Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 147.0 | $26K | 0.00% | +19.0 | +14.8% | $176.48 | -7.8% |
| 442 | DIVO | AMPLIFY ETF TR | — | 581.0 | $26K | 0.00% | — | — | $44.50 | +3.7% |
| 443 | HWM | HOWMET AEROSPACE INC | Industrials | 126.0 | $26K | 0.00% | +4.0 | +3.3% | $205.02 | +26.7% |
| 444 | UFOX | ETF SER SOLUTIONS | — | 400.0 | $26K | 0.00% | — | — | $63.84 | +59.3% |
| 445 | DHI | D R HORTON INC | Consumer Cyclical | 177.0 | $25K | 0.00% | +9.0 | +5.4% | $144.03 | +0.1% |
| 446 | THC | TENET HEALTHCARE CORP | Healthcare | 128.0 | $25K | 0.00% | +13.0 | +11.3% | $198.73 | -11.9% |
| 447 | NI | NISOURCE INC | Utilities | 609.0 | $25K | 0.00% | — | — | $41.76 | +14.6% |
| 448 | ASTS | AST SPACEMOBILE INC | Technology | 347.0 | $25K | 0.00% | NEW | — | $72.63 | +69.4% |
| 449 | VGK | VANGUARD INTL EQUITY INDEX F | — | 299.0 | $25K | 0.00% | +16.0 | +5.7% | $83.47 | +6.9% |
| 450 | AVAV | AEROVIRONMENT INC | Industrials | 103.0 | $25K | 0.00% | +7.0 | +7.3% | $241.89 | -23.6% |
| 451 | LRCX | LAM RESEARCH CORP | Technology | 144.0 | $25K | 0.00% | +27.0 | +23.1% | $171.18 | +83.8% |
| 452 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 171.0 | $25K | 0.00% | +106.0 | +163.1% | $143.89 | +47.8% |
| 453 | VSS | VANGUARD INTL EQUITY INDEX F | — | 171.0 | $25K | 0.00% | — | — | $143.33 | +13.0% |
| 454 | WRB | BERKLEY W R CORP | Financial Services | 348.0 | $24K | 0.00% | +180.0 | +107.1% | $70.12 | -3.9% |
| 455 | AGRO | ADECOAGRO S A | Consumer Defensive | 3,049.0 | $24K | 0.00% | — | — | $7.93 | +62.0% |
| 456 | VCSH | VANGUARD SCOTTSDALE FDS | — | 303.0 | $24K | 0.00% | +12.0 | +4.1% | $79.73 | -0.9% |
| 457 | HAS | HASBRO INC | Consumer Cyclical | 294.0 | $24K | 0.00% | — | — | $82.00 | +9.0% |
| 458 | POST | POST HLDGS INC | Consumer Defensive | 240.0 | $24K | 0.00% | — | — | $99.05 | -3.7% |
| 459 | DE | DEERE & CO | Industrials | 51.0 | $24K | 0.00% | — | — | $465.59 | +13.3% |
| 460 | WMB | WILLIAMS COS INC | Energy | 394.0 | $24K | 0.00% | +146.0 | +58.9% | $60.11 | +27.9% |
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%