Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 80 | $16K | 0.00% | SOLD |
| 22 | GRID | FIRST TR EXCHANGE TRADED FD | — | 100 | $15K | 0.00% | SOLD |
| 23 | OWL | BLUE OWL CAPITAL INC | Financial Services | 703 | $12K | 0.00% | SOLD |
| 24 | CHRD | CHORD ENERGY CORPORATION | Energy | 118 | $12K | 0.00% | SOLD |
| 25 | PEO | ADAM NAT RES FD INC | Financial Services | 500 | $11K | 0.00% | SOLD |
| 26 | — | JASPER THERAPEUTICS INC | — | 3,100 | $7K | 0.00% | SOLD |
| 27 | MBC | MASTERBRAND INC | Consumer Cyclical | 534 | $7K | 0.00% | SOLD |
| 28 | IUSV | ISHARES TR | — | 67 | $7K | 0.00% | SOLD |
| 29 | — | INFORMATICA INC | — | 201 | $5K | — | SOLD |
| 30 | WEN | WENDYS CO | Consumer Cyclical | 440 | $4K | — | SOLD |
| 31 | UL | UNILEVER PLC | Consumer Defensive | 51 | $3K | — | SOLD |
| 32 | UUUU | ENERGY FUELS INC | Energy | 155 | $2K | — | SOLD |
| 33 | XLRE | SELECT SECTOR SPDR TR | — | 53 | $2K | — | SOLD |
| 34 | FXE | INVESCO CURRENCYSHARES EURO | Financial Services | 19 | $2K | — | SOLD |
| 35 | — | GCI LIBERTY INC | — | 55 | $2K | — | SOLD |
| 36 | ALLE | ALLEGION PLC | Industrials | 10 | $2K | — | SOLD |
| 37 | KWEB | KRANESHARES TRUST | — | 42 | $2K | — | SOLD |
| 38 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 16 | $2K | — | SOLD |
| 39 | NMRK | NEWMARK GROUP INC | Real Estate | 50 | $933.0 | — | SOLD |
| 40 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 5 | $548.0 | — | 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%