Crewe Advisors LLC
CIK Number: 0001730033
Main Sectors:
Top Industries:
Filing Date: Apr 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.15 | +0.01% | 185.27K | +2.79% | 104.1M | 408.22 | 14.63% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 95.33K | -1.61% | 53.33M | 314.02 | 7.49% | Share |
| 3 | IJH | iShares Core S&... | 63.85 | -1.31% | 850.32K | +4.41% | 49.62M | 48.04 | 6.97% | Share |
| 4 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 54 | +1.89% | 43.12M | 413728.72 | 6.06% | Share |
| 5 | IEFA | iShares Core MS... | 85.61 | -0.04% | 512.58K | +6.61% | 38.78M | 67.45 | 5.45% | Share |
| 6 | ESGV | Vanguard ESG U.... | 114.60 | +0.03% | 321.91K | +3.34% | 31.53M | 78.36 | 4.43% | Share |
| 7 | DBEF | Xtrackers MSCI ... | 45.66 | +0.32% | 727.92K | +1.03% | 31.52M | 34.07 | 4.43% | Share |
| 8 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 569.67K | +46.19% | 28.33M | 49.63 | 3.98% | Share |
| 9 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 50.95K | -0.02% | 27.18M | 403.17 | 3.82% | Share |
| 10 | MUB | iShares Nationa... | 104.03 | -0.18% | 237.82K | +62.36% | 25.08M | 106.35 | 3.52% | Share |
| 11 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 199.5K | +1.03% | 21.62M | 134.02 | 3.04% | Share |
| 12 | VB | Vanguard Small ... | 246.81 | -1.26% | 85.79K | -19.34% | 19.02M | 171.78 | 2.67% | Share |
| 13 | IWM | iShares Russell... | 228.20 | -1.31% | 79.52K | -0.57% | 15.86M | 162.33 | 2.23% | Share |
| 14 | PACS | PACS Group, Inc... | 11.54 | +0.52% | 1.11M | 0.00% | 12.5M | 13.15 | 1.76% | Share |
| 15 | IJR | iShares Core S&... | 115.17 | -1.4% | 114.4K | +10.87% | 11.96M | 108.35 | 1.68% | Share |
| 16 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 44.23K | +0.62% | 11.46M | 175.74 | 1.61% | Share |
| 17 | VGT | Vanguard Inform... | 704.44 | -0.4% | 20.4K | -15% | 11.07M | 335.48 | 1.56% | Share |
| 18 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 18.97K | -0.45% | 8.89M | 279.44 | 1.25% | Share |
| 19 | VSGX | Vanguard ESG In... | 67.49 | -0.37% | 149.27K | +5.97% | 8.8M | 59.8 | 1.24% | Share |
| 20 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 15.26K | -40.19% | 7.84M | 360.16 | 1.10% | Share |
| 21 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 140.53K | -2.7% | 7.12M | 50.19 | 1.00% | Share |
| 22 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 74.19K | +3.16% | 6.06M | 70.71 | 0.85% | Share |
| 23 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 11.35K | -55.67% | 6.04M | 378.76 | 0.85% | Share |
| 24 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 57.34K | +4.97% | 5.19M | 84.04 | 0.73% | Share |
| 25 | PFF | iShares Preferr... | 31.44 | -0.16% | 167.87K | -3.44% | 5.16M | 31.29 | 0.72% | Share |
| 26 | WCN | Waste Connectio... | 184.77 | -0.52% | 23.5K | 0.00% | 4.59M | 178.82 | 0.64% | Share |
| 27 | VTI | Vanguard Total ... | 317.25 | -0.13% | 15.53K | -0.03% | 4.27M | 219.52 | 0.60% | Share |
| 28 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 92.25K | 0.00% | 4.18M | 41.87 | 0.59% | Share |
| 29 | EQT | EQT Corporation | 52.06 | +1.13% | 75.12K | 0.00% | 4.01M | 36.64 | 0.56% | Share |
