Crewe Advisors LLC Portfolio Holdings by Sector
Crewe Advisors LLC
- $709 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SPY IJH IEFA ESGV DBEF MDY VB 205 stocks |
$546,607
77.13% of portfolio
|
62
|
57
|
18
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B ACGL 3 stocks |
$47,688
6.73% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD INTC TXN NXPI MCHP MU SWKS 12 stocks |
$32,627
4.6% of portfolio
|
2
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F LCID EVTV 5 stocks |
$17,879
2.52% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL SU BP TTE 5 stocks |
$4,589
0.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$4,514
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM CWST 3 stocks |
$4,283
0.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
RWAY AXP ORCC BBDC DFS SOFI PYPL COF 8 stocks |
$3,806
0.54% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT COP EOG OXY APA OVV 6 stocks |
$3,597
0.51% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI CME 3 stocks |
$3,412
0.48% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ENSG PNTG CMPS HCA 4 stocks |
$3,173
0.45% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK ABBV JNJ PFE AMGN GILD NVS OGN 8 stocks |
$2,798
0.39% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG DLTR 5 stocks |
$2,458
0.35% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK WEC NEE PPL PNW CMS ETR D 14 stocks |
$2,146
0.3% of portfolio
|
7
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX AEO 2 stocks |
$1,993
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG SPB CL CLX HIMS EL 6 stocks |
$1,867
0.26% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BX GSBD MRCC APO OWL ARES EVV 15 stocks |
$1,619
0.23% of portfolio
|
6
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,454
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MDB TOST FTNT FOUR PLTR SQ CRWD 13 stocks |
$1,343
0.19% of portfolio
|
7
|
3
|
5
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
JEF IBKR GS SCHW EVR 5 stocks |
$1,265
0.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU DOMO UBER PTC ADSK HUBS RIOT 19 stocks |
$1,254
0.18% of portfolio
|
6
|
6
|
5
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV CACI G KD 5 stocks |
$1,192
0.17% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SAND NEM CDE 3 stocks |
$1,116
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT NOC GD LHX HII RKLB TXT 8 stocks |
$1,075
0.15% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM QSR YUMC WEN SG 6 stocks |
$922
0.13% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI MIDD ITW IR B ITT BLDP 12 stocks |
$842
0.12% of portfolio
|
4
|
5
|
3
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VKTX VRTX BNTX ADPT MRNA MNKD GERN BMRN 12 stocks |
$826
0.12% of portfolio
|
2
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$808
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS KHC K LFVN MKC 5 stocks |
$766
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$749
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG CCL NCLH 3 stocks |
$741
0.1% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL MKL TRV CB PGR 5 stocks |
$600
0.08% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CCEP CELH 4 stocks |
$552
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ZION FFIN PNC USB TFC CFG RF BCAL 10 stocks |
$551
0.08% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
NWE BKH BIP 3 stocks |
$546
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK MDT BSX ZBH 4 stocks |
$418
0.06% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD PARA 3 stocks |
$395
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CNI 3 stocks |
$394
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC AFL PRU 3 stocks |
$368
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE MPLX ENB DTM ET ENLC LNG INSW 8 stocks |
$353
0.05% of portfolio
|
5
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX JBHT UPS 3 stocks |
$342
0.05% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PPG DD ECL APD ASH EMN RPM 7 stocks |
$338
0.05% of portfolio
|
3
|
4
|
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T KT CMCSA LBRDK 4 stocks |
$323
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE CLF 2 stocks |
$308
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$276
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY BBY CHPT 4 stocks |
$250
0.04% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT FBHS CSL BLDR JCI MAS OC 7 stocks |
$235
0.03% of portfolio
|
3
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD AGNC DX EARN LADR 5 stocks |
$202
0.03% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$194
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL JBLU RYAAY AAL 5 stocks |
$162
0.02% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$155
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM WYNN 2 stocks |
$141
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW WSO 2 stocks |
$138
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ADSE VRT AYI 3 stocks |
$122
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$115
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG HOLX 2 stocks |
$115
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR MYGN DGX 3 stocks |
$107
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
AZZ GPN 2 stocks |
$91
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$90
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$88
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI CTRE 2 stocks |
$88
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW GPRE CE 3 stocks |
$84
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$74
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$73
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$71
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA CUBE NSA 4 stocks |
$66
0.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC SNA 2 stocks |
$57
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ UEC 2 stocks |
$51
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TPC FIX 2 stocks |
$51
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX 2 stocks |
$50
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
BIDU PINS SNAP DASH IAC 5 stocks |
$50
0.01% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$49
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BMO BCS 2 stocks |
$45
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LGIH DHI LEN PHM 4 stocks |
$45
0.01% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM DWAC 2 stocks |
$45
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$36
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL IONQ 2 stocks |
$32
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$32
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
W PDD BABA 3 stocks |
$31
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LPTH WBX 2 stocks |
$27
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO VTRS NBIX 3 stocks |
$27
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP PKG SLGN 3 stocks |
$26
0.0% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$23
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$22
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV GRMN KEYS 3 stocks |
$15
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR 2 stocks |
$15
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$13
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$12
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV ALHC CLOV 3 stocks |
$8
0.0% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SFL 1 stocks |
$7
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ELS EQR MAA 3 stocks |
$6
0.0% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
DEI 1 stocks |
$6
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ONTO 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX CCI GLPI IRM WY 5 stocks |
$4
0.0% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$3
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O REG 2 stocks |
$1
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE NMRK 2 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
APLE HST 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
EIG 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC PII THO 3 stocks |
$0
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
EPRT WPC 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
SNDR 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
KOSS 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|