Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | PRF | INVESCO EXCHANGE TRADED FD T | — | 4,640.0 | $210K | 0.02% | NEW | — | $45.21 | +20.7% |
| 202 | LMT | LOCKHEED MARTIN CORP | Industrials | 419.0 | $209K | 0.02% | NEW | — | $499.21 | +3.1% |
| 203 | XLY | SELECT SECTOR SPDR TR | — | 868.0 | $208K | 0.02% | NEW | — | $239.64 | -51.2% |
| 204 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 3,020.0 | $203K | 0.02% | NEW | — | $67.26 | +19.2% |
| 205 | NSC | NORFOLK SOUTHN CORP | Industrials | 675.0 | $203K | 0.02% | NEW | — | $300.41 | +9.4% |
| 206 | DOMO | DOMO INC | Technology | 12,799.0 | $203K | 0.02% | NEW | — | $15.84 | -78.9% |
| 207 | UNP | UNION PAC CORP | Industrials | 842.0 | $199K | 0.02% | NEW | — | $236.37 | +22.0% |
| 208 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 501.0 | $196K | 0.02% | NEW | — | $391.64 | +21.8% |
| 209 | CI | THE CIGNA GROUP | Healthcare | 671.0 | $193K | 0.02% | NEW | — | $288.25 | +3.3% |
| 210 | BKH | BLACK HILLS CORP | Utilities | 3,127.0 | $193K | 0.02% | NEW | — | $61.59 | +20.5% |
| 211 | SHY | ISHARES TR | — | 2,314.0 | $192K | 0.02% | NEW | — | $82.96 | -1.2% |
| 212 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,388.0 | $191K | 0.02% | NEW | — | $137.80 | +14.1% |
| 213 | UBER | UBER TECHNOLOGIES INC | Technology | 1,950.0 | $191K | 0.02% | NEW | — | $97.96 | -25.8% |
| 214 | ETN | EATON CORP PLC | Industrials | 505.0 | $189K | 0.02% | NEW | — | $374.25 | +10.3% |
| 215 | W | WAYFAIR INC | Consumer Cyclical | 2,100.0 | $188K | 0.02% | NEW | — | $89.33 | +2.6% |
| 216 | IDEV | ISHARES TR | — | 2,327.0 | $187K | 0.02% | NEW | — | $80.18 | +12.2% |
| 217 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 2,100.0 | $183K | 0.02% | NEW | — | $87.23 | +17.6% |
| 218 | TOST | TOAST INC | Technology | 5,000.0 | $183K | 0.02% | NEW | — | $36.51 | -16.8% |
| 219 | FDX | FEDEX CORP | Industrials | 774.0 | $183K | 0.02% | NEW | — | $235.81 | +32.9% |
| 220 | ILCG | ISHARES TR | — | 1,740.0 | $181K | 0.02% | NEW | — | $104.30 | +11.2% |
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
41.7%
Technology
24.6%
Consumer Cyclical
9.0%
Communication Services
8.6%
Energy
7.6%
Industrials
2.2%
Healthcare
2.2%
Consumer Defensive
1.8%
Utilities
1.3%
Basic Materials
0.8%