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Crewe Advisors LLC Buys JP MORGAN ETF TRUS, The Walt Disney Co, ISHARES TRUST, Sells Vanguard Short-Term Corporate Bond ETF, iShares Select Dividend ETF, ISHARES TRUST

Investment company Crewe Advisors LLC (Current Portfolio) buys JP MORGAN ETF TRUS, The Walt Disney Co, ISHARES TRUST, Ensign Group Inc, VANGUARD INTL EQUI, sells Vanguard Short-Term Corporate Bond ETF, iShares Select Dividend ETF, ISHARES TRUST, Royal Dutch Shell PLC, Alphabet Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Crewe Advisors LLC. As of 2020Q3, Crewe Advisors LLC owns 633 stocks with a total value of $204 million. These are the details of the buys and sells.

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
  1. Pluralsight Inc (PS) - 3,355,280 shares, 28.14% of the total portfolio. Shares reduced by 2.02%
  2. SSGA SPDR S&P 500 (SPY) - 73,253 shares, 12.01% of the total portfolio. Shares reduced by 3.68%
  3. ISHARES TRUST (IVV) - 64,483 shares, 10.61% of the total portfolio. Shares added by 4.53%
  4. DBX ETF TRUST (DBEF) - 439,956 shares, 6.59% of the total portfolio. Shares reduced by 3.17%
  5. ISHARES TRUST (IWM) - 73,954 shares, 5.42% of the total portfolio. Shares added by 0.77%
New Purchase: JP MORGAN ETF TRUS (JPST)

Crewe Advisors LLC initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $50.71 and $50.88, with an estimated average price of $50.81. The stock is now traded at around $50.78. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,532 shares as of .

New Purchase: ISHARES TRUST (DGRO)

Crewe Advisors LLC initiated holding in ISHARES TRUST. The purchase prices were between $37.11 and $41.67, with an estimated average price of $39.49. The stock is now traded at around $41.35. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,366 shares as of .

New Purchase: Ensign Group Inc (ENSG)

Crewe Advisors LLC initiated holding in Ensign Group Inc. The purchase prices were between $40.29 and $59.94, with an estimated average price of $51.58. The stock is now traded at around $59.43. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,004 shares as of .

New Purchase: VANGUARD INTL EQUI (VSS)

Crewe Advisors LLC initiated holding in VANGUARD INTL EQUI. The purchase prices were between $97.15 and $108.8, with an estimated average price of $104.14. The stock is now traded at around $108.21. The impact to a portfolio due to this purchase was 0.05%. The holding were 997 shares as of .

New Purchase: ISHARES TRUST (IYR)

Crewe Advisors LLC initiated holding in ISHARES TRUST. The purchase prices were between $76.71 and $83.64, with an estimated average price of $80.32. The stock is now traded at around $82.80. The impact to a portfolio due to this purchase was 0.03%. The holding were 815 shares as of .

New Purchase: Linde PLC (LIN)

Crewe Advisors LLC initiated holding in Linde PLC. The purchase prices were between $214.77 and $260.23, with an estimated average price of $242.24. The stock is now traded at around $235.98. The impact to a portfolio due to this purchase was 0.03%. The holding were 241 shares as of .

Added: The Walt Disney Co (DIS)

Crewe Advisors LLC added to a holding in The Walt Disney Co by 502.34%. The purchase prices were between $112.18 and $135.54, with an estimated average price of $124.91. The stock is now traded at around $128.96. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,801 shares as of .

Added: Procter & Gamble Co (PG)

Crewe Advisors LLC added to a holding in Procter & Gamble Co by 296.43%. The purchase prices were between $119.98 and $140.51, with an estimated average price of $132.66. The stock is now traded at around $144.21. The impact to a portfolio due to this purchase was 0.04%. The holding were 777 shares as of .

Added: Salesforce.com Inc (CRM)

Crewe Advisors LLC added to a holding in Salesforce.com Inc by 166.11%. The purchase prices were between $185.51 and $281.25, with an estimated average price of $219.05. The stock is now traded at around $266.83. The impact to a portfolio due to this purchase was 0.04%. The holding were 479 shares as of .

Added: AT&T Inc (T)

Crewe Advisors LLC added to a holding in AT&T Inc by 43.17%. The purchase prices were between $27.87 and $30.49, with an estimated average price of $29.59. The stock is now traded at around $27.75. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,701 shares as of .

Added: Adobe Inc (ADBE)

Crewe Advisors LLC added to a holding in Adobe Inc by 769.23%. The purchase prices were between $426.29 and $533.8, with an estimated average price of $465.25. The stock is now traded at around $514.31. The impact to a portfolio due to this purchase was 0.03%. The holding were 113 shares as of .

Added: Merck & Co Inc (MRK)

Crewe Advisors LLC added to a holding in Merck & Co Inc by 596.80%. The purchase prices were between $76.69 and $86.93, with an estimated average price of $82.09. The stock is now traded at around $80.71. The impact to a portfolio due to this purchase was 0.03%. The holding were 871 shares as of .

Sold Out: ISHARES TRUST (IDV)

Crewe Advisors LLC sold out a holding in ISHARES TRUST. The sale prices were between $24.68 and $26.63, with an estimated average price of $25.66.

Sold Out: Pinterest Inc (PINS)

Crewe Advisors LLC sold out a holding in Pinterest Inc. The sale prices were between $23.28 and $41.51, with an estimated average price of $32.5.

Sold Out: Gap Inc (GPS)

Crewe Advisors LLC sold out a holding in Gap Inc. The sale prices were between $11.15 and $18.39, with an estimated average price of $14.9.

Sold Out: DIREXION SH ETF TR (TNA)

Crewe Advisors LLC sold out a holding in DIREXION SH ETF TR. The sale prices were between $25.03 and $36.39, with an estimated average price of $31.33.

Sold Out: The Middleby Corp (MIDD)

Crewe Advisors LLC sold out a holding in The Middleby Corp. The sale prices were between $70.94 and $104.65, with an estimated average price of $90.43.

Sold Out: Under Armour Inc (UA)

Crewe Advisors LLC sold out a holding in Under Armour Inc. The sale prices were between $8.29 and $10.7, with an estimated average price of $9.38.



Here is the complete portfolio of Crewe Advisors LLC. Also check out:

1. Crewe Advisors LLC's Undervalued Stocks
2. Crewe Advisors LLC's Top Growth Companies, and
3. Crewe Advisors LLC's High Yield stocks
4. Stocks that Crewe Advisors LLC keeps buying

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