Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | ET | ENERGY TRANSFER L P | Energy | 753.0 | $12K | 0.00% | -20.0 | -2.6% | $16.49 | +18.9% |
| 582 | O | REALTY INCOME CORP | Real Estate | 220.0 | $12K | 0.00% | +52.0 | +30.9% | $56.37 | +10.8% |
| 583 | GRNY | TIDAL TRUST I | — | 500.0 | $12K | 0.00% | NEW | — | $24.76 | +10.2% |
| 584 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 530.0 | $12K | 0.00% | — | — | $23.23 | +7.7% |
| 585 | FSS | FEDERAL SIGNAL CORP | Industrials | 113.0 | $12K | 0.00% | +12.0 | +11.9% | $108.59 | +7.3% |
| 586 | — | ARMOUR RESIDENTIAL REIT INC | — | 690.0 | $12K | 0.00% | — | — | $17.69 | — |
| 587 | DLTR | DOLLAR TREE INC | Consumer Defensive | 99.0 | $12K | 0.00% | — | — | $123.01 | -23.8% |
| 588 | SMRT | SMARTRENT INC | Technology | 6,000.0 | $12K | 0.00% | NEW | — | $2.02 | -37.1% |
| 589 | TDG | TRANSDIGM GROUP INC | Industrials | 9.0 | $12K | 0.00% | — | — | $1329.89 | -7.8% |
| 590 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 239.0 | $12K | 0.00% | +34.0 | +16.6% | $50.01 | -40.4% |
| 591 | TLYS | TILLYS INC | Consumer Cyclical | 6,000.0 | $12K | 0.00% | NEW | — | $1.99 | +125.1% |
| 592 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 446.0 | $12K | 0.00% | — | — | $26.73 | -67.8% |
| 593 | ACWV | ISHARES INC | — | 100.0 | $12K | 0.00% | — | — | $118.75 | +2.8% |
| 594 | TEAM | ATLASSIAN CORPORATION | Technology | 73.0 | $12K | 0.00% | +3.0 | +4.3% | $162.15 | -47.6% |
| 595 | TROW | PRICE T ROWE GROUP INC | Financial Services | 114.0 | $12K | 0.00% | +8.0 | +7.5% | $102.39 | +1.4% |
| 596 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 143.0 | $12K | 0.00% | +15.0 | +11.7% | $81.10 | +21.7% |
| 597 | RY | ROYAL BK CDA | Financial Services | 68.0 | $12K | 0.00% | — | — | $170.50 | +11.4% |
| 598 | LQD | ISHARES TR | — | 104.0 | $11K | 0.00% | — | — | $110.19 | -1.3% |
| 599 | FTEC | FIDELITY COVINGTON TRUST | — | 51.0 | $11K | 0.00% | — | — | $223.84 | +26.0% |
| 600 | ELF | E L F BEAUTY INC | Consumer Defensive | 148.0 | $11K | 0.00% | +21.0 | +16.5% | $76.04 | -28.8% |
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%