Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GOOG | ALPHABET INC | Communication Services | 53,933.0 | $13.1M | 1.25% | NEW | — | $243.55 | +55.8% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 25,708.0 | $12.9M | 1.23% | NEW | — | $502.74 | — |
| 23 | QQQ | INVESCO QQQ TR | Financial Services | 20,048.0 | $12.0M | 1.15% | NEW | — | $600.37 | +19.5% |
| 24 | VSGX | VANGUARD WORLD FD | — | 147,533.0 | $10.2M | 0.98% | NEW | — | $69.37 | +15.6% |
| 25 | HELO | J P MORGAN EXCHANGE TRADED F | — | 138,048.0 | $9.0M | 0.86% | NEW | — | $65.00 | +4.2% |
| 26 | EFA | ISHARES TR | — | 85,035.0 | $7.9M | 0.76% | NEW | — | $93.37 | +11.4% |
| 27 | VCIT | VANGUARD SCOTTSDALE FDS | — | 91,413.0 | $7.7M | 0.73% | NEW | — | $84.11 | -2.2% |
| 28 | VOO | VANGUARD INDEX FDS | — | 12,224.0 | $7.5M | 0.71% | NEW | — | $612.37 | +12.0% |
| 29 | GOOGL | ALPHABET INC | Communication Services | 29,077.0 | $7.1M | 0.68% | NEW | — | $243.10 | +57.5% |
| 30 | NVDA | NVIDIA CORPORATION | Technology | 35,144.0 | $6.6M | 0.63% | NEW | — | $186.58 | +15.4% |
| 31 | AMD | ADVANCED MICRO DEVICES INC | Technology | 39,198.0 | $6.3M | 0.60% | NEW | — | $161.79 | +189.0% |
| 32 | AMZN | AMAZON COM INC | Consumer Cyclical | 27,184.0 | $6.0M | 0.57% | NEW | — | $219.57 | +21.3% |
| 33 | V | VISA INC | Financial Services | 17,054.0 | $5.8M | 0.56% | NEW | — | $341.38 | -3.7% |
| 34 | NFLX | NETFLIX INC | Communication Services | 4,273.0 | $5.1M | 0.49% | NEW | — | $1198.87 | -92.6% |
| 35 | VNQ | VANGUARD INDEX FDS | — | 55,951.0 | $5.1M | 0.49% | NEW | — | $91.42 | +5.9% |
| 36 | VWO | VANGUARD INTL EQUITY INDEX F | — | 90,865.0 | $4.9M | 0.47% | NEW | — | $54.18 | +8.9% |
| 37 | VTI | VANGUARD INDEX FDS | — | 14,418.0 | $4.7M | 0.45% | NEW | — | $328.17 | +11.8% |
| 38 | — | J P MORGAN EXCHANGE TRADED F | — | 91,098.0 | $4.6M | 0.44% | NEW | — | $50.73 | — |
| 39 | META | META PLATFORMS INC | Communication Services | 5,862.0 | $4.3M | 0.41% | NEW | — | $734.39 | -16.9% |
| 40 | IEMG | ISHARES INC | — | 65,189.0 | $4.3M | 0.41% | NEW | — | $65.92 | +22.2% |
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%