- New Purchases: VO, EDU, NYCBPU.PFD, WFCPL.PFD, BBK, BACPL.PFD, TXN, BDXA.PFD, SWP, DHRPA.PFD, AEPPB, SOLN, COF, BK, AMAT, LQD, SHV, L, QRTEA, RDS.B, UBSI, TEL, SSNC, FAF, BWXT, MPC, CDK, STOR, PYPL, FHB, ADNT, ALC, CTVA, BSV, FLOT, MDLZ, CB, DOX, ADI, BSX, DD, ETN, OVV, ETR, RE, FISV, HAS, HXL, HBAN, HUN, EBAY, LAMR, LOW, MTB, MNKD, MDT, NUVA, PH, PEP, PXD, DGX, SYY, UN, AOS, WAT,
- Added Positions: SCZ, IVV, VOO, IJH, VEA, PGX, EA, IBM, SNE, BP, KR, SBUX, AXP, COST, VCSH, VCIT, INTC, PINS, GOOG, BABA, ABT, JNJ, CMCSA, GE, GSK, DVY, UA, ZBH, WMT, WAB, VZ, USB, MMM, PG, PFE, PPL, ORCL,
- Reduced Positions: PS, EFA, AAPL, VWO, V, IVE, GOOGL, IWV, DBEF, HD, MA, BKNG, FB, EMB, TMO, DLTR, WFC, SHW, KYN, DIS, TJX, UTX, UNP, PSX, MIDD, APH, ULTA, AMZN, NFLX, TWLO, BRK.B, IAA, GWX, QQQ, MUB, XLV, VNQ, SPTM, IWD, PXF, PXH, APA, HYG, NLY, NEE,
- Sold Out: SEMG, EXPE, BDX, ZTS, BR, RPG, PUB, SPGI, WBA, ZBRA, CVS, TEAM, FBHS, KAR, SIEB, KDP, STI, GILD, ARNC, IWF, VTV, VOD, CELG, AA, FVD, IWP, CAT, SCHM, XLF,
For the details of Crewe Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/crewe+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of Crewe Advisors LLC- Pluralsight Inc (PS) - 4,761,680 shares, 36.66% of the total portfolio. Shares reduced by 1.86%
- SPDR S&P 500 ETF Trust (SPY) - 73,322 shares, 10.56% of the total portfolio. Shares reduced by 0.5%
- iShares Core S&P 500 ETF (IVV) - 54,258 shares, 7.85% of the total portfolio. Shares added by 4.53%
- Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF) - 423,352 shares, 6.40% of the total portfolio. Shares reduced by 1.27%
- Chevron Corp (CVX) - 113,377 shares, 6.11% of the total portfolio. Shares added by 0.74%
Crewe Advisors LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $162.13 and $178.73, with an estimated average price of $172.01. The stock is now traded at around $183.13. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,307 shares as of .
New Purchase: Truist Financial Corp (BBK)Crewe Advisors LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $48.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 394 shares as of .
New Purchase: Wells Fargo & Co (WFCPL.PFD)Crewe Advisors LLC initiated holding in Wells Fargo & Co. The purchase prices were between $1439.21 and $1509.5, with an estimated average price of $1476.15. The stock is now traded at around $1541.35. The impact to a portfolio due to this purchase was 0.01%. The holding were 16 shares as of .
New Purchase: Texas Instruments Inc (TXN)Crewe Advisors LLC initiated holding in Texas Instruments Inc. The purchase prices were between $116.1 and $131.69, with an estimated average price of $123.39. The stock is now traded at around $131.75. The impact to a portfolio due to this purchase was 0.01%. The holding were 112 shares as of .
New Purchase: Becton, Dickinson and Co (BDXA.PFD)Crewe Advisors LLC initiated holding in Becton, Dickinson and Co. The purchase prices were between $58.86 and $65.99, with an estimated average price of $61.97. The stock is now traded at around $67.75. The impact to a portfolio due to this purchase was 0.01%. The holding were 223 shares as of .
New Purchase: New Oriental Education & Technology Group Inc (EDU)Crewe Advisors LLC initiated holding in New Oriental Education & Technology Group Inc. The purchase prices were between $108.38 and $127.52, with an estimated average price of $119.84. The stock is now traded at around $130.68. The impact to a portfolio due to this purchase was 0.01%. The holding were 197 shares as of .
Added: iShares MSCI EAFE Small-Cap ETF (SCZ)Crewe Advisors LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 389.41%. The purchase prices were between $55.92 and $62.67, with an estimated average price of $60.18. The stock is now traded at around $61.43. The impact to a portfolio due to this purchase was 0.43%. The holding were 19,508 shares as of .
Added: Vanguard S&P 500 ETF (VOO)Crewe Advisors LLC added to a holding in Vanguard S&P 500 ETF by 3751.06%. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $304.99. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,810 shares as of .
Added: International Business Machines Corp (IBM)Crewe Advisors LLC added to a holding in International Business Machines Corp by 1272.73%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $156.62. The impact to a portfolio due to this purchase was 0.05%. The holding were 755 shares as of .
Added: Electronic Arts Inc (EA)Crewe Advisors LLC added to a holding in Electronic Arts Inc by 1703.64%. The purchase prices were between $92.53 and $108.55, with an estimated average price of $99.47. The stock is now traded at around $107.50. The impact to a portfolio due to this purchase was 0.05%. The holding were 992 shares as of .
Added: Sony Corp (SNE)Crewe Advisors LLC added to a holding in Sony Corp by 1452.94%. The purchase prices were between $56.83 and $68.25, with an estimated average price of $62.51. The stock is now traded at around $70.60. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,584 shares as of .
Added: BP PLC (BP)Crewe Advisors LLC added to a holding in BP PLC by 24.34%. The purchase prices were between $36.37 and $39.83, with an estimated average price of $37.97. The stock is now traded at around $37.73. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,454 shares as of .
Sold Out: Semgroup Corp (SEMG)Crewe Advisors LLC sold out a holding in Semgroup Corp. The sale prices were between $14.85 and $16.42, with an estimated average price of $15.76.
Sold Out: Expedia Group Inc (EXPE)Crewe Advisors LLC sold out a holding in Expedia Group Inc. The sale prices were between $94.31 and $138.48, with an estimated average price of $116.71.
Sold Out: Becton, Dickinson and Co (BDX)Crewe Advisors LLC sold out a holding in Becton, Dickinson and Co. The sale prices were between $242.36 and $273.49, with an estimated average price of $255.96.
Sold Out: Broadridge Financial Solutions Inc (BR)Crewe Advisors LLC sold out a holding in Broadridge Financial Solutions Inc. The sale prices were between $116.84 and $125.81, with an estimated average price of $122.26.
Sold Out: Zoetis Inc (ZTS)Crewe Advisors LLC sold out a holding in Zoetis Inc. The sale prices were between $116.25 and $133.25, with an estimated average price of $124.34.
Sold Out: S&P Global Inc (SPGI)Crewe Advisors LLC sold out a holding in S&P Global Inc. The sale prices were between $236.44 and $274.38, with an estimated average price of $260.36.
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