Crewe Advisors LLC Reduced Holdings in Q4 2024

Crewe Advisors LLC

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-533
- 54.22%
$43.98 - $53.66 $23.4K - $28.6K
450 $21K
PINS
Pinterest, Inc.

Communication Services
-604
- 52.34%
$28.24 - $34.15 $17.1K - $20.6K
550 $15K
DG
Dollar General Corp

Consumer Defensive
-230
- 51.0%
$73.27 - $84.47 $16.9K - $19.4K
221 $16K
NEM
Newmont Corp

Basic Materials
-364
- 81.98%
$37.0 - $58.68 $13.5K - $21.4K
80 $2K
D
Dominion Energy, Inc

Utilities
-245
- 13.22%
$52.63 - $60.92 $12.9K - $14.9K
1.61K $86K
CNP
Centerpoint Energy Inc

Utilities
-725
- 82.11%
$28.58 - $32.66 $20.7K - $23.7K
158 $5K
K
Kellogg CO

Consumer Defensive
-244
- 69.71%
$80.34 - $81.29 $19.6K - $19.8K
106 $8K
TXN
Texas Instruments Inc

Technology
-103
- 4.19%
N/A
2.36K $458K
DOW
Dow Inc.

Basic Materials
-93
- 8.1%
$39.1 - $55.34 $3.64K - $5.15K
1.06K $42K
EQR
Equity Residential

Real Estate
-257
- 98.09%
$69.12 - $77.48 $17.8K - $19.9K
5 $0
EOG
Eog Resources Inc

Energy
-158
- 50.32%
$118.22 - $136.54 $18.7K - $21.6K
156 $19K
UPS
United Parcel Service Inc

Industrials
-123
- 58.85%
$122.65 - $138.35 $15.1K - $17K
86 $10K
GWW
W.W. Grainger, Inc.

Industrials
-20
- 13.33%
$1023.06 - $1220.93 $20.5K - $24.4K
130 $137K
HUBS
Hubspot Inc

Technology
-50
- 48.54%
$514.07 - $757.4 $25.7K - $37.9K
53 $36K
VT
Vanguard Total World Stk Index

ETFs
-117
- 7.78%
$117.09 - $123.07 $13.7K - $14.4K
1.39K $162K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-238
- 75.32%
$61.21 - $76.19 $14.6K - $18.1K
78 $5K
TFC
Truist Financial Corp

Financial Services
-380
- 55.39%
$41.51 - $48.1 $15.8K - $18.3K
306 $13K
TRV
Travelers Companies, Inc.

Financial Services
-74
- 21.89%
$225.97 - $266.66 $16.7K - $19.7K
264 $63K
HCA
Hca Healthcare, Inc.

Healthcare
-35
- 94.59%
$297.52 - $415.61 $10.4K - $14.5K
2 $0
PSA
Public Storage

Real Estate
-24
- 24.24%
$289.33 - $360.21 $6.94K - $8.65K
75 $22K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-41
- 0.41%
$90.66 - $99.46 $3.72K - $4.08K
9.95K $904K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-204
- 10.0%
$56.06 - $61.35 $11.4K - $12.5K
1.84K $103K
VLO
Valero Energy Corp

Energy
-67
- 15.55%
$118.59 - $144.02 $7.95K - $9.65K
364 $44K
HSY
Hershey CO

Consumer Defensive
-60
- 33.33%
$168.67 - $193.65 $10.1K - $11.6K
120 $20K
TT
Trane Technologies PLC

Industrials
-23
- 8.3%
$369.35 - $419.14 $8.5K - $9.64K
254 $93K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-53
- 32.32%
$209.89 - $233.24 $11.1K - $12.4K
111 $23K
EL
Estee Lauder Companies Inc

Consumer Defensive
-109
- 54.77%
$62.74 - $97.24 $6.84K - $10.6K
90 $6K
NSC
Norfolk Southern Corp

Industrials
-10
- 1.41%
$230.6 - $277.0 $2.31K - $2.77K
700 $164K
WM
Waste Management Inc

Industrials
-24
- 1.93%
$201.79 - $228.46 $4.84K - $5.48K
1.22K $246K
EQIX
Equinix Inc

Real Estate
-14
- 73.68%
$865.69 - $985.0 $12.1K - $13.8K
5 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-128
- 15.15%
$77.02 - $78.58 $9.86K - $10.1K
717 $55K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-276
- 40.12%
$34.13 - $37.35 $9.42K - $10.3K
412 $14K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-102
- 91.89%
$82.28 - $117.52 $8.39K - $12K
9 $0
IP
International Paper CO

Consumer Cyclical
-258
- 34.04%
$46.64 - $59.57 $12K - $15.4K
500 $26K
JCI
Johnson Controls International PLC

Industrials
-145
- 97.32%
$74.23 - $86.6 $10.8K - $12.6K
4 $0
ELV
Elevance Health, Inc.

Healthcare
-13
- 37.14%
$365.96 - $514.62 $4.76K - $6.69K
22 $8K
GERN
Geron Corp

Healthcare
-400
- 4.82%
$3.3 - $4.44 $1.32K - $1.78K
7.9K $27K
ECL
Ecolab Inc.

Basic Materials
-30
- 16.67%
$234.32 - $261.43 $7.03K - $7.84K
150 $35K
YUM
Yum Brands Inc

Consumer Cyclical
-3
- 0.18%
$130.36 - $139.54 $391 - $419
1.7K $228K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.15K
- 77.82%
$7.33 - $12.37 $8.44K - $14.2K
328 $3K
AFL
Aflac Inc

Financial Services
-2
- 0.18%
$100.37 - $115.27 $201 - $231
1.11K $114K
SCHW
Schwab Charles Corp

Financial Services
-232
- 26.95%
$63.31 - $82.85 $14.7K - $19.2K
629 $46K
HOLX
Hologic Inc

Healthcare
-114
- 96.61%
$70.76 - $83.72 $8.07K - $9.54K
4 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-25
- 3.54%
$189.5 - $206.17 $4.74K - $5.15K
682 $130K
CDNS
Cadence Design Systems Inc

Technology
-34
- 94.44%
$249.1 - $324.54 $8.47K - $11K
2 $0
DOMO
Domo, Inc.

Technology
-350
- 2.66%
$7.03 - $9.98 $2.46K - $3.49K
12.8K $90K
O
Realty Income Corp

Real Estate
-128
- 86.49%
$51.76 - $64.71 $6.63K - $8.28K
20 $1K
OXY
Occidental Petroleum Corp

Energy
-132
- 25.73%
$45.36 - $55.91 $5.99K - $7.38K
381 $18K
LEN
Lennar Corp

Consumer Cyclical
-45
- 93.75%
$136.2 - $188.96 $6.13K - $8.5K
3 $0
Activity Summary
Buys All Purchases 200 New Holdings 110 Increased Positions 90 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 0
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