Crewe Advisors LLC Purchases and Sells in Q3 2025

Crewe Advisors LLC

$1.01 Billion
Q3 2025

Top Buys

Incresed Positions

213 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	363K + 63.11%	$49.58 - $49.83 $18M - $18.1M	939K $46.8M
SPY	5.67K + 5.9%	$617.65 - $666.84 $3.5M - $3.78M	102K $67.8M
BRK-B	12.2K + 90.46%	$459.11 - $506.91 $5.61M - $6.19M	25.7K $12.9M
IJH	23.6K + 2.69%	$62.09 - $66.51 $1.47M - $1.57M	902K $58.8M
BRK-A	4 + 7.69%	$692600.0 - $759798.0 $2.77M - $3.04M	56 $42.2M
IEFA	17.3K + 3.4%	$81.7 - $87.53 $1.42M - $1.52M	528K $46.1M

New Holdings

327 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	197K New	$620.67 - $670.08 $122M - $132M	197K $132M
MSFT	60.2K New	$491.09 - $535.64 $29.6M - $32.2M	60.2K $31.2M
CVX	120K New	$145.57 - $161.83 $17.4M - $19.4M	120K $18.6M
GOOG	53.9K New	$175.16 - $255.24 $9.45M - $13.8M	53.9K $13.1M
GOOGL	29.1K New	$174.36 - $254.72 $5.07M - $7.41M	29.1K $7.07M
V	17.1K New	$332.09 - $358.86 $5.66M - $6.12M	17.1K $5.82M

Top Sells

Reduced Positions

144 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-1.98K - 13.96%	$567.77 - $614.76 $1.13M - $1.22M	12.2K $7.49M
VTV	-2.76K - 70.61%	$175.51 - $186.57 $485K - $515K	1.15K $214K
IJK	-5.45K - 55.01%	$91.28 - $97.59 $497K - $532K	4.46K $427K
MCO	-602 - 10.0%	$472.69 - $521.32 $285K - $314K	5.42K $2.58M
VO	-1.78K - 24.63%	$279.83 - $293.74 $497K - $522K	5.44K $1.6M
JEPI	-6.9K - 19.27%	$55.61 - $57.37 $384K - $396K	28.9K $1.65M

Activity Summary All Purchases 540 New Holdings 327 Increased Positions 213 All Sells 144 Reductions 144 Sold out 0 Calls 0 Puts 0

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