Crewe Advisors LLC Reduced Holdings in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 2.79%
$176.42 - $186.91 $6.53K - $6.92K
1.29K $229K
BWA
Borgwarner Inc

Consumer Cyclical
-199
- 94.76%
$31.48 - $35.49 $6.26K - $7.06K
11 $0
FITB
Fifth Third Bancorp

Financial Services
-161
- 94.15%
$41.76 - $48.44 $6.72K - $7.8K
10 $0
CRSP
Crispr Therapeutics Ag

Healthcare
-100
- 25.0%
$38.65 - $55.15 $3.87K - $5.52K
300 $11K
TIP
Ishares Tr Tips Bd ETF

ETFs
-26
- 2.8%
$106.33 - $110.69 $2.76K - $2.88K
902 $96K
PDD
Pinduoduo Inc.

Consumer Cyclical
-2
- 1.32%
$94.39 - $154.27 $189 - $309
150 $14K
WY
Weyerhaeuser CO

Real Estate
-176
- 90.72%
$27.21 - $33.7 $4.79K - $5.93K
18 $0
PCAR
Paccar Inc

Industrials
-61
- 95.31%
$97.92 - $118.41 $5.97K - $7.22K
3 $0
RF
Regions Financial Corp

Financial Services
-242
- 49.19%
$22.45 - $27.47 $5.43K - $6.65K
250 $5K
PTC
Ptc Inc.

Technology
-34
- 7.17%
$175.97 - $201.89 $5.98K - $6.86K
440 $80K
REG
Regency Centers Corp

Real Estate
-65
- 92.86%
$69.77 - $75.91 $4.54K - $4.93K
5 $0
XLP
Consumer Staples Sector Spdr

ETFs
-70
- 5.13%
N/A
1.29K $98K
TXT
Textron Inc

Industrials
-59
- 93.65%
$75.82 - $90.32 $4.47K - $5.33K
4 $0
DAL
Delta Air Lines, Inc.

Industrials
-309
- 22.13%
$47.46 - $65.77 $14.7K - $20.3K
1.09K $65K
IDEV
Ishares Core Msci Intl Develop

ETFs
-15
- 2.65%
$64.18 - $70.42 $963 - $1.06K
550 $35K
EMR
Emerson Electric CO

Industrials
-46
- 90.2%
$108.13 - $134.33 $4.97K - $6.18K
5 $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-41
- 34.17%
$84.34 - $95.14 $3.46K - $3.9K
79 $6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-34
- 22.08%
$101.77 - $113.02 $3.46K - $3.84K
120 $12K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-103
- 43.1%
$38.37 - $42.82 $3.95K - $4.41K
136 $5K
MBB
Ishares Tr

ETFs
-2
- 0.24%
$91.26 - $95.82 $183 - $192
846 $77K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-46
- 34.33%
$86.65 - $94.9 $3.99K - $4.37K
88 $7K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-39
- 39.0%
$89.9 - $100.66 $3.51K - $3.93K
61 $5K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-45
- 5.7%
$118.0 - $127.04 $5.31K - $5.72K
744 $90K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-66
- 33.67%
$55.86 - $60.21 $3.69K - $3.97K
130 $7K
DGX
Quest Diagnostics Inc

Healthcare
-28
- 93.33%
N/A
2 $0
IEX
Idex Corp

Industrials
-16
- 88.89%
$202.75 - $236.06 $3.24K - $3.78K
2 $0
GM
General Motors CO

Consumer Cyclical
-275
- 19.88%
$44.82 - $60.2 $12.3K - $16.6K
1.11K $59K
APA
Apa Corp

Energy
-122
- 98.39%
$20.47 - $27.07 $2.5K - $3.3K
2 $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-50
- 44.25%
$78.43 - $87.17 $3.92K - $4.36K
63 $5K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-26
- 31.33%
$79.93 - $88.06 $2.08K - $2.29K
57 $4K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-30
- 60.0%
$113.79 - $124.5 $3.41K - $3.74K
20 $2K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-10
- 2.43%
$34.46 - $38.29 $345 - $383
401 $13K
PSX
Phillips 66

Energy
-1
- 1.75%
$110.35 - $138.93 $110 - $139
56 $6K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-11
- 3.24%
$41.74 - $46.2 $459 - $508
329 $13K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5
- 0.56%
$126.68 - $134.74 $633 - $674
891 $113K
SYM
Symbotic Inc.

Financial Services
-5
- 0.26%
$22.73 - $38.78 $114 - $194
1.91K $45K
PRU
Prudential Financial Inc

Financial Services
-4
- 1.4%
$114.59 - $129.52 $458 - $518
282 $33K
CWST
Casella Waste Systems Inc

Industrials
-13
- 20.0%
$97.5 - $113.93 $1.27K - $1.48K
52 $5K
HII
Huntington Ingalls Industries, Inc.

Industrials
-4
- 66.67%
$184.96 - $264.65 $740 - $1.06K
2 $0
Ge Vernova Inc
-128
- 16.0%
N/A
672 $0
Ge Healthcare Technologies I
-171
- 15.83%
N/A
909 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 5.88%
$278.49 - $315.16 $557 - $630
32 $9K
FDX
Fedex Corp

Industrials
-22
- 2.78%
$260.5 - $305.15 $5.73K - $6.71K
769 $216K
CFG
Citizens Financial Group Inc

Financial Services
-11
- 6.43%
$39.92 - $48.46 $439 - $533
160 $7K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1
- 1.25%
$238.25 - $261.28 $238 - $261
79 $19K
Atlassian Corporation
-137
- 66.18%
N/A
70 $0
ACGL
Arch Capital Group Ltd.

Financial Services
-1
- 20.0%
$88.71 - $114.86 $88.7 - $115
4 $0
Grail Inc
-25
- 6.19%
N/A
379 $0
Solventum Corp
-16
- 4.19%
N/A
366 $0
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
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