Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | CE | CELANESE CORP DEL | Basic Materials | 43.0 | $2K | — | NEW | — | $42.09 | +23.4% |
| 862 | ALLE | ALLEGION PLC | Industrials | 10.0 | $2K | — | NEW | — | $177.40 | -24.0% |
| 863 | KWEB | KRANESHARES TRUST | — | 42.0 | $2K | — | NEW | — | $42.02 | -38.4% |
| 864 | BCH | BANCO DE CHILE | Financial Services | 58.0 | $2K | — | NEW | — | $30.31 | +34.0% |
| 865 | BCML | BAYCOM CORP | Financial Services | 61.0 | $2K | — | NEW | — | $28.75 | +10.3% |
| 866 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 7.0 | $2K | — | NEW | — | $245.29 | +8.1% |
| 867 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 150.0 | $2K | — | NEW | — | $11.24 | +39.8% |
| 868 | UTZ | UTZ BRANDS INC | Consumer Defensive | 136.0 | $2K | — | NEW | — | $12.15 | -40.6% |
| 869 | EXPI | EXP WORLD HLDGS INC | Real Estate | 152.0 | $2K | — | NEW | — | $10.66 | -56.6% |
| 870 | WSO | WATSCO INC | Industrials | 4.0 | $2K | — | NEW | — | $404.50 | -4.9% |
| 871 | SNY | SANOFI SA | Healthcare | 34.0 | $2K | — | NEW | — | $47.21 | -6.7% |
| 872 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 16.0 | $2K | — | NEW | — | $99.81 | -42.8% |
| 873 | GLPG | GALAPAGOS NV | Healthcare | 46.0 | $2K | — | NEW | — | $34.65 | -16.6% |
| 874 | BIIB | BIOGEN INC | Healthcare | 11.0 | $2K | — | NEW | — | $140.09 | +39.6% |
| 875 | EZU | ISHARES INC | — | 25.0 | $2K | — | NEW | — | $61.48 | +12.8% |
| 876 | IXUS | ISHARES TR | — | 18.0 | $2K | — | NEW | — | $84.50 | +13.8% |
| 877 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 67.0 | $2K | — | NEW | — | $22.51 | -45.3% |
| 878 | SCI | SERVICE CORP INTL | Consumer Cyclical | 18.0 | $1K | — | NEW | — | $83.22 | -10.4% |
| 879 | SNPS | SYNOPSYS INC | Technology | 3.0 | $1K | — | NEW | — | $493.67 | -9.2% |
| 880 | CCSO | TIDAL TRUST II | — | 59.0 | $1K | — | NEW | — | $24.85 | +13.9% |
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
41.7%
Technology
24.6%
Consumer Cyclical
9.0%
Communication Services
8.6%
Energy
7.6%
Industrials
2.2%
Healthcare
2.2%
Consumer Defensive
1.8%
Utilities
1.3%
Basic Materials
0.8%