Crewe Advisors LLC
CIK Number: 0001730033
711.56M
Market Value
582
# of Holdings
8 months
Avg. Holding Period
27.20%
Win Rate
25.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 606.23 | +0.32% | 180.24K | +9.80% | 106.1M | 403.93 | 14.63% |
| 2 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 96.89K | -0.89% | 56.79M | 314.02 | 7.83% |
| 3 | IJH | iShares Core S&... | 61.17 | +0.07% | 814.39K | +7.83% | 50.74M | 47.59 | 7.00% |
| 4 | BRK-A | Berkshire Hatha... | 734649.99 | +0.35% | 53 | -5.36% | 36.09M | 406470 | 4.98% |
| 5 | IEFA | iShares Core MS... | 84.11 | +0.76% | 480.79K | +148.97% | 33.79M | 66.91 | 4.66% |
| 6 | ESGV | Vanguard ESG U.... | 106.75 | +0.31% | 311.51K | +0.14% | 32.67M | 77.7 | 4.51% |
| 7 | DBEF | Xtrackers MSCI ... | 45.36 | +0.13% | 720.47K | +1.02% | 29.83M | 33.97 | 4.11% |
| 8 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 50.96K | -0.83% | 29.03M | 403.17 | 4.00% |
| 9 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 197.45K | +100.00% | 26.52M | 134.29 | 3.66% |
| 10 | VB | Vanguard Small ... | 233.32 | -0.21% | 106.36K | 0.00% | 25.56M | 171.78 | 3.52% |
| 11 | PULS | PGIM Ultra Shor... | 49.63 | +0.03% | 389.69K | +459.68% | 19.31M | 49.59 | 2.66% |
| 12 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 43.96K | -12.08% | 17.75M | 175.22 | 2.45% |
| 13 | IWM | iShares Russell... | 212.65 | -0.46% | 79.97K | -1.2% | 17.67M | 162.33 | 2.44% |
| 14 | MUB | iShares Nationa... | 104.10 | +0.45% | 146.48K | +4.24% | 15.61M | 106.91 | 2.15% |
| 15 | VGT | Vanguard Inform... | 633.52 | +0.68% | 24K | -0.21% | 14.93M | 335.48 | 2.06% |
| 16 | PACS | PACS Group, Inc... | 10.60 | +0.19% | 1.11M | +66.97K% | 14.58M | 13.15 | 2.01% |
| 17 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 25.52K | +0.49% | 13.75M | 360.16 | 1.90% |
| 18 | IJR | iShares Core S&... | 108.32 | -0.46% | 103.19K | +24.83% | 11.89M | 108.76 | 1.64% |
| 19 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 25.59K | -0.79% | 11.6M | 378.76 | 1.60% |
| 20 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 19.05K | +0.45% | 9.74M | 279.44 | 1.34% |
| 21 | VSGX | Vanguard ESG In... | 65.48 | +0.51% | 140.86K | 0.00% | 7.99M | 59.85 | 1.10% |
| 22 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 144.44K | -15.97% | 7.28M | 50.19 | 1.00% |
| 23 | PFF | iShares Preferr... | 30.34 | -0.21% | 173.85K | -1.6% | 5.47M | 31.29 | 0.75% |
| 24 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 71.91K | -0.85% | 5.44M | 70.36 | 0.75% |
| 25 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 54.63K | +0.05% | 4.87M | 83.71 | 0.67% |
| 26 | AMD | Advanced Micro ... | 118.61 | -2.09% | 38.65K | -6.81% | 4.67M | 183.34 | 0.64% |
| 27 | VTI | Vanguard Total ... | 296.95 | +0.28% | 15.53K | +1.41% | 4.5M | 219.52 | 0.62% |
| 28 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 92.25K | -3.65% | 4.06M | 41.87 | 0.56% |
