Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 27.0 | $7K | 0.00% | +2.0 | +8.0% | $256.04 | -13.8% |
| 682 | RKLB | ROCKET LAB CORP | Industrials | 99.0 | $7K | 0.00% | — | — | $69.77 | +105.3% |
| 683 | BXMT | BLACKSTONE MTG TR INC | Real Estate | 361.0 | $7K | 0.00% | NEW | — | $19.13 | -4.7% |
| 684 | CRBN | ISHARES TR | — | 29.0 | $7K | 0.00% | — | — | $232.66 | +9.3% |
| 685 | TRTX | TPG RE FIN TR INC | Real Estate | 781.0 | $7K | 0.00% | NEW | — | $8.61 | -4.0% |
| 686 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 64.0 | $7K | 0.00% | -7.0 | -9.9% | $104.73 | -17.3% |
| 687 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 136.0 | $6K | 0.00% | — | — | $47.57 | -13.4% |
| 688 | BCE | BCE INC | Communication Services | 269.0 | $6K | 0.00% | — | — | $23.82 | +4.1% |
| 689 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 76.0 | $6K | 0.00% | — | — | $84.17 | -6.6% |
| 690 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 233.0 | $6K | 0.00% | — | — | $27.10 | +4.2% |
| 691 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 3.0 | $6K | 0.00% | NEW | — | $2078.33 | +3.3% |
| 692 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 8.0 | $6K | 0.00% | — | — | $771.88 | -17.8% |
| 693 | BOND | PIMCO ETF TR | — | 66.0 | $6K | 0.00% | — | — | $93.09 | -1.4% |
| 694 | SLYG | SPDR SERIES TRUST | — | 65.0 | $6K | 0.00% | +24.0 | +58.5% | $94.20 | +16.9% |
| 695 | PRPL | PURPLE INNOVATION INC | Consumer Cyclical | 8,849.0 | $6K | 0.00% | — | — | $0.69 | -38.2% |
| 696 | TLH | ISHARES TR | — | 60.0 | $6K | 0.00% | -172.0 | -74.1% | $101.68 | -2.4% |
| 697 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 73.0 | $6K | 0.00% | +23.0 | +46.0% | $83.00 | -37.6% |
| 698 | CNP | CENTERPOINT ENERGY INC | Utilities | 158.0 | $6K | 0.00% | — | — | $38.34 | +12.0% |
| 699 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 45.0 | $6K | 0.00% | -200.0 | -81.6% | $133.96 | -22.7% |
| 700 | TEM | TEMPUS AI INC | Healthcare | 100.0 | $6K | 0.00% | — | — | $59.05 | -21.0% |
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%