Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | GIS | GENERAL MILLS INC | Consumer Defensive | 11,718.0 | $408K | 0.03% | -107.0 | -0.9% | $34.80 | +9.1% |
| 162 | XLF | SELECT SECTOR SPDR TR | — | 7,374.0 | $395K | 0.03% | — | — | $53.61 | +7.4% |
| 163 | IWR | ISHARES TR | — | 3,565.0 | $393K | 0.03% | — | — | $110.32 | +3.5% |
| 164 | EPI | WISDOMTREE TR | — | 9,150.0 | $391K | 0.03% | +2K | +37.6% | $42.78 | +0.3% |
| 165 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 7,546.0 | $377K | 0.03% | — | — | $49.98 | +9.2% |
| 166 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,360.0 | $370K | 0.03% | +972.0 | +70.0% | $156.95 | +3.1% |
| 167 | SYK | STRYKER CORPORATION | Healthcare | 1,106.0 | $348K | 0.03% | +61.0 | +5.8% | $314.75 | +5.4% |
| 168 | NEE | NEXTERA ENERGY INC | Utilities | 3,830.0 | $336K | 0.02% | +300.0 | +8.5% | $87.77 | -1.8% |
| 169 | MDB | MONGODB INC | Technology | 1,000.0 | $336K | 0.02% | — | — | $335.90 | +30.6% |
| 170 | — | SPACE EXPLORATION TECHN CORP | — | 1,961.0 | $335K | 0.02% | NEW | — | $170.86 | — |
| 171 | ACWI | ISHARES TR | — | 2,111.0 | $331K | 0.02% | — | — | $156.97 | +3.1% |
| 172 | OEF | ISHARES TR | — | 896.0 | $328K | 0.02% | -60.0 | -6.3% | $365.87 | +4.1% |
| 173 | IEF | ISHARES TR | — | 3,464.0 | $328K | 0.02% | +3K | +507.7% | $94.57 | -1.8% |
| 174 | INDA | ISHARES TR | — | 6,623.0 | $327K | 0.02% | NEW | — | $49.39 | +0.4% |
| 175 | BUFG | FIRST TR EXCHNG TRADED FD VI | — | 11,115.0 | $326K | 0.02% | — | — | $29.32 | +2.3% |
| 176 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 4,701.0 | $325K | 0.02% | +650.0 | +16.1% | $69.19 | +3.5% |
| 177 | WFC | WELLS FARGO & CO | Financial Services | 3,918.0 | $324K | 0.02% | +503.0 | +14.7% | $82.64 | +5.9% |
| 178 | KLAC | KLA CORP | Technology | 1,058.0 | $319K | 0.02% | +1K | +3548.3% | $301.71 | -31.8% |
| 179 | BP | BP PLC | Energy | 8,581.0 | $317K | 0.02% | +92.0 | +1.1% | $36.95 | +16.0% |
| 180 | AZO | AUTOZONE INC | Consumer Cyclical | 99.0 | $316K | 0.02% | +5.0 | +5.3% | $3195.95 | -5.5% |
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
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%