Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | J | JACOBS SOLUTIONS INC | Industrials | 75.0 | $10K | 0.00% | +9.0 | +13.6% | $132.47 | -4.1% |
| 242 | SFL | SFL CORPORATION LTD | Industrials | 1,257.0 | $10K | 0.00% | +739.0 | +142.7% | $7.81 | +47.1% |
| 243 | SCHV | SCHWAB STRATEGIC TR | — | 329.0 | $10K | 0.00% | +2.0 | +0.6% | $29.59 | +16.5% |
| 244 | KNF | KNIFE RIVER CORP | Basic Materials | 137.0 | $10K | 0.00% | +15.0 | +12.3% | $70.35 | +9.3% |
| 245 | WRD | WERIDE INC | Technology | 1,100.0 | $10K | 0.00% | +700.0 | +175.0% | $8.68 | -27.5% |
| 246 | SPSB | SPDR SERIES TRUST | — | 311.0 | $9K | 0.00% | +175.0 | +128.7% | $30.20 | -0.8% |
| 247 | MRVL | MARVELL TECHNOLOGY INC | Technology | 104.0 | $9K | 0.00% | +8.0 | +8.3% | $84.98 | +229.1% |
| 248 | MSCI | MSCI INC | Financial Services | 15.0 | $9K | 0.00% | +5.0 | +50.0% | $573.73 | +4.4% |
| 249 | MVPA | ADVISOR MANAGED PORTFOLIOS | — | 254.0 | $8K | 0.00% | +2.0 | +0.8% | $33.15 | -1.0% |
| 250 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 24.0 | $8K | 0.00% | +2.0 | +9.1% | $350.58 | +15.3% |
| 251 | STAG | STAG INDL INC | Real Estate | 224.0 | $8K | 0.00% | +18.0 | +8.7% | $36.76 | +5.5% |
| 252 | ABNB | AIRBNB INC | Consumer Cyclical | 60.0 | $8K | 0.00% | +13.0 | +27.7% | $136.67 | -3.2% |
| 253 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 92.0 | $8K | 0.00% | +35.0 | +61.4% | $87.42 | -22.6% |
| 254 | VEEV | VEEVA SYS INC | Healthcare | 36.0 | $8K | 0.00% | +2.0 | +5.9% | $223.25 | -27.6% |
| 255 | TMUS | T-MOBILE US INC | Communication Services | 39.0 | $8K | 0.00% | +5.0 | +14.7% | $203.05 | -6.9% |
| 256 | PSEC | PROSPECT CAP CORP | Financial Services | 2,893.0 | $7K | 0.00% | +366.0 | +14.5% | $2.59 | -10.8% |
| 257 | B | BARRICK MNG CORP | Basic Materials | 172.0 | $7K | 0.00% | +56.0 | +48.3% | $43.55 | -7.7% |
| 258 | DAPP | VANECK ETF TRUST | — | 430.0 | $7K | 0.00% | +13.0 | +3.1% | $16.53 | +27.5% |
| 259 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 27.0 | $7K | 0.00% | +2.0 | +8.0% | $256.04 | -17.3% |
| 260 | SLYG | SPDR SERIES TRUST | — | 65.0 | $6K | 0.00% | +24.0 | +58.5% | $94.20 | +19.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
50.6%
Technology
20.4%
Communication Services
8.1%
Consumer Cyclical
7.2%
Energy
6.1%
Industrials
1.9%
Healthcare
1.9%
Consumer Defensive
1.4%
Basic Materials
1.2%
Utilities
1.1%