Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 55.0 | $41.2M | 2.98% | -1.0 | -1.8% | $748850.00 | — |
| 2 | IWM | ISHARES TR | — | 69,179.0 | $20.8M | 1.51% | -2K | -3.2% | $300.45 | +1.2% |
| 3 | CVX | CHEVRON CORPORATION | Energy | 105,557.0 | $17.5M | 1.27% | -9K | -7.7% | $165.76 | +22.3% |
| 4 | VSGX | VANGUARD WORLD FD | — | 132,891.0 | $10.9M | 0.79% | -7K | -5.2% | $82.34 | +1.7% |
| 5 | EFA | ISHARES TR | — | 84,025.0 | $8.7M | 0.63% | -997.0 | -1.2% | $103.88 | +4.4% |
| 6 | GOOGL | ALPHABET INC | Communication Services | 21,790.0 | $7.8M | 0.56% | -6K | -22.2% | $357.37 | -3.7% |
| 7 | TSLA | TESLA INC | Consumer Cyclical | 14,032.0 | $5.9M | 0.43% | -25K | -64.3% | $420.60 | -19.3% |
| 8 | VNQ | VANGUARD INDEX FDS | — | 58,758.0 | $5.7M | 0.41% | -1K | -2.3% | $96.43 | +1.6% |
| 9 | VTI | VANGUARD INDEX FDS | — | 12,955.0 | $4.8M | 0.35% | -1K | -10.1% | $370.03 | +3.3% |
| 10 | INTC | INTEL CORP | Technology | 16,055.0 | $2.2M | 0.16% | -294.0 | -1.8% | $139.63 | -25.9% |
| 11 | MCO | MOODYS CORP | Financial Services | 3,957.0 | $1.8M | 0.13% | -1K | -22.5% | $452.92 | +5.4% |
| 12 | TJX | TJX COS INC NEW | Consumer Cyclical | 8,505.0 | $1.3M | 0.09% | -5K | -36.5% | $151.50 | -0.4% |
| 13 | — | ISHARES TR | — | 47,527.0 | $1.3M | 0.09% | -14K | -23.0% | $27.05 | — |
| 14 | SHEL | SHELL PLC | Energy | 13,577.0 | $1.1M | 0.08% | -569.0 | -4.0% | $77.54 | +18.2% |
| 15 | VXF | VANGUARD INDEX FDS | — | 4,117.0 | $1.0M | 0.07% | -90.0 | -2.1% | $246.21 | +1.5% |
| 16 | SHOP | SHOPIFY INC | Technology | 8,571.0 | $979K | 0.07% | -80.0 | -0.9% | $114.18 | +30.2% |
| 17 | SCHB | SCHWAB STRATEGIC TR | — | 29,076.0 | $842K | 0.06% | -891.0 | -3.0% | $28.96 | +3.3% |
| 18 | HD | HOME DEPOT INC | Consumer Cyclical | 2,187.0 | $771K | 0.06% | -2K | -42.3% | $352.61 | -4.2% |
| 19 | BX | BLACKSTONE INC | Financial Services | 6,033.0 | $710K | 0.05% | -591.0 | -8.9% | $117.67 | +19.5% |
| 20 | AGG | ISHARES TR | — | 5,973.0 | $591K | 0.04% | -111.0 | -1.8% | $98.98 | -1.7% |
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
54.4%
Technology
22.2%
Communication Services
6.7%
Energy
4.5%
Industrials
3.7%
Consumer Cyclical
3.6%
Healthcare
1.8%
Consumer Defensive
1.4%
Basic Materials
0.9%
Utilities
0.8%