Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | SPMB | SPDR SERIES TRUST | — | 1,564.0 | $35K | 0.00% | +765.0 | +95.7% | $22.42 | -0.9% |
| 402 | CVNA | CARVANA CO | Consumer Cyclical | 83.0 | $35K | 0.00% | +13.0 | +18.6% | $422.02 | -82.8% |
| 403 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 60.0 | $35K | 0.00% | +1.0 | +1.7% | $580.72 | -9.6% |
| 404 | F | FORD MTR CO | Consumer Cyclical | 2,646.0 | $35K | 0.00% | +47.0 | +1.8% | $13.12 | +16.6% |
| 405 | AVDV | AMERICAN CENTY ETF TR | — | 360.0 | $34K | 0.00% | — | — | $93.97 | +17.6% |
| 406 | ROL | ROLLINS INC | Consumer Cyclical | 545.0 | $33K | 0.00% | — | — | $60.02 | -11.6% |
| 407 | XLP | SELECT SECTOR SPDR TR | — | 420.0 | $33K | 0.00% | -63.0 | -13.0% | $77.68 | +8.0% |
| 408 | CRWV | COREWEAVE INC | Technology | 450.0 | $32K | 0.00% | +225.0 | +100.0% | $71.61 | +51.0% |
| 409 | VGIT | VANGUARD SCOTTSDALE FDS | — | 529.0 | $32K | 0.00% | NEW | — | $59.93 | -1.8% |
| 410 | VDC | VANGUARD WORLD FD | — | 150.0 | $32K | 0.00% | — | — | $211.24 | +7.5% |
| 411 | VRSN | VERISIGN INC | Technology | 129.0 | $31K | 0.00% | +1.0 | +0.8% | $243.12 | +27.4% |
| 412 | IGV | ISHARES TR | — | 293.0 | $31K | 0.00% | — | — | $105.69 | -10.6% |
| 413 | SPMD | SPDR SERIES TRUST | — | 534.0 | $31K | 0.00% | +182.0 | +51.7% | $57.91 | +12.8% |
| 414 | — | BROWN FORMAN CORP | — | 1,186.0 | $31K | 0.00% | — | — | $26.06 | — |
| 415 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 94.0 | $31K | 0.00% | +4.0 | +4.4% | $328.61 | -22.0% |
| 416 | CFG | CITIZENS FINL GROUP INC | Financial Services | 525.0 | $31K | 0.00% | — | — | $58.41 | +8.9% |
| 417 | DTM | DT MIDSTREAM INC | Energy | 254.0 | $30K | 0.00% | — | — | $119.68 | +26.3% |
| 418 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 50.0 | $30K | 0.00% | — | — | $605.02 | -14.4% |
| 419 | RIOT | RIOT PLATFORMS INC | Financial Services | 2,384.0 | $30K | 0.00% | -616.0 | -20.5% | $12.67 | +104.4% |
| 420 | FNDF | SCHWAB STRATEGIC TR | — | 661.0 | $30K | 0.00% | — | — | $45.20 | +20.1% |
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%