Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | — | THOMSON REUTERS CORP | — | 632.0 | $98K | 0.01% | NEW | — | $155.33 | — |
| 302 | COP | CONOCOPHILLIPS | Energy | 1,031.0 | $98K | 0.01% | NEW | — | $94.59 | +23.2% |
| 303 | — | INNOVATOR ETFS TRUST | — | 3,827.0 | $96K | 0.01% | NEW | — | $24.96 | — |
| 304 | SGOV | ISHARES TR | — | 948.0 | $95K | 0.01% | NEW | — | $100.70 | -0.1% |
| 305 | MIDD | MIDDLEBY CORP | Industrials | 710.0 | $94K | 0.01% | NEW | — | $132.93 | +13.4% |
| 306 | NET | CLOUDFLARE INC | Technology | 438.0 | $94K | 0.01% | NEW | — | $214.59 | +1.4% |
| 307 | GLW | CORNING INC | Technology | 1,143.0 | $94K | 0.01% | NEW | — | $82.03 | +139.2% |
| 308 | BBAX | J P MORGAN EXCHANGE TRADED F | — | 1,653.0 | $93K | 0.01% | NEW | — | $56.34 | +9.3% |
| 309 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 1,536.0 | $92K | 0.01% | NEW | — | $59.70 | +8.7% |
| 310 | NKE | NIKE INC | Consumer Cyclical | 1,264.0 | $88K | 0.01% | NEW | — | $69.75 | -35.6% |
| 311 | CPRT | COPART INC | Industrials | 1,956.0 | $88K | 0.01% | NEW | — | $44.97 | -26.1% |
| 312 | COWZ | PACER FDS TR | — | 1,514.0 | $87K | 0.01% | NEW | — | $57.49 | +11.6% |
| 313 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 1,076.0 | $86K | 0.01% | NEW | — | $79.94 | +12.4% |
| 314 | MO | ALTRIA GROUP INC | Consumer Defensive | 1,302.0 | $86K | 0.01% | NEW | — | $66.06 | +9.6% |
| 315 | AFL | AFLAC INC | Financial Services | 766.0 | $86K | 0.01% | NEW | — | $111.70 | +4.6% |
| 316 | PGX | INVESCO EXCH TRADED FD TR II | — | 7,327.0 | $85K | 0.01% | NEW | — | $11.60 | -5.2% |
| 317 | CTVA | CORTEVA INC | Basic Materials | 1,249.0 | $84K | 0.01% | NEW | — | $67.63 | +16.9% |
| 318 | CCJ | CAMECO CORP | Energy | 1,000.0 | $84K | 0.01% | NEW | — | $83.86 | +29.0% |
| 319 | EQL | ALPS ETF TR | — | 1,800.0 | $83K | 0.01% | NEW | — | $46.03 | +10.1% |
| 320 | DD | DUPONT DE NEMOURS INC | Basic Materials | 1,055.0 | $82K | 0.01% | NEW | — | $77.90 | -36.5% |
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%