| 29 | WCN | Waste Connectio... | 191.48 | +1.14% | 23.5K | 0.00% | 4.03M | 178.82 | 0.56% |
| 30 | IEMG | iShares Core MS... | 59.64 | +0.05% | 66.5K | -2.91% | 3.47M | 47.72 | 0.48% |
| 31 | EQT | EQT Corporation | 55.53 | +2.89% | 75.12K | -0.16% | 3.46M | 36.64 | 0.48% |
| 32 | MCO | Moody's Corpora... | 480.97 | -0.53% | 6.42K | -5.76% | 3.04M | 394.03 | 0.42% |
| 33 | IWF | iShares Russell... | 410.56 | +0.34% | 7.09K | -4.06% | 2.85M | 236.03 | 0.39% |
| 34 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 26.43K | -7.26% | 2.84M | 116.9 | 0.39% |
| 35 | ENSG | The Ensign Grou... | 151.05 | +1.07% | 20.43K | -98.16% | 2.71M | 91.68 | 0.37% |
| 36 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 88.44K | +191.47% | 2.42M | 23.85 | 0.33% |
| 37 | SCZ | iShares MSCI EA... | 72.06 | +0.56% | 34.03K | -18.35% | 2.07M | 58.05 | 0.28% |
| 38 | TJX | The TJX Compani... | 124.31 | -0.18% | 16.5K | +100.00% | 1.99M | 120.81 | 0.27% |
| 39 | RWAY | Runway Growth F... | 10.21 | +0.44% | 172K | 0.00% | 1.89M | 10.29 | 0.26% |
| 40 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 31.57K | +8.03% | 1.82M | 55.42 | 0.25% |
| 41 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.83K | +1.50% | 1.68M | 724.11 | 0.23% |
| 42 | XLK | Technology Sele... | 242.47 | +0.89% | 7.1K | -2.3% | 1.65M | 130.92 | 0.23% |
| 43 | AXP | American Expres... | 298.02 | -0.36% | 5.52K | -0.09% | 1.64M | 227.61 | 0.23% |
| 44 | DGRO | iShares Core Di... | 63.42 | +0.59% | 25.44K | -44.07% | 1.56M | 49.78 | 0.22% |
| 45 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 34.77K | +0.51% | 1.45M | 45.12 | 0.20% |
| 46 | PG | The Procter & G... | 163.05 | +0.58% | 8.4K | -12.36% | 1.41M | 160.72 | 0.19% |
| 47 | VEA | Vanguard Develo... | 56.86 | +0.78% | 29.26K | +0.79% | 1.4M | 44.71 | 0.19% |
| 48 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 4.97K | 0.00% | 1.31M | 205.07 | 0.18% |
| 49 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 5.1K | 0.00% | 1.24M | 160.47 | 0.17% |
| 50 | SAND | Sandstorm Gold ... | 9.23 | +1.99% | 199.75K | 0.00% | 1.11M | 5.17 | 0.15% |
| 51 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 46.72K | +200.21% | 1.08M | 16.63 | 0.15% |
| 52 | EMB | iShares J.P. Mo... | 91.46 | +0.14% | 11.63K | -2.37% | 1.04M | 86.69 | 0.14% |
| 53 | MRK | Merck & Co., In... | 81.73 | +1.75% | 10.26K | -9.62% | 1.02M | 130.54 | 0.14% |
| 54 | IBM | International B... | 280.79 | -0.26% | 4.59K | -2.09% | 1.01M | 189.9 | 0.14% |
| 55 | SHEL | Shell plc | 71.41 | +0.55% | 15.4K | 0.00% | 964.87K | 67.96 | 0.13% |
| 56 | IJK | iShares S&P Mid... | 89.41 | +0.16% | 9.95K | -0.41% | 904.3K | 86.94 | 0.12% |
| 57 | XLV | Health Care Sel... | 136.74 | +0.73% | 6.14K | -3.64% | 845.33K | 138.52 | 0.12% |
| 58 | AN | AutoNation, Inc... | 192.01 | -1.17% | 4.76K | 0.00% | 808.61K | 37.58 | 0.11% |
| 59 | VXF | Vanguard Extend... | 188.39 | -0.24% | 4.21K | 0.00% | 799.25K | 118.3 | 0.11% |
