Crewe Advisors LLC Purchases in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
197K
New
$117.0 - $148.88 $23.1M - $29.4M
197K $26.5M
IEFA
Ishares Tr

ETFs
288K
+ 148.97%
$70.06 - $77.43 $20.2M - $22.3M
481K $33.8M
PULS
Pgim ETF Tr

ETFs
320K
+ 459.68%
$49.51 - $49.79 $15.8M - $15.9M
390K $19.3M
IVV
Ishares Core S&P 500 ETF

ETFs
16.1K
+ 9.8%
$570.51 - $610.59 $9.17M - $9.82M
180K $106M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
59.1K
+ 7.83%
$61.68 - $67.87 $3.65M - $4.01M
814K $50.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.5K
+ 24.83%
$113.92 - $127.38 $2.34M - $2.61M
103K $11.9M
TJX
Tjx Companies Inc

Consumer Cyclical
16.5K
New
$112.15 - $127.2 $1.85M - $2.1M
16.5K $1.99M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
444
+ 0.14%
$100.18 - $109.1 $44.5K - $48.4K
312K $32.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
85
+ 0.45%
$481.22 - $538.17 $40.9K - $45.7K
19.1K $9.74M
SUB
Ishares Short Term National Mu

ETFs
4.34K
+ 149.66%
$104.94 - $106.2 $455K - $461K
7.24K $763K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125
+ 0.49%
$521.84 - $558.82 $65.2K - $69.9K
25.5K $13.7M
MUB
Ishares National Muni Bond ETF

ETFs
5.96K
+ 4.24%
$105.78 - $108.7 $630K - $648K
146K $15.6M
SPGI
S&P Global Inc.

Financial Services
678
New
$480.36 - $529.17 $326K - $359K
678 $337K
NUE
Nucor Corp

Basic Materials
2.31K
+ 691.02%
$115.78 - $167.74 $267K - $387K
2.64K $308K
FISV
Fiserv Inc

Technology
1.44K
New
N/A
1.44K $180K
VTI
Vanguard Total Stock Market Et

ETFs
216
+ 1.41%
$280.04 - $302.45 $60.5K - $65.3K
15.5K $4.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
435
New
$311.11 - $335.64 $135K - $146K
435 $140K
PNW
Pinnacle West Capital Corp

Utilities
1.43K
+ 130.36%
$84.03 - $94.52 $120K - $136K
2.53K $214K
IWD
Ishares Russell 1000 Val ETF

ETFs
613
+ 72.03%
$183.23 - $199.79 $112K - $122K
1.46K $271K
MPLX
Mplx LP

Energy
2.05K
New
$43.77 - $51.66 $89.8K - $106K
2.05K $98K
MKL
Markel Corp

Financial Services
56
New
$1542.01 - $1785.11 $86.4K - $100K
56 $96K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 1.5%
$873.59 - $994.69 $23.6K - $26.9K
1.83K $1.68M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.35K
+ 8.03%
$57.53 - $60.83 $135K - $143K
31.6K $1.82M
ADSK
Autodesk, Inc.

Technology
308
New
N/A
308 $75K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.13K
New
$64.91 - $73.47 $73.2K - $82.9K
1.13K $73K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.34K
New
$50.62 - $50.97 $67.9K - $68.4K
1.34K $68K
TFLO
Ishares Treasury Floating Rate

ETFs
1.09K
New
$50.37 - $50.63 $55K - $55.2K
1.09K $55K
BKH
Black Hills Corp

Utilities
1.01K
+ 48.96%
$57.6 - $64.66 $58.3K - $65.5K
3.08K $180K
PPL
Ppl Corp

Utilities
1.72K
+ 32.29%
$31.47 - $35.0 $54.1K - $60.1K
7.04K $228K
XLE
Energy Sector Spdr

ETFs
693
+ 15.18%
$83.32 - $97.27 $57.7K - $67.4K
5.26K $450K
NWE
Northwestern Corp

Utilities
1.18K
+ 26.83%
$50.44 - $57.24 $59.7K - $67.7K
5.59K $299K
WEC
Wec Energy Group, Inc.

Utilities
556
+ 15.11%
$92.94 - $101.82 $51.7K - $56.6K
4.24K $398K
VRT
Vertiv Holdings CO

Industrials
527
New
N/A
527 $45K
TOST
Toast, Inc.

Technology
11
+ 0.22%
$27.43 - $43.54 $302 - $479
5.01K $182K
MIDD
Middleby Corp

Industrials
300
+ 73.17%
$129.7 - $146.97 $38.9K - $44.1K
710 $96K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
704
New
$52.0 - $55.66 $36.6K - $39.2K
704 $37K
WD
Walker & Dunlop, Inc.

Financial Services
600
+ 42.86%
$95.69 - $116.27 $57.4K - $69.8K
2K $194K
S
Sentinel One, Inc.

Technology
1.47K
New
$22.05 - $28.68 $32.3K - $42K
1.47K $32K
IVW
Ishares S&P 500 Growth ETF

ETFs
80
+ 2.04%
$94.43 - $105.47 $7.55K - $8.44K
4.01K $407K
CDC
Victory Portfolios Ii Shs Inco

ETFs
474
New
$61.65 - $67.55 $29.2K - $32K
474 $29K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
560
+ 136.92%
$51.09 - $55.27 $28.6K - $31K
969 $49K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.17K
New
$17.13 - $34.23 $20.1K - $40.2K
1.17K $28K
SPYG
Spdr Portfolio

ETFs
312
+ 112.23%
$81.74 - $91.38 $25.5K - $28.5K
590 $51K
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.2K
+ 200.21%
$22.4 - $68.28 $698K - $2.13M
46.7K $1.08M
SVOL
Simplify ETF Simplify Volatili

ETFs
1.31K
New
$20.4 - $21.93 $26.7K - $28.7K
1.31K $27K
LPTH
Lightpath Technologies Inc

Technology
8K
New
$1.41 - $3.67 $11.3K - $29.4K
8K $27K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
325
+ 238.97%
$80.93 - $85.66 $26.3K - $27.8K
461 $37K
VRSN
Verisign Inc

Technology
128
New
$176.68 - $206.96 $22.6K - $26.5K
128 $26K
CCL
Carnival Corp

Consumer Cyclical
888
+ 275.78%
$17.34 - $26.8 $15.4K - $23.8K
1.21K $30K
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
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