Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | MBB | ISHARES TR | — | 1,329.0 | $126K | 0.01% | NEW | — | $95.17 | -0.9% |
| 262 | OTIS | OTIS WORLDWIDE CORP | Industrials | 1,351.0 | $124K | 0.01% | NEW | — | $91.43 | -20.6% |
| 263 | — | BROWN FORMAN CORP | — | 4,577.0 | $123K | 0.01% | NEW | — | $26.91 | — |
| 264 | SHLD | GLOBAL X FDS | — | 1,741.0 | $122K | 0.01% | NEW | — | $70.24 | -6.0% |
| 265 | DEO | DIAGEO PLC | Consumer Defensive | 1,270.0 | $121K | 0.01% | NEW | — | $95.43 | -10.6% |
| 266 | ABT | ABBOTT LABS | Healthcare | 899.0 | $120K | 0.01% | NEW | — | $133.94 | -35.4% |
| 267 | SYY | SYSCO CORP | Consumer Defensive | 1,425.0 | $117K | 0.01% | NEW | — | $82.34 | -8.4% |
| 268 | MOAT | VANECK ETF TRUST | — | 1,182.0 | $117K | 0.01% | NEW | — | $99.11 | +3.2% |
| 269 | NAUT | NAUTILUS BIOTECHNOLOGY INC | Healthcare | 136,052.0 | $115K | 0.01% | NEW | — | $0.84 | +193.5% |
| 270 | TPC | TUTOR PERINI CORP | Industrials | 1,750.0 | $115K | 0.01% | NEW | — | $65.59 | +15.2% |
| 271 | PXF | INVESCO EXCH TRADED FD TR II | — | 1,841.0 | $113K | 0.01% | NEW | — | $61.18 | +27.1% |
| 272 | BIL | SPDR SERIES TRUST | — | 1,218.0 | $112K | 0.01% | NEW | — | $91.75 | -0.2% |
| 273 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 625.0 | $111K | 0.01% | NEW | — | $177.93 | -28.7% |
| 274 | TT | TRANE TECHNOLOGIES PLC | Industrials | 263.0 | $111K | 0.01% | NEW | — | $421.96 | +9.2% |
| 275 | ENB | ENBRIDGE INC | Energy | 2,197.0 | $111K | 0.01% | NEW | — | $50.46 | +13.0% |
| 276 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 551.0 | $111K | 0.01% | NEW | — | $200.93 | +9.8% |
| 277 | RWK | INVESCO EXCH TRADED FD TR II | — | 881.0 | $110K | 0.01% | NEW | — | $125.01 | +12.4% |
| 278 | AZZ | AZZ INC | Industrials | 1,000.0 | $109K | 0.01% | NEW | — | $109.13 | +30.1% |
| 279 | MPLX | MPLX LP | Energy | 2,167.0 | $108K | 0.01% | NEW | — | $49.96 | +13.3% |
| 280 | GD | GENERAL DYNAMICS CORP | Industrials | 317.0 | $108K | 0.01% | NEW | — | $341.00 | +0.8% |
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%