| 60 | SUB | iShares Short-T... | 106.00 | +0.05% | 7.24K | +149.66% | 763.68K | 105.41 | 0.11% |
| 61 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 6.52K | +0.68% | 753.55K | 115.97 | 0.10% |
| 62 | GIS | General Mills, ... | 54.71 | +0.89% | 11.7K | -2.7% | 746.11K | 70.13 | 0.10% |
| 63 | AMP | Ameriprise Fina... | 515.87 | +0.04% | 1.38K | -2.41% | 732.62K | 434.9 | 0.10% |
| 64 | BKNG | Booking Holding... | 5456.99 | -0.17% | 143 | -10.63% | 710.5K | 3596.72 | 0.10% |
| 65 | WMT | Walmart Inc. | 94.83 | -1.01% | 7.86K | -5.23% | 709.97K | 60.79 | 0.10% |
| 66 | XLF | Financial Selec... | 50.99 | -0.01% | 14.42K | -1.84% | 696.77K | 39.53 | 0.10% |
| 67 | RTX | RTX Corporation | 141.01 | -0.56% | 5.81K | -4.74% | 672.57K | 97.87 | 0.09% |
| 68 | INTC | Intel Corporati... | 20.75 | +0.36% | 31.99K | -12.02% | 641.32K | 44.52 | 0.09% |
| 69 | BX | Blackstone Inc. | 140.69 | -0.49% | 3.69K | -3.73% | 636.77K | 131.03 | 0.09% |
| 70 | MCD | McDonald's Corp... | 302.86 | +0.38% | 2.06K | -12.36% | 596.01K | 269.57 | 0.08% |
| 71 | JEF | Jefferies Finan... | 53.60 | +0.21% | 7.55K | 0.00% | 591.61K | 15.77 | 0.08% |
| 72 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 25.15K | +200.80% | 570.98K | 17.79 | 0.08% |
| 73 | SCHK | Schwab 1000 Ind... | 29.11 | +0.28% | 20.11K | +100.24% | 569.26K | 21.63 | 0.08% |
| 74 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 5.11K | -6.27% | 550.6K | 96.24 | 0.08% |
| 75 | MGV | Vanguard Mega C... | 129.57 | +0.49% | 4.26K | 0.00% | 532.74K | 128.28 | 0.07% |
| 76 | EPI | WisdomTree Indi... | 46.88 | -0.9% | 11.43K | 0.00% | 517.48K | 45.05 | 0.07% |
| 77 | MMM | 3M Company | 144.60 | -1.75% | 3.67K | +0.11% | 473.63K | 95.5 | 0.07% |
| 78 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 3.58K | -0.97% | 472.79K | 114.79 | 0.07% |
| 79 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 2.66K | -22.16% | 471.97K | 180.25 | 0.07% |
| 80 | XLY | Consumer Discre... | 213.73 | -0.46% | 2.1K | 0.00% | 470.91K | 180.75 | 0.06% |
| 81 | GE | General Electri... | 239.60 | -2.41% | 2.74K | -15.84% | 457.34K | 140.36 | 0.06% |
| 82 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 1.06K | 0.00% | 451.88K | 264.86 | 0.06% |
| 83 | XLE | Energy Select S... | 86.58 | +0.34% | 5.26K | +15.18% | 450.4K | 88.53 | 0.06% |
| 84 | IBKR | Interactive Bro... | 204.93 | +0.21% | 2.55K | 0.00% | 450.16K | 43.45 | 0.06% |
| 85 | AGG | iShares Core U.... | 98.31 | +0.36% | 4.62K | 0.00% | 447.97K | 94.65 | 0.06% |
| 86 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 3.09K | -21.42% | 446.3K | 157.33 | 0.06% |
| 87 | PNTG | The Pennant Gro... | 27.71 | +0.24% | 16.75K | -97.75% | 444.21K | 45.94 | 0.06% |
| 88 | TXN | Texas Instrumen... | 199.58 | -0.06% | 2.36K | -4.19% | 441.96K | 173.64 | 0.06% |
| 89 | IWV | iShares Russell... | 343.00 | +0.23% | 1.23K | 0.00% | 411.8K | 184.46 | 0.06% |
