Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | GEN | GEN DIGITAL INC | Technology | 63.0 | $2K | — | NEW | — | $24.90 | +16.2% |
| 162 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 14.0 | $1K | — | NEW | — | $99.36 | -7.7% |
| 163 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 52.0 | $1K | — | NEW | — | $25.96 | +31.3% |
| 164 | BUD | ANHEUSER BUSCH INBEV SA NV | Consumer Defensive | 16.0 | $1K | — | NEW | — | $82.44 | -4.3% |
| 165 | OMC | OMNICOM GROUP INC | Communication Services | 18.0 | $1K | — | NEW | — | $72.83 | +20.2% |
| 166 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 7.0 | $1K | — | NEW | — | $168.71 | -3.7% |
| 167 | FSLR | FIRST SOLAR INC | Energy | 5.0 | $1K | — | NEW | — | $236.00 | -9.2% |
| 168 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 26.0 | $1K | — | NEW | — | $44.88 | +1.8% |
| 169 | XLRE | SELECT SECTOR SPDR TR | — | 26.0 | $1K | — | NEW | — | $44.04 | +2.4% |
| 170 | — | LEIDOS HOLDINGS INC | — | 11.0 | $1K | — | NEW | — | $103.00 | — |
| 171 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 6.0 | $1K | — | NEW | — | $188.50 | -24.9% |
| 172 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 5.0 | $1K | — | NEW | — | $212.00 | +15.3% |
| 173 | CMTL | COMTECH TELECOMMUNICATIONS C | Technology | 500.0 | $1K | — | NEW | — | $2.10 | -15.7% |
| 174 | WY | WEYERHAEUSER CO | Real Estate | 43.0 | $1K | — | NEW | — | $23.95 | +2.0% |
| 175 | XEL | XCEL ENERGY INC | Utilities | 9.0 | $729.0 | — | NEW | — | $81.00 | -5.8% |
| 176 | U | UNITY SOFTWARE INC | Technology | 24.0 | $686.0 | — | NEW | — | $28.58 | +64.2% |
| 177 | NWSA | NEWS CORP NEW | Communication Services | 25.0 | $621.0 | — | NEW | — | $24.84 | +22.3% |
| 178 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 7.0 | $569.0 | — | NEW | — | $81.29 | -10.7% |
| 179 | GL | GLOBE LIFE INC | Financial Services | 3.0 | $537.0 | — | NEW | — | $179.00 | -4.4% |
| 180 | — | VENTURE GLOBAL INC | — | 47.0 | $524.0 | — | NEW | — | $11.15 | — |
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
56.4%
Technology
23.0%
Energy
4.6%
Industrials
3.8%
Consumer Cyclical
3.7%
Communication Services
3.3%
Healthcare
1.8%
Consumer Defensive
1.4%
Basic Materials
1.0%
Utilities
0.8%