Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | OTIS | OTIS WORLDWIDE CORP | Industrials | 1,351.0 | $118K | 0.01% | — | — | $87.35 | -16.7% |
| 262 | TPC | TUTOR PERINI CORP | Industrials | 1,750.0 | $117K | 0.01% | — | — | $67.02 | +8.6% |
| 263 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 805.0 | $117K | 0.01% | — | — | $144.76 | -81.9% |
| 264 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 558.0 | $116K | 0.01% | +7.0 | +1.3% | $208.73 | +5.0% |
| 265 | SOXL | DIREXION SHS ETF TR | — | 2,750.0 | $116K | 0.01% | -1K | -28.6% | $42.03 | +353.4% |
| 266 | MKL | MARKEL GROUP INC | Financial Services | 53.0 | $114K | 0.01% | — | — | $2149.66 | -13.6% |
| 267 | SYM | SYMBOTIC INC | Industrials | 1,900.0 | $113K | 0.01% | — | — | $59.50 | -9.2% |
| 268 | SHLD | GLOBAL X FDS | — | 1,741.0 | $113K | 0.01% | — | — | $64.79 | +0.6% |
| 269 | MOAT | VANECK ETF TRUST | — | 1,086.0 | $112K | 0.01% | -96.0 | -8.1% | $103.56 | -1.3% |
| 270 | RWK | INVESCO EXCH TRADED FD TR II | — | 881.0 | $111K | 0.01% | — | — | $126.46 | +9.6% |
| 271 | MBB | ISHARES TR | — | 1,166.0 | $111K | 0.01% | -163.0 | -12.3% | $95.20 | -1.2% |
| 272 | GWW | WW GRAINGER INC | Industrials | 110.0 | $111K | 0.01% | — | — | $1009.05 | +23.7% |
| 273 | DEO | DIAGEO PLC | Consumer Defensive | 1,270.0 | $110K | 0.01% | — | — | $86.27 | -0.2% |
| 274 | TRV | TRAVELERS COMPANIES INC | Financial Services | 374.0 | $108K | 0.01% | +7.0 | +1.9% | $290.06 | +5.7% |
| 275 | DOMO | DOMO INC | Technology | 12,799.0 | $108K | 0.01% | — | — | $8.43 | -56.9% |
| 276 | — | FORTINET INC | — | 1,356.0 | $108K | 0.01% | -239.0 | -15.0% | $79.41 | — |
| 277 | — | ASPIRE BIOPHARMA HLDGS INC | — | 813,427.0 | $107K | 0.01% | — | — | $0.13 | — |
| 278 | AZZ | AZZ INC | Industrials | 1,000.0 | $107K | 0.01% | — | — | $107.18 | +28.7% |
| 279 | IWO | ISHARES TR | — | 329.0 | $106K | 0.01% | — | — | $323.01 | +15.3% |
| 280 | MIDD | MIDDLEBY CORP | Industrials | 710.0 | $106K | 0.01% | — | — | $148.67 | -0.4% |
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%