Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 641 | WRD | WERIDE INC | Technology | 1,100.0 | $10K | 0.00% | +700.0 | +175.0% | $8.68 | -29.1% |
| 642 | SRAD | SPORTRADAR GROUP AG | Technology | 400.0 | $10K | 0.00% | — | — | $23.77 | -37.6% |
| 643 | SPSB | SPDR SERIES TRUST | — | 311.0 | $9K | 0.00% | +175.0 | +128.7% | $30.20 | -0.9% |
| 644 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 126.0 | $9K | 0.00% | — | — | $73.69 | +21.6% |
| 645 | NANR | SPDR INDEX SHS FDS | — | 134.0 | $9K | 0.00% | — | — | $67.84 | +13.6% |
| 646 | MPWR | MONOLITHIC PWR SYS INC | Technology | 10.0 | $9K | 0.00% | — | — | $906.40 | +44.0% |
| 647 | MRVL | MARVELL TECHNOLOGY INC | Technology | 104.0 | $9K | 0.00% | +8.0 | +8.3% | $84.98 | +121.6% |
| 648 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 34.0 | $9K | 0.00% | -20.0 | -37.0% | $259.50 | +25.0% |
| 649 | MSCI | MSCI INC | Financial Services | 15.0 | $9K | 0.00% | +5.0 | +50.0% | $573.73 | +11.1% |
| 650 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 33.0 | $8K | 0.00% | — | — | $255.85 | +0.0% |
| 651 | EFG | ISHARES TR | — | 74.0 | $8K | 0.00% | -81.0 | -52.3% | $113.93 | +6.1% |
| 652 | MVPA | ADVISOR MANAGED PORTFOLIOS | — | 254.0 | $8K | 0.00% | +2.0 | +0.8% | $33.15 | +7.5% |
| 653 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 24.0 | $8K | 0.00% | +2.0 | +9.1% | $350.58 | +6.4% |
| 654 | RSG | REPUBLIC SVCS INC | Industrials | 39.0 | $8K | 0.00% | — | — | $211.95 | +5.9% |
| 655 | STAG | STAG INDL INC | Real Estate | 224.0 | $8K | 0.00% | +18.0 | +8.7% | $36.76 | +14.4% |
| 656 | ABNB | AIRBNB INC | Consumer Cyclical | 60.0 | $8K | 0.00% | +13.0 | +27.7% | $136.67 | +8.1% |
| 657 | HAUZ | DBX ETF TR | — | 351.0 | $8K | 0.00% | — | — | $23.21 | -1.1% |
| 658 | CNS | COHEN & STEERS INC | Financial Services | 129.0 | $8K | 0.00% | — | — | $62.78 | +29.1% |
| 659 | CHT | CHUNGHWA TELECOM CO LTD | Communication Services | 194.0 | $8K | 0.00% | — | — | $41.71 | +1.4% |
| 660 | TW | TRADEWEB MKTS INC | Financial Services | 75.0 | $8K | 0.00% | — | — | $107.55 | -5.9% |
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
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%