Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 901 | GOP | TIDAL TRUST I | — | 32.0 | $1K | — | NEW | — | $36.44 | +20.7% |
| 902 | SO | SOUTHERN CO | Utilities | 12.0 | $1K | — | NEW | — | $94.83 | -0.3% |
| 903 | IDV | ISHARES TR | — | 31.0 | $1K | — | NEW | — | $36.00 | +24.9% |
| 904 | GLNG | GOLAR LNG LTD | Energy | 27.0 | $1K | — | NEW | — | $40.44 | +29.5% |
| 905 | ACGL | ARCH CAP GROUP LTD | Financial Services | 12.0 | $1K | — | NEW | — | $90.75 | +6.1% |
| 906 | RDY | DR REDDYS LABS LTD | Healthcare | 77.0 | $1K | — | NEW | — | $13.99 | -2.8% |
| 907 | THRO | BLACKROCK ETF TRUST | — | 28.0 | $1K | — | NEW | — | $37.89 | +12.7% |
| 908 | — | EVEREST GROUP LTD | — | 3.0 | $1K | — | NEW | — | $350.33 | — |
| 909 | TQQQ | PROSHARES TR | — | 10.0 | $1K | — | NEW | — | $103.40 | -24.7% |
| 910 | VGLT | VANGUARD SCOTTSDALE FDS | — | 18.0 | $1K | — | NEW | — | $56.89 | -4.8% |
| 911 | — | CID HOLDCO INC | — | 400.0 | $1K | — | NEW | — | $2.54 | — |
| 912 | EVR | EVERCORE INC | Financial Services | 3.0 | $1K | — | NEW | — | $337.33 | +2.6% |
| 913 | VSTS | VESTIS CORPORATION | Industrials | 223.0 | $1K | — | NEW | — | $4.53 | +159.0% |
| 914 | VRSK | VERISK ANALYTICS INC | Industrials | 4.0 | $1K | — | NEW | — | $251.75 | -32.0% |
| 915 | CRUS | CIRRUS LOGIC INC | Technology | 8.0 | $1K | — | NEW | — | $125.38 | +36.5% |
| 916 | NIXT | EA SERIES TRUST | — | 38.0 | $996.0 | — | NEW | — | $26.21 | +19.5% |
| 917 | WDFC | WD 40 CO | Basic Materials | 5.0 | $988.0 | — | NEW | — | $197.60 | +4.9% |
| 918 | ASML | ASML HOLDING N V | Technology | 1.0 | $969.0 | — | NEW | — | $969.00 | +68.5% |
| 919 | THNQ | EXCHANGE TRADED CONCEPTS TRU | — | 15.0 | $961.0 | — | NEW | — | $64.07 | +32.2% |
| 920 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 23.0 | $937.0 | — | NEW | — | $40.74 | -30.1% |
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%