Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 120.0 | $27K | 0.00% | -14.0 | -10.4% | $223.18 | -32.6% |
| 82 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 125.0 | $26K | 0.00% | -500.0 | -80.0% | $207.82 | -38.8% |
| 83 | IUSB | ISHARES TR | — | 491.0 | $23K | 0.00% | -5K | -90.5% | $46.54 | -1.4% |
| 84 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 91.0 | $22K | 0.00% | -11.0 | -10.8% | $242.82 | +5.2% |
| 85 | SYY | SYSCO CORP | Consumer Defensive | 275.0 | $20K | 0.00% | -1K | -80.7% | $73.69 | +3.5% |
| 86 | EFV | ISHARES TR | — | 235.0 | $17K | 0.00% | -270.0 | -53.5% | $71.41 | +10.1% |
| 87 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 1,200.0 | $16K | 0.00% | -40.0 | -3.2% | $13.28 | -15.4% |
| 88 | ET | ENERGY TRANSFER L P | Energy | 753.0 | $12K | 0.00% | -20.0 | -2.6% | $16.49 | +21.7% |
| 89 | SPLV | INVESCO EXCH TRADED FD TR II | — | 149.0 | $11K | 0.00% | -287.0 | -65.8% | $71.42 | +3.7% |
| 90 | BIL | SPDR SERIES TRUST | — | 115.0 | $11K | 0.00% | -1K | -90.6% | $91.38 | +0.2% |
| 91 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 34.0 | $9K | 0.00% | -20.0 | -37.0% | $259.50 | +17.6% |
| 92 | EFG | ISHARES TR | — | 74.0 | $8K | 0.00% | -81.0 | -52.3% | $113.93 | +6.6% |
| 93 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 64.0 | $7K | 0.00% | -7.0 | -9.9% | $104.73 | -15.7% |
| 94 | TLH | ISHARES TR | — | 60.0 | $6K | 0.00% | -172.0 | -74.1% | $101.68 | -2.9% |
| 95 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 45.0 | $6K | 0.00% | -200.0 | -81.6% | $133.96 | -21.1% |
| 96 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 32.0 | $6K | — | -62.0 | -66.0% | $175.59 | +4.7% |
| 97 | GRAB | GRAB HOLDINGS LIMITED | Technology | 1,000.0 | $5K | — | -62.0 | -5.8% | $4.99 | -29.7% |
| 98 | CLX | CLOROX CO DEL | Consumer Defensive | 48.0 | $5K | — | -355.0 | -88.1% | $100.83 | -5.7% |
| 99 | DGRW | WISDOMTREE TR | — | 54.0 | $5K | — | -36.0 | -40.0% | $89.44 | +7.7% |
| 100 | SLYV | SPDR SERIES TRUST | — | 48.0 | $4K | — | -31.0 | -39.2% | $90.98 | +13.6% |
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
50.6%
Technology
20.4%
Communication Services
8.1%
Consumer Cyclical
7.2%
Energy
6.1%
Industrials
1.9%
Healthcare
1.9%
Consumer Defensive
1.4%
Basic Materials
1.2%
Utilities
1.1%