Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 197.0 | $42K | 0.00% | NEW | — | $213.75 | +24.6% |
| 402 | BINC | BLACKROCK ETF TRUST II | — | 781.0 | $42K | 0.00% | NEW | — | $53.25 | -2.0% |
| 403 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 59.0 | $41K | 0.00% | NEW | — | $698.00 | -31.4% |
| 404 | GDDY | GODADDY INC | Technology | 292.0 | $40K | 0.00% | NEW | — | $136.83 | -31.3% |
| 405 | DFIP | DIMENSIONAL ETF TRUST | — | 945.0 | $40K | 0.00% | NEW | — | $42.23 | -2.6% |
| 406 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 361.0 | $38K | 0.00% | NEW | — | $104.96 | +7.7% |
| 407 | XLP | SELECT SECTOR SPDR TR | — | 483.0 | $38K | 0.00% | NEW | — | $78.37 | +9.1% |
| 408 | CNI | CANADIAN NATL RY CO | Industrials | 400.0 | $38K | 0.00% | NEW | — | $94.30 | +35.1% |
| 409 | SNOW | SNOWFLAKE INC | Technology | 162.0 | $37K | 0.00% | NEW | — | $225.56 | +21.1% |
| 410 | WIX | WIX COM LTD | Technology | 205.0 | $36K | 0.00% | NEW | — | $177.63 | -70.6% |
| 411 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 369.0 | $36K | 0.00% | NEW | — | $97.63 | -54.2% |
| 412 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 4,520.0 | $36K | 0.00% | NEW | — | $7.97 | -42.0% |
| 413 | EVRG | EVERGY INC | Utilities | 473.0 | $36K | 0.00% | NEW | — | $76.02 | +13.1% |
| 414 | VRSN | VERISIGN INC | Technology | 128.0 | $36K | 0.00% | NEW | — | $279.57 | -1.1% |
| 415 | DAL | DELTA AIR LINES INC DEL | Industrials | 613.0 | $35K | 0.00% | NEW | — | $56.75 | +52.2% |
| 416 | FFIV | F5 INC | Technology | 107.0 | $35K | 0.00% | NEW | — | $323.20 | +24.6% |
| 417 | EFV | ISHARES TR | — | 505.0 | $34K | 0.00% | NEW | — | $67.83 | +16.0% |
| 418 | IGV | ISHARES TR | — | 292.0 | $34K | 0.00% | NEW | — | $115.01 | -18.5% |
| 419 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 515.0 | $33K | 0.00% | NEW | — | $63.43 | +21.4% |
| 420 | — | APTIV PLC | — | 373.0 | $32K | 0.00% | NEW | — | $86.22 | — |
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%