Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 665.0 | $507K | 0.04% | -19.0 | -2.8% | $190.79 | +12.1% |
| 142 | IEI | ISHARES TR | — | 4,319.0 | $507K | 0.04% | +65.0 | +1.5% | $117.45 | -0.8% |
| 143 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,867.0 | $505K | 0.04% | -62.0 | -3.2% | $270.31 | -1.8% |
| 144 | AMGN | AMGEN INC | Healthcare | 1,376.0 | $498K | 0.04% | +71.0 | +5.4% | $362.12 | +15.8% |
| 145 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1,437.0 | $495K | 0.04% | -848.0 | -37.1% | $344.32 | +1.6% |
| 146 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 941.0 | $491K | 0.04% | -6.0 | -0.6% | $522.23 | +2.3% |
| 147 | C | CITIGROUP INC | Financial Services | 3,510.0 | $491K | 0.04% | +504.0 | +16.8% | $139.96 | -1.0% |
| 148 | CMI | CUMMINS INC | Industrials | 676.0 | $482K | 0.04% | +26.0 | +4.0% | $713.21 | -10.1% |
| 149 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 464.0 | $470K | 0.03% | +14.0 | +3.1% | $1012.00 | +3.9% |
| 150 | SOXL | DIREXION SHARES ETF TRUST | — | 1,750.0 | $467K | 0.03% | -1K | -36.4% | $266.71 | -43.2% |
| 151 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 926.0 | $464K | 0.03% | +70.0 | +8.2% | $501.37 | +16.8% |
| 152 | PAVE | GLOBAL X FDS | — | 7,864.0 | $463K | 0.03% | +1K | +20.1% | $58.92 | -0.3% |
| 153 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 7,950.0 | $458K | 0.03% | +193.0 | +2.5% | $57.62 | +12.2% |
| 154 | LIN | LINDE PLC | Basic Materials | 868.0 | $450K | 0.03% | +132.0 | +17.9% | $518.94 | -8.6% |
| 155 | IWD | ISHARES TR | — | 1,821.0 | $441K | 0.03% | -58.0 | -3.1% | $242.43 | +5.9% |
| 156 | XLE | SELECT SECTOR SPDR TR | — | 8,134.0 | $432K | 0.03% | +5K | +124.3% | $53.11 | +17.8% |
| 157 | NWE | NORTHWESTERN ENERGY GROUP IN | Utilities | 5,970.0 | $428K | 0.03% | +115.0 | +2.0% | $71.63 | -1.1% |
| 158 | LOW | LOWES COS INC | Consumer Cyclical | 1,927.0 | $425K | 0.03% | +42.0 | +2.2% | $220.49 | -2.1% |
| 159 | WDC | WESTERN DIGITAL CORP | Technology | 652.0 | $416K | 0.03% | +644.0 | +8050.0% | $638.72 | -16.1% |
| 160 | MCK | MCKESSON CORP | Healthcare | 543.0 | $410K | 0.03% | +14.0 | +2.6% | $755.60 | +13.8% |
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%