Crewe Advisors LLC New Holdings in Q4 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RGLD
Royal Gold Inc

Basic Materials
12.5K
New
$169.08 - $206.65 $2.11M - $2.58M
12.5K $2.32M
IOO
Ishares Tr Global 100 ETF

ETFs
756
New
$118.15 - $126.87 $89.3K - $95.9K
756 $94K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.36K
New
$59.79 - $74.1 $81K - $100K
1.36K $81K
SCHO
Schwab Short Term Us Treasury

ETFs
2.21K
New
$24.31 - $24.46 $53.7K - $54K
2.21K $53K
LSF
Laird Superfood, Inc.

Consumer Defensive
16K
New
$2.67 - $5.75 $42.7K - $92K
16K $42K
VGIT
Vanguard Intermediate Term Tre

ETFs
529
New
$59.84 - $60.54 $31.7K - $32K
529 $31K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
500
New
$44.53 - $47.25 $22.3K - $23.6K
500 $22K
ASTS
Ast Space Mobile, Inc.

Communication Services
347
New
$56.94 - $99.21 $19.8K - $34.4K
347 $21K
NEWT
Newtek Business Services Corp.

Financial Services
2K
New
$10.05 - $11.37 $20.1K - $22.7K
2K $20K
RIO
Rio Tinto PLC

Basic Materials
275
New
$65.44 - $72.58 $18K - $20K
275 $19K
NRDY
Nerdy Inc.

Technology
15K
New
$0.82 - $1.27 $12.3K - $19.1K
15K $12K
TLYS
Tilly'S, Inc.

Consumer Cyclical
6K
New
$1.34 - $2.03 $8.04K - $12.2K
6K $8K
SMRT
Smart Rent, Inc.

Technology
6K
New
$1.35 - $1.51 $8.1K - $9.06K
6K $8K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
30
New
$242.67 - $261.79 $7.28K - $7.85K
30 $7K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
361
New
$17.81 - $18.82 $6.43K - $6.79K
361 $6K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
New
$426.99 - $455.46 $6.83K - $7.29K
16 $6K
PPLT
Abrdn Platinum ETF Trust

ETFs
75
New
N/A
75 $6K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
781
New
$8.44 - $9.09 $6.59K - $7.1K
781 $6K
WTM
White Mountains Insurance Group LTD

Financial Services
3
New
$1650.5 - $1937.93 $4.95K - $5.81K
3 $5K
PLG
Platinum Group Metals LTD

Basic Materials
2.5K
New
$1.89 - $3.15 $4.73K - $7.88K
2.5K $5K
FCX
Freeport Mcmoran Inc

Basic Materials
100
New
$38.65 - $43.31 $3.87K - $4.33K
100 $4K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
55
New
$78.97 - $83.03 $4.34K - $4.57K
55 $4K
HCA
Hca Healthcare, Inc.

Healthcare
7
New
$410.68 - $476.61 $2.87K - $3.34K
7 $3K
EPAM
Epam Systems, Inc.

Technology
19
New
N/A
19 $3K
CYBR
Cyber Ark Software Ltd.

Technology
8
New
$486.39 - $522.02 $3.89K - $4.18K
8 $3K
RGEN
Repligen Corp

Healthcare
22
New
$142.82 - $166.33 $3.14K - $3.66K
22 $3K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
152
New
$20.77 - $20.97 $3.16K - $3.19K
152 $3K
JCI
Johnson Controls International PLC

Industrials
31
New
$105.55 - $122.66 $3.27K - $3.8K
31 $3K
CW
Curtiss Wright Corp

Industrials
7
New
$536.42 - $601.78 $3.75K - $4.21K
7 $3K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
125
New
$25.75 - $26.12 $3.22K - $3.27K
125 $3K
SNA
Snap On Inc

Industrials
10
New
$327.33 - $349.13 $3.27K - $3.49K
10 $3K
AES
Aes Corp

Utilities
219
New
$13.44 - $15.37 $2.94K - $3.37K
219 $3K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
69
New
$46.2 - $46.85 $3.19K - $3.23K
69 $3K
AON
Aon PLC

Financial Services
11
New
$326.07 - $366.93 $3.59K - $4.04K
11 $3K
ADP
Automatic Data Processing Inc

Industrials
8
New
$250.9 - $292.94 $2.01K - $2.34K
8 $2K
LUV
Southwest Airlines CO

Industrials
85
New
$29.67 - $34.68 $2.52K - $2.95K
85 $2K
PCG
Pg&E Corp

Utilities
172
New
$15.63 - $16.81 $2.69K - $2.89K
172 $2K
NVT
N Vent Electric PLC

Industrials
25
New
$95.98 - $114.35 $2.4K - $2.86K
25 $2K
SPG
Simon Property Group Inc

Real Estate
16
New
$173.35 - $185.76 $2.77K - $2.97K
16 $2K
FTI
Technip Fmc PLC

Energy
63
New
$35.57 - $43.74 $2.24K - $2.76K
63 $2K
NOVT
Novanta Inc

Technology
13
New
N/A
13 $2K
SYF
Synchrony Financial

Financial Services
30
New
$68.02 - $75.49 $2.04K - $2.26K
30 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
7
New
$283.87 - $306.76 $1.99K - $2.15K
7 $2K
IDXX
Idexx Laboratories Inc

Healthcare
3
New
$616.15 - $722.94 $1.85K - $2.17K
3 $2K
PODD
Insulet Corp

Healthcare
7
New
$305.98 - $336.84 $2.14K - $2.36K
7 $2K
MEDP
Medpace Holdings, Inc.

Healthcare
5
New
$501.22 - $605.2 $2.51K - $3.03K
5 $2K
HALO
Halozyme Therapeutics, Inc.

Healthcare
30
New
$64.1 - $74.94 $1.92K - $2.25K
30 $2K
VMI
Valmont Industries Inc

Industrials
6
New
$389.98 - $419.23 $2.34K - $2.52K
6 $2K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
25
New
$88.26 - $94.73 $2.21K - $2.37K
25 $2K
Activity Summary
Buys All Purchases 509 New Holdings 177 Increased Positions 332 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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