- New Purchases: IEFA, MKL, FLT, IEMG, LOW, CHKP, STZ, IJR, INTU, UN, LFUS, WAL, ENB, GDOT, SPHD, BTI, TWLO, FANG, CXO, TEAM, MRCC, KAR, IAA, LEVI, XLY, XLU, IEUR, VPL, MCHI, PDBC, CTVA, VNQI, VGK, SRLN, BND, BWX, CWI, SHY, EWX, FLRN, FM, HYEM, ADS, AIG, BAX, CMI, EXC, F, GIS, HOLX, KMB, NKE, RY, LUV, STLD, TSN, UPS, WYND, DFS, OPI, HII, MPC, BERY, KHC, UA, WH,
- Added Positions: SPY, IWM, DBEF, IVV, PGX, AGG, AAPL, IJH, FB, GOOGL, BKNG, DIS, MA, BR, SHW, APH, DLTR, TJX, BDX, CVS, SPGI, WFC, FBHS, TMO, MDY, UNP, PSX, CTSH, MIDD, DVY, MSFT, NVDA, FFIN, QQQ, PUB, OXY, HYG, ECL, VEA, AMZN, VWO, VTI, MO, XLK, MMM, PG, JNJ, HD, XLV, XLF, T, AMGN, BRK.B, VCIT, CSCO, CCEP, CMCSA, EXPE, INTC, JPM, MCD, JWN, NOC, CLNC, ZTS, TRV, VZ, APTV, WMT, WBA, WEC,
- Reduced Positions: PS, CVX, SHM, MUB, VCSH, APA, VNQ, V, PEP, KR, EMB, UTX, NEE, JNK, AMP, CB, WAB, DOW, FVD, XOM, DD, SPTM,
- Sold Out: BLK, BHC, GOKA, FEYE, XBI,
For the details of Crewe Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/crewe+advisors+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Crewe Advisors LLC- Pluralsight Inc (PS) - 5,211,680 shares, 51.43% of the total portfolio. Shares reduced by 16.23%
- SPDR S&P 500 ETF Trust (SPY) - 73,430 shares, 7.00% of the total portfolio. Shares added by 30.05%
- iShares Core S&P 500 ETF (IVV) - 52,967 shares, 5.08% of the total portfolio. Shares added by 15.76%
- Chevron Corp (CVX) - 117,726 shares, 4.77% of the total portfolio. Shares reduced by 14.18%
- Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF) - 395,458 shares, 4.07% of the total portfolio. Shares added by 24.49%
Crewe Advisors LLC initiated holding in iShares Core MSCI EAFE ETF. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $58.97. The impact to a portfolio due to this purchase was 0.23%. The holding were 11,318 shares as of .
New Purchase: Markel Corp (MKL)Crewe Advisors LLC initiated holding in Markel Corp. The purchase prices were between $978.74 and $1095.88, with an estimated average price of $1047.6. The stock is now traded at around $1145.90. The impact to a portfolio due to this purchase was 0.12%. The holding were 340 shares as of .
New Purchase: Fleetcor Technologies Inc (FLT)Crewe Advisors LLC initiated holding in Fleetcor Technologies Inc. The purchase prices were between $248.32 and $280.85, with an estimated average price of $261.68. The stock is now traded at around $295.70. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,189 shares as of .
New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)Crewe Advisors LLC initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $47.99. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,254 shares as of .
New Purchase: Lowe's Companies Inc (LOW)Crewe Advisors LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $91.87 and $117.18, with an estimated average price of $105.44. The stock is now traded at around $98.59. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,848 shares as of .
New Purchase: Constellation Brands Inc (STZ)Crewe Advisors LLC initiated holding in Constellation Brands Inc. The purchase prices were between $176.45 and $212.54, with an estimated average price of $195.35. The stock is now traded at around $194.15. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,325 shares as of .
Added: SPDR S&P 500 ETF Trust (SPY)Crewe Advisors LLC added to a holding in SPDR S&P 500 ETF Trust by 30.05%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $291.60. The impact to a portfolio due to this purchase was 1.62%. The holding were 73,430 shares as of .
Added: iShares Russell 2000 ETF (IWM)Crewe Advisors LLC added to a holding in iShares Russell 2000 ETF by 84.55%. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $150.59. The impact to a portfolio due to this purchase was 1.54%. The holding were 66,310 shares as of .
Added: Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF)Crewe Advisors LLC added to a holding in Deutsche X-trackers MSCI EAFE Hedged Equity ETF by 24.49%. The purchase prices were between $30.13 and $31.7, with an estimated average price of $31.1. The stock is now traded at around $30.74. The impact to a portfolio due to this purchase was 0.8%. The holding were 395,458 shares as of .
Added: Invesco Preferred ETF (PGX)Crewe Advisors LLC added to a holding in Invesco Preferred ETF by 69.30%. The purchase prices were between $14.49 and $14.76, with an estimated average price of $14.59. The stock is now traded at around $14.85. The impact to a portfolio due to this purchase was 0.57%. The holding were 292,126 shares as of .
Added: iShares Core U.S. Aggregate Bond ETF (AGG)Crewe Advisors LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 995.87%. The purchase prices were between $107.04 and $110.9, with an estimated average price of $108.58. The stock is now traded at around $112.64. The impact to a portfolio due to this purchase was 0.39%. The holding were 11,934 shares as of .
Added: Apple Inc (AAPL)Crewe Advisors LLC added to a holding in Apple Inc by 28.23%. The purchase prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $202.53. The impact to a portfolio due to this purchase was 0.22%. The holding were 15,800 shares as of .
Sold Out: BlackRock Inc (BLK)Crewe Advisors LLC sold out a holding in BlackRock Inc. The sale prices were between $415.56 and $485.24, with an estimated average price of $452.3.
Sold Out: SPDR S&P Biotech ETF (XBI)Crewe Advisors LLC sold out a holding in SPDR S&P Biotech ETF. The sale prices were between $79.44 and $93.8, with an estimated average price of $85.25.
Sold Out: Office Properties Income Trust (GOKA)Crewe Advisors LLC sold out a holding in Office Properties Income Trust. The sale prices were between $21.04 and $25.7, with an estimated average price of $23.35.
Sold Out: Bausch Health Companies Inc (BHC)Crewe Advisors LLC sold out a holding in Bausch Health Companies Inc. The sale prices were between $20.52 and $26.45, with an estimated average price of $23.73.
Sold Out: FireEye Inc (FEYE)Crewe Advisors LLC sold out a holding in FireEye Inc. The sale prices were between $14.03 and $16.97, with an estimated average price of $15.32.
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