Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | TEL | TE CONNECTIVITY PLC | Technology | 98.0 | $20K | 0.00% | +82.0 | +512.5% | $201.61 | +1.0% |
| 622 | DFAE | DIMENSIONAL ETF TRUST | — | 488.0 | $20K | 0.00% | — | — | $40.21 | -2.8% |
| 623 | EXC | EXELON CORP | Utilities | 419.0 | $20K | 0.00% | +285.0 | +212.7% | $46.62 | -2.8% |
| 624 | O | REALTY INCOME CORP | Real Estate | 315.0 | $20K | 0.00% | +95.0 | +43.2% | $61.97 | +1.6% |
| 625 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 1,217.0 | $20K | 0.00% | +24.0 | +2.0% | $16.04 | +2.1% |
| 626 | SHV | ISHARES TR | — | 176.0 | $19K | 0.00% | NEW | — | $110.35 | -0.1% |
| 627 | BCS | BARCLAYS PLC | Financial Services | 722.0 | $19K | 0.00% | +8.0 | +1.1% | $26.87 | -0.0% |
| 628 | LPLA | LPL FINL HLDGS INC | Financial Services | 68.0 | $19K | 0.00% | NEW | — | $281.69 | +27.5% |
| 629 | ABCB | AMERIS BANCORP | Financial Services | 212.0 | $19K | 0.00% | +7.0 | +3.4% | $90.34 | -4.0% |
| 630 | COIN | COINBASE GLOBAL INC | Financial Services | 131.0 | $19K | 0.00% | +107.0 | +445.8% | $146.19 | +9.6% |
| 631 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 350.0 | $19K | 0.00% | +100.0 | +40.0% | $54.54 | +9.7% |
| 632 | NLR | VANECK ETF TRUST | — | 163.0 | $19K | 0.00% | — | — | $115.97 | +1.5% |
| 633 | TDG | TRANSDIGM GROUP INC | Industrials | 14.0 | $19K | 0.00% | +5.0 | +55.6% | $1332.07 | -8.2% |
| 634 | COWG | PACER FDS TR | — | 451.0 | $18K | 0.00% | — | — | $40.16 | -1.4% |
| 635 | FNDC | SCHWAB STRATEGIC TR | — | 369.0 | $18K | 0.00% | — | — | $48.56 | +4.7% |
| 636 | NUMV | NUSHARES ETF TR | — | 410.0 | $18K | 0.00% | — | — | $43.49 | +3.7% |
| 637 | JPME | J P MORGAN EXCHANGE TRADED F | — | 143.0 | $18K | 0.00% | NEW | — | $124.22 | +3.3% |
| 638 | LQD | ISHARES TR | — | 162.0 | $18K | 0.00% | +58.0 | +55.8% | $109.07 | -2.3% |
| 639 | ZS | ZSCALER INC | Technology | 125.0 | $18K | 0.00% | +116.0 | +1288.9% | $141.15 | +30.8% |
| 640 | DVN | DEVON ENERGY CORP NEW | Energy | 419.0 | $17K | 0.00% | +330.0 | +370.8% | $41.32 | +16.6% |
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%