Portfolio (Quarterly)
Guide ↗
Crews Bank & Trust
· CIK 0002052279| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | AstraZeneca plc (ADR) | — | 836 | $77K | 0.01% | SOLD |
| 2 | BRO | Brown & Brown Inc | Financial Services | 655 | $52K | 0.01% | SOLD |
| 3 | VRSK | Verisk Analytics Inc | Industrials | 200 | $45K | 0.01% | SOLD |
| 4 | — | New Gold Inc Cda | — | 2,500 | $22K | 0.00% | SOLD |
| 5 | GRID | First Trust Smart Grid Infrastructure ETF | — | 80 | $12K | 0.00% | SOLD |
| 6 | — | The Private Shs Fund I | — | 195 | $9K | 0.00% | SOLD |
| 7 | CMG | Chipotle Mexican Grill Inc | Consumer Cyclical | 150 | $6K | 0.00% | SOLD |
| 8 | MTB | M&T Bank Corporation | Financial Services | 18 | $4K | 0.00% | SOLD |
| 9 | MLPA | Global X MLP ETF | — | 30 | $1K | — | SOLD |
| 10 | — | Publix Stock Cert #2557346 T Birri | — | 1 | — | — | SOLD |
| 11 | — | Publix Stock Cert #2557347 T Birri | — | 1 | — | — | SOLD |
Sector Allocation
Technology
25.3%
Financial Services
24.4%
Healthcare
10.4%
Industrials
9.4%
Communication Services
8.4%
Consumer Cyclical
7.2%
Consumer Defensive
6.0%
Energy
4.1%
Utilities
3.2%
Basic Materials
0.9%