Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | XLY | SELECT SECTOR SPDR TR | — | 1,888.0 | $221K | 0.02% | +74.0 | +4.1% | $117.28 | -0.3% |
| 142 | IAU | ISHARES GOLD TR | Financial Services | 2,832.0 | $214K | 0.01% | +2K | +179.0% | $75.51 | +8.4% |
| 143 | SPYG | SPDR SERIES TRUST | — | 1,797.0 | $214K | 0.01% | +470.0 | +35.4% | $118.99 | +1.6% |
| 144 | BOF | BRANCHOUT FOOD INC | Consumer Defensive | 45,246.0 | $208K | 0.01% | +32K | +248.1% | $4.60 | -13.0% |
| 145 | DYNF | BLACKROCK ETF TRUST | — | 2,988.0 | $203K | 0.01% | +293.0 | +10.9% | $68.01 | +2.4% |
| 146 | LSF | LAIRD SUPERFOOD INC | Consumer Defensive | 43,002.0 | $202K | 0.01% | +27K | +168.8% | $4.70 | -6.2% |
| 147 | CRM | SALESFORCE INC | Technology | 1,274.0 | $200K | 0.01% | +53.0 | +4.3% | $156.68 | +26.5% |
| 148 | VRT | VERTIV HOLDINGS CO | Industrials | 557.0 | $186K | 0.01% | +170.0 | +43.9% | $334.82 | -18.6% |
| 149 | — | HEICO CORP NEW | — | 702.0 | $181K | 0.01% | +103.0 | +17.2% | $257.91 | — |
| 150 | UBER | UBER TECHNOLOGIES INC | Technology | 2,479.0 | $179K | 0.01% | +400.0 | +19.2% | $72.16 | +4.4% |
| 151 | MTUM | ISHARES TR | — | 521.0 | $179K | 0.01% | +28.0 | +5.7% | $342.83 | -9.3% |
| 152 | NXPI | NXP SEMICONDUCTORS N V | Technology | 629.0 | $177K | 0.01% | +29.0 | +4.8% | $281.03 | -19.5% |
| 153 | NOBL | PROSHARES TR | — | 3,126.0 | $176K | 0.01% | +2K | +100.0% | $56.16 | +4.0% |
| 154 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,097.0 | $173K | 0.01% | +926.0 | +29.2% | $42.34 | +15.4% |
| 155 | — | BLOCK INC | — | 2,274.0 | $173K | 0.01% | +2K | +214.1% | $76.00 | — |
| 156 | — | ENTERGY CORP NEW | — | 1,456.0 | $167K | 0.01% | +26.0 | +1.8% | $114.86 | — |
| 157 | HYG | ISHARES TR | — | 2,050.0 | $164K | 0.01% | +51.0 | +2.5% | $79.96 | -0.5% |
| 158 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 1,172.0 | $160K | 0.01% | +30.0 | +2.6% | $136.81 | -7.7% |
| 159 | MO | ALTRIA GROUP INC | Consumer Defensive | 2,209.0 | $159K | 0.01% | +853.0 | +62.9% | $72.20 | -10.0% |
| 160 | GWW | WW GRAINGER INC | Industrials | 115.0 | $156K | 0.01% | +5.0 | +4.5% | $1360.40 | -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%