Crewe Advisors LLC Reduced Holdings in Q3 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.98K
- 13.96%
$567.77 - $614.76 $1.13M - $1.22M
12.2K $7.49M
VTV
Vanguard Value ETF

ETFs
-2.76K
- 70.61%
$175.51 - $186.57 $485K - $515K
1.15K $214K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-5.45K
- 55.01%
$91.28 - $97.59 $497K - $532K
4.46K $427K
MCO
Moodys Corp

Financial Services
-602
- 10.0%
$472.69 - $521.32 $285K - $314K
5.42K $2.58M
VO
Vanguard Mid Cap ETF

ETFs
-1.78K
- 24.63%
$279.83 - $293.74 $497K - $522K
5.44K $1.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.9K
- 19.27%
$55.61 - $57.37 $384K - $396K
28.9K $1.65M
EQT
Eqt Corp

Energy
-2
- -0.0%
$49.19 - $59.19 $98.4 - $118
75.1K $4.09M
CSCO
Cisco Systems, Inc.

Technology
-2.06K
- 33.2%
$66.2 - $71.79 $136K - $148K
4.15K $283K
IEMG
Ishares Inc

ETFs
-1.91K
- 2.85%
N/A
65.2K $3.5M
OKE
Oneok Inc

Energy
-1.11K
- 63.27%
$71.36 - $83.47 $79.3K - $92.7K
645 $47K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-947
- 90.45%
$95.22 - $96.21 $90.2K - $91.1K
100 $9K
INTU
Intuit Inc

Technology
-9
- 1.19%
$646.03 - $807.39 $5.81K - $7.27K
745 $508K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.29%
$5364.25 - $5815.92 $10.7K - $11.6K
153 $826K
PG
Procter & Gamble CO

Consumer Defensive
-121
- 1.38%
$150.47 - $161.22 $18.2K - $19.5K
8.64K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-525
- 24.67%
$132.9 - $142.03 $69.8K - $74.6K
1.6K $225K
DIS
Walt Disney CO

Communication Services
-206
- 6.25%
$112.25 - $124.0 $23.1K - $25.5K
3.09K $353K
KO
Coca Cola CO

Consumer Defensive
-631
- 28.91%
$65.67 - $71.67 $41.4K - $45.2K
1.55K $102K
FTNT
Fortinet, Inc.

Technology
-106
- 6.23%
$74.39 - $107.65 $7.89K - $11.4K
1.6K $134K
EVRG
Evergy, Inc.

Utilities
-616
- 56.57%
$67.73 - $76.02 $41.7K - $46.8K
473 $35K
TOST
Toast, Inc.

Technology
-11
- 0.22%
$36.51 - $49.3 $402 - $542
5K $182K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-489
- 63.34%
$75.26 - $80.19 $36.8K - $39.2K
283 $22K
MCD
Mcdonalds Corp

Consumer Cyclical
-206
- 8.39%
$291.67 - $316.99 $60.1K - $65.3K
2.25K $683K
PRU
Prudential Financial Inc

Financial Services
-261
- 92.55%
$100.68 - $109.89 $26.3K - $28.7K
21 $2K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-175
- 63.64%
$138.08 - $151.2 $24.2K - $26.5K
100 $15K
CL
Colgate Palmolive CO

Consumer Defensive
-129
- 10.71%
$79.36 - $93.33 $10.2K - $12K
1.08K $86K
INTC
Intel Corp

Technology
-9.12K
- 35.76%
$19.31 - $35.5 $176K - $324K
16.4K $549K
WM
Waste Management Inc

Industrials
-44
- 3.46%
$213.88 - $237.1 $9.41K - $10.4K
1.23K $270K
PFE
Pfizer Inc

Healthcare
-1.4K
- 10.52%
$23.29 - $25.88 $32.6K - $36.3K
11.9K $303K
SPGI
S&P Global Inc.

Financial Services
-11
- 3.3%
$484.94 - $564.15 $5.33K - $6.21K
322 $156K
UPS
United Parcel Service Inc

Industrials
-153
- 64.83%
$82.58 - $105.54 $12.6K - $16.1K
83 $6K
FISV
Fiserv Inc

Technology
-123
- 6.71%
N/A
1.71K $214K
TXN
Texas Instruments Inc

Technology
-75
- 3.21%
N/A
2.26K $440K
PEP
Pepsico Inc

Consumer Defensive
-220
- 10.52%
$133.81 - $152.16 $29.4K - $33.5K
1.87K $262K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-500
- 41.49%
$25.84 - $27.2 $12.9K - $13.6K
705 $18K
CBOE
Cboe Global Markets, Inc.

Financial Services
-49
- 87.5%
$231.35 - $253.24 $11.3K - $12.4K
7 $1K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-322
- 43.87%
$39.8 - $42.86 $12.8K - $13.8K
412 $17K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-187
- 5.26%
$136.48 - $142.97 $25.5K - $26.7K
3.37K $471K
MKL
Markel Corp

Financial Services
-3
- 5.36%
$1898.34 - $2031.8 $5.7K - $6.1K
53 $101K
SCI
Service Corp International

Consumer Cyclical
-126
- 87.5%
$75.63 - $83.25 $9.53K - $10.5K
18 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
-73
- 87.95%
$121.72 - $136.77 $8.89K - $9.98K
10 $1K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-100
- 4.14%
$82.38 - $83.0 $8.24K - $8.3K
2.31K $191K
MAA
Mid America Apartment Communities Inc.

Real Estate
-62
- 87.32%
$138.38 - $153.2 $8.58K - $9.5K
9 $1K
ED
Consolidated Edison Inc

Utilities
-96
- 88.07%
$95.57 - $105.36 $9.17K - $10.1K
13 $1K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-116
- 7.12%
$181.56 - $190.33 $21.1K - $22.1K
1.51K $287K
RE
Everest Re Group LTD

Financial Services
-25
- 89.29%
N/A
3 $1K
VRT
Vertiv Holdings CO

Industrials
-92
- 17.26%
N/A
441 $38K
ACGL
Arch Capital Group Ltd.

Financial Services
-95
- 88.79%
$85.61 - $93.54 $8.13K - $8.89K
12 $1K
SJM
J M Smucker CO

Consumer Defensive
-82
- 88.17%
$102.24 - $113.2 $8.38K - $9.28K
11 $1K
KHC
Kraft Heinz CO

Consumer Defensive
-297
- 44.8%
$25.63 - $28.94 $7.61K - $8.6K
366 $9K
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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