Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | EMR | EMERSON ELEC CO | Industrials | 245.0 | $35K | 0.00% | +241.0 | +6025.0% | $143.15 | +8.1% |
| 502 | DE | DEERE & CO | Industrials | 55.0 | $35K | 0.00% | +4.0 | +7.8% | $634.35 | -2.1% |
| 503 | SHYG | ISHARES TR | — | 821.0 | $35K | 0.00% | +381.0 | +86.6% | $42.41 | -0.5% |
| 504 | MNKD | MANNKIND CORP | Healthcare | 8,074.0 | $34K | 0.00% | — | — | $4.26 | -0.0% |
| 505 | CINF | CINCINNATI FINL CORP | Financial Services | 184.0 | $34K | 0.00% | +102.0 | +124.4% | $185.59 | -9.4% |
| 506 | CVS | CVS HEALTH CORP | Healthcare | 330.0 | $34K | 0.00% | +191.0 | +137.4% | $103.45 | -9.5% |
| 507 | EFG | ISHARES TR | — | 272.0 | $34K | 0.00% | +198.0 | +267.6% | $124.42 | +0.3% |
| 508 | VDC | VANGUARD WORLD FD | — | 150.0 | $34K | 0.00% | — | — | $225.49 | +2.1% |
| 509 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 115.0 | $34K | 0.00% | +39.0 | +51.3% | $293.18 | +2.4% |
| 510 | EMGF | ISHARES INC | — | 457.0 | $33K | 0.00% | NEW | — | $73.26 | -2.6% |
| 511 | CMF | ISHARES TR | — | 580.0 | $33K | 0.00% | -295.0 | -33.7% | $57.64 | -1.8% |
| 512 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 95.0 | $33K | 0.00% | NEW | — | $350.07 | -9.6% |
| 513 | SCHH | SCHWAB STRATEGIC TR | — | 1,402.0 | $33K | 0.00% | — | — | $23.69 | +1.6% |
| 514 | SGOL | ETFS GOLD TR | Financial Services | 864.0 | $33K | 0.00% | -128.0 | -12.9% | $38.23 | +12.8% |
| 515 | VLUE | ISHARES TR | — | 165.0 | $33K | 0.00% | — | — | $199.81 | +0.9% |
| 516 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 122.0 | $32K | 0.00% | +115.0 | +1642.9% | $266.16 | +4.0% |
| 517 | NVS | NOVARTIS AG | Healthcare | 206.0 | $32K | 0.00% | — | — | $156.72 | -0.3% |
| 518 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 364.0 | $32K | 0.00% | +5.0 | +1.4% | $88.62 | -36.1% |
| 519 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 113.0 | $32K | 0.00% | — | — | $284.96 | -19.9% |
| 520 | VRSN | VERISIGN INC | Technology | 128.0 | $32K | 0.00% | -1.0 | -0.8% | $251.56 | +10.1% |
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%