Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 4,168.0 | $676K | 0.07% | NEW | — | $162.20 | +16.5% |
| 102 | IWB | ISHARES TR | — | 1,833.0 | $670K | 0.06% | NEW | — | $365.48 | +11.3% |
| 103 | SCHK | SCHWAB STRATEGIC TR | — | 20,503.0 | $659K | 0.06% | NEW | — | $32.12 | +11.6% |
| 104 | DUK | DUKE ENERGY CORP NEW | Utilities | 5,247.0 | $649K | 0.06% | NEW | — | $123.75 | +1.6% |
| 105 | IVW | ISHARES TR | — | 5,279.0 | $637K | 0.06% | NEW | — | $120.72 | +13.2% |
| 106 | APP | APPLOVIN CORP | Technology | 880.0 | $632K | 0.06% | NEW | — | $718.54 | -33.0% |
| 107 | AGG | ISHARES TR | — | 6,150.0 | $617K | 0.06% | NEW | — | $100.25 | -1.8% |
| 108 | ABBV | ABBVIE INC | Healthcare | 2,570.0 | $595K | 0.06% | NEW | — | $231.54 | -6.8% |
| 109 | GIS | GENERAL MLS INC | Consumer Defensive | 11,790.0 | $594K | 0.06% | NEW | — | $50.42 | -33.2% |
| 110 | GSAT | GLOBALSTAR INC | Communication Services | 16,256.0 | $592K | 0.06% | NEW | — | $36.39 | +128.1% |
| 111 | QUAL | ISHARES TR | — | 3,039.0 | $591K | 0.06% | NEW | — | $194.50 | +10.2% |
| 112 | EWJ | ISHARES INC | — | 7,263.0 | $583K | 0.06% | NEW | — | $80.21 | +14.2% |
| 113 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,094.0 | $574K | 0.06% | NEW | — | $185.42 | +26.4% |
| 114 | ENSG | ENSIGN GROUP INC | Healthcare | 3,288.0 | $568K | 0.05% | NEW | — | $172.77 | -0.5% |
| 115 | INTC | INTEL CORP | Technology | 16,383.0 | $550K | 0.05% | NEW | — | $33.55 | +257.2% |
| 116 | XLV | SELECT SECTOR SPDR TR | — | 3,871.0 | $539K | 0.05% | NEW | — | $139.18 | +7.7% |
| 117 | AMAT | APPLIED MATLS INC | Technology | 2,630.0 | $538K | 0.05% | NEW | — | $204.74 | +111.1% |
| 118 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 1,140.0 | $529K | 0.05% | NEW | — | $463.60 | +9.2% |
| 119 | INTU | INTUIT | Technology | 745.0 | $509K | 0.05% | NEW | — | $682.91 | -53.2% |
| 120 | JAAA | JANUS DETROIT STR TR | — | 9,991.0 | $507K | 0.05% | NEW | — | $50.78 | -0.2% |
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%