Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RGLD | ROYAL GOLD INC | Basic Materials | 12,484.0 | $2.8M | 0.25% | NEW | — | $222.29 | -0.9% |
| 2 | IOO | ISHARES TR | — | 756.0 | $96K | 0.01% | NEW | — | $126.67 | +11.8% |
| 3 | BLOK | AMPLIFY ETF TR | — | 1,355.0 | $77K | 0.01% | NEW | — | $56.89 | +12.4% |
| 4 | SCHO | SCHWAB STRATEGIC TR | — | 2,209.0 | $54K | 0.01% | NEW | — | $24.37 | -1.0% |
| 5 | Q | QNITY ELECTRONICS INC | Technology | 527.0 | $43K | 0.00% | NEW | — | $81.65 | +92.2% |
| 6 | BOF | BRANCHOUT FOOD INC | Consumer Defensive | 13,000.0 | $41K | 0.00% | NEW | — | $3.18 | -0.6% |
| 7 | LSF | LAIRD SUPERFOOD INC | Consumer Defensive | 16,000.0 | $36K | 0.00% | NEW | — | $2.22 | +60.8% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | — | 529.0 | $32K | 0.00% | NEW | — | $59.93 | -2.0% |
| 9 | ASTS | AST SPACEMOBILE INC | Technology | 347.0 | $25K | 0.00% | NEW | — | $72.63 | +45.8% |
| 10 | SPSM | SPDR SERIES TRUST | — | 500.0 | $23K | 0.00% | NEW | — | $46.86 | +14.0% |
| 11 | — | DOLPHIN ENTMT INC | — | 15,000.0 | $23K | 0.00% | NEW | — | $1.56 | — |
| 12 | NEWT | NEWTEKONE INC | Financial Services | 2,000.0 | $23K | 0.00% | NEW | — | $11.35 | +17.9% |
| 13 | RIO | RIO TINTO PLC | Basic Materials | 275.0 | $22K | 0.00% | NEW | — | $80.08 | +30.2% |
| 14 | VV | VANGUARD INDEX FDS | — | 59.0 | $19K | 0.00% | NEW | — | $314.81 | +9.0% |
| 15 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 359.0 | $17K | 0.00% | NEW | — | $48.58 | +68.3% |
| 16 | NRDY | NERDY INC | Technology | 15,000.0 | $16K | 0.00% | NEW | — | $1.04 | -22.0% |
| 17 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 75.0 | $14K | 0.00% | NEW | — | $186.44 | -90.6% |
| 18 | GRNY | TIDAL TRUST I | — | 500.0 | $12K | 0.00% | NEW | — | $24.76 | +9.3% |
| 19 | SMRT | SMARTRENT INC | Technology | 6,000.0 | $12K | 0.00% | NEW | — | $2.02 | -36.6% |
| 20 | TLYS | TILLYS INC | Consumer Cyclical | 6,000.0 | $12K | 0.00% | NEW | — | $1.99 | +118.1% |
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%