Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 23,110 | $2.8M | 0.25% | SOLD |
| 2 | IDA | IDACORP INC | Utilities | 10,374 | $1.3M | 0.12% | SOLD |
| 3 | IQDF | FLEXSHARES TR | — | 12,722 | $387K | 0.03% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 1,458 | $284K | 0.03% | SOLD |
| 5 | — | ASTRAZENECA PLC | — | 1,887 | $173K | 0.01% | SOLD |
| 6 | MPLX | MPLX LP | Energy | 2,211 | $118K | 0.01% | SOLD |
| 7 | — | ASPIRE BIOPHARMA HLDGS INC | — | 813,427 | $107K | 0.01% | SOLD |
| 8 | IWO | ISHARES TR | — | 329 | $106K | 0.01% | SOLD |
| 9 | — | THOMSON REUTERS CORP | — | 524 | $69K | 0.01% | SOLD |
| 10 | IWN | ISHARES TR | — | 353 | $64K | 0.01% | SOLD |
| 11 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 1,330 | $59K | 0.01% | SOLD |
| 12 | FXI | ISHARES TR | — | 1,440 | $55K | 0.01% | SOLD |
| 13 | VUSB | VANGUARD BD INDEX FDS | — | 991 | $49K | 0.00% | SOLD |
| 14 | PAYC | PAYCOM SOFTWARE INC | Technology | 281 | $45K | 0.00% | SOLD |
| 15 | DD | DUPONT DE NEMOURS INC | Basic Materials | 1,068 | $43K | 0.00% | SOLD |
| 16 | ROL | ROLLINS INC | Consumer Cyclical | 545 | $33K | 0.00% | SOLD |
| 17 | BINC | BLACKROCK ETF TRUST II | — | 530 | $28K | 0.00% | SOLD |
| 18 | — | MIND MEDICINE MINDMED INC | — | 1,999 | $27K | 0.00% | SOLD |
| 19 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 4,500 | $26K | 0.00% | SOLD |
| 20 | AGRO | ADECOAGRO S A | Consumer Defensive | 3,049 | $24K | 0.00% | SOLD |
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%