Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 7,950.0 | $458K | 0.03% | +193.0 | +2.5% | $57.62 | +15.1% |
| 102 | LIN | LINDE PLC | Basic Materials | 868.0 | $450K | 0.03% | +132.0 | +17.9% | $518.94 | -7.6% |
| 103 | XLE | SELECT SECTOR SPDR TR | — | 8,134.0 | $432K | 0.03% | +5K | +124.3% | $53.11 | +19.4% |
| 104 | NWE | NORTHWESTERN ENERGY GROUP IN | Utilities | 5,970.0 | $428K | 0.03% | +115.0 | +2.0% | $71.63 | -0.5% |
| 105 | LOW | LOWES COS INC | Consumer Cyclical | 1,927.0 | $425K | 0.03% | +42.0 | +2.2% | $220.49 | -0.9% |
| 106 | WDC | WESTERN DIGITAL CORP | Technology | 652.0 | $416K | 0.03% | +644.0 | +8050.0% | $638.72 | -21.9% |
| 107 | MCK | MCKESSON CORP | Healthcare | 543.0 | $410K | 0.03% | +14.0 | +2.6% | $755.60 | +16.5% |
| 108 | EPI | WISDOMTREE TR | — | 9,150.0 | $391K | 0.03% | +2K | +37.6% | $42.78 | -0.0% |
| 109 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,360.0 | $370K | 0.03% | +972.0 | +70.0% | $156.95 | +2.1% |
| 110 | SYK | STRYKER CORPORATION | Healthcare | 1,106.0 | $348K | 0.03% | +61.0 | +5.8% | $314.75 | +6.9% |
| 111 | NEE | NEXTERA ENERGY INC | Utilities | 3,830.0 | $336K | 0.02% | +300.0 | +8.5% | $87.77 | -1.2% |
| 112 | IEF | ISHARES TR | — | 3,464.0 | $328K | 0.02% | +3K | +507.7% | $94.57 | -1.8% |
| 113 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 4,701.0 | $325K | 0.02% | +650.0 | +16.1% | $69.19 | +3.0% |
| 114 | WFC | WELLS FARGO & CO | Financial Services | 3,918.0 | $324K | 0.02% | +503.0 | +14.7% | $82.64 | +5.5% |
| 115 | KLAC | KLA CORP | Technology | 1,058.0 | $319K | 0.02% | +1K | +3548.3% | $301.71 | -35.8% |
| 116 | BP | BP PLC | Energy | 8,581.0 | $317K | 0.02% | +92.0 | +1.1% | $36.95 | +17.4% |
| 117 | AZO | AUTOZONE INC | Consumer Cyclical | 99.0 | $316K | 0.02% | +5.0 | +5.3% | $3195.95 | -2.3% |
| 118 | PFE | PFIZER INC | Healthcare | 13,048.0 | $314K | 0.02% | +795.0 | +6.5% | $24.08 | +13.1% |
| 119 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,691.0 | $314K | 0.02% | +226.0 | +9.2% | $116.67 | +47.3% |
| 120 | SHY | ISHARES TR | — | 3,774.0 | $310K | 0.02% | +1K | +63.1% | $82.11 | -0.1% |
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%