Portfolio (Quarterly)
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Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | GEV | GE VERNOVA INC | Utilities | 493.0 | $322K | 0.03% | -87.0 | -15.0% | $653.57 | +58.9% |
| 162 | CSCO | CISCO SYS INC | Technology | 4,178.0 | $322K | 0.03% | +32.0 | +0.8% | $77.03 | +56.3% |
| 163 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 684.0 | $321K | 0.03% | +7.0 | +1.0% | $468.76 | +41.5% |
| 164 | AZO | AUTOZONE INC | Consumer Cyclical | 94.0 | $319K | 0.03% | — | — | $3391.50 | +0.4% |
| 165 | WFC | WELLS FARGO CO NEW | Financial Services | 3,415.0 | $318K | 0.03% | +97.0 | +2.9% | $93.20 | -18.0% |
| 166 | MU | MICRON TECHNOLOGY INC | Technology | 1,115.0 | $318K | 0.03% | +52.0 | +4.9% | $285.39 | +163.1% |
| 167 | LIN | LINDE PLC | Basic Materials | 736.0 | $314K | 0.03% | -9.0 | -1.2% | $426.39 | +21.4% |
| 168 | PAVE | GLOBAL X FDS | — | 6,545.0 | $313K | 0.03% | — | — | $47.79 | +15.0% |
| 169 | NUE | NUCOR CORP | Basic Materials | 1,896.0 | $309K | 0.03% | -700.0 | -27.0% | $163.09 | +42.3% |
| 170 | EPI | WISDOMTREE TR | — | 6,650.0 | $308K | 0.03% | — | — | $46.29 | -8.5% |
| 171 | BUFG | FIRST TR EXCHNG TRADED FD VI | — | 11,115.0 | $306K | 0.03% | — | — | $27.52 | +5.7% |
| 172 | PFE | PFIZER INC | Healthcare | 12,253.0 | $305K | 0.03% | +335.0 | +2.8% | $24.90 | +4.0% |
| 173 | ACWI | ISHARES TR | — | 2,111.0 | $299K | 0.03% | — | — | $141.49 | +10.2% |
| 174 | BP | BP PLC | Energy | 8,489.0 | $295K | 0.03% | -952.0 | -10.1% | $34.73 | +27.7% |
| 175 | VTEB | VANGUARD MUN BD FDS | — | 5,711.0 | $287K | 0.03% | +1K | +33.4% | $50.29 | -0.8% |
| 176 | HON | HONEYWELL INTL INC | Industrials | 1,458.0 | $284K | 0.03% | +16.0 | +1.1% | $195.07 | +16.8% |
| 177 | NEE | NEXTERA ENERGY INC | Utilities | 3,530.0 | $283K | 0.03% | +32.0 | +0.9% | $80.28 | +10.3% |
| 178 | PEP | PEPSICO INC | Consumer Defensive | 1,919.0 | $275K | 0.02% | +48.0 | +2.6% | $143.52 | +4.9% |
| 179 | GDX | VANECK ETF TRUST | — | 3,186.0 | $273K | 0.02% | — | — | $85.77 | -0.9% |
| 180 | SONY | SONY GROUP CORP | Technology | 10,596.0 | $271K | 0.02% | — | — | $25.60 | -13.5% |
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%