Crewe Advisors LLC Sells in Q3 2025

Crewe Advisors LLC

  • $1.01 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-98
- 1.56%
$26.94 - $29.62 $2.64K - $2.9K
6.19K $174K
SNAP
Snap Inc

Communication Services
-715
- 67.14%
$6.99 - $10.35 $5K - $7.4K
350 $2K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-65
- 2.46%
$100.16 - $100.7 $6.51K - $6.55K
2.58K $259K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-57
- 5.33%
$61.86 - $71.34 $3.53K - $4.07K
1.01K $64K
MSTR
Microstrategy Inc

Technology
-2
- 4.0%
$300.7 - $455.9 $601 - $912
48 $15K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-131
- 15.75%
$62.54 - $68.42 $8.19K - $8.96K
701 $47K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-37
- 58.73%
$78.88 - $85.2 $2.92K - $3.15K
26 $2K
HEFA
Ishares Currency Hedged Msci E

ETFs
-88
- 62.41%
$37.2 - $39.61 $3.27K - $3.49K
53 $2K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-36
- 34.95%
$94.17 - $99.95 $3.39K - $3.6K
67 $6K
GILD
Gilead Sciences, Inc.

Healthcare
-26
- 3.58%
$108.22 - $120.47 $2.81K - $3.13K
700 $77K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-20
- 32.79%
$87.69 - $96.0 $1.75K - $1.92K
41 $3K
USB
Us Bancorp \De\

Financial Services
-66
- 18.03%
$43.94 - $50.41 $2.9K - $3.33K
300 $14K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-28
- 2.31%
N/A
1.18K $101K
MRNA
Moderna, Inc.

Healthcare
-13
- 1.76%
$23.51 - $34.67 $306 - $451
726 $18K
SNY
Sanofi

Healthcare
-35
- 50.72%
$45.07 - $51.35 $1.58K - $1.8K
34 $1K
JHMM
John Hancock Multifactor Mid C

ETFs
-94
- 9.74%
$61.22 - $65.26 $5.75K - $6.13K
871 $56K
ITW
Illinois Tool Works Inc

Industrials
-23
- 7.35%
$252.31 - $269.41 $5.8K - $6.2K
290 $75K
AJG
Arthur J. Gallagher & Co.

Financial Services
-6
- 15.38%
$284.17 - $319.49 $1.71K - $1.92K
33 $10K
DHR
Danaher Corp

Healthcare
-11
- 2.61%
$181.46 - $212.2 $2K - $2.33K
410 $81K
D
Dominion Energy, Inc

Utilities
-166
- 9.24%
$56.32 - $62.1 $9.35K - $10.3K
1.63K $99K
DT
Dynatrace, Inc.

Technology
-37
- 94.87%
$46.04 - $56.64 $1.7K - $2.1K
2 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
-56
- 10.18%
$26.84 - $28.32 $1.5K - $1.59K
494 $13K
PSA
Public Storage

Real Estate
-3
- 5.26%
$271.94 - $298.09 $816 - $894
54 $15K
PCAR
Paccar Inc

Industrials
-13
- 52.0%
$92.91 - $102.86 $1.21K - $1.34K
12 $1K
BOND
Pimco Active Bond Exchange Tra

ETFs
-15
- 18.52%
$90.83 - $93.81 $1.36K - $1.41K
66 $6K
GTLB
Gitlab Inc.

Technology
-6
- 23.08%
$38.82 - $50.43 $233 - $303
20 $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-12
- 17.14%
$42.75 - $43.37 $513 - $520
58 $2K
DFAE
Dimensional ETF Tr

ETFs
-78
- 13.78%
$28.84 - $31.84 $2.25K - $2.48K
488 $15K
HRL
Hormel Foods Corp

Consumer Defensive
-30
- 46.15%
$24.31 - $31.54 $729 - $946
35 $0
AAL
American Airlines Group Inc.

Industrials
-60
- 28.57%
N/A
150 $1K
IRM
Iron Mountain Inc

Real Estate
-2
- 0.4%
$89.46 - $104.46 $179 - $209
500 $50K
CCL
Carnival Corp

Consumer Cyclical
-13
- 3.07%
$28.37 - $32.49 $369 - $422
410 $11K
Ge Vernova Inc
-3
- 0.51%
N/A
580 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-20
- 95.24%
$11.64 - $15.79 $233 - $316
1 $0
O
Realty Income Corp

Real Estate
-18
- 9.68%
$56.13 - $60.79 $1.01K - $1.09K
168 $10K
Lam Research Corp
-69
- 37.1%
N/A
117 $0
Atlassian Corporation
-2
- 2.78%
N/A
70 $0
KD
Kyndryl Holdings, Inc.

Technology
-10
- 47.62%
$28.94 - $43.41 $289 - $434
11 $0
Calibercos Inc
-500
- 80.52%
N/A
121 $0
XLB
Select Sector Spdr Fd Material

ETFs
-12
- 1.84%
$86.72 - $92.61 $1.04K - $1.11K
640 $57K
VUSB
Vanguard Bd Index Fds
-1.04K
- 51.28%
N/A
991 $0
SO
Southern CO

Utilities
-7
- 36.84%
$90.83 - $96.0 $636 - $672
12 $1K
Jacobs Solutions Inc
-5
- 7.04%
N/A
66 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4
- 36.36%
$103.83 - $179.9 $415 - $720
7 $1K
Gsk PLC
-61
- 18.77%
N/A
264 $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-19
- 12.34%
$16.46 - $17.1 $313 - $325
135 $2K
SOFI
So Fi Technologies, Inc.

Financial Services
-38
- 15.97%
$17.64 - $29.81 $670 - $1.13K
200 $5K
SCHW
Schwab Charles Corp

Financial Services
-20
- 2.84%
$91.03 - $98.69 $1.82K - $1.97K
684 $65K
ICLR
Icon PLC

Healthcare
-16
- 11.03%
$139.63 - $195.01 $2.23K - $3.12K
129 $22K
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
Track This Portfolio

Track Crewe Advisors LLC Portfolio

Follow Crewe Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email