Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | SYM | SYMBOTIC INC | Industrials | 1,900.0 | $85K | 0.01% | — | — | $44.95 | -8.8% |
| 362 | BLOK | AMPLIFY ETF TR | — | 1,355.0 | $85K | 0.01% | — | — | $62.63 | -2.4% |
| 363 | DFEM | DIMENSIONAL ETF TRUST | — | 2,084.0 | $85K | 0.01% | — | — | $40.64 | -2.4% |
| 364 | VMC | VULCAN MATLS CO | Basic Materials | 286.0 | $84K | 0.01% | +89.0 | +45.2% | $295.01 | -7.6% |
| 365 | STIP | ISHARES TR | — | 816.0 | $83K | 0.01% | NEW | — | $102.16 | -1.2% |
| 366 | BIP | BROOKFIELD INFRASTRUCTURE PA | Utilities | 2,277.0 | $83K | 0.01% | — | — | $36.49 | +7.5% |
| 367 | ITW | ILLINOIS TOOL WKS INC | Industrials | 305.0 | $83K | 0.01% | +13.0 | +4.5% | $270.51 | +5.3% |
| 368 | SNDK | SANDISK CORP | Technology | 36.0 | $82K | 0.01% | NEW | — | $2273.75 | -29.9% |
| 369 | ABT | ABBOTT LABORATORIES | Healthcare | 902.0 | $82K | 0.01% | -52.0 | -5.5% | $90.74 | +26.9% |
| 370 | LBRT | LIBERTY ENERGY INC | Energy | 3,100.0 | $81K | 0.01% | NEW | — | $26.19 | -25.8% |
| 371 | PLD | PROLOGIS INC. | Real Estate | 595.0 | $81K | 0.01% | +175.0 | +41.7% | $135.47 | +4.4% |
| 372 | ADBE | ADOBE INC | Technology | 389.0 | $80K | 0.01% | -682.0 | -63.7% | $205.02 | +33.3% |
| 373 | DHR | DANAHER CORP DEL | Healthcare | 418.0 | $80K | 0.01% | +7.0 | +1.7% | $190.48 | +14.7% |
| 374 | IRM | IRON MTN INC DEL | Real Estate | 622.0 | $79K | 0.01% | +117.0 | +23.2% | $126.31 | -3.4% |
| 375 | VEU | VANGUARD INTL EQUITY INDEX F | — | 936.0 | $78K | 0.01% | — | — | $83.75 | +1.4% |
| 376 | VLO | VALERO ENERGY CORP | Energy | 300.0 | $78K | 0.01% | +24.0 | +8.7% | $260.44 | +33.2% |
| 377 | KO | COCA COLA CO | Consumer Defensive | 939.0 | $76K | 0.01% | +314.0 | +50.2% | $81.38 | +12.8% |
| 378 | BNTX | BIONTECH SE | Healthcare | 809.0 | $75K | 0.01% | — | — | $93.05 | +19.5% |
| 379 | VHT | VANGUARD WORLD FD | — | 250.0 | $75K | 0.01% | — | — | $299.01 | +9.6% |
| 380 | QSR | RESTAURANT BRANDS INTL INC | Consumer Cyclical | 1,013.0 | $73K | 0.01% | — | — | $72.51 | +9.7% |
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%