.74 $166 - $182
127 $7K
PARA
Paramount Global

Communication Services
-40
- 23.67%
$10.16 - $12.14 $406 - $486
129 $1K
NRG
Nrg Energy, Inc.

Utilities
-4
- 22.22%
$84.82 - $113.33 $339 - $453
14 $1K
NOC
Northrop Grumman Corp

Industrials
-20
- 8.0%
$433.45 - $513.82 $8.67K - $10.3K
230 $117K
HCA
Hca Healthcare, Inc.

Healthcare
-1
- 50.0%
$296.7 - $345.55 $297 - $346
1 $0
Solventum Corp
-123
- 33.61%
N/A
243 $0
PLTR
Palantir Technologies Inc.

Technology
-62
- 7.58%
$64.98 - $124.62 $4.03K - $7.73K
756 $63K
MMM
3 M CO

Industrials
-425
- 11.58%
$129.7 - $155.12 $55.1K - $65.9K
3.24K $476K
KO
Coca Cola CO

Consumer Defensive
-164
- 9.17%
$60.81 - $72.32 $9.97K - $11.9K
1.63K $116K
EWJ
Ishares Msci Japan ETF

ETFs
-26
- 0.49%
$65.24 - $71.7 $1.7K - $1.86K
5.32K $364K
AEP
American Electric Power CO Inc

Utilities
-8
- 1.13%
$90.32 - $109.27 $723 - $874
700 $76K
Activity Summary
Buys All Purchases 260 New Holdings 119 Increased Positions 141 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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