Portfolio (Quarterly)
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Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 637.0 | $30K | 0.00% | — | — | $46.68 | -11.9% |
| 422 | SCHH | SCHWAB STRATEGIC TR | — | 1,402.0 | $29K | 0.00% | — | — | $20.90 | +13.8% |
| 423 | MDT | MEDTRONIC PLC | Healthcare | 304.0 | $29K | 0.00% | +48.0 | +18.8% | $96.06 | -18.9% |
| 424 | SMH | VANECK ETF TRUST | — | 80.0 | $29K | 0.00% | -1.0 | -1.2% | $360.27 | +65.8% |
| 425 | MC | MOELIS & CO | Financial Services | 415.0 | $29K | 0.00% | — | — | $68.74 | -4.0% |
| 426 | CB | CHUBB LIMITED | Financial Services | 91.0 | $28K | 0.00% | +1.0 | +1.1% | $312.12 | +4.7% |
| 427 | NVS | NOVARTIS AG | Healthcare | 206.0 | $28K | 0.00% | -616.0 | -74.9% | $137.87 | +9.7% |
| 428 | — | APTIV PLC | — | 373.0 | $28K | 0.00% | — | — | $76.09 | — |
| 429 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 175.0 | $28K | 0.00% | — | — | $161.63 | -21.4% |
| 430 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 147.0 | $28K | 0.00% | — | — | $191.10 | -16.9% |
| 431 | BINC | BLACKROCK ETF TRUST II | — | 530.0 | $28K | 0.00% | -251.0 | -32.1% | $52.79 | -1.0% |
| 432 | — | INGERSOLL RAND INC | — | 343.0 | $27K | 0.00% | — | — | $79.22 | — |
| 433 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 330.0 | $27K | 0.00% | +8.0 | +2.5% | $82.12 | -47.7% |
| 434 | XT | ISHARES TR | — | 385.0 | $27K | 0.00% | — | — | $69.74 | +18.0% |
| 435 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 142.0 | $27K | 0.00% | +9.0 | +6.8% | $189.07 | +21.7% |
| 436 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 120.0 | $27K | 0.00% | -14.0 | -10.4% | $223.18 | -33.8% |
| 437 | — | MIND MEDICINE MINDMED INC | — | 1,999.0 | $27K | 0.00% | — | — | $13.39 | — |
| 438 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 4,500.0 | $26K | 0.00% | — | — | $5.83 | -20.3% |
| 439 | BIDD | BLACKROCK ETF TRUST | — | 910.0 | $26K | 0.00% | — | — | $28.82 | +10.9% |
| 440 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 125.0 | $26K | 0.00% | -500.0 | -80.0% | $207.82 | -39.5% |
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%