Crewe Advisors LLC Purchases in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAS
Masco Corp

Industrials
6
New
$72.52 - $85.73 $435 - $514
6 $0
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
8
New
$46.46 - $51.66 $372 - $413
8 $0
G
Genpact LTD

Technology
9
New
$38.17 - $46.82 $344 - $421
9 $0
Ishares Bitcoin Trust ETF
302
+ 151.0%
N/A
502 $0
IVZ
Invesco Ltd.

Financial Services
16
New
$16.78 - $18.63 $268 - $298
16 $0
INSW
International Seaways, Inc.

Energy
5
New
$32.46 - $54.3 $162 - $272
5 $0
INVA
Innoviva, Inc.

Healthcare
16
New
$17.35 - $20.32 $278 - $325
16 $0
IAC
Iac/Inter Active Corp

Communication Services
5
New
$41.75 - $55.1 $209 - $276
5 $0
IDV
Ishares Tr

ETFs
1
+ 4.76%
$27.03 - $29.92 $27 - $29.9
22 $0
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1
+ 3.57%
$192.71 - $203.05 $193 - $203
29 $5K
HST
Host Hotels & Resorts, Inc.

Real Estate
17
+ 425.0%
$17.24 - $19.07 $293 - $324
21 $0
GGG
Graco Inc

Industrials
3
New
$81.45 - $92.29 $244 - $277
3 $0
EIG
Employers Holdings, Inc.

Financial Services
7
New
$47.48 - $53.89 $332 - $377
7 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
3
New
$149.17 - $165.2 $448 - $496
3 $0
BUYW
Northern Lts Fd Tr Iv Main Buy
24
New
N/A
24 $0
EMN
Eastman Chemical CO

Basic Materials
6
New
$90.03 - $110.64 $540 - $664
6 $0
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
26
New
$17.5 - $22.47 $455 - $584
26 $0
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 100.0%
$211.98 - $248.85 $212 - $249
2 $0
DT
Dynatrace, Inc.

Technology
9
New
$51.09 - $59.6 $460 - $536
9 $0
DKNG
Draft Kings Inc.

Consumer Cyclical
7
New
$35.32 - $44.84 $247 - $314
7 $0
DOCU
Docusign, Inc.

Technology
4
New
$61.42 - $106.99 $246 - $428
4 $0
DASH
Door Dash, Inc.

Communication Services
2
New
$141.93 - $180.48 $284 - $361
2 $0
OVV
Ovintiv Inc.

Energy
7
New
$37.74 - $46.71 $264 - $327
7 $0
OC
Owens Corning

Industrials
2
New
$169.41 - $210.81 $339 - $422
2 $0
Pacs Group Inc
1.11M
+ 66972.86%
N/A
1.11M $0
MWA
Mueller Water Products, Inc.

Industrials
18
New
$21.37 - $25.97 $385 - $467
18 $0
NBIX
Neurocrine Biosciences Inc

Healthcare
2
New
$111.62 - $139.44 $223 - $279
2 $0
EARN
Ellington Residential Mortgage Reit

Real Estate
37
+ 2.38%
$6.33 - $7.03 $234 - $260
1.59K $10K
AGNC
Agnc Investment Corp.

Real Estate
102
+ 8.71%
$9.21 - $10.59 $939 - $1.08K
1.27K $11K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
19
+ 9.95%
$75.65 - $83.47 $1.44K - $1.59K
210 $15K
FNDX
Schwab Fundamental U S Large C

ETFs
2.84K
+ 200.0%
$23.49 - $71.77 $66.7K - $204K
4.26K $100K
SFL
Sfl Corp Ltd.

Industrials
18
+ 2.57%
$9.72 - $11.76 $175 - $212
719 $7K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
37
+ 2.37%
$9.77 - $10.51 $361 - $389
1.6K $15K
FNDB
Schwab Fundamental U S Broad M

ETFs
5.9K
+ 199.97%
$23.07 - $70.32 $136K - $415K
8.84K $205K
DTE
Dte Energy CO

Utilities
5
+ 0.98%
$117.04 - $129.77 $585 - $649
514 $62K
LCID
Lucid Group, Inc.

Consumer Cyclical
21
+ 0.31%
$2.01 - $3.44 $42.2 - $72.2
6.83K $20K
DVY
Ishares Tr

ETFs
7
+ 0.62%
$129.55 - $143.41 $907 - $1K
1.13K $148K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.05%
$131.76 - $143.99 $132 - $144
1.9K $250K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
102
+ 2.84%
$26.63 - $30.23 $2.72K - $3.08K
3.69K $98K
MGM
Mgm Resorts International

Consumer Cyclical
7
+ 0.23%
$33.44 - $41.99 $234 - $294
3.11K $107K
BP
Bp PLC

Energy
86
+ 0.85%
$28.16 - $33.14 $2.42K - $2.85K
10.2K $300K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
44
+ 0.68%
$115.08 - $119.55 $5.06K - $5.26K
6.52K $753K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.1K
+ 104.33%
$18.41 - $40.87 $149K - $331K
15.9K $293K
MMM
3 M CO

Industrials
4
+ 0.11%
$124.74 - $137.12 $499 - $548
3.67K $473K
EEM
Ishares Msci Emerging Markets

ETFs
175
+ 0.51%
$41.82 - $47.36 $7.32K - $8.29K
34.8K $1.45M
VEA
Vanguard Ftse Developed Market

ETFs
230
+ 0.79%
$47.57 - $52.44 $10.9K - $12.1K
29.3K $1.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.3K
+ 1.02%
$40.97 - $42.66 $299K - $312K
720K $29.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58.1K
+ 191.47%
$26.93 - $84.95 $1.56M - $4.94M
88.4K $2.42M
VNQ
Vanguard Specialized Funds Van

ETFs
26
+ 0.05%
$87.85 - $98.6 $2.28K - $2.56K
54.6K $4.87M
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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