Crewe Advisors LLC New Holdings 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
GOOG
Alphabet Inc.

Communication Services
53.9K
New
$175.16 - $255.24 $9.45M - $13.8M
53.9K $13.1M
GOOGL
Alphabet Inc.

Communication Services
29.1K
New
$174.36 - $254.72 $5.07M - $7.41M
29.1K $7.07M
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
JPM
Jpmorgan Chase & CO

Financial Services
12.5K
New
$282.78 - $316.06 $3.54M - $3.96M
12.5K $3.95M
AVGO
Broadcom Inc.

Technology
8.65K
New
$264.74 - $369.57 $2.29M - $3.2M
8.65K $2.85M
MA
Mastercard Inc

Financial Services
3.88K
New
$550.18 - $598.96 $2.13M - $2.32M
3.88K $2.21M
ORCL
Oracle Corp

Technology
6.14K
New
$218.96 - $328.33 $1.34M - $2.02M
6.14K $1.73M
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
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
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
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
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
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
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
WFC
Wells Fargo & Company

Financial Services
3.32K
New
$77.05 - $85.16 $256K - $283K
3.32K $278K
EA
Electronic Arts Inc.

Communication Services
1.32K
New
$147.79 - $202.05 $195K - $267K
1.32K $266K
CGUS
Capital Group Core Equity ETF
5.6K
New
$36.89 - $39.72 $207K - $222K
5.6K $221K
CI
Cigna Corp

Healthcare
671
New
$262.23 - $334.39 $176K - $224K
671 $193K
ETN
Eaton Corp PLC

Industrials
505
New
$342.99 - $392.76 $173K - $198K
505 $188K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
606
New
$224.68 - $282.71 $136K - $171K
606 $169K
HYG
Ishares Tr

ETFs
1.96K
New
$79.85 - $81.32 $157K - $159K
1.96K $159K
ZTS
Zoetis Inc.

Healthcare
999
New
$141.13 - $159.19 $141K - $159K
999 $146K
AZN
Astrazeneca PLC

Healthcare
1.87K
New
$68.72 - $82.11 $129K - $154K
1.87K $143K
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
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
NAUT
Nautilus Biotechnology, Inc.

Healthcare
136K
New
$0.64 - $0.84 $87.1K - $114K
136K $114K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
625
New
$159.87 - $247.68 $99.9K - $155K
625 $111K
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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