Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | PK | PARK HOTELS & RESORTS INC | Real Estate | 572.0 | $8K | 0.00% | +520.0 | +1000.0% | $14.41 | +9.5% |
| 422 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 450.0 | $8K | 0.00% | +250.0 | +125.0% | $17.93 | +5.5% |
| 423 | BIIB | BIOGEN INC | Healthcare | 37.0 | $8K | 0.00% | +26.0 | +236.4% | $216.08 | +0.3% |
| 424 | A | AGILENT TECHNOLOGIES INC | Healthcare | 60.0 | $8K | 0.00% | +51.0 | +566.7% | $133.07 | +19.4% |
| 425 | HAL | HALLIBURTON CO | Energy | 234.0 | $8K | 0.00% | +81.0 | +52.9% | $33.90 | +4.2% |
| 426 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 35.0 | $8K | 0.00% | +19.0 | +118.8% | $223.66 | -2.4% |
| 427 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 58.0 | $8K | 0.00% | +47.0 | +427.3% | $132.78 | +2.5% |
| 428 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 92.0 | $8K | 0.00% | +16.0 | +21.1% | $81.82 | -2.6% |
| 429 | NTAP | NETAPP INC | Technology | 48.0 | $7K | 0.00% | +45.0 | +1500.0% | $154.77 | +24.2% |
| 430 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 31.0 | $7K | 0.00% | +24.0 | +342.9% | $239.03 | +5.8% |
| 431 | AMT | AMERICAN TOWER CORP | Real Estate | 44.0 | $7K | 0.00% | +12.0 | +37.5% | $163.59 | +7.5% |
| 432 | VICI | VICI PPTYS INC | Real Estate | 267.0 | $7K | 0.00% | +240.0 | +888.9% | $26.78 | -1.0% |
| 433 | HSBC | HSBC HLDGS PLC | Financial Services | 75.0 | $7K | 0.00% | +27.0 | +56.2% | $95.09 | +9.5% |
| 434 | URNJ | SPROTT FDS TR | — | 287.0 | $7K | — | +10.0 | +3.6% | $23.23 | +12.3% |
| 435 | SSNC | SS&C TECH HLDGS | Technology | 107.0 | $7K | — | +15.0 | +16.3% | $62.06 | +33.7% |
| 436 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 10.0 | $6K | — | +2.0 | +25.0% | $623.60 | +33.7% |
| 437 | BRO | BROWN & BROWN INC | Financial Services | 97.0 | $6K | — | +92.0 | +1840.0% | $64.15 | +13.7% |
| 438 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 56.0 | $6K | — | +30.0 | +115.4% | $110.57 | -1.1% |
| 439 | WISE | THEMES ETF TR | — | 157.0 | $6K | — | +7.0 | +4.7% | $38.66 | -4.7% |
| 440 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 305.0 | $6K | — | +117.0 | +62.2% | $19.89 | +10.8% |
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
56.4%
Technology
23.0%
Energy
4.6%
Industrials
3.8%
Consumer Cyclical
3.7%
Communication Services
3.3%
Healthcare
1.8%
Consumer Defensive
1.4%
Basic Materials
1.0%
Utilities
0.8%