Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | MDT | MEDTRONIC PLC | Healthcare | 256.0 | $24K | 0.00% | NEW | — | $95.24 | -17.1% |
| 462 | VSS | VANGUARD INTL EQUITY INDEX F | — | 171.0 | $24K | 0.00% | NEW | — | $142.56 | +10.7% |
| 463 | DOW | DOW INC | Basic Materials | 1,055.0 | $24K | 0.00% | NEW | — | $22.93 | +38.0% |
| 464 | HWM | HOWMET AEROSPACE INC | Industrials | 122.0 | $24K | 0.00% | NEW | — | $196.24 | +42.5% |
| 465 | AGRO | ADECOAGRO S A | Consumer Defensive | 3,049.0 | $24K | 0.00% | NEW | — | $7.84 | +18.1% |
| 466 | TLH | ISHARES TR | — | 232.0 | $24K | 0.00% | NEW | — | $102.99 | -2.3% |
| 467 | — | MIND MEDICINE MINDMED INC | — | 1,999.0 | $24K | 0.00% | NEW | — | $11.79 | — |
| 468 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 133.0 | $24K | 0.00% | NEW | — | $177.14 | +52.9% |
| 469 | THC | TENET HEALTHCARE CORP | Healthcare | 115.0 | $23K | 0.00% | NEW | — | $203.04 | -13.5% |
| 470 | DE | DEERE & CO | Industrials | 51.0 | $23K | 0.00% | NEW | — | $457.27 | +29.8% |
| 471 | VCSH | VANGUARD SCOTTSDALE FDS | — | 291.0 | $23K | 0.00% | NEW | — | $79.93 | -1.3% |
| 472 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 500.0 | $23K | 0.00% | NEW | — | $46.40 | -18.9% |
| 473 | IDCC | INTERDIGITAL INC | Technology | 66.0 | $23K | 0.00% | NEW | — | $345.24 | -14.3% |
| 474 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 353.0 | $23K | 0.00% | NEW | — | $64.22 | +55.5% |
| 475 | ICLR | ICON PLC | Healthcare | 129.0 | $23K | 0.00% | NEW | — | $175.00 | -17.6% |
| 476 | VGK | VANGUARD INTL EQUITY INDEX F | — | 283.0 | $23K | 0.00% | NEW | — | $79.73 | +10.9% |
| 477 | HSY | HERSHEY CO | Consumer Defensive | 120.0 | $22K | 0.00% | NEW | — | $187.05 | -8.4% |
| 478 | HAS | HASBRO INC | Consumer Cyclical | 294.0 | $22K | 0.00% | NEW | — | $75.85 | +13.5% |
| 479 | JBBB | JANUS DETROIT STR TR | — | 456.0 | $22K | 0.00% | NEW | — | $48.17 | -1.5% |
| 480 | SLV | ISHARES SILVER TR | Financial Services | 516.0 | $22K | 0.00% | NEW | — | $42.37 | +40.9% |
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
41.7%
Technology
24.6%
Consumer Cyclical
9.0%
Communication Services
8.6%
Energy
7.6%
Industrials
2.2%
Healthcare
2.2%
Consumer Defensive
1.8%
Utilities
1.3%
Basic Materials
0.8%