Crewe Advisors LLC Reduced Holdings in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-25
- 0.7%
$121.58 - $136.74 $3.04K - $3.42K
3.55K $482K
DHR
Danaher Corp

Healthcare
-3
- 0.71%
$174.64 - $205.16 $524 - $615
421 $83K
BKR
Baker Hughes CO

Energy
-83
- 95.4%
$35.0 - $44.92 $2.91K - $3.73K
4 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
-58
- 70.73%
$37.08 - $42.26 $2.15K - $2.45K
24 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-32
- 1.96%
$63.54 - $68.5 $2.03K - $2.19K
1.6K $107K
BSX
Boston Scientific Corp

Healthcare
-39
- 19.21%
$89.7 - $107.41 $3.5K - $4.19K
164 $17K
MDT
Medtronic PLC

Healthcare
-25
- 8.39%
$80.68 - $88.86 $2.02K - $2.22K
273 $23K
EL
Estee Lauder Companies Inc

Consumer Defensive
-55
- 61.11%
$50.06 - $80.8 $2.75K - $4.44K
35 $2K
SSNC
Ss&C Technologies Holdings Inc

Technology
-32
- 82.05%
$71.96 - $83.42 $2.3K - $2.67K
7 $0
HWM
Howmet Aerospace Inc.

Industrials
-28
- 93.33%
$112.33 - $186.13 $3.15K - $5.21K
2 $0
CTSH
Cognizant Technology Solutions Corp

Technology
-20
- 28.57%
$66.47 - $81.81 $1.33K - $1.64K
50 $3K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 3.8%
$248.61 - $294.96 $746 - $885
76 $21K
CBRE
Cbre Group, Inc.

Real Estate
-13
- 76.47%
$113.94 - $140.12 $1.48K - $1.82K
4 $0
PTC
Ptc Inc.

Technology
-55
- 12.5%
$136.74 - $173.24 $7.52K - $9.53K
385 $66K
ELV
Elevance Health, Inc.

Healthcare
-3
- 12.0%
$372.27 - $452.69 $1.12K - $1.36K
22 $8K
ADI
Analog Devices Inc

Technology
-11
- 84.62%
$164.6 - $238.02 $1.81K - $2.62K
2 $0
USB
Us Bancorp \De\

Financial Services
-84
- 18.67%
$36.4 - $45.76 $3.06K - $3.84K
366 $16K
AVY
Avery Dennison Corp

Industrials
-7
- 1.72%
$159.58 - $183.97 $1.12K - $1.29K
400 $70K
PCAR
Paccar Inc

Industrials
-20
- 44.44%
$86.4 - $99.09 $1.73K - $1.98K
25 $2K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-26
- 4.51%
$24.18 - $27.61 $629 - $718
550 $14K
SYY
Sysco Corp

Consumer Defensive
-17
- 1.55%
$68.0 - $75.91 $1.16K - $1.29K
1.08K $81K
GM
General Motors CO

Consumer Cyclical
-53
- 6.16%
$42.48 - $50.46 $2.25K - $2.67K
807 $39K
HES
Hess Corp

Energy
-7
- 70.0%
$126.32 - $161.29 $884 - $1.13K
3 $0
DE
Deere & CO

Industrials
-4
- 9.76%
$412.99 - $531.48 $1.65K - $2.13K
37 $18K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-47
- 23.38%
$14.97 - $16.79 $704 - $789
154 $2K
JCI
Johnson Controls International PLC

Industrials
-15
- 78.95%
$71.14 - $105.62 $1.07K - $1.58K
4 $0
GGG
Graco Inc

Industrials
-12
- 80.0%
$74.02 - $87.26 $888 - $1.05K
3 $0
CCI
Crown Castle International Corp

Real Estate
-11
- 84.62%
$94.83 - $107.06 $1.04K - $1.18K
2 $0
RF
Regions Financial Corp

Financial Services
-1
- 0.4%
$18.34 - $23.52 $18.3 - $23.5
249 $5K
COF
Capital One Financial Corp

Financial Services
-1
- 33.33%
$150.57 - $212.76 $151 - $213
2 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2
- 15.38%
$99.37 - $134.05 $199 - $268
11 $1K
VMC
Vulcan Materials CO

Basic Materials
-1
- 33.33%
$226.49 - $276.01 $226 - $276
2 $0
SNDR
Schneider National, Inc.

Industrials
-2
- 14.29%
$21.06 - $24.75 $42.1 - $49.5
12 $0
SNPS
Synopsys Inc

Technology
-1
- 33.33%
$380.9 - $517.66 $381 - $518
2 $1K
BWA
Borgwarner Inc

Consumer Cyclical
-1
- 9.09%
$24.84 - $33.92 $24.8 - $33.9
10 $0
THO
Thor Industries Inc

Consumer Cyclical
-9
- 69.23%
$64.83 - $89.72 $583 - $807
4 $0
HOOD
Robinhood Markets, Inc.

Technology
-6
- 46.15%
$34.17 - $93.63 $205 - $562
7 $0
Ishares Bitcoin Trust ETF
-6.52K
- 89.17%
N/A
792 $0
IAC
Iac/Inter Active Corp

Communication Services
-1
- 10.0%
$32.68 - $40.02 $32.7 - $40
9 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
-1
- 4.76%
$12.7 - $16.07 $12.7 - $16.1
20 $0
EMN
Eastman Chemical CO

Basic Materials
-1
- 16.67%
$72.7 - $88.29 $72.7 - $88.3
5 $0
Ge Healthcare Technologies I
-66
- 7.26%
N/A
843 $0
Ge Vernova Inc
-79
- 11.93%
N/A
583 $0
LADR
Ladder Capital Corp

Real Estate
-1
- 3.33%
$9.86 - $11.4 $9.86 - $11.4
29 $0
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-1
- 7.14%
$28.45 - $33.08 $28.5 - $33.1
13 $0
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-12
- 12.24%
$144.63 - $179.53 $1.74K - $2.15K
86 $14K
EMR
Emerson Electric CO

Industrials
-3
- 60.0%
$94.15 - $133.33 $282 - $400
2 $0
LBRDK
Liberty Broadband Corp

Communication Services
-35
- 11.22%
$73.65 - $101.29 $2.58K - $3.55K
277 $27K
F
Ford Motor CO

Consumer Cyclical
-12
- 0.49%
$8.69 - $10.85 $104 - $130
2.46K $26K
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
Track This Portfolio

Track Crewe Advisors LLC Portfolio

Follow Crewe Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email