Crewe Advisors LLC Sells in Q4 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
-179K
- 19.01%
$49.64 - $49.83 $8.87M - $8.9M
761K $37.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.56K
- 6.11%
$401.99 - $468.37 $1.03M - $1.2M
39.3K $16.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-22.9K
- 25.18%
$50.57 - $50.77 $1.16M - $1.16M
68.2K $3.45M
MSFT
Microsoft Corp

Technology
-649
- 1.08%
$496.82 - $542.07 $322K - $352K
59.6K $30.2M
CVX
Chevron Corp

Energy
-5.28K
- 4.41%
$148.9 - $157.72 $786K - $832K
114K $17.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.06K
- 1.04%
$653.02 - $687.39 $691K - $727K
101K $67.1M
AVGO
Broadcom Inc.

Technology
-2.22K
- 25.7%
$324.63 - $385.98 $722K - $858K
6.43K $2.2M
IWM
Ishares Russell 2000 ETF

ETFs
-1.03K
- 1.42%
$236.79 - $250.33 $243K - $257K
71.5K $17M
MA
Mastercard Inc

Financial Services
-486
- 12.53%
$536.85 - $580.45 $261K - $282K
3.39K $1.82M
ADBE
Adobe Inc.

Technology
-994
- 48.14%
$325.07 - $359.91 $323K - $358K
1.07K $348K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-642
- 5.25%
$600.51 - $631.95 $386K - $406K
11.6K $7.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-654
- 3.26%
$589.5 - $635.77 $386K - $416K
19.4K $11.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.68K
- 11.12%
$138.56 - $147.63 $232K - $247K
13.4K $1.96M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.68K
- 90.5%
$46.57 - $47.16 $218K - $221K
491 $22K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.24K
- 7.47%
$30.84 - $31.79 $162K - $167K
64.9K $2M
VO
Vanguard Mid Cap ETF

ETFs
-599
- 11.02%
$286.27 - $296.23 $171K - $177K
4.84K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-650
- 7.53%
$145.5 - $153.18 $94.6K - $99.6K
7.99K $1.16M
MCO
Moodys Corp

Financial Services
-312
- 5.76%
$468.56 - $495.08 $146K - $154K
5.11K $2.45M
MLM
Martin Marietta Materials Inc

Basic Materials
-135
- 9.92%
$596.44 - $656.85 $80.5K - $88.7K
1.23K $731K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.78K
- 13.75%
$25.2 - $26.46 $120K - $126K
30K $773K
UNP
Union Pacific Corp

Industrials
-437
- 51.9%
$216.37 - $237.41 $94.6K - $104K
405 $89K
FISV
Fiserv Inc

Technology
-840
- 49.12%
N/A
870 $108K
GD
General Dynamics Corp

Industrials
-306
- 96.53%
$330.59 - $353.77 $101K - $108K
11 $3K
MGM
Mgm Resorts International

Consumer Cyclical
-3K
- 96.77%
$30.72 - $34.75 $92.2K - $104K
100 $3K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.1K
- 90.56%
$91.46 - $91.76 $101K - $101K
115 $10K
SYY
Sysco Corp

Consumer Defensive
-1.15K
- 80.7%
$72.9 - $83.27 $83.8K - $95.8K
275 $20K
MCD
Mcdonalds Corp

Consumer Cyclical
-320
- 14.23%
$293.81 - $310.11 $94K - $99.2K
1.93K $588K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.96K
- 8.02%
$25.85 - $27.19 $102K - $108K
45.4K $1.21M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-2.99K
- 14.56%
$31.49 - $33.1 $94K - $98.8K
17.5K $565K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-500
- 80.0%
$160.66 - $181.39 $80.3K - $90.7K
125 $21K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-193
- 16.93%
$454.87 - $482.76 $87.8K - $93.2K
947 $446K
NVS
Novartis Ag

Healthcare
-616
- 74.94%
$121.8 - $132.39 $75K - $81.6K
206 $27K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-389
- 12.8%
$191.01 - $199.18 $74.3K - $77.5K
2.65K $515K
LOW
Lowes Companies Inc

Consumer Cyclical
-87
- 4.41%
$225.0 - $247.99 $19.6K - $21.6K
1.89K $424K
NUE
Nucor Corp

Basic Materials
-700
- 26.96%
$131.78 - $154.43 $92.2K - $108K
1.9K $280K
IBM
International Business Machines Corp

Technology
-473
- 9.2%
$275.97 - $314.98 $131K - $149K
4.67K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
-150
- 23.08%
$320.52 - $369.92 $48.1K - $55.5K
500 $160K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-165
- 2.36%
$459.47 - $491.71 $75.8K - $81.1K
6.82K $3.21M
KO
Coca Cola CO

Consumer Defensive
-927
- 59.73%
$66.1 - $71.61 $61.3K - $66.4K
625 $44K
OKE
Oneok Inc

Energy
-617
- 95.66%
$64.31 - $72.98 $39.7K - $45K
28 $1K
INTU
Intuit Inc

Technology
-28
- 3.76%
$641.79 - $683.39 $18K - $19.1K
717 $463K
CLX
Clorox CO

Consumer Defensive
-355
- 88.09%
$103.68 - $123.19 $36.8K - $43.7K
48 $4K
XLF
Financial Sector Spdr

ETFs
-516
- 6.54%
$51.76 - $53.77 $26.7K - $27.7K
7.38K $386K
SHW
Sherwin Williams CO

Basic Materials
-8
- 0.35%
$330.74 - $354.45 $2.65K - $2.84K
2.29K $759K
EVRG
Evergy, Inc.

Utilities
-430
- 90.91%
$75.56 - $78.73 $32.5K - $33.9K
43 $3K
SUB
Ishares Short Term National Mu

ETFs
-234
- 0.99%
$106.22 - $106.81 $24.9K - $25K
23.4K $2.49M
PTC
Ptc Inc.

Technology
-108
- 28.05%
$173.93 - $205.87 $18.8K - $22.2K
277 $48K
SOXL
Direxion Daily Semiconductor B

ETFs
-1.1K
- 28.57%
$34.21 - $49.38 $37.6K - $54.3K
2.75K $106K
RIOT
Riot Blockchain, Inc.

Technology
-616
- 20.53%
$13.88 - $23.0 $8.55K - $14.2K
2.38K $33K
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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