Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | CPRT | COPART INC | Industrials | 1,371.0 | $39K | 0.00% | -607.0 | -30.7% | $28.19 | +19.9% |
| 482 | DDOG | DATADOG INC | Technology | 148.0 | $39K | 0.00% | +37.0 | +33.3% | $260.36 | -9.5% |
| 483 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 169.0 | $38K | 0.00% | NEW | — | $226.81 | -19.2% |
| 484 | IPGP | IPG PHOTONICS CORP | Technology | 325.0 | $38K | 0.00% | — | — | $117.32 | -37.6% |
| 485 | CVNA | CARVANA CO | Consumer Cyclical | 578.0 | $38K | 0.00% | +495.0 | +596.4% | $65.82 | +6.2% |
| 486 | UFOX | ETF SER SOLUTIONS | — | 400.0 | $38K | 0.00% | — | — | $95.04 | -12.8% |
| 487 | FOUR | SHIFT4 PMTS INC | Technology | 779.0 | $38K | 0.00% | -536.0 | -40.8% | $48.64 | -1.5% |
| 488 | ADI | ANALOG DEVICES INC | Technology | 95.0 | $38K | 0.00% | +85.0 | +850.0% | $397.18 | -6.1% |
| 489 | AGNC | AGNC INVT CORP | Real Estate | 3,417.0 | $37K | 0.00% | +2K | +183.6% | $10.96 | -0.6% |
| 490 | F | FORD MTR CO | Consumer Cyclical | 2,693.0 | $37K | 0.00% | +47.0 | +1.8% | $13.90 | +3.7% |
| 491 | DTM | DT MIDSTREAM INC | Energy | 254.0 | $37K | 0.00% | — | — | $146.74 | -13.6% |
| 492 | HOOD | ROBINHOOD MKTS INC | Financial Services | 371.0 | $37K | 0.00% | +356.0 | +2373.3% | $100.28 | +7.8% |
| 493 | AVDV | AMERICAN CENTY ETF TR | — | 360.0 | $37K | 0.00% | — | — | $103.05 | +8.6% |
| 494 | USB | US BANCORP | Financial Services | 607.0 | $37K | 0.00% | +576.0 | +1858.1% | $60.61 | +2.4% |
| 495 | DHI | D R HORTON INC | Consumer Cyclical | 224.0 | $36K | 0.00% | +47.0 | +26.6% | $162.88 | -8.9% |
| 496 | CB | CHUBB LIMITED | Financial Services | 107.0 | $36K | 0.00% | +16.0 | +17.6% | $340.75 | +0.1% |
| 497 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 97.0 | $36K | 0.00% | +46.0 | +90.2% | $375.33 | -15.0% |
| 498 | XBI | SPDR SERIES TRUST | — | 230.0 | $36K | 0.00% | +80.0 | +53.3% | $158.25 | +4.7% |
| 499 | FNDF | SCHWAB STRATEGIC TR | — | 669.0 | $35K | 0.00% | +8.0 | +1.2% | $52.75 | +5.9% |
| 500 | SPEM | SPDR INDEX SHS FDS | — | 678.0 | $35K | 0.00% | +317.0 | +87.8% | $51.78 | +1.2% |
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%