Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 721 | CACI | CACI INTL INC | Technology | 11.0 | $5K | 0.00% | NEW | — | $498.82 | +0.5% |
| 722 | SM | SM ENERGY CO | Energy | 217.0 | $5K | 0.00% | NEW | — | $24.97 | +35.2% |
| 723 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 28.0 | $5K | 0.00% | NEW | — | $193.36 | +6.3% |
| 724 | DEI | DOUGLAS EMMETT INC | Real Estate | 347.0 | $5K | 0.00% | NEW | — | $15.57 | -26.4% |
| 725 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 200.0 | $5K | 0.00% | NEW | — | $26.42 | -40.9% |
| 726 | OIH | VANECK ETF TRUST | — | 20.0 | $5K | — | NEW | — | $259.95 | +70.8% |
| 727 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 65.0 | $5K | — | NEW | — | $79.89 | +44.6% |
| 728 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 12.0 | $5K | — | NEW | — | $431.75 | -26.7% |
| 729 | VIGI | VANGUARD WHITEHALL FDS | — | 57.0 | $5K | — | NEW | — | $89.58 | +4.8% |
| 730 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 57.0 | $5K | — | NEW | — | $88.77 | -24.5% |
| 731 | — | INFORMATICA INC | — | 201.0 | $5K | — | NEW | — | $24.84 | — |
| 732 | CWST | CASELLA WASTE SYS INC | Industrials | 52.0 | $5K | — | NEW | — | $94.88 | -7.9% |
| 733 | IEX | IDEX CORP | Industrials | 30.0 | $5K | — | NEW | — | $162.77 | +28.3% |
| 734 | GOOD | GLADSTONE COMMERCIAL CORP | Real Estate | 393.0 | $5K | — | NEW | — | $12.32 | +2.9% |
| 735 | VECO | VEECO INSTRS INC DEL | Technology | 158.0 | $5K | — | NEW | — | $30.43 | +95.7% |
| 736 | QXO | QXO INC | Industrials | 250.0 | $5K | — | NEW | — | $19.06 | -12.5% |
| 737 | RKLB | ROCKET LAB CORP | Industrials | 99.0 | $5K | — | NEW | — | $47.92 | +183.3% |
| 738 | TD | TORONTO DOMINION BK ONT | Financial Services | 59.0 | $5K | — | NEW | — | $79.97 | +39.9% |
| 739 | AOR | ISHARES TR | — | 73.0 | $5K | — | NEW | — | $64.38 | +6.8% |
| 740 | — | TRIPLE FLAG PRECIOUS METAL | — | 160.0 | $5K | — | NEW | — | $29.26 | — |
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%