| 30 | AMD | Advanced Micro ... | 180.97 | -1.87% | 38.26K | -1.02% | 3.93M | 183.34 | 0.55% | Share |
| 31 | IEMG | iShares Core MS... | 61.97 | -1.17% | 68.84K | +3.52% | 3.72M | 47.93 | 0.52% | Share |
| 32 | MCO | Moody's Corpora... | 521.46 | +0.06% | 6.22K | -3.24% | 2.9M | 394.03 | 0.41% | Share |
| 33 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 24.04K | -9.05% | 2.86M | 116.9 | 0.40% | Share |
| 34 | ENSG | The Ensign Grou... | 165.97 | -0.18% | 20.43K | 0.00% | 2.64M | 91.68 | 0.37% | Share |
| 35 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 88.94K | +0.56% | 2.49M | 23.87 | 0.35% | Share |
| 36 | IWF | iShares Russell... | 450.40 | +0.11% | 6.85K | -3.41% | 2.47M | 236.03 | 0.35% | Share |
| 37 | SCZ | iShares MSCI EA... | 75.10 | -0.29% | 33.7K | -0.97% | 2.14M | 58.05 | 0.30% | Share |
| 38 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 33.74K | +6.88% | 1.93M | 55.53 | 0.27% | Share |
| 39 | TJX | The TJX Compani... | 132.95 | -0.86% | 15.15K | -8.17% | 1.85M | 120.81 | 0.26% | Share |
| 40 | RWAY | Runway Growth F... | 10.94 | -1.08% | 172K | 0.00% | 1.78M | 10.29 | 0.25% | Share |
| 41 | COST | Costco Wholesal... | 975.42 | -0.35% | 1.8K | -1.58% | 1.71M | 724.11 | 0.24% | Share |
| 42 | DGRO | iShares Core Di... | 66.23 | -0.14% | 25.73K | +1.12% | 1.59M | 49.91 | 0.22% | Share |
| 43 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 34.83K | +0.16% | 1.52M | 45.12 | 0.21% | Share |
| 44 | SAND | Sandstorm Gold ... | 10.48 | -1.55% | 199.75K | 0.00% | 1.51M | 5.17 | 0.21% | Share |
| 45 | VEA | Vanguard Develo... | 58.60 | -0.18% | 29.26K | 0.00% | 1.49M | 44.71 | 0.21% | Share |
| 46 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 5.1K | 0.00% | 1.47M | 160.47 | 0.21% | Share |
| 47 | AXP | American Expres... | 307.72 | +0.28% | 5.46K | -1.2% | 1.47M | 227.61 | 0.21% | Share |
| 48 | XLK | Technology Sele... | 267.74 | -0.21% | 6.99K | -1.52% | 1.44M | 130.92 | 0.20% | Share |
| 49 | PG | The Procter & G... | 153.70 | -1.1% | 8.43K | +0.36% | 1.44M | 160.75 | 0.20% | Share |
| 50 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 5.11K | +2.79% | 1.32M | 206.52 | 0.19% | Share |
| 51 | IBM | International B... | 237.04 | -1.26% | 5.1K | +11.25% | 1.27M | 195.84 | 0.18% | Share |
| 52 | IDA | IDACORP, Inc. | 125.78 | -0.89% | 9.88K | +100.00% | 1.15M | 116.22 | 0.16% | Share |
| 53 | EMB | iShares J.P. Mo... | 93.93 | -0.22% | 12.64K | +8.67% | 1.15M | 87 | 0.16% | Share |
| 54 | SHEL | Shell plc | 72.64 | -0.15% | 15.54K | +0.94% | 1.14M | 68.01 | 0.16% | Share |
| 55 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 48.62K | +4.07% | 1.07M | 16.84 | 0.15% | Share |
| 56 | EXE | Expand Energy C... | 94.99 | -1.52% | 9.43K | +100.00% | 1.05M | 111.32 | 0.15% | Share |
| 57 | MRK | Merck & Co., In... | 82.74 | +0.04% | 10.02K | -2.29% | 899.49K | 130.54 | 0.13% | Share |
| 58 | IJK | iShares S&P Mid... | 93.60 | -1.47% | 10.06K | +1.15% | 837.71K | 86.9 | 0.12% | Share |
| 59 | MCD | McDonald's Corp... | 308.84 | +1.24% | 2.59K | +26.02% | 809.35K | 278.4 | 0.11% | Share |
