Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 10.0 | $2K | — | +5.0 | +100.0% | $183.20 | -0.6% |
| 1002 | IXUS | ISHARES TR | — | 19.0 | $2K | — | — | — | $95.42 | +1.3% |
| 1003 | LEN | LENNAR CORP | Consumer Cyclical | 20.0 | $2K | — | +12.0 | +150.0% | $90.50 | -5.5% |
| 1004 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 11.0 | $2K | — | -25.0 | -69.4% | $163.00 | +15.1% |
| 1005 | UBS | UBS GROUP AG | Financial Services | 35.0 | $2K | — | +18.0 | +105.9% | $49.57 | +6.7% |
| 1006 | EQR | EQUITY RESIDENTIAL | Real Estate | 25.0 | $2K | — | +14.0 | +127.3% | $68.48 | -7.0% |
| 1007 | VOE | VANGUARD INDEX FDS | — | 8.0 | $2K | — | — | — | $206.88 | +1.4% |
| 1008 | CCSO | TIDAL TRUST II | — | 59.0 | $2K | — | — | — | $27.98 | -3.9% |
| 1009 | UHAL | U HAUL HOLDING COMPANY | Industrials | 25.0 | $2K | — | — | — | $65.44 | +12.5% |
| 1010 | CDE | COEUR MNG INC | Basic Materials | 100.0 | $2K | — | — | — | $16.32 | +15.2% |
| 1011 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 75.0 | $2K | — | — | — | $21.15 | -12.5% |
| 1012 | ITT | ITT INC | Industrials | 8.0 | $2K | — | — | — | $197.88 | +9.3% |
| 1013 | GEN | GEN DIGITAL INC | Technology | 63.0 | $2K | — | NEW | — | $24.90 | +11.9% |
| 1014 | BKE | BUCKLE INC | Consumer Cyclical | 37.0 | $2K | — | +31.0 | +516.7% | $42.22 | +3.0% |
| 1015 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 23.0 | $2K | — | -16.0 | -41.0% | $67.83 | -2.1% |
| 1016 | SNAP | SNAP INC | Communication Services | 350.0 | $2K | — | — | — | $4.44 | +17.9% |
| 1017 | LCID | LUCID GROUP INC | Consumer Cyclical | 231.0 | $2K | — | -1K | -85.7% | $6.69 | -11.9% |
| 1018 | IGV | ISHARES TR | — | 17.0 | $2K | — | -276.0 | -94.2% | $90.65 | +13.3% |
| 1019 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 154.0 | $2K | — | — | — | $9.88 | +4.7% |
| 1020 | IDV | ISHARES TR | — | 36.0 | $1K | — | +10.0 | +38.5% | $41.44 | +7.6% |
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%