Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 420.0 | $40K | 0.00% | +51.0 | +13.8% | $95.35 | -39.4% |
| 142 | SNOW | SNOWFLAKE INC | Technology | 171.0 | $38K | 0.00% | +9.0 | +5.6% | $219.36 | -21.5% |
| 143 | GDDY | GODADDY INC | Technology | 299.0 | $37K | 0.00% | +7.0 | +2.4% | $124.08 | -27.1% |
| 144 | SPMB | SPDR SERIES TRUST | — | 1,564.0 | $35K | 0.00% | +765.0 | +95.7% | $22.42 | -1.1% |
| 145 | CVNA | CARVANA CO | Consumer Cyclical | 83.0 | $35K | 0.00% | +13.0 | +18.6% | $422.02 | -83.8% |
| 146 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 60.0 | $35K | 0.00% | +1.0 | +1.7% | $580.72 | -10.5% |
| 147 | F | FORD MTR CO | Consumer Cyclical | 2,646.0 | $35K | 0.00% | +47.0 | +1.8% | $13.12 | +13.8% |
| 148 | CRWV | COREWEAVE INC | Technology | 450.0 | $32K | 0.00% | +225.0 | +100.0% | $71.61 | +47.3% |
| 149 | VRSN | VERISIGN INC | Technology | 129.0 | $31K | 0.00% | +1.0 | +0.8% | $243.12 | +27.5% |
| 150 | SPMD | SPDR SERIES TRUST | — | 534.0 | $31K | 0.00% | +182.0 | +51.7% | $57.91 | +11.3% |
| 151 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 94.0 | $31K | 0.00% | +4.0 | +4.4% | $328.61 | -21.7% |
| 152 | MDT | MEDTRONIC PLC | Healthcare | 304.0 | $29K | 0.00% | +48.0 | +18.8% | $96.06 | -18.2% |
| 153 | CB | CHUBB LIMITED | Financial Services | 91.0 | $28K | 0.00% | +1.0 | +1.1% | $312.12 | +5.1% |
| 154 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 330.0 | $27K | 0.00% | +8.0 | +2.5% | $82.12 | -47.9% |
| 155 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 142.0 | $27K | 0.00% | +9.0 | +6.8% | $189.07 | +21.3% |
| 156 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 147.0 | $26K | 0.00% | +19.0 | +14.8% | $176.48 | -12.4% |
| 157 | HWM | HOWMET AEROSPACE INC | Industrials | 126.0 | $26K | 0.00% | +4.0 | +3.3% | $205.02 | +25.1% |
| 158 | DHI | D R HORTON INC | Consumer Cyclical | 177.0 | $25K | 0.00% | +9.0 | +5.4% | $144.03 | -0.2% |
| 159 | THC | TENET HEALTHCARE CORP | Healthcare | 128.0 | $25K | 0.00% | +13.0 | +11.3% | $198.73 | -12.6% |
| 160 | VGK | VANGUARD INTL EQUITY INDEX F | — | 299.0 | $25K | 0.00% | +16.0 | +5.7% | $83.47 | +6.0% |
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%