Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | DDOG | DATADOG INC | Technology | 148.0 | $39K | 0.00% | +37.0 | +33.3% | $260.36 | -5.5% |
| 262 | CVNA | CARVANA CO | Consumer Cyclical | 578.0 | $38K | 0.00% | +495.0 | +596.4% | $65.82 | -1.2% |
| 263 | ADI | ANALOG DEVICES INC | Technology | 95.0 | $38K | 0.00% | +85.0 | +850.0% | $397.18 | -5.2% |
| 264 | AGNC | AGNC INVT CORP | Real Estate | 3,417.0 | $37K | 0.00% | +2K | +183.6% | $10.96 | -0.4% |
| 265 | F | FORD MTR CO | Consumer Cyclical | 2,693.0 | $37K | 0.00% | +47.0 | +1.8% | $13.90 | +0.3% |
| 266 | HOOD | ROBINHOOD MKTS INC | Financial Services | 371.0 | $37K | 0.00% | +356.0 | +2373.3% | $100.28 | -8.7% |
| 267 | USB | US BANCORP | Financial Services | 607.0 | $37K | 0.00% | +576.0 | +1858.1% | $60.61 | +6.9% |
| 268 | DHI | D R HORTON INC | Consumer Cyclical | 224.0 | $36K | 0.00% | +47.0 | +26.6% | $162.88 | -10.6% |
| 269 | CB | CHUBB LIMITED | Financial Services | 107.0 | $36K | 0.00% | +16.0 | +17.6% | $340.75 | +1.3% |
| 270 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 97.0 | $36K | 0.00% | +46.0 | +90.2% | $375.33 | -15.7% |
| 271 | XBI | SPDR SERIES TRUST | — | 230.0 | $36K | 0.00% | +80.0 | +53.3% | $158.25 | +1.2% |
| 272 | FNDF | SCHWAB STRATEGIC TR | — | 669.0 | $35K | 0.00% | +8.0 | +1.2% | $52.75 | +4.1% |
| 273 | SPEM | SPDR INDEX SHS FDS | — | 678.0 | $35K | 0.00% | +317.0 | +87.8% | $51.78 | -0.1% |
| 274 | EMR | EMERSON ELEC CO | Industrials | 245.0 | $35K | 0.00% | +241.0 | +6025.0% | $143.15 | +10.3% |
| 275 | DE | DEERE & CO | Industrials | 55.0 | $35K | 0.00% | +4.0 | +7.8% | $634.35 | -7.2% |
| 276 | SHYG | ISHARES TR | — | 821.0 | $35K | 0.00% | +381.0 | +86.6% | $42.41 | -0.5% |
| 277 | CINF | CINCINNATI FINL CORP | Financial Services | 184.0 | $34K | 0.00% | +102.0 | +124.4% | $185.59 | -7.7% |
| 278 | CVS | CVS HEALTH CORP | Healthcare | 330.0 | $34K | 0.00% | +191.0 | +137.4% | $103.45 | -8.3% |
| 279 | EFG | ISHARES TR | — | 272.0 | $34K | 0.00% | +198.0 | +267.6% | $124.42 | +0.3% |
| 280 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 115.0 | $34K | 0.00% | +39.0 | +51.3% | $293.18 | +3.4% |
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
54.4%
Technology
22.2%
Communication Services
6.7%
Energy
4.5%
Industrials
3.7%
Consumer Cyclical
3.6%
Healthcare
1.8%
Consumer Defensive
1.4%
Basic Materials
0.9%
Utilities
0.8%