Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | XLB | SELECT SECTOR SPDR TR | — | 640.0 | $57K | 0.01% | NEW | — | $89.62 | -43.1% |
| 362 | PXH | INVESCO EXCH TRADED FD TR II | — | 2,256.0 | $57K | 0.01% | NEW | — | $25.42 | +14.9% |
| 363 | PAYC | PAYCOM SOFTWARE INC | Technology | 275.0 | $57K | 0.01% | NEW | — | $208.14 | -36.2% |
| 364 | RIOT | RIOT PLATFORMS INC | Financial Services | 3,000.0 | $57K | 0.01% | NEW | — | $19.03 | +37.0% |
| 365 | BSV | VANGUARD BD INDEX FDS | — | 717.0 | $57K | 0.01% | NEW | — | $78.91 | -1.2% |
| 366 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 871.0 | $56K | 0.01% | NEW | — | $64.69 | +13.3% |
| 367 | TTC | TORO CO | Industrials | 738.0 | $56K | 0.01% | NEW | — | $76.20 | +20.2% |
| 368 | IAU | ISHARES GOLD TR | Financial Services | 757.0 | $55K | 0.01% | NEW | — | $72.77 | +16.5% |
| 369 | IEF | ISHARES TR | — | 570.0 | $55K | 0.01% | NEW | — | $96.46 | -2.3% |
| 370 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 1,061.0 | $54K | 0.01% | NEW | — | $50.63 | -33.7% |
| 371 | FIX | COMFORT SYS USA INC | Industrials | 64.0 | $53K | 0.01% | NEW | — | $825.19 | +128.4% |
| 372 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 718.0 | $53K | 0.01% | NEW | — | $73.29 | +16.8% |
| 373 | BMO | BANK MONTREAL QUE | Financial Services | 400.0 | $52K | 0.01% | NEW | — | $130.25 | +24.3% |
| 374 | CTAS | CINTAS CORP | Industrials | 253.0 | $52K | 0.01% | NEW | — | $205.26 | -16.6% |
| 375 | — | BLOCK INC | — | 706.0 | $51K | 0.01% | NEW | — | $72.27 | — |
| 376 | IRM | IRON MTN INC DEL | Real Estate | 500.0 | $51K | 0.01% | NEW | — | $101.94 | +26.0% |
| 377 | XLI | SELECT SECTOR SPDR TR | — | 328.0 | $51K | 0.01% | NEW | — | $154.15 | +13.1% |
| 378 | — | MOOG INC | — | 243.0 | $50K | 0.01% | NEW | — | $207.67 | — |
| 379 | CTRE | CARETRUST REIT INC | Real Estate | 1,445.0 | $50K | 0.01% | NEW | — | $34.68 | +21.0% |
| 380 | SPYV | SPDR SERIES TRUST | — | 904.0 | $50K | 0.01% | NEW | — | $55.33 | +10.4% |
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%