Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | SOLV | SOLVENTUM CORP | Healthcare | 243.0 | $18K | 0.00% | NEW | — | $73.00 | +11.9% |
| 522 | EFG | ISHARES TR | — | 155.0 | $18K | 0.00% | NEW | — | $113.88 | +6.1% |
| 523 | SPDW | SPDR INDEX SHS FDS | — | 412.0 | $18K | 0.00% | NEW | — | $42.82 | +15.9% |
| 524 | LBRDK | LIBERTY BROADBAND CORP | Communication Services | 277.0 | $18K | 0.00% | NEW | — | $63.54 | -50.7% |
| 525 | LCID | LUCID GROUP INC | Consumer Cyclical | 731.0 | $17K | 0.00% | NEW | — | $23.79 | -72.8% |
| 526 | EVV | EATON VANCE LIMITED DURATION | Financial Services | 1,709.0 | $17K | 0.00% | NEW | — | $10.15 | -8.0% |
| 527 | NVMI | NOVA LTD | Technology | 54.0 | $17K | 0.00% | NEW | — | $319.67 | +41.1% |
| 528 | ESGE | ISHARES INC | — | 395.0 | $17K | 0.00% | NEW | — | $43.42 | +18.4% |
| 529 | SHG | SHINHAN FINANCIAL GROUP CO L | Financial Services | 335.0 | $17K | 0.00% | NEW | — | $50.37 | +42.0% |
| 530 | ELF | E L F BEAUTY INC | Consumer Defensive | 127.0 | $17K | 0.00% | NEW | — | $132.48 | -43.8% |
| 531 | PRGO | PERRIGO CO PLC | Healthcare | 738.0 | $16K | 0.00% | NEW | — | $22.27 | -49.9% |
| 532 | FNDC | SCHWAB STRATEGIC TR | — | 369.0 | $16K | 0.00% | NEW | — | $44.51 | +9.6% |
| 533 | COWG | PACER FDS TR | — | 450.0 | $16K | 0.00% | NEW | — | $36.33 | +4.6% |
| 534 | BILL | BILL HOLDINGS INC | Technology | 307.0 | $16K | 0.00% | NEW | — | $52.97 | -15.7% |
| 535 | USMV | ISHARES TR | — | 171.0 | $16K | 0.00% | NEW | — | $94.91 | +2.3% |
| 536 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 446.0 | $16K | 0.00% | NEW | — | $36.35 | -67.0% |
| 537 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 250.0 | $16K | 0.00% | NEW | — | $64.81 | -25.1% |
| 538 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 80.0 | $16K | 0.00% | NEW | — | $201.54 | -9.6% |
| 539 | CXT | CRANE NXT CO | Industrials | 240.0 | $16K | 0.00% | NEW | — | $67.07 | -22.4% |
| 540 | ROP | ROPER TECHNOLOGIES INC | Industrials | 32.0 | $16K | 0.00% | NEW | — | $498.72 | -27.0% |
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%