| 90 | IVW | iShares S&P 500... | 106.36 | +0.36% | 4.01K | +2.04% | 407.24K | 73.86 | 0.06% |
| 91 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 1.2K | -27.02% | 401.87K | 301.6 | 0.06% |
| 92 | BBEU | JPMorgan BetaBu... | 68.53 | +0.89% | 7.25K | -1.62% | 401.74K | 59.18 | 0.06% |
| 93 | ALL | The Allstate Co... | 200.34 | +2.12% | 2.08K | -8.76% | 401.39K | 172.18 | 0.06% |
| 94 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 4.24K | +15.11% | 398.29K | 83.27 | 0.05% |
| 95 | XLG | Invesco S&P 500... | 50.66 | +0.38% | 7.92K | 0.00% | 395.88K | 47.53 | 0.05% |
| 96 | DIS | The Walt Disney... | 118.50 | -0.85% | 3.52K | -2.76% | 391.71K | 121.53 | 0.05% |
| 97 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 2.14K | +99.81% | 389.03K | 139.71 | 0.05% |
| 98 | INTU | Intuit Inc. | 765.48 | +0.10% | 617 | +100.00% | 387.79K | 628.5 | 0.05% |
| 99 | HG | Hamilton Insura... | 21.37 | +2.20% | 20.24K | -55.55% | 385.15K | 16.33 | 0.05% |
| 100 | SU | Suncor Energy I... | 39.05 | +0.49% | 10.79K | 0.00% | 385.13K | 37.31 | 0.05% |
| 101 | SYK | Stryker Corpora... | 380.13 | -0.25% | 1.04K | -7.72% | 374.42K | 354.7 | 0.05% |
| 102 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 2.46K | -17.83% | 374.22K | 167.85 | 0.05% |
| 103 | VGIT | Vanguard Interm... | 59.21 | +0.29% | 6.25K | 0.00% | 362.67K | 60.42 | 0.05% |
| 104 | EWJ | iShares MSCI Ja... | 74.21 | +0.73% | 5.35K | 0.00% | 358.92K | 71.24 | 0.05% |
| 105 | VOX | Vanguard Commun... | 164.01 | -0.77% | 2.27K | 0.00% | 351.3K | 145.39 | 0.05% |
| 106 | PFE | Pfizer Inc. | 24.83 | +1.44% | 13.22K | -8.66% | 350.64K | 27.72 | 0.05% |
| 107 | SPGI | S&P Global Inc. | 505.77 | -1.6% | 678 | +100.00% | 337.67K | 498.03 | 0.05% |
| 108 | VKTX | Viking Therapeu... | 28.56 | -1.35% | 8.32K | -49.15% | 334.88K | 63.31 | 0.05% |
| 109 | AMGN | Amgen Inc. | 297.25 | +1.86% | 1.28K | -11.64% | 334.4K | 283.2 | 0.05% |
| 110 | NUE | Nucor Corporati... | 118.54 | +1.20% | 2.64K | +691.02% | 308.38K | 126.81 | 0.04% |
| 111 | OBDC | Blue Owl Capita... | 14.74 | -0.07% | 19.97K | 0.00% | 301.89K | 15.28 | 0.04% |
| 112 | BP | BP p.l.c. | 30.90 | +0.29% | 10.16K | +0.85% | 300.47K | 30.34 | 0.04% |
| 113 | NWE | Northwestern En... | 52.73 | +0.09% | 5.59K | +26.83% | 299.02K | 57.42 | 0.04% |
| 114 | XMMO | Invesco S&P Mid... | 125.18 | +0.34% | 2.41K | 0.00% | 298.08K | 120.33 | 0.04% |
| 115 | FI | Fiserv, Inc. | 167.89 | -0.11% | 1.44K | +100.00% | 295.39K | 205.42 | 0.04% |
| 116 | SCHF | Schwab Internat... | 22.05 | +0.71% | 15.86K | +104.33% | 293.37K | 19.26 | 0.04% |
| 117 | XSMO | Invesco S&P Sma... | 66.75 | -0.3% | 4.28K | 0.00% | 282.69K | 66.19 | 0.04% |
| 118 | CMBS | iShares CMBS ET... | 48.19 | +0.08% | 5.96K | 0.00% | 281.08K | 48.93 | 0.04% |
| 119 | IWR | iShares Russell... | 90.40 | +0.03% | 3.16K | 0.00% | 279.34K | 88.14 | 0.04% |
