Crewe Advisors LLC Purchases in Q3 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CHRD
Oasis Petroleum Inc.

Energy
118
New
$99.37 - $114.13 $11.7K - $13.5K
118 $11K
CSWI
Csw Industrials, Inc.

Industrials
40
New
$289.31 - $293.0 $11.6K - $11.7K
40 $11K
UTI
Universal Technical Institute Inc

Consumer Defensive
370
New
$25.5 - $33.42 $9.44K - $12.4K
370 $11K
MAR
Marriott International Inc

Consumer Cyclical
44
New
$255.35 - $282.87 $11.2K - $12.4K
44 $11K
JBT
John Bean Technologies Corp

Industrials
90
New
N/A
90 $11K
SHG
Shinhan Financial Group CO LTD

Financial Services
335
New
N/A
335 $11K
DDOG
Datadog, Inc.

Technology
74
+ 224.24%
$124.52 - $155.15 $9.21K - $11.5K
107 $15K
LMAT
Lemaitre Vascular Inc

Healthcare
128
New
$79.77 - $100.33 $10.2K - $12.8K
128 $11K
CDNS
Cadence Design Systems Inc

Technology
31
+ 310.0%
$309.46 - $373.37 $9.59K - $11.6K
41 $14K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
98
+ 1400.0%
$89.32 - $107.82 $8.75K - $10.6K
105 $11K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
215
New
$50.85 - $51.35 $10.9K - $11K
215 $11K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
333
New
$31.86 - $39.7 $10.6K - $13.2K
333 $11K
ATR
Aptargroup, Inc.

Healthcare
83
New
$130.82 - $161.82 $10.9K - $13.4K
83 $11K
ARES
Ares Management Corp

Financial Services
77
+ 78.57%
$159.89 - $192.76 $12.3K - $14.8K
175 $27K
SRAD
Sportradar Group Ag

Technology
400
New
$26.9 - $31.79 $10.8K - $12.7K
400 $10K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 1.58%
$236.25 - $257.69 $1.89K - $2.06K
513 $131K
RY
Royal Bank Of Canada

Financial Services
68
New
$128.46 - $148.6 $8.74K - $10.1K
68 $10K
GAIN
Gladstone Investment Corporation\De

Financial Services
766
New
$13.79 - $14.53 $10.6K - $11.1K
766 $10K
NOW
Service Now, Inc.

Technology
11
New
$850.86 - $1044.69 $9.36K - $11.5K
11 $10K
MMSI
Merit Medical Systems Inc

Healthcare
129
New
$80.06 - $96.01 $10.3K - $12.4K
129 $10K
YUM
Yum Brands Inc

Consumer Cyclical
19
+ 1.11%
$139.5 - $153.94 $2.65K - $2.92K
1.72K $262K
SKY
Skyline Champion Corp

Consumer Cyclical
144
New
$60.9 - $78.84 $8.77K - $11.4K
144 $10K
DLTR
Dollar Tree, Inc.

Consumer Defensive
99
New
$94.03 - $117.16 $9.31K - $11.6K
99 $9K
HUBB
Hubbell Inc

Industrials
23
New
$410.51 - $450.93 $9.44K - $10.4K
23 $9K
AME
Ametek Inc

Industrials
49
New
$176.44 - $192.03 $8.65K - $9.41K
49 $9K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
149
New
$61.95 - $80.32 $9.23K - $12K
149 $9K
COP
Conocophillips

Energy
42
+ 4.25%
$91.0 - $98.99 $3.82K - $4.16K
1.03K $97K
MELI
Mercadolibre Inc

Consumer Cyclical
4
New
$2292.04 - $2514.05 $9.17K - $10.1K
4 $9K
DVY
Ishares Tr

ETFs
6
+ 0.64%
$133.88 - $142.57 $803 - $855
942 $133K
ABC
Amerisourcebergen Corp

Healthcare
49
New
N/A
49 $9K
CHDN
Churchill Downs Inc

Consumer Cyclical
93
New
$95.3 - $113.75 $8.86K - $10.6K
93 $9K
MPWR
Monolithic Power Systems Inc

Technology
10
New
$711.24 - $922.81 $7.11K - $9.23K
10 $9K
CRDO
Credo Technology Group Holding LTD

Technology
65
New
$87.59 - $172.31 $5.69K - $11.2K
65 $9K
TROW
Price T Rowe Group Inc

Financial Services
83
+ 360.87%
$98.67 - $111.52 $8.19K - $9.26K
106 $10K
DAL
Delta Air Lines, Inc.

Industrials
78
+ 14.58%
$49.0 - $61.97 $3.82K - $4.83K
613 $34K
UFPT
Ufp Technologies Inc

Healthcare
42
New
$190.04 - $252.55 $7.98K - $10.6K
42 $8K
CNS
Cohen & Steers, Inc.

Financial Services
129
New
$65.61 - $78.01 $8.46K - $10.1K
129 $8K
VCEL
Vericel Corp

Healthcare
274
New
$29.84 - $41.74 $8.18K - $11.4K
274 $8K
CHT
Chunghwa Telecom CO LTD

Communication Services
194
New
$43.4 - $46.95 $8.42K - $9.11K
194 $8K
RSG
Republic Services, Inc.

Industrials
38
+ 3800.0%
$225.33 - $246.01 $8.56K - $9.35K
39 $8K
TW
Tradeweb Markets Inc.

Financial Services
75
New
$110.5 - $146.12 $8.29K - $11K
75 $8K
BNS
Bank Of Nova Scotia

Financial Services
126
New
$54.5 - $64.93 $6.87K - $8.18K
126 $8K
MCHP
Microchip Technology Inc

Technology
152
+ 75.62%
$60.95 - $75.26 $9.26K - $11.4K
353 $22K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
8.85K
New
$0.65 - $1.25 $5.75K - $11.1K
8.85K $8K
CLX
Clorox CO

Consumer Defensive
48
+ 13.52%
$117.67 - $131.43 $5.65K - $6.31K
403 $49K
CNC
Centene Corp

Healthcare
200
New
$25.21 - $56.65 $5.04K - $11.3K
200 $7K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
25
+ 1.31%
$36.93 - $40.55 $923 - $1.01K
1.93K $77K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
76
+ 9.18%
$52.12 - $55.33 $3.96K - $4.21K
904 $50K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
212
New
$31.79 - $33.42 $6.74K - $7.09K
212 $7K
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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