Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | SANDSTORM GOLD LTD | — | 199,746 | $2.5M | 0.24% | SOLD |
| 2 | — | PALLADYNE AI CORP | — | 37,744 | $324K | 0.03% | SOLD |
| 3 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 8,322 | $219K | 0.02% | SOLD |
| 4 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 9,943 | $101K | 0.01% | SOLD |
| 5 | — | INNOVATOR ETFS TRUST | — | 3,827 | $96K | 0.01% | SOLD |
| 6 | EQL | ALPS ETF TR | — | 1,800 | $83K | 0.01% | SOLD |
| 7 | VPU | VANGUARD WORLD FD | — | 433 | $82K | 0.01% | SOLD |
| 8 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 1,061 | $54K | 0.01% | SOLD |
| 9 | TTE | TOTALENERGIES SE | Energy | 742 | $44K | 0.00% | SOLD |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 361 | $38K | 0.00% | SOLD |
| 11 | FFIV | F5 INC | Technology | 107 | $35K | 0.00% | SOLD |
| 12 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 515 | $33K | 0.00% | SOLD |
| 13 | S | SENTINELONE INC | Technology | 1,465 | $26K | 0.00% | SOLD |
| 14 | DOW | DOW INC | Basic Materials | 1,055 | $24K | 0.00% | SOLD |
| 15 | PHO | INVESCO EXCHANGE TRADED FD T | — | 296 | $21K | 0.00% | SOLD |
| 16 | SLB | SCHLUMBERGER LTD | Energy | 584 | $20K | 0.00% | SOLD |
| 17 | MRCC | MONROE CAP CORP | Financial Services | 2,800 | $20K | 0.00% | SOLD |
| 18 | IWP | ISHARES TR | — | 133 | $19K | 0.00% | SOLD |
| 19 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 238 | $18K | 0.00% | SOLD |
| 20 | LBRDK | LIBERTY BROADBAND CORP | Communication Services | 277 | $18K | 0.00% | SOLD |
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%