Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | COMT | ISHARES U S ETF TR | — | 760.0 | $19K | 0.00% | +55.0 | +7.8% | $24.91 | +40.6% |
| 182 | SHYG | ISHARES TR | — | 440.0 | $19K | 0.00% | +382.0 | +658.6% | $42.87 | -1.0% |
| 183 | BK | BANK NEW YORK MELLON CORP | Financial Services | 157.0 | $18K | 0.00% | +32.0 | +25.6% | $116.10 | +19.9% |
| 184 | PJT | PJT PARTNERS INC | Financial Services | 106.0 | $18K | 0.00% | +18.0 | +20.4% | $167.21 | -6.4% |
| 185 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 650.0 | $18K | 0.00% | +400.0 | +160.0% | $27.15 | -30.5% |
| 186 | EVV | EATON VANCE LIMITED DURATION | Financial Services | 1,749.0 | $17K | 0.00% | +40.0 | +2.3% | $9.91 | -6.2% |
| 187 | CALX | CALIX INC | Technology | 326.0 | $17K | 0.00% | +30.0 | +10.1% | $52.93 | -25.9% |
| 188 | LCID | LUCID GROUP INC | Consumer Cyclical | 1,611.0 | $17K | 0.00% | +880.0 | +120.4% | $10.57 | -44.8% |
| 189 | SPEM | SPDR INDEX SHS FDS | — | 361.0 | $17K | 0.00% | +225.0 | +165.4% | $46.81 | +9.8% |
| 190 | NPO | ENPRO INC | Industrials | 75.0 | $16K | 0.00% | +8.0 | +11.9% | $214.13 | +44.0% |
| 191 | NUMV | NUSHARES ETF TR | — | 410.0 | $16K | 0.00% | +9.0 | +2.2% | $39.10 | +7.7% |
| 192 | YETI | YETI HLDGS INC | Consumer Cyclical | 361.0 | $16K | 0.00% | +28.0 | +8.4% | $44.17 | -0.4% |
| 193 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 51.0 | $16K | 0.00% | +10.0 | +24.4% | $312.59 | +19.5% |
| 194 | TILE | INTERFACE INC | Consumer Cyclical | 548.0 | $15K | 0.00% | +55.0 | +11.2% | $27.92 | +3.2% |
| 195 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 139.0 | $15K | 0.00% | +16.0 | +13.0% | $109.61 | -25.3% |
| 196 | ABCB | AMERIS BANCORP | Financial Services | 205.0 | $15K | 0.00% | +20.0 | +10.8% | $74.27 | +14.0% |
| 197 | DDOG | DATADOG INC | Technology | 111.0 | $15K | 0.00% | +4.0 | +3.7% | $135.99 | +63.5% |
| 198 | FIS | FIDELITY NATL INFORMATION SV | Technology | 227.0 | $15K | 0.00% | +8.0 | +3.6% | $66.46 | -34.5% |
| 199 | — | JBT MAREL CORPORATION | — | 100.0 | $15K | 0.00% | +10.0 | +11.1% | $150.67 | — |
| 200 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 48.0 | $15K | 0.00% | +4.0 | +9.1% | $310.25 | +19.0% |
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%