Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | UFPT | UFP TECHNOLOGIES INC | Healthcare | 42.0 | $8K | 0.00% | NEW | — | $199.62 | +12.2% |
| 662 | TW | TRADEWEB MKTS INC | Financial Services | 75.0 | $8K | 0.00% | NEW | — | $110.99 | -7.2% |
| 663 | HAUZ | DBX ETF TR | — | 351.0 | $8K | 0.00% | NEW | — | $23.55 | -1.0% |
| 664 | PRPL | PURPLE INNOVATION INC | Consumer Cyclical | 8,849.0 | $8K | 0.00% | NEW | — | $0.93 | -54.6% |
| 665 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 126.0 | $8K | 0.00% | NEW | — | $64.65 | +23.6% |
| 666 | TMUS | T-MOBILE US INC | Communication Services | 34.0 | $8K | 0.00% | NEW | — | $239.38 | -20.7% |
| 667 | IPO | RENAISSANCE CAP GREENWICH FD | — | 164.0 | $8K | 0.00% | NEW | — | $49.56 | +8.5% |
| 668 | URNJ | SPROTT FDS TR | — | 277.0 | $8K | 0.00% | NEW | — | $29.15 | -4.2% |
| 669 | MRVL | MARVELL TECHNOLOGY INC | Technology | 96.0 | $8K | 0.00% | NEW | — | $84.07 | +144.0% |
| 670 | TEM | TEMPUS AI INC | Healthcare | 100.0 | $8K | 0.00% | NEW | — | $80.71 | -40.8% |
| 671 | MDYG | SPDR SERIES TRUST | — | 88.0 | $8K | 0.00% | NEW | — | $91.57 | +18.5% |
| 672 | DGRW | WISDOMTREE TR | — | 90.0 | $8K | 0.00% | NEW | — | $88.97 | +8.3% |
| 673 | — | J P MORGAN EXCHANGE TRADED F | — | 127.0 | $8K | 0.00% | NEW | — | $62.91 | — |
| 674 | EPR | EPR PPTYS | Real Estate | 137.0 | $8K | 0.00% | NEW | — | $58.01 | +1.6% |
| 675 | LTC | LTC PPTYS INC | Real Estate | 215.0 | $8K | 0.00% | NEW | — | $36.86 | +4.6% |
| 676 | VTRS | VIATRIS INC | Healthcare | 791.0 | $8K | 0.00% | NEW | — | $9.90 | +66.5% |
| 677 | — | CORPAY INC | — | 26.0 | $7K | 0.00% | NEW | — | $288.08 | — |
| 678 | CLBT | CELLEBRITE DI LTD | Technology | 400.0 | $7K | 0.00% | NEW | — | $18.53 | -30.5% |
| 679 | — | JASPER THERAPEUTICS INC | — | 3,100.0 | $7K | 0.00% | NEW | — | $2.38 | — |
| 680 | FSK | FS KKR CAP CORP | Financial Services | 492.0 | $7K | 0.00% | NEW | — | $14.93 | -26.6% |
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%