Crewe Advisors LLC Reduced Holdings in Q1 2025

Crewe Advisors LLC

  • $695 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-20.6K
- 19.34%
$217.89 - $252.64 $4.48M - $5.2M
85.8K $19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10.3K
- 40.19%
$507.05 - $563.67 $5.2M - $5.78M
15.3K $7.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14.2K
- 55.67%
$442.66 - $534.52 $6.31M - $7.62M
11.3K $6.04M
VGT
Vanguard Information Technolog

ETFs
-3.6K
- 15.0%
$542.38 - $646.34 $1.95M - $2.33M
20.4K $11.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.56K
- 1.61%
$551.42 - $612.93 $859K - $955K
95.3K $53.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-11
- 0.02%
$522.96 - $601.18 $5.75K - $6.61K
51K $27.2M
IWM
Ishares Russell 2000 ETF

ETFs
-453
- 0.57%
$198.1 - $229.79 $89.7K - $104K
79.5K $15.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-86
- 0.45%
$468.34 - $539.52 $40.3K - $46.4K
19K $8.89M
AMD
Advanced Micro Devices Inc

Technology
-393
- 1.02%
$96.63 - $129.55 $38K - $50.9K
38.3K $3.93M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-242
- 3.41%
$360.07 - $417.26 $87.1K - $101K
6.85K $2.47M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.39K
- 66.17%
$192.6 - $233.2 $268K - $324K
710 $140K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.99K
- 3.44%
$30.73 - $32.26 $184K - $193K
168K $5.16M
XLV
Select Sector Spdr Fund Health

ETFs
-2.45K
- 39.84%
$137.61 - $149.68 $337K - $366K
3.7K $539K
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.03%
$271.18 - $303.12 $1.08K - $1.21K
15.5K $4.27M
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.78K
- 41.82%
$40.08 - $45.85 $192K - $219K
6.65K $290K
XLI
Industrial Sector Spdr

ETFs
-1.67K
- 88.09%
$128.78 - $141.67 $215K - $237K
226 $29K
XLK
Technology Sector Spdr

ETFs
-108
- 1.52%
$206.38 - $242.18 $22.3K - $26.2K
6.99K $1.44M
XLE
Energy Sector Spdr

ETFs
-2.47K
- 47.03%
$85.7 - $93.96 $212K - $232K
2.79K $260K
SUB
Ishares Short Term National Mu

ETFs
-1.71K
- 23.55%
$105.3 - $106.24 $180K - $181K
5.54K $584K
AXP
American Express CO

Financial Services
-66
- 1.2%
$255.39 - $325.87 $16.9K - $21.5K
5.46K $1.47M
SPGI
S&P Global Inc.

Financial Services
-348
- 51.33%
$478.26 - $543.77 $166K - $189K
330 $167K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.91K
- 2.7%
$50.39 - $50.66 $197K - $198K
141K $7.12M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.35K
- 8.17%
$112.81 - $126.16 $152K - $170K
15.2K $1.85M
MCO
Moodys Corp

Financial Services
-208
- 3.24%
$437.8 - $527.48 $91.1K - $110K
6.22K $2.9M
XLU
Utilities Sector Spdr

ETFs
-1.76K
- 74.37%
$74.7 - $80.27 $132K - $141K
607 $47K
MRK
Merck & Co., Inc.

Healthcare
-235
- 2.29%
$83.01 - $101.02 $19.5K - $23.7K
10K $899K
ORCC
Owl Rock Capital Corp

Financial Services
-8K
- 40.07%
N/A
12K $160K
CRM
Salesforce, Inc.

Technology
-92
- 7.65%
$268.36 - $359.95 $24.7K - $33.1K
1.11K $297K
MCHP
Microchip Technology Inc

Technology
-1.64K
- 87.81%
$48.41 - $64.3 $79.5K - $106K
228 $11K
IVW
Ishares S&P 500 Growth ETF

ETFs
-600
- 14.96%
$92.45 - $106.69 $55.5K - $64K
3.41K $316K
DIS
Walt Disney CO

Communication Services
-249
- 7.08%
$96.87 - $114.0 $24.1K - $28.4K
3.27K $322K
XLP
Consumer Staples Sector Spdr

ETFs
-814
- 62.91%
N/A
480 $36K
INTC
Intel Corp

Technology
-6.47K
- 20.23%
$19.1 - $27.39 $124K - $177K
25.5K $579K
PANW
Palo Alto Networks Inc

Technology
-189
- 8.84%
$167.82 - $208.28 $31.7K - $39.4K
1.95K $332K
CRWD
Crowd Strike Holdings, Inc.

Technology
-152
- 98.7%
$308.86 - $455.36 $46.9K - $69.2K
2 $0
TGT
Target Corp

Consumer Defensive
-308
- 81.91%
$103.65 - $142.5 $31.9K - $43.9K
68 $7K
JBHT
Hunt J B Transport Services Inc

Industrials
-185
- 27.21%
$146.12 - $186.55 $27K - $34.5K
495 $73K
SPYG
Spdr Portfolio

ETFs
-408
- 69.15%
$80.05 - $92.39 $32.7K - $37.7K
182 $14K
GILD
Gilead Sciences, Inc.

Healthcare
-531
- 47.62%
$89.14 - $117.41 $47.3K - $62.3K
584 $65K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-701
- 72.34%
$49.78 - $53.19 $34.9K - $37.3K
268 $13K
UBER
Uber Technologies, Inc

Technology
-734
- 49.86%
$63.17 - $81.49 $46.4K - $59.8K
738 $53K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-400
- 99.01%
$77.0 - $93.47 $30.8K - $37.4K
4 $0
NUE
Nucor Corp

Basic Materials
-353
- 13.36%
$114.48 - $142.52 $40.4K - $50.3K
2.29K $275K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-527
- 28.7%
$53.6 - $58.97 $28.2K - $31.1K
1.31K $71K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-371
- 80.48%
$78.0 - $84.37 $28.9K - $31.3K
90 $7K
AFL
Aflac Inc

Financial Services
-335
- 30.32%
$100.99 - $111.19 $33.8K - $37.2K
770 $85K
GWW
W.W. Grainger, Inc.

Industrials
-20
- 15.38%
$953.54 - $1132.42 $19.1K - $22.6K
110 $108K
DELL
Dell Technologies Inc.

Technology
-235
- 94.0%
$90.34 - $124.66 $21.2K - $29.3K
15 $1K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-900
- 32.1%
$30.35 - $33.16 $27.3K - $29.8K
1.9K $60K
Activity Summary
Buys All Purchases 260 New Holdings 119 Increased Positions 141 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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