Crewe Advisors LLC Purchases in Q3 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
2.21K
New
$139.09 - $161.16 $307K - $356K
2.21K $350K
BMY
Bristol Myers Squibb CO

Healthcare
7.66K
New
$43.31 - $48.98 $332K - $375K
7.66K $345K
CRWD
Crowd Strike Holdings, Inc.

Technology
673
+ 16825.0%
$412.46 - $514.1 $278K - $346K
677 $331K
PLTR
Palantir Technologies Inc.

Technology
1.51K
+ 196.62%
$130.68 - $186.97 $198K - $283K
2.28K $416K
SONY
Sony Group Corp

Technology
10.6K
New
$23.92 - $30.07 $252K - $317K
10.6K $303K
C
Citigroup Inc

Financial Services
2.94K
New
$85.57 - $103.49 $252K - $305K
2.94K $298K
RBLX
Roblox Corp

Communication Services
2.08K
+ 69300.0%
$100.65 - $141.56 $209K - $294K
2.08K $288K
XLK
Technology Sector Spdr

ETFs
304
+ 4.41%
$250.97 - $282.66 $76.3K - $85.9K
7.2K $2.03M
WFC
Wells Fargo & Company

Financial Services
3.32K
New
$77.05 - $85.16 $256K - $283K
3.32K $278K
BX
Blackstone Inc.

Financial Services
914
+ 16.08%
$152.77 - $188.68 $140K - $172K
6.6K $1.13M
GLD
Spdr Gold Trust

ETFs
19
+ 0.37%
$300.96 - $355.47 $5.72K - $6.75K
5.12K $1.82M
IQDF
Flexshares International Quali

ETFs
8.71K
+ 216.86%
$27.02 - $28.94 $235K - $252K
12.7K $363K
EEM
Ishares Msci Emerging Markets

ETFs
1.23K
+ 3.55%
$48.07 - $53.4 $59.1K - $65.6K
35.9K $1.92M
IDA
Idacorp Inc

Utilities
493
+ 4.99%
$115.16 - $132.15 $56.8K - $65.1K
10.4K $1.37M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.46K
+ 80.54%
$50.53 - $50.82 $225K - $227K
9.99K $507K
CGUS
Capital Group Core Equity ETF
5.6K
New
$36.89 - $39.72 $207K - $222K
5.6K $221K
PAVE
Global X Fds Us Infrastructure

ETFs
4.07K
+ 164.66%
$44.02 - $47.63 $179K - $194K
6.55K $311K
XOM
Exxon Mobil Corp

Energy
688
+ 2.92%
$105.83 - $117.22 $72.8K - $80.6K
24.3K $2.74M
CI
Cigna Corp

Healthcare
671
New
$262.23 - $334.39 $176K - $224K
671 $193K
IWB
Ishares Tr Russell 1000 ETF

ETFs
418
+ 29.54%
$339.37 - $366.46 $142K - $153K
1.83K $669K
ETN
Eaton Corp PLC

Industrials
505
New
$342.99 - $392.76 $173K - $198K
505 $188K
EWJ
Ishares Msci Japan ETF

ETFs
1.9K
+ 35.43%
$71.69 - $81.49 $136K - $155K
7.26K $582K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.61K
+ 5.43%
$30.67 - $32.13 $111K - $116K
70.1K $2.22M
CMCSA
Comcast Corp

Communication Services
5.77K
+ 310.44%
$31.41 - $36.33 $181K - $210K
7.63K $239K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
606
New
$224.68 - $282.71 $136K - $171K
606 $169K
W
Wayfair Inc.

Consumer Cyclical
1.72K
+ 445.45%
$51.99 - $90.17 $89.2K - $155K
2.1K $187K
DASH
Door Dash, Inc.

Communication Services
584
+ 9733.33%
$234.5 - $272.5 $137K - $159K
590 $160K
HYG
Ishares Tr

ETFs
1.96K
New
$79.85 - $81.32 $157K - $159K
1.96K $159K
IWD
Ishares Russell 1000 Val ETF

ETFs
683
+ 57.11%
$192.76 - $203.86 $132K - $139K
1.88K $382K
DGRO
Ishares Core Dividend Growth E

ETFs
576
+ 2.17%
$64.12 - $68.08 $36.9K - $39.2K
27.1K $1.85M
ZTS
Zoetis Inc.

Healthcare
999
New
$141.13 - $159.19 $141K - $159K
999 $146K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
129
+ 0.39%
$72.04 - $77.35 $9.29K - $9.98K
33.3K $2.55M
AZN
Astrazeneca PLC

Healthcare
1.87K
New
$68.72 - $82.11 $129K - $154K
1.87K $143K
ABBV
Abb Vie Inc.

Healthcare
111
+ 4.51%
$184.85 - $231.54 $20.5K - $25.7K
2.57K $595K
VZ
Verizon Communications Inc

Communication Services
2.99K
New
$40.84 - $45.06 $122K - $135K
2.99K $131K
SBUX
Starbucks Corp

Consumer Cyclical
1.54K
New
$81.9 - $96.86 $126K - $150K
1.54K $130K
AXP
American Express CO

Financial Services
170
+ 3.11%
$294.27 - $342.31 $50K - $58.2K
5.63K $1.87M
MBB
Ishares Tr

ETFs
1.33K
New
$92.46 - $95.73 $123K - $127K
1.33K $126K
OTIS
Otis Worldwide Corp

Industrials
1.35K
New
$84.93 - $101.07 $115K - $137K
1.35K $123K
ABT
Abbott Laboratories

Healthcare
899
New
$120.51 - $136.62 $108K - $123K
899 $120K
DEO
Diageo PLC

Consumer Defensive
1.26K
+ 8971.43%
$93.64 - $115.33 $118K - $145K
1.27K $121K
GS
Goldman Sachs Group Inc

Financial Services
112
+ 34.04%
$696.56 - $806.32 $78K - $90.3K
441 $351K
WMT
Walmart Inc.

Consumer Defensive
740
+ 9.27%
$94.4 - $104.27 $69.9K - $77.2K
8.72K $898K
AZO
Autozone Inc

Consumer Cyclical
16
+ 20.51%
$3649.42 - $4354.54 $58.4K - $69.7K
94 $403K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
136K
New
$0.64 - $0.84 $87.1K - $114K
136K $114K
VUG
Vanguard Growth ETF

ETFs
103
+ 6.82%
$433.97 - $484.08 $44.7K - $49.9K
1.61K $774K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
625
New
$159.87 - $247.68 $99.9K - $155K
625 $111K
UBER
Uber Technologies, Inc

Technology
1.08K
+ 122.86%
$86.91 - $99.57 $93.4K - $107K
1.95K $191K
VBR
Vanguard Small Cap Value ETF

ETFs
481
+ 67.18%
$195.41 - $212.37 $94K - $102K
1.2K $249K
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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