| 60 | BX | Blackstone Inc. | 174.53 | -1.17% | 5.69K | +54.13% | 795.64K | 134.1 | 0.11% | Share |
| 61 | AN | AutoNation, Inc... | 207.95 | -1.58% | 4.76K | 0.00% | 770.9K | 37.58 | 0.11% | Share |
| 62 | RTX | RTX Corporation | 155.06 | -0.42% | 5.64K | -2.92% | 747.34K | 97.87 | 0.10% | Share |
| 63 | VXF | Vanguard Extend... | 200.85 | -1.21% | 4.21K | 0.00% | 724.7K | 118.3 | 0.10% | Share |
| 64 | BKNG | Booking Holding... | 5485.75 | +0.69% | 155 | +8.39% | 714.09K | 3674.92 | 0.10% | Share |
| 65 | GIS | General Mills, ... | 49.66 | -0.14% | 11.7K | 0.00% | 699.54K | 70.13 | 0.10% | Share |
| 66 | WMT | Walmart Inc. | 100.84 | -0.15% | 7.87K | +0.09% | 690.47K | 60.81 | 0.10% | Share |
| 67 | AMP | Ameriprise Fina... | 513.94 | +0.92% | 1.38K | +0.15% | 667.1K | 434.97 | 0.09% | Share |
| 68 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 5.14K | +0.67% | 627.42K | 96.41 | 0.09% | Share |
| 69 | SUB | iShares Short-T... | 106.85 | -0.05% | 5.54K | -23.55% | 584.5K | 105.41 | 0.08% | Share |
| 70 | INTC | Intel Corporati... | 23.86 | +7.38% | 25.52K | -20.23% | 579.46K | 44.52 | 0.08% | Share |
| 71 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 25.88K | +2.88% | 557.16K | 17.9 | 0.08% | Share |
| 72 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 4.26K | 0.00% | 549.5K | 128.28 | 0.08% | Share |
| 73 | SCHK | Schwab 1000 Ind... | 31.11 | -0.05% | 20.13K | +0.11% | 541.93K | 21.63 | 0.08% | Share |
| 74 | XLV | Health Care Sel... | 133.94 | +0.49% | 3.7K | -39.84% | 539.75K | 138.52 | 0.08% | Share |
| 75 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 2.44K | -7.98% | 512.07K | 180.25 | 0.07% | Share |
| 76 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 3.04K | -1.62% | 503.49K | 157.32 | 0.07% | Share |
| 77 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 3.58K | 0.00% | 485.6K | 114.79 | 0.07% | Share |
| 78 | MMM | 3M Company | 156.66 | -2.21% | 3.24K | -11.58% | 476.41K | 95.5 | 0.07% | Share |
| 79 | WEC | WEC Energy Grou... | 108.15 | -1.63% | 4.26K | +0.68% | 464.65K | 83.44 | 0.07% | Share |
| 80 | INTU | Intuit Inc. | 710.55 | -0.16% | 748 | +21.23% | 459.27K | 625.96 | 0.06% | Share |
| 81 | AGG | iShares Core U.... | 99.10 | -0.27% | 4.62K | 0.00% | 457.31K | 94.65 | 0.06% | Share |
| 82 | BBEU | JPMorgan BetaBu... | 68.51 | +0.32% | 7.25K | 0.00% | 448.21K | 59.18 | 0.06% | Share |
| 83 | DIA | SPDR Dow Jones ... | 449.11 | -0.07% | 1.06K | 0.00% | 445.91K | 264.86 | 0.06% | Share |
| 84 | ALL | The Allstate Co... | 208.73 | -0.04% | 2.06K | -1.2% | 425.94K | 172.18 | 0.06% | Share |
| 85 | IBKR | Interactive Bro... | 63.91 | +0.66% | 2.55K | 0.00% | 421.92K | 43.45 | 0.06% | Share |
| 86 | PNTG | The Pennant Gro... | 24.70 | -5.29% | 16.75K | 0.00% | 421.26K | 45.94 | 0.06% | Share |
| 87 | HG | Hamilton Insura... | 24.40 | +1.84% | 20.24K | 0.00% | 419.56K | 16.33 | 0.06% | Share |
| 88 | TXN | Texas Instrumen... | 193.71 | +0.22% | 2.33K | -1.06% | 419.06K | 173.64 | 0.06% | Share |
| 89 | SU | Suncor Energy I... | 38.98 | +0.12% | 10.79K | 0.00% | 417.94K | 37.31 | 0.06% | Share |
