Crewe Advisors LLC Reduced Holdings in Q2 2025

Crewe Advisors LLC

  • $677 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSL
Carlisle Companies Inc

Industrials
-12
- 6.0%
$317.1 - $408.5 $3.81K - $4.9K
188 $70K
CMI
Cummins Inc

Industrials
-15
- 2.78%
$267.12 - $336.65 $4.01K - $5.05K
525 $171K
CTRE
Care Trust Reit, Inc.

Real Estate
-13
- 0.89%
$26.65 - $30.69 $346 - $399
1.45K $44K
MCHP
Microchip Technology Inc

Technology
-27
- 11.84%
$35.34 - $71.6 $954 - $1.93K
201 $14K
DG
Dollar General Corp

Consumer Defensive
-10
- 3.97%
$86.02 - $114.95 $860 - $1.15K
242 $27K
PPG
Ppg Industries Inc

Basic Materials
-8
- 0.47%
$91.66 - $115.04 $733 - $920
1.69K $192K
IRM
Iron Mountain Inc

Real Estate
-3
- 0.59%
$76.93 - $105.25 $231 - $316
502 $51K
NSC
Norfolk Southern Corp

Industrials
-2
- 0.3%
$206.34 - $257.46 $413 - $515
675 $172K
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 0.83%
$153.5 - $218.72 $768 - $1.09K
600 $131K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-15
- 0.43%
$41.45 - $54.46 $622 - $817
3.49K $181K
MU
Micron Technology Inc

Technology
-13
- 2.11%
$64.72 - $127.91 $841 - $1.66K
603 $74K
HON
Honeywell International Inc

Industrials
-4
- 0.33%
$182.86 - $232.88 $731 - $932
1.23K $285K
CEG
Constellation Energy Corp

Utilities
-90
- 17.51%
$170.96 - $322.76 $15.4K - $29K
424 $136K
SYM
Symbotic Inc.

Financial Services
-8
- 0.42%
$17.5 - $38.85 $140 - $311
1.9K $73K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 3.24%
$462.22 - $707.75 $5.08K - $7.79K
329 $232K
BX
Blackstone Inc.

Financial Services
-7
- 0.12%
$120.07 - $151.11 $840 - $1.06K
5.69K $850K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-151
- 1.5%
$73.7 - $90.98 $11.1K - $13.7K
9.91K $901K
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.15%
$422.19 - $533.73 $844 - $1.07K
1.38K $734K
RTX
Raytheon Technologies Corp

Industrials
-11
- 0.19%
$113.75 - $148.48 $1.25K - $1.63K
5.63K $822K
MCO
Moodys Corp

Financial Services
-195
- 3.14%
$396.7 - $501.59 $77.4K - $97.8K
6.02K $3.02M
EEM
Ishares Msci Emerging Markets

ETFs
-195
- 0.56%
$38.52 - $48.28 $7.51K - $9.41K
34.6K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.05K
- 6.91%
$456.74 - $568.03 $481K - $599K
14.2K $8.07M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-538
- 1.6%
$57.14 - $72.68 $30.7K - $39.1K
33.2K $2.41M
XLK
Technology Sector Spdr

ETFs
-92
- 1.32%
$179.73 - $253.23 $16.5K - $23.3K
6.9K $1.75M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-294
- 4.29%
$320.42 - $424.58 $94.2K - $125K
6.56K $2.78M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-80
- 0.01%
$38.18 - $45.52 $3.05K - $3.64K
728K $31.8M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-835
- 0.56%
$52.84 - $65.52 $44.1K - $54.7K
148K $9.72M
VB
Vanguard Small Cap ETF

ETFs
-277
- 0.32%
$193.73 - $237.37 $53.7K - $65.8K
85.5K $20.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-518
- 1.02%
$468.22 - $566.51 $243K - $293K
50.4K $28.6M
AMD
Advanced Micro Devices Inc

Technology
-12
- 0.03%
$78.21 - $143.81 $939 - $1.73K
38.2K $5.43M
VGT
Vanguard Information Technolog

ETFs
-25
- 0.12%
$470.37 - $663.28 $11.8K - $16.6K
20.4K $13.5M
IEFA
Ishares Tr

ETFs
-2.18K
- 0.42%
$67.83 - $84.09 $148K - $183K
510K $42.6M
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