Crewe Advisors LLC Purchases in Q3 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
197K
New
$620.67 - $670.08 $122M - $132M
197K $132M
MSFT
Microsoft Corp

Technology
60.2K
New
$491.09 - $535.64 $29.6M - $32.2M
60.2K $31.2M
CVX
Chevron Corp

Energy
120K
New
$145.57 - $161.83 $17.4M - $19.4M
120K $18.6M
PULS
Pgim ETF Tr

ETFs
363K
+ 63.11%
$49.58 - $49.83 $18M - $18.1M
939K $46.8M
GOOG
Alphabet Inc.

Communication Services
53.9K
New
$175.16 - $255.24 $9.45M - $13.8M
53.9K $13.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.67K
+ 5.9%
$617.65 - $666.84 $3.5M - $3.78M
102K $67.8M
GOOGL
Alphabet Inc.

Communication Services
29.1K
New
$174.36 - $254.72 $5.07M - $7.41M
29.1K $7.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.2K
+ 90.46%
$459.11 - $506.91 $5.61M - $6.19M
25.7K $12.9M
V
Visa Inc.

Financial Services
17.1K
New
$332.09 - $358.86 $5.66M - $6.12M
17.1K $5.82M
NFLX
Netflix Inc

Communication Services
4.27K
New
$1147.87 - $1297.18 $4.9M - $5.54M
4.27K $5.12M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 7.69%
$692600.0 - $759798.0 $2.77M - $3.04M
56 $42.2M
JPM
Jpmorgan Chase & CO

Financial Services
12.5K
New
$282.78 - $316.06 $3.54M - $3.96M
12.5K $3.95M
IEFA
Ishares Tr

ETFs
17.3K
+ 3.4%
$81.7 - $87.53 $1.42M - $1.52M
528K $46.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.3K
+ 7.32%
$72.57 - $74.72 $2.86M - $2.94M
577K $42.9M
AVGO
Broadcom Inc.

Technology
8.65K
New
$264.74 - $369.57 $2.29M - $3.2M
8.65K $2.85M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.86K
+ 1.35%
$43.65 - $46.42 $430K - $458K
738K $34.2M
MA
Mastercard Inc

Financial Services
3.88K
New
$550.18 - $598.96 $2.13M - $2.32M
3.88K $2.21M
SUB
Ishares Short Term National Mu

ETFs
18.1K
+ 326.87%
$106.17 - $107.3 $1.92M - $1.94M
23.6K $2.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.24K
+ 3.84%
$108.46 - $120.63 $569K - $633K
142K $16.9M
VIG
Vanguard Dividend Appreciation

ETFs
10.4K
New
N/A
10.4K $1.89M
ORCL
Oracle Corp

Technology
6.14K
New
$218.96 - $328.33 $1.34M - $2.02M
6.14K $1.73M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.0%
$656.44 - $753.15 $656 - $753
20.4K $15.2M
NVDA
Nvidia Corp

Technology
4.05K
+ 13.03%
$153.3 - $186.58 $621K - $756K
35.1K $6.56M
HD
Home Depot, Inc.

Consumer Cyclical
3.77K
New
$357.4 - $423.42 $1.35M - $1.6M
3.77K $1.53M
SHOP
Shopify Inc.

Technology
8.61K
New
$112.11 - $157.12 $965K - $1.35M
8.61K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
355
+ 1.8%
$546.99 - $602.2 $194K - $214K
20K $12M
APH
Amphenol Corp

Technology
8.45K
New
$97.39 - $125.4 $822K - $1.06M
8.45K $1.05M
BAC
Bank Of America Corp

Financial Services
19.5K
New
$44.92 - $52.42 $876K - $1.02M
19.5K $1.01M
AMD
Advanced Micro Devices Inc

Technology
954
+ 2.49%
$134.8 - $184.42 $129K - $176K
39.2K $6.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.96K
+ 7.53%
$87.29 - $93.61 $520K - $558K
85K $7.94M
MLM
Martin Marietta Materials Inc

Basic Materials
1.36K
New
$546.36 - $631.12 $744K - $859K
1.36K $857K
GE
General Electric CO

Industrials
2.76K
New
$244.75 - $305.63 $676K - $844K
2.76K $830K
SHW
Sherwin Williams CO

Basic Materials
2.29K
New
$330.88 - $375.23 $759K - $860K
2.29K $793K
LLY
Eli Lilly & CO

Healthcare
1.02K
New
$625.65 - $812.69 $639K - $831K
1.02K $779K
VTI
Vanguard Total Stock Market Et

ETFs
1.36K
+ 10.43%
$303.93 - $329.86 $414K - $449K
14.4K $4.73M
CAT
Caterpillar Inc

Industrials
1.6K
New
$390.92 - $477.15 $624K - $761K
1.6K $761K
ADBE
Adobe Inc.

Technology
2.07K
New
$333.65 - $392.1 $689K - $810K
2.07K $728K
BA
Boeing CO

Industrials
3.15K
New
$209.79 - $237.38 $660K - $747K
3.15K $679K
PM
Philip Morris International Inc.

Consumer Defensive
4.17K
New
$157.77 - $183.27 $658K - $764K
4.17K $676K
APP
App Lovin Corp

Technology
880
New
$335.1 - $718.54 $295K - $632K
880 $632K
AMAT
Applied Materials Inc

Technology
2.63K
New
$156.25 - $204.95 $411K - $539K
2.63K $538K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.2K
New
$117.65 - $120.08 $495K - $505K
4.2K $502K
LOW
Lowes Companies Inc

Consumer Cyclical
1.97K
New
$215.01 - $273.02 $424K - $538K
1.97K $495K
IWF
Ishares Russell 1000 Gr ETF

ETFs
429
+ 6.54%
$420.11 - $472.68 $180K - $203K
6.99K $3.27M
MUB
Ishares National Muni Bond ETF

ETFs
495
+ 0.24%
$103.24 - $106.68 $51.1K - $52.8K
209K $22.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.02K
+ 4.6%
$81.75 - $84.54 $329K - $340K
91.4K $7.69M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.51K
+ 10.3%
$50.47 - $50.74 $429K - $432K
91.1K $4.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
856
New
$404.94 - $499.99 $347K - $428K
856 $415K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.06K
New
$53.81 - $57.52 $380K - $406K
7.06K $406K
Activity Summary
Buys All Purchases 540 New Holdings 327 Increased Positions 213 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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