Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | PRF | INVESCO EXCHANGE TRADED FD T | — | 4,640.0 | $218K | 0.02% | — | — | $46.92 | +13.4% |
| 202 | XLY | SELECT SECTOR SPDR TR | — | 1,814.0 | $217K | 0.02% | +946.0 | +109.0% | $119.41 | -0.2% |
| 203 | W | WAYFAIR INC | Consumer Cyclical | 2,100.0 | $211K | 0.02% | — | — | $100.41 | -33.2% |
| 204 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 3,021.0 | $210K | 0.02% | — | — | $69.48 | +8.3% |
| 205 | LMT | LOCKHEED MARTIN CORP | Industrials | 420.0 | $203K | 0.02% | — | — | $483.67 | +10.2% |
| 206 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,388.0 | $196K | 0.02% | — | — | $141.06 | +10.3% |
| 207 | NSC | NORFOLK SOUTHN CORP | Industrials | 677.0 | $195K | 0.02% | — | — | $288.72 | +8.9% |
| 208 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 2,100.0 | $195K | 0.02% | — | — | $93.00 | +8.1% |
| 209 | IDEV | ISHARES TR | — | 2,327.0 | $192K | 0.02% | — | — | $82.49 | +8.7% |
| 210 | SHY | ISHARES TR | — | 2,314.0 | $192K | 0.02% | — | — | $82.82 | -0.8% |
| 211 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 11,543.0 | $187K | 0.02% | — | — | $16.24 | -14.5% |
| 212 | FNDX | SCHWAB STRATEGIC TR | — | 6,785.0 | $185K | 0.02% | — | — | $27.21 | +13.3% |
| 213 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 605.0 | $184K | 0.02% | — | — | $303.89 | +33.1% |
| 214 | ILCG | ISHARES TR | — | 1,740.0 | $181K | 0.02% | — | — | $104.04 | +11.1% |
| 215 | CI | THE CIGNA GROUP | Healthcare | 652.0 | $179K | 0.02% | -19.0 | -2.8% | $275.23 | +4.0% |
| 216 | ADSK | AUTODESK INC | Technology | 604.0 | $179K | 0.02% | -80.0 | -11.7% | $296.01 | -18.6% |
| 217 | SPB | SPECTRUM BRANDS HLDGS INC NE | Consumer Defensive | 3,009.0 | $178K | 0.02% | — | — | $59.08 | +32.6% |
| 218 | TOST | TOAST INC | Technology | 5,000.0 | $178K | 0.02% | — | — | $35.51 | -34.8% |
| 219 | — | ASTRAZENECA PLC | — | 1,887.0 | $173K | 0.01% | +13.0 | +0.7% | $91.93 | — |
| 220 | PPG | PPG INDS INC | Basic Materials | 1,688.0 | $173K | 0.01% | — | — | $102.46 | +5.2% |
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
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%