| 90 | ITOT | iShares Core S&... | 140.91 | -0.11% | 3.32K | +100.00% | 405.02K | 122.01 | 0.06% | Share |
| 91 | FI | Fiserv, Inc. | 134.58 | +0.22% | 1.83K | +27.33% | 404.34K | 208.73 | 0.06% | Share |
| 92 | JEF | Jefferies Finan... | 61.73 | -2% | 7.55K | 0.00% | 404.24K | 15.77 | 0.06% | Share |
| 93 | AMGN | Amgen Inc. | 290.28 | +0.33% | 1.28K | -0.47% | 397.85K | 283.2 | 0.06% | Share |
| 94 | IWV | iShares Russell... | 366.48 | -0.09% | 1.23K | 0.00% | 391.33K | 184.46 | 0.06% | Share |
| 95 | SYK | Stryker Corpora... | 378.47 | -0.13% | 1.04K | +0.48% | 389.04K | 354.79 | 0.05% | Share |
| 96 | EWJ | iShares MSCI Ja... | 78.79 | -0.61% | 5.32K | -0.49% | 364.94K | 71.24 | 0.05% | Share |
| 97 | XLG | Invesco S&P 500... | 55.23 | +0.35% | 7.92K | 0.00% | 364.66K | 47.53 | 0.05% | Share |
| 98 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 2.41K | -2.11% | 361.21K | 167.85 | 0.05% | Share |
| 99 | XLF | Financial Selec... | 53.01 | +0.47% | 7.22K | -49.94% | 359.48K | 39.52 | 0.05% | Share |
| 100 | BP | BP p.l.c. | 34.63 | +0.95% | 10.31K | +1.41% | 348.31K | 30.39 | 0.05% | Share |
| 101 | IBIT | iShares Bitcoin... | 67.03 | -4.02% | 7.32K | +1.36K% | 342.46K | 46.77 | 0.05% | Share |
| 102 | MCK | McKesson Corpor... | 673.84 | +1.61% | 496 | +2.27% | 333.8K | 539.51 | 0.05% | Share |
| 103 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 1.95K | -8.84% | 332.58K | 139.71 | 0.05% | Share |
| 104 | PFE | Pfizer Inc. | 25.11 | -0.22% | 13.1K | -0.86% | 332.03K | 27.72 | 0.05% | Share |
| 105 | NWE | Northwestern En... | 56.04 | +0.07% | 5.66K | +1.16% | 327.41K | 57.42 | 0.05% | Share |
| 106 | DIS | The Walt Disney... | 116.33 | -0.27% | 3.27K | -7.08% | 322.68K | 121.53 | 0.05% | Share |
| 107 | IVW | iShares S&P 500... | 115.82 | +0.14% | 3.41K | -14.96% | 316.64K | 73.86 | 0.04% | Share |
| 108 | SCHF | Schwab Internat... | 22.73 | -0.15% | 15.74K | -0.77% | 311.25K | 19.26 | 0.04% | Share |
| 109 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 1.11K | -7.65% | 297.88K | 301.6 | 0.04% | Share |
| 110 | AZO | AutoZone, Inc. | 3998.08 | -0.95% | 78 | 0.00% | 297.4K | 3147.78 | 0.04% | Share |
| 111 | EPI | WisdomTree Indi... | 44.35 | -0.84% | 6.65K | -41.82% | 290.67K | 45.05 | 0.04% | Share |
| 112 | IWD | iShares Russell... | 198.66 | -0.29% | 1.54K | +5.12% | 289.58K | 166.23 | 0.04% | Share |
| 113 | WM | Waste Managemen... | 225.97 | -1.71% | 1.23K | +0.90% | 284.99K | 213.07 | 0.04% | Share |
| 114 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 1.63K | +3.37% | 282.03K | 151.57 | 0.04% | Share |
| 115 | IWR | iShares Russell... | 94.44 | -0.87% | 3.26K | +3.29% | 277.67K | 88.04 | 0.04% | Share |
| 116 | NUE | Nucor Corporati... | 144.34 | -1.03% | 2.29K | -13.36% | 275.49K | 126.81 | 0.04% | Share |
| 117 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 1.59K | +23.39% | 271.37K | 124.7 | 0.04% | Share |
| 118 | YUM | Yum! Brands, In... | 146.79 | +1.38% | 1.7K | 0.00% | 267.83K | 130.99 | 0.04% | Share |
| 119 | IWB | iShares Russell... | 354.15 | -0.03% | 866 | +99.08% | 265.64K | 314.48 | 0.04% | Share |
