Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | VBR | VANGUARD INDEX FDS | — | 1,215.0 | $295K | 0.02% | +18.0 | +1.5% | $242.99 | +2.2% |
| 122 | EA | ELECTRONIC ARTS INC | Communication Services | 1,439.0 | $295K | 0.02% | +120.0 | +9.1% | $205.04 | +2.3% |
| 123 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,479.0 | $282K | 0.02% | +300.0 | +3.7% | $33.29 | +10.0% |
| 124 | PNW | PINNACLE WEST CAP CORP | Utilities | 2,618.0 | $280K | 0.02% | +22.0 | +0.8% | $107.01 | -5.9% |
| 125 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 563.0 | $280K | 0.02% | +59.0 | +11.7% | $496.73 | +6.7% |
| 126 | GDX | VANECK ETF TRUST | — | 3,684.0 | $278K | 0.02% | +498.0 | +15.6% | $75.45 | +18.4% |
| 127 | FIX | COMFORT SYS USA INC | Industrials | 140.0 | $277K | 0.02% | +72.0 | +105.9% | $1981.95 | -12.2% |
| 128 | PPL | PPL CORP | Utilities | 7,270.0 | $264K | 0.02% | +173.0 | +2.4% | $36.35 | +0.1% |
| 129 | AIQ | GLOBAL X FDS | — | 3,982.0 | $261K | 0.02% | +4K | +1787.2% | $65.61 | -4.5% |
| 130 | ETN | EATON CORP PLC | Industrials | 610.0 | $260K | 0.02% | +103.0 | +20.3% | $426.12 | +1.1% |
| 131 | VTV | VANGUARD INDEX FDS | — | 1,179.0 | $257K | 0.02% | +29.0 | +2.5% | $217.96 | +4.0% |
| 132 | FDX | FEDEX CORP | Industrials | 814.0 | $255K | 0.02% | +37.0 | +4.8% | $313.14 | +5.3% |
| 133 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 613.0 | $255K | 0.02% | +113.0 | +22.6% | $415.46 | -4.8% |
| 134 | LMT | LOCKHEED MARTIN CORP | Industrials | 492.0 | $251K | 0.02% | +72.0 | +17.1% | $509.46 | +19.9% |
| 135 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 6,052.0 | $241K | 0.02% | +6K | +10000.0% | $39.75 | +2.4% |
| 136 | BKH | BLACK HILLS CORP | Utilities | 3,166.0 | $236K | 0.02% | +26.0 | +0.8% | $74.40 | -0.9% |
| 137 | — | FORTINET INC | — | 1,519.0 | $233K | 0.02% | +163.0 | +12.0% | $153.62 | — |
| 138 | NSC | NORFOLK SOUTHN CORP | Industrials | 725.0 | $228K | 0.02% | +48.0 | +7.1% | $314.59 | +8.5% |
| 139 | SHLD | GLOBAL X FDS | — | 3,795.0 | $227K | 0.02% | +2K | +118.0% | $59.71 | +17.4% |
| 140 | SPGI | S&P GLOBAL INC | Financial Services | 545.0 | $222K | 0.02% | +110.0 | +25.3% | $407.26 | +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%