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 | VYMI | VANGUARD WHITEHALL FDS | — | 569.0 | $56K | 0.00% | — | — | $98.20 | +6.0% |
| 422 | SNOW | SNOWFLAKE INC | Technology | 219.0 | $56K | 0.00% | +48.0 | +28.1% | $254.50 | +25.9% |
| 423 | XLP | SELECT SECTOR SPDR TR | — | 658.0 | $55K | 0.00% | +238.0 | +56.7% | $83.07 | +3.0% |
| 424 | SCHO | SCHWAB STRATEGIC TR | — | 2,209.0 | $53K | 0.00% | — | — | $24.14 | -0.1% |
| 425 | BSV | VANGUARD BD INDEX FDS | — | 679.0 | $53K | 0.00% | — | — | $77.91 | -0.4% |
| 426 | MPWR | MONOLITHIC PWR SYS INC | Technology | 38.0 | $53K | 0.00% | +28.0 | +280.0% | $1383.53 | -4.6% |
| 427 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 234.0 | $53K | 0.00% | +226.0 | +2825.0% | $224.37 | +24.7% |
| 428 | FBIN | FORTUNE BRANDS INNOVATIONS I | Industrials | 948.0 | $52K | 0.00% | +14.0 | +1.5% | $54.90 | -17.1% |
| 429 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 515.0 | $52K | 0.00% | -33.0 | -6.0% | $100.07 | +7.0% |
| 430 | STM | STMICROELECTRONICS N V | Technology | 688.0 | $52K | 0.00% | — | — | $74.89 | -33.1% |
| 431 | MRNA | MODERNA INC | Healthcare | 728.0 | $51K | 0.00% | — | — | $70.03 | +90.4% |
| 432 | SPMD | SPDR SERIES TRUST | — | 750.0 | $51K | 0.00% | +216.0 | +40.5% | $67.56 | -0.9% |
| 433 | FISV | FISERV INC | Technology | 1,033.0 | $51K | 0.00% | +163.0 | +18.7% | $49.05 | +4.9% |
| 434 | AIG | AMERICAN INTL GROUP INC | Financial Services | 671.0 | $50K | 0.00% | -339.0 | -33.6% | $74.53 | +1.7% |
| 435 | XLC | SELECT SECTOR SPDR TR | — | 465.0 | $50K | 0.00% | +8.0 | +1.8% | $107.13 | +3.2% |
| 436 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 777.0 | $50K | 0.00% | -66.0 | -7.8% | $64.01 | +16.4% |
| 437 | ICOP | ISHARES TR | — | 1,010.0 | $50K | 0.00% | NEW | — | $49.23 | +14.7% |
| 438 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 517.0 | $50K | 0.00% | +248.0 | +92.2% | $96.12 | -50.7% |
| 439 | AME | AMETEK INC | Industrials | 204.0 | $49K | 0.00% | +155.0 | +316.3% | $241.94 | -0.9% |
| 440 | SMH | VANECK ETF TRUST | — | 75.0 | $49K | 0.00% | -5.0 | -6.2% | $655.89 | -14.7% |
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%