| 120 | XLE | Energy Select S... | 85.55 | -0.11% | 2.79K | -47.03% | 260.26K | 88.53 | 0.04% | Share |
| 121 | HON | Honeywell Inter... | 218.15 | -0.73% | 1.23K | +0.33% | 260.24K | 202.05 | 0.04% | Share |
| 122 | PPL | PPL Corporation | 37.08 | -0.42% | 7.05K | +0.21% | 254.71K | 28.72 | 0.04% | Share |
| 123 | OEF | iShares S&P 100... | 320.97 | +0.14% | 933 | 0.00% | 252.69K | 205.23 | 0.04% | Share |
| 124 | NEE | NextEra Energy,... | 72.22 | -0.1% | 3.51K | +0.23% | 248.82K | 63.4 | 0.04% | Share |
| 125 | ACWI | iShares MSCI AC... | 133.35 | -0.16% | 2.11K | 0.00% | 245.7K | 97.56 | 0.03% | Share |
| 126 | PNW | Pinnacle West C... | 91.92 | -1.23% | 2.55K | +0.55% | 242.74K | 83.19 | 0.03% | Share |
| 127 | MFC | Manulife Financ... | 30.59 | +0.38% | 7.2K | 0.00% | 224.28K | 15.67 | 0.03% | Share |
| 128 | SPB | Spectrum Brands... | 58.19 | -2.05% | 3.01K | 0.00% | 215.29K | 46.16 | 0.03% | Share |
| 129 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 4.28K | 0.00% | 212.37K | 51.05 | 0.03% | Share |
| 130 | FNDB | Schwab Fundamen... | 24.82 | -0.16% | 8.84K | 0.00% | 203.47K | 18.13 | 0.03% | Share |
| 131 | GEV | GE Vernova Inc. | 625.14 | -1.45% | 662 | -1.49% | 202.1K | 167.63 | 0.03% | Share |
| 132 | VKTX | Viking Therapeu... | 40.24 | -2.5% | 8.32K | 0.00% | 200.98K | 63.31 | 0.03% | Share |
| 133 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 2.41K | -1.39% | 199.71K | 81.66 | 0.03% | Share |
| 134 | UNP | Union Pacific C... | 221.35 | -0.82% | 834 | 0.00% | 197.03K | 243.3 | 0.03% | Share |
| 135 | ZION | Zions Bancorpor... | 53.77 | -0.16% | 3.95K | 0.00% | 196.95K | 45.93 | 0.03% | Share |
| 136 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 399 | -0.25% | 193.44K | 424.15 | 0.03% | Share |
| 137 | BKH | Black Hills Cor... | 61.58 | +0.16% | 3.1K | +0.49% | 187.82K | 57.75 | 0.03% | Share |
| 138 | PRF | Invesco FTSE RA... | 43.66 | -0.13% | 4.64K | 0.00% | 187.5K | 22.52 | 0.03% | Share |
| 139 | FDX | FedEx Corporati... | 231.18 | +0.30% | 769 | 0.00% | 187.47K | 280.13 | 0.03% | Share |
| 140 | GS | The Goldman Sac... | 746.99 | +0.31% | 340 | +9.32% | 185.59K | 425.06 | 0.03% | Share |
| 141 | PPG | PPG Industries,... | 111.93 | -0.61% | 1.7K | +0.47% | 185.46K | 143.22 | 0.03% | Share |
| 142 | LMT | Lockheed Martin... | 437.38 | -1.17% | 415 | -0.95% | 185.38K | 458.41 | 0.03% | Share |
| 143 | STWD | Starwood Proper... | 19.93 | -0.87% | 9K | 0.00% | 177.93K | 20 | 0.03% | Share |
| 144 | MDB | MongoDB, Inc. | 204.37 | -1.48% | 1K | +0.20% | 175.75K | 355.73 | 0.02% | Share |
| 145 | OBDC | Blue Owl Capita... | 14.29 | -0.63% | 11.97K | -40.07% | 175.42K | 15.28 | 0.02% | Share |
| 146 | FFIN | First Financial... | 36.44 | +1.19% | 4.84K | 0.00% | 174.03K | 23.2 | 0.02% | Share |
| 147 | KR | The Kroger Co. | 69.23 | -1.56% | 2.54K | 0.00% | 171.93K | 56.99 | 0.02% | Share |
| 148 | MINT | PIMCO Enhanced ... | 100.44 | 0.00% | 1.7K | +0.41% | 170.98K | 99.85 | 0.02% | Share |
| 149 | WD | Walker & Dunlop... | 84.37 | -0.28% | 2K | 0.00% | 170.72K | 98.24 | 0.02% | Share |
| 150 | CMI | Cummins Inc. | 404.55 | -0.55% | 540 | 0.00% | 169.26K | 294.63 | 0.02% | Share |