Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | COMT | ISHARES U S ETF TR | — | 760.0 | $19K | 0.00% | +55.0 | +7.8% | $24.91 | +30.1% |
| 502 | SHYG | ISHARES TR | — | 440.0 | $19K | 0.00% | +382.0 | +658.6% | $42.87 | -1.4% |
| 503 | APD | AIR PRODS & CHEMS INC | Basic Materials | 76.0 | $19K | 0.00% | — | — | $247.03 | +20.3% |
| 504 | VV | VANGUARD INDEX FDS | — | 59.0 | $19K | 0.00% | NEW | — | $314.81 | +9.7% |
| 505 | QRVO | QORVO INC | Technology | 218.0 | $18K | 0.00% | — | — | $84.51 | -1.2% |
| 506 | XBI | SPDR SERIES TRUST | — | 150.0 | $18K | 0.00% | — | — | $121.93 | +24.7% |
| 507 | BK | BANK NEW YORK MELLON CORP | Financial Services | 157.0 | $18K | 0.00% | +32.0 | +25.6% | $116.10 | +22.2% |
| 508 | BCS | BARCLAYS PLC | Financial Services | 714.0 | $18K | 0.00% | — | — | $25.46 | +10.9% |
| 509 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 208.0 | $18K | 0.00% | — | — | $87.25 | +36.2% |
| 510 | SHG | SHINHAN FINANCIAL GROUP CO L | Financial Services | 335.0 | $18K | 0.00% | — | — | $53.63 | +33.4% |
| 511 | STM | STMICROELECTRONICS N V | Technology | 688.0 | $18K | 0.00% | — | — | $25.94 | +142.0% |
| 512 | PJT | PJT PARTNERS INC | Financial Services | 106.0 | $18K | 0.00% | +18.0 | +20.4% | $167.21 | +0.0% |
| 513 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 650.0 | $18K | 0.00% | +400.0 | +160.0% | $27.15 | -43.1% |
| 514 | ESGE | ISHARES INC | — | 395.0 | $17K | 0.00% | — | — | $44.17 | +16.4% |
| 515 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 359.0 | $17K | 0.00% | NEW | — | $48.58 | +19.9% |
| 516 | EVV | EATON VANCE LIMITED DURATION | Financial Services | 1,749.0 | $17K | 0.00% | +40.0 | +2.3% | $9.91 | -5.7% |
| 517 | CALX | CALIX INC | Technology | 326.0 | $17K | 0.00% | +30.0 | +10.1% | $52.93 | -27.0% |
| 518 | VTS | VITESSE ENERGY INC | Energy | 888.0 | $17K | 0.00% | — | — | $19.26 | -18.7% |
| 519 | LCID | LUCID GROUP INC | Consumer Cyclical | 1,611.0 | $17K | 0.00% | +880.0 | +120.4% | $10.57 | -38.9% |
| 520 | SPEM | SPDR INDEX SHS FDS | — | 361.0 | $17K | 0.00% | +225.0 | +165.4% | $46.81 | +9.0% |
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%