Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 1,217.0 | $20K | 0.00% | +24.0 | +2.0% | $16.04 | +2.3% |
| 342 | BCS | BARCLAYS PLC | Financial Services | 722.0 | $19K | 0.00% | +8.0 | +1.1% | $26.87 | +1.9% |
| 343 | ABCB | AMERIS BANCORP | Financial Services | 212.0 | $19K | 0.00% | +7.0 | +3.4% | $90.34 | -2.4% |
| 344 | COIN | COINBASE GLOBAL INC | Financial Services | 131.0 | $19K | 0.00% | +107.0 | +445.8% | $146.19 | +0.0% |
| 345 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 350.0 | $19K | 0.00% | +100.0 | +40.0% | $54.54 | -2.9% |
| 346 | TDG | TRANSDIGM GROUP INC | Industrials | 14.0 | $19K | 0.00% | +5.0 | +55.6% | $1332.07 | -7.4% |
| 347 | LQD | ISHARES TR | — | 162.0 | $18K | 0.00% | +58.0 | +55.8% | $109.07 | -3.0% |
| 348 | ZS | ZSCALER INC | Technology | 125.0 | $18K | 0.00% | +116.0 | +1288.9% | $141.15 | +31.6% |
| 349 | DVN | DEVON ENERGY CORP NEW | Energy | 419.0 | $17K | 0.00% | +330.0 | +370.8% | $41.32 | +15.7% |
| 350 | EVV | EATON VANCE LIMITED DURATION | Financial Services | 1,836.0 | $17K | 0.00% | +87.0 | +5.0% | $9.37 | -2.6% |
| 351 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 320.0 | $17K | 0.00% | +283.0 | +764.9% | $52.65 | +24.1% |
| 352 | UPS | UNITED PARCEL SVCS INC | Industrials | 156.0 | $17K | 0.00% | +135.0 | +642.9% | $107.50 | -5.2% |
| 353 | RSG | REPUBLIC SVCS INC | Industrials | 78.0 | $17K | 0.00% | +39.0 | +100.0% | $213.09 | +1.8% |
| 354 | VCEL | VERICEL CORP | Healthcare | 366.0 | $16K | 0.00% | +60.0 | +19.6% | $44.49 | -0.5% |
| 355 | UFPT | UFP TECHNOLOGIES INC | Healthcare | 61.0 | $16K | 0.00% | +4.0 | +7.0% | $265.13 | +18.4% |
| 356 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 602.0 | $16K | 0.00% | +251.0 | +71.5% | $26.66 | +6.8% |
| 357 | KEX | KIRBY CORP | Industrials | 118.0 | $16K | 0.00% | +107.0 | +972.7% | $135.97 | +2.8% |
| 358 | PSA | PUBLIC STORAGE | Real Estate | 50.0 | $16K | 0.00% | +16.0 | +47.1% | $318.32 | +1.5% |
| 359 | AUB | ATLANTIC UN BANKSHARES CORP | Financial Services | 375.0 | $16K | 0.00% | +16.0 | +4.5% | $42.31 | +0.1% |
| 360 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 164.0 | $16K | 0.00% | +21.0 | +14.7% | $95.96 | -15.1% |
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%