Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | SPGI | S&P GLOBAL INC | Financial Services | 545.0 | $222K | 0.02% | +110.0 | +25.3% | $407.26 | +5.9% |
| 222 | XLY | SELECT SECTOR SPDR TR | — | 1,888.0 | $221K | 0.02% | +74.0 | +4.1% | $117.28 | +0.6% |
| 223 | IAU | ISHARES GOLD TR | Financial Services | 2,832.0 | $214K | 0.01% | +2K | +179.0% | $75.51 | +14.9% |
| 224 | SPYG | SPDR SERIES TRUST | — | 1,797.0 | $214K | 0.01% | +470.0 | +35.4% | $118.99 | +1.0% |
| 225 | SONY | SONY GROUP CORP | Technology | 10,629.0 | $213K | 0.01% | — | — | $20.06 | +19.2% |
| 226 | FNDX | SCHWAB STRATEGIC TR | — | 6,785.0 | $211K | 0.01% | — | — | $31.10 | +4.6% |
| 227 | LWAY | LIFEWAY FOODS INC | Consumer Defensive | 7,000.0 | $209K | 0.01% | NEW | — | $29.84 | -13.1% |
| 228 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 2,100.0 | $209K | 0.01% | — | — | $99.40 | +8.2% |
| 229 | BOF | BRANCHOUT FOOD INC | Consumer Defensive | 45,246.0 | $208K | 0.01% | +32K | +248.1% | $4.60 | -16.1% |
| 230 | IDEV | ISHARES TR | — | 2,327.0 | $207K | 0.01% | — | — | $89.02 | +4.8% |
| 231 | PPG | PPG INDS INC | Basic Materials | 1,688.0 | $205K | 0.01% | — | — | $121.29 | -6.3% |
| 232 | OKTA | OKTA INC | Technology | 1,500.0 | $205K | 0.01% | NEW | — | $136.45 | -1.0% |
| 233 | ILCG | ISHARES TR | — | 1,740.0 | $204K | 0.01% | — | — | $117.02 | -1.8% |
| 234 | DYNF | BLACKROCK ETF TRUST | — | 2,988.0 | $203K | 0.01% | +293.0 | +10.9% | $68.01 | +1.6% |
| 235 | LSF | LAIRD SUPERFOOD INC | Consumer Defensive | 43,002.0 | $202K | 0.01% | +27K | +168.8% | $4.70 | -19.8% |
| 236 | CRM | SALESFORCE INC | Technology | 1,274.0 | $200K | 0.01% | +53.0 | +4.3% | $156.68 | +33.5% |
| 237 | GSLC | GOLDMAN SACHS ETF TR | — | 1,390.0 | $197K | 0.01% | NEW | — | $141.89 | +3.0% |
| 238 | W | WAYFAIR INC | Consumer Cyclical | 2,100.0 | $194K | 0.01% | — | — | $92.42 | +9.8% |
| 239 | — | PALLADYNE AI CORP | — | 31,150.0 | $189K | 0.01% | NEW | — | $6.08 | — |
| 240 | CMCSA | COMCAST CORP NEW | Communication Services | 7,705.0 | $189K | 0.01% | — | — | $24.55 | +9.4% |
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%