Crewe Advisors LLC New Holdings in Q3 2024

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WCN
Waste Connections, Inc.

Industrials
23.5K
New
$173.92 - $186.5 $4.09M - $4.38M
23.5K $4.2M
RWAY
Runway Growth Finance Corp.

Financial Services
172K
New
$10.1 - $12.02 $1.74M - $2.07M
172K $1.77M
VKTX
Viking Therapeutics, Inc.

Healthcare
16.4K
New
$49.84 - $70.47 $816K - $1.15M
16.4K $1.04M
MGV
Vanguard Mega Cap Value

ETFs
4.27K
New
$118.0 - $128.28 $503K - $547K
4.27K $547K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.25K
New
$57.8 - $60.8 $361K - $380K
6.25K $377K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.92K
New
$42.54 - $47.97 $337K - $380K
7.92K $376K
DINO
Hf Sinclair Corp

Energy
7.87K
New
$44.42 - $53.6 $350K - $422K
7.87K $350K
VOX
Vanguard Communication Service

ETFs
2.27K
New
$129.82 - $145.39 $294K - $330K
2.27K $329K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.91K
New
$100.75 - $111.62 $293K - $325K
2.91K $317K
CMBS
Ishares Cmbs ETF

ETFs
5.96K
New
$46.61 - $48.93 $278K - $291K
5.96K $291K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.28K
New
$59.5 - $67.14 $254K - $287K
4.28K $283K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.16K
New
$79.92 - $88.19 $253K - $279K
3.16K $278K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
9.17K
New
$19.08 - $19.89 $175K - $182K
9.17K $182K
IYF
Ishares Tr

ETFs
1.73K
New
$93.83 - $105.05 $163K - $182K
1.73K $179K
REZ
Ishares Tr Residential And Mul

ETFs
1.63K
New
$76.42 - $91.19 $124K - $148K
1.63K $144K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
2.55K
New
$37.92 - $42.97 $96.8K - $110K
2.55K $107K
BBAX
J P Morgan Betabuilders Develo

ETFs
1.65K
New
$46.61 - $54.03 $77K - $89.3K
1.65K $89K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
20K
New
$1.32 - $1.84 $26.4K - $36.8K
20K $32K
RGA
Reinsurance Group Of America Inc

Financial Services
100
New
$192.62 - $225.79 $19.3K - $22.6K
100 $21K
IYR
Ishares Tr

ETFs
150
New
$86.93 - $103.61 $13K - $15.5K
150 $15K
OWL
Blue Owl Capital Inc.

Financial Services
703
New
$15.81 - $19.83 $11.1K - $13.9K
703 $13K
ARES
Ares Management Corp

Financial Services
87
New
$133.73 - $158.05 $11.6K - $13.8K
87 $13K
APO
Apollo Global Management, Inc.

Financial Services
111
New
$99.16 - $125.81 $11K - $14K
111 $13K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
200
New
$49.7 - $56.11 $9.94K - $11.2K
200 $10K
SCHG
Schwab Strategic Tr Us Large C

ETFs
87
New
$92.63 - $105.69 $8.06K - $9.2K
87 $9K
SCHV
Schwab Strategic Tr Us Large C

ETFs
107
New
$73.43 - $80.37 $7.86K - $8.6K
107 $8K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
116
New
$60.84 - $67.51 $7.06K - $7.83K
116 $7K
VEEV
Veeva Systems Inc

Healthcare
25
New
$180.43 - $223.9 $4.51K - $5.6K
25 $5K
CACI
Caci International Inc

Technology
11
New
$427.76 - $427.76 $4.71K - $4.71K
11 $4K
AIQ
Global X Funds Global X Artifi

ETFs
100
New
$31.85 - $37.36 $3.19K - $3.74K
100 $3K
GRAB
Grab Holdings LTD

Technology
1K
New
$3.12 - $3.86 $3.12K - $3.86K
1K $3K
BCAL
Southern Calif Bancorp Com

Financial Services
159
New
$13.27 - $15.79 $2.11K - $2.51K
159 $2K
MDIV
First Trust Multi Asset Divers

ETFs
100
New
$15.69 - $16.76 $1.57K - $1.68K
100 $1K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
32
New
$47.72 - $53.81 $1.53K - $1.72K
32 $1K
LFVN
Lifevantage Corp

Consumer Defensive
143
New
$5.51 - $13.01 $788 - $1.86K
143 $1K
SPMD
Spdr Portfolio

ETFs
36
New
$50.29 - $54.92 $1.81K - $1.98K
36 $1K
DIV
Global X Superdividend Us ETF

ETFs
100
New
$17.18 - $17.18 $1.72K - $1.72K
100 $1K
STLD
Steel Dynamics Inc

Basic Materials
2
New
N/A
2 $0
SMCI
Super Micro Computer, Inc.

Technology
2
New
$386.46 - $909.96 $773 - $1.82K
2 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
2
New
$236.42 - $259.82 $473 - $520
2 $0
Cybin Inc
956
New
N/A
956 $0
Te Connectivity PLC
233
New
N/A
233 $0
Tidal Tr Ii
300
New
N/A
300 $0
Morgan Stanley ETF Trust
5.59K
New
N/A
5.59K $0
OARK
Yieldmax Innovation Option Inc
300
New
N/A
300 $0
Tidal Tr Ii
200
New
N/A
200 $0
SO
Southern CO

Utilities
11
New
$77.0 - $90.52 $847 - $996
11 $0
ACGL
Arch Capital Group Ltd.

Financial Services
5
New
$94.47 - $114.25 $472 - $571
5 $0
VTR
Ventas, Inc.

Real Estate
4
New
$50.88 - $65.33 $204 - $261
4 $0
Activity Summary
Buys All Purchases 271 New Holdings 84 Increased Positions 187 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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