Portfolio (Quarterly)
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Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 641 | KHC | KRAFT HEINZ CO | Consumer Defensive | 366.0 | $10K | 0.00% | NEW | — | $26.04 | +0.3% |
| 642 | SCHV | SCHWAB STRATEGIC TR | — | 327.0 | $10K | 0.00% | NEW | — | $29.11 | +16.6% |
| 643 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 65.0 | $9K | 0.00% | NEW | — | $145.62 | +42.9% |
| 644 | KNF | KNIFE RIVER CORP | Basic Materials | 122.0 | $9K | 0.00% | NEW | — | $76.88 | +9.9% |
| 645 | KNSL | KINSALE CAP GROUP INC | Financial Services | 22.0 | $9K | 0.00% | NEW | — | $425.27 | -21.5% |
| 646 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 4.0 | $9K | 0.00% | NEW | — | $2337.00 | -20.9% |
| 647 | DLTR | DOLLAR TREE INC | Consumer Defensive | 99.0 | $9K | 0.00% | NEW | — | $94.37 | +36.9% |
| 648 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 149.0 | $9K | 0.00% | NEW | — | $62.40 | -19.5% |
| 649 | AME | AMETEK INC | Industrials | 49.0 | $9K | 0.00% | NEW | — | $188.00 | +25.2% |
| 650 | MPWR | MONOLITHIC PWR SYS INC | Technology | 10.0 | $9K | 0.00% | NEW | — | $920.70 | +41.5% |
| 651 | DAPP | VANECK ETF TRUST | — | 417.0 | $9K | 0.00% | NEW | — | $21.75 | -18.9% |
| 652 | CHDN | CHURCHILL DOWNS INC | Consumer Cyclical | 93.0 | $9K | 0.00% | NEW | — | $97.01 | -12.1% |
| 653 | RSG | REPUBLIC SVCS INC | Industrials | 39.0 | $9K | 0.00% | NEW | — | $229.49 | -2.4% |
| 654 | MVPA | ADVISOR MANAGED PORTFOLIOS | — | 252.0 | $9K | 0.00% | NEW | — | $34.74 | +2.8% |
| 655 | NANR | SPDR INDEX SHS FDS | — | 134.0 | $9K | 0.00% | NEW | — | $64.60 | +19.7% |
| 656 | VCEL | VERICEL CORP | Healthcare | 274.0 | $9K | 0.00% | NEW | — | $31.47 | +52.6% |
| 657 | CNS | COHEN & STEERS INC | Financial Services | 129.0 | $8K | 0.00% | NEW | — | $65.61 | +22.0% |
| 658 | CHT | CHUNGHWA TELECOM CO LTD | Communication Services | 194.0 | $8K | 0.00% | NEW | — | $43.62 | -3.8% |
| 659 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 136.0 | $8K | 0.00% | NEW | — | $62.22 | -43.6% |
| 660 | PSX | PHILLIPS 66 | Energy | 62.0 | $8K | 0.00% | NEW | — | $136.03 | +48.0% |
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%