| 120 | EVTR | Eaton Vance Tot... | 50.55 | +0.33% | 5.59K | 0.00% | 278.82K | 51.8 | 0.04% |
| 121 | HON | Honeywell Inter... | 225.98 | +0.07% | 1.23K | -28.94% | 276.72K | 202.02 | 0.04% |
| 122 | MCK | McKesson Corpor... | 730.42 | +1.76% | 485 | -2.61% | 276.41K | 536.49 | 0.04% |
| 123 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 1.57K | -35.08% | 275.99K | 150.84 | 0.04% |
| 124 | IWD | iShares Russell... | 191.63 | +0.17% | 1.46K | +72.03% | 271.03K | 165.1 | 0.04% |
| 125 | OEF | iShares S&P 100... | 295.94 | +0.33% | 933 | 0.00% | 269.5K | 205.23 | 0.04% |
| 126 | SPB | Spectrum Brands... | 54.17 | -1.49% | 3.01K | 0.00% | 254.23K | 46.16 | 0.04% |
| 127 | NEE | NextEra Energy,... | 73.84 | +1.15% | 3.5K | -25.35% | 251.06K | 63.38 | 0.03% |
| 128 | XLI | Industrial Sele... | 143.82 | -0.29% | 1.9K | +0.05% | 250.02K | 131.52 | 0.03% |
| 129 | AZO | AutoZone, Inc. | 3675.28 | +0.46% | 78 | -10.34% | 249.76K | 3147.78 | 0.03% |
| 130 | ACWI | iShares MSCI AC... | 126.81 | +0.36% | 2.11K | 0.00% | 248.04K | 97.56 | 0.03% |
| 131 | WM | Waste Managemen... | 236.91 | +1.12% | 1.22K | -1.93% | 246.18K | 212.91 | 0.03% |
| 132 | MDB | MongoDB, Inc. | 210.75 | +0.07% | 1K | 0.00% | 232.81K | 356.09 | 0.03% |
| 133 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 1.29K | -2.79% | 229.19K | 113.89 | 0.03% |
| 134 | PPL | PPL Corporation | 34.34 | +1.67% | 7.04K | +32.29% | 228.49K | 28.71 | 0.03% |
| 135 | YUM | Yum! Brands, In... | 143.80 | +0.27% | 1.7K | -0.18% | 228.34K | 130.99 | 0.03% |
| 136 | MFC | Manulife Financ... | 32.14 | +0.41% | 7.2K | 0.00% | 221.11K | 15.67 | 0.03% |
| 137 | GEV | GE Vernova Inc. | 486.50 | +0.63% | 672 | -16% | 221.04K | 167.63 | 0.03% |
| 138 | FDX | FedEx Corporati... | 224.91 | +0.41% | 769 | -2.78% | 216.34K | 280.13 | 0.03% |
| 139 | PNW | Pinnacle West C... | 90.67 | +1.64% | 2.53K | +130.36% | 214.77K | 83.12 | 0.03% |
| 140 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 4.28K | 0.00% | 214.56K | 51.05 | 0.03% |
| 141 | ZION | Zions Bancorpor... | 48.72 | -0.39% | 3.95K | 0.00% | 214.29K | 45.93 | 0.03% |
| 142 | FNDB | Schwab Fundamen... | 23.62 | +0.25% | 8.84K | +199.97% | 205.69K | 18.13 | 0.03% |
| 143 | LMT | Lockheed Martin... | 468.85 | +2.68% | 419 | -18.64% | 203.61K | 458.42 | 0.03% |
| 144 | PPG | PPG Industries,... | 112.02 | -0.88% | 1.69K | -9.2% | 201.63K | 143.38 | 0.03% |
| 145 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 2.45K | -34.16% | 200.69K | 81.66 | 0.03% |
| 146 | WD | Walker & Dunlop... | 70.73 | -0.35% | 2K | +42.86% | 194.42K | 98.24 | 0.03% |
| 147 | UNP | Union Pacific C... | 225.29 | -0.19% | 834 | -12.67% | 190.19K | 243.3 | 0.03% |
| 148 | CMI | Cummins Inc. | 324.61 | +0.32% | 540 | -5.59% | 188.24K | 294.63 | 0.03% |
| 149 | PRF | Invesco FTSE RA... | 41.55 | +0.24% | 4.64K | 0.00% | 187.18K | 22.52 | 0.03% |
| 150 | TOST | Toast, Inc. | 42.52 | -1.63% | 5.01K | +0.22% | 182.65K | 24.36 | 0.03% |