Portfolio (Quarterly)
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Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | YUM | YUM BRANDS INC | Consumer Cyclical | 1,724.0 | $262K | 0.03% | NEW | — | $152.00 | +1.5% |
| 182 | MINT | PIMCO ETF TR | — | 2,576.0 | $259K | 0.03% | NEW | — | $100.69 | -0.0% |
| 183 | IVE | ISHARES TR | — | 1,213.0 | $250K | 0.02% | NEW | — | $206.51 | +10.4% |
| 184 | VBR | VANGUARD INDEX FDS | — | 1,197.0 | $250K | 0.02% | NEW | — | $208.71 | +11.5% |
| 185 | SCHG | SCHWAB STRATEGIC TR | — | 7,698.0 | $246K | 0.02% | NEW | — | $31.91 | +7.7% |
| 186 | GDX | VANECK ETF TRUST | — | 3,186.0 | $243K | 0.02% | NEW | — | $76.40 | +11.3% |
| 187 | IUSB | ISHARES TR | — | 5,169.0 | $241K | 0.02% | NEW | — | $46.71 | -1.8% |
| 188 | CMCSA | COMCAST CORP NEW | Communication Services | 7,630.0 | $240K | 0.02% | NEW | — | $31.42 | -19.8% |
| 189 | PNW | PINNACLE WEST CAP CORP | Utilities | 2,580.0 | $231K | 0.02% | NEW | — | $89.66 | +14.8% |
| 190 | ZION | ZIONS BANCORPORATION N A | Financial Services | 4,051.0 | $229K | 0.02% | NEW | — | $56.58 | +9.2% |
| 191 | FNDB | SCHWAB STRATEGIC TR | — | 8,843.0 | $228K | 0.02% | NEW | — | $25.74 | +16.8% |
| 192 | VYM | VANGUARD WHITEHALL FDS | — | 1,603.0 | $226K | 0.02% | NEW | — | $140.95 | +12.6% |
| 193 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 650.0 | $224K | 0.02% | NEW | — | $345.36 | +12.5% |
| 194 | MFC | MANULIFE FINL CORP | Financial Services | 7,200.0 | $224K | 0.02% | NEW | — | $31.15 | +23.7% |
| 195 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 5,599.0 | $221K | 0.02% | NEW | — | $39.54 | +10.5% |
| 196 | FISV | FISERV INC | Technology | 1,710.0 | $220K | 0.02% | NEW | — | $128.93 | -55.7% |
| 197 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 8,322.0 | $219K | 0.02% | NEW | — | $26.28 | +17.5% |
| 198 | ADSK | AUTODESK INC | Technology | 684.0 | $217K | 0.02% | NEW | — | $317.67 | -24.1% |
| 199 | VTV | VANGUARD INDEX FDS | — | 1,150.0 | $214K | 0.02% | NEW | — | $186.50 | +13.1% |
| 200 | VTEB | VANGUARD MUN BD FDS | — | 4,280.0 | $214K | 0.02% | NEW | — | $50.07 | -0.4% |
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
41.7%
Technology
24.6%
Consumer Cyclical
9.0%
Communication Services
8.6%
Energy
7.6%
Industrials
2.2%
Healthcare
2.2%
Consumer Defensive
1.8%
Utilities
1.3%
Basic Materials
0.8%