Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | BCHT | BIRCHTECH CORP | Industrials | 35,600.0 | $73K | 0.01% | NEW | — | $2.05 | -30.7% |
| 382 | — | REPOSITRAK INC | — | 8,000.0 | $72K | 0.01% | NEW | — | $9.00 | — |
| 383 | TTC | TORO CO | Industrials | 738.0 | $72K | 0.01% | — | — | $97.42 | -1.0% |
| 384 | ZTS | ZOETIS INC | Healthcare | 996.0 | $72K | 0.01% | -11.0 | -1.1% | $71.86 | +6.7% |
| 385 | TIP | ISHARES TR | — | 652.0 | $71K | 0.01% | -250.0 | -27.7% | $109.43 | -1.8% |
| 386 | BMO | BANK MONTREAL MEDIUM | Financial Services | 400.0 | $71K | 0.01% | — | — | $176.70 | -0.5% |
| 387 | AVDE | AMERICAN CENTY ETF TR | — | 788.0 | $70K | 0.01% | — | — | $89.20 | +4.7% |
| 388 | AER | AERCAP HOLDINGS NV | Industrials | 482.0 | $70K | 0.01% | +111.0 | +29.9% | $145.78 | +1.2% |
| 389 | XLU | SELECT SECTOR SPDR TR | — | 1,522.0 | $69K | 0.01% | -122.0 | -7.4% | $45.34 | -3.3% |
| 390 | IONQ | IONQ INC | Technology | 1,294.0 | $69K | 0.01% | +995.0 | +332.8% | $53.26 | -18.4% |
| 391 | MRVL | MARVELL TECHNOLOGY INC | Technology | 230.0 | $69K | 0.01% | +126.0 | +121.2% | $297.89 | -20.4% |
| 392 | KKR | KKR & CO INC | Financial Services | 746.0 | $68K | 0.01% | +585.0 | +363.4% | $91.81 | +20.3% |
| 393 | CSL | CARLISLE COS INC | Industrials | 188.0 | $68K | 0.01% | — | — | $362.75 | +0.8% |
| 394 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 1,592.0 | $68K | 0.01% | — | — | $42.72 | +3.7% |
| 395 | CEPT | CANTOR EQUITY PARTNERS II IN | Financial Services | 5,000.0 | $67K | 0.01% | NEW | — | $13.42 | -12.2% |
| 396 | IEUR | ISHARES TR | — | 891.0 | $67K | 0.01% | — | — | $75.17 | +3.8% |
| 397 | NVO | NOVO-NORDISK A S | Healthcare | 1,372.0 | $66K | 0.01% | -67.0 | -4.7% | $47.94 | -3.0% |
| 398 | URI | UNITED RENTALS INC | Industrials | 58.0 | $66K | 0.01% | NEW | — | $1132.90 | -1.4% |
| 399 | FAST | FASTENAL CO | Industrials | 1,365.0 | $66K | 0.01% | +1K | +431.1% | $48.03 | +7.1% |
| 400 | RIOT | RIOT PLATFORMS INC | Financial Services | 2,384.0 | $65K | 0.01% | — | — | $27.38 | -27.7% |
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%