Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | DTM | DT MIDSTREAM INC | Energy | 254.0 | $29K | 0.00% | NEW | — | $113.06 | +32.4% |
| 442 | DHI | D R HORTON INC | Consumer Cyclical | 168.0 | $28K | 0.00% | NEW | — | $169.47 | -14.1% |
| 443 | FNDF | SCHWAB STRATEGIC TR | — | 661.0 | $28K | 0.00% | NEW | — | $42.95 | +26.4% |
| 444 | — | INGERSOLL RAND INC | — | 343.0 | $28K | 0.00% | NEW | — | $82.62 | — |
| 445 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 175.0 | $28K | 0.00% | NEW | — | $159.89 | -21.6% |
| 446 | CFG | CITIZENS FINL GROUP INC | Financial Services | 525.0 | $28K | 0.00% | NEW | — | $53.16 | +19.7% |
| 447 | XT | ISHARES TR | — | 385.0 | $28K | 0.00% | NEW | — | $71.94 | +15.0% |
| 448 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 50.0 | $27K | 0.00% | NEW | — | $546.76 | -5.6% |
| 449 | SMH | VANECK ETF TRUST | — | 81.0 | $26K | 0.00% | NEW | — | $326.43 | +84.5% |
| 450 | CVNA | CARVANA CO | Consumer Cyclical | 70.0 | $26K | 0.00% | NEW | — | $377.24 | -81.4% |
| 451 | NI | NISOURCE INC | Utilities | 609.0 | $26K | 0.00% | NEW | — | $43.30 | +10.4% |
| 452 | DIVO | AMPLIFY ETF TR | — | 581.0 | $26K | 0.00% | NEW | — | $44.57 | +3.4% |
| 453 | S | SENTINELONE INC | Technology | 1,465.0 | $26K | 0.00% | NEW | — | $17.61 | +5.4% |
| 454 | POST | POST HLDGS INC | Consumer Defensive | 240.0 | $26K | 0.00% | NEW | — | $107.48 | -10.8% |
| 455 | IPGP | IPG PHOTONICS CORP | Technology | 325.0 | $26K | 0.00% | NEW | — | $79.19 | +51.3% |
| 456 | BIDD | BLACKROCK ETF TRUST | — | 910.0 | $25K | 0.00% | NEW | — | $27.99 | +14.5% |
| 457 | CB | CHUBB LIMITED | Financial Services | 90.0 | $25K | 0.00% | NEW | — | $282.26 | +15.3% |
| 458 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 245.0 | $25K | 0.00% | NEW | — | $103.44 | +0.2% |
| 459 | MPC | MARATHON PETE CORP | Energy | 130.0 | $25K | 0.00% | NEW | — | $192.75 | +28.7% |
| 460 | UFOX | ETF SER SOLUTIONS | — | 400.0 | $25K | 0.00% | NEW | — | $61.68 | +65.9% |
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%