Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | PFE | PFIZER INC | Healthcare | 13,048.0 | $314K | 0.02% | +795.0 | +6.5% | $24.08 | +16.6% |
| 182 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,691.0 | $314K | 0.02% | +226.0 | +9.2% | $116.67 | +54.2% |
| 183 | SHY | ISHARES TR | — | 3,774.0 | $310K | 0.02% | +1K | +63.1% | $82.11 | -0.1% |
| 184 | NUE | NUCOR CORP | Basic Materials | 1,364.0 | $304K | 0.02% | -532.0 | -28.1% | $222.70 | +9.4% |
| 185 | VBR | VANGUARD INDEX FDS | — | 1,215.0 | $295K | 0.02% | +18.0 | +1.5% | $242.99 | +2.5% |
| 186 | EA | ELECTRONIC ARTS INC | Communication Services | 1,439.0 | $295K | 0.02% | +120.0 | +9.1% | $205.04 | +2.3% |
| 187 | MFC | MANULIFE FINL CORP | Financial Services | 7,200.0 | $292K | 0.02% | — | — | $40.51 | +4.9% |
| 188 | IREN | IREN LIMITED | Financial Services | 6,350.0 | $290K | 0.02% | — | — | $45.73 | -8.4% |
| 189 | ENSG | ENSIGN GROUP INC | Healthcare | 1,788.0 | $287K | 0.02% | -2K | -45.6% | $160.30 | +12.0% |
| 190 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,479.0 | $282K | 0.02% | +300.0 | +3.7% | $33.29 | +31.2% |
| 191 | PNW | PINNACLE WEST CAP CORP | Utilities | 2,618.0 | $280K | 0.02% | +22.0 | +0.8% | $107.01 | -9.0% |
| 192 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 563.0 | $280K | 0.02% | +59.0 | +11.7% | $496.73 | +10.3% |
| 193 | GDX | VANECK ETF TRUST | — | 3,684.0 | $278K | 0.02% | +498.0 | +15.6% | $75.45 | +36.3% |
| 194 | FIX | COMFORT SYS USA INC | Industrials | 140.0 | $277K | 0.02% | +72.0 | +105.9% | $1981.95 | -16.5% |
| 195 | FNDB | SCHWAB STRATEGIC TR | — | 8,843.0 | $269K | 0.02% | — | — | $30.46 | +4.1% |
| 196 | PPL | PPL CORP | Utilities | 7,270.0 | $264K | 0.02% | +173.0 | +2.4% | $36.35 | -5.4% |
| 197 | AIQ | GLOBAL X FDS | — | 3,982.0 | $261K | 0.02% | +4K | +1787.2% | $65.61 | -3.3% |
| 198 | SCHG | SCHWAB STRATEGIC TR | — | 7,699.0 | $261K | 0.02% | — | — | $33.84 | +4.4% |
| 199 | ETN | EATON CORP PLC | Industrials | 610.0 | $260K | 0.02% | +103.0 | +20.3% | $426.12 | -1.6% |
| 200 | WM | WASTE MGMT INC DEL | Industrials | 1,165.0 | $260K | 0.02% | -63.0 | -5.1% | $222.88 | +0.5% |
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%