Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | EQT | EQT CORP | Energy | 75,120.0 | $4.1M | 0.39% | NEW | — | $54.43 | +6.4% |
| 42 | JPM | JPMORGAN CHASE & CO. | Financial Services | 12,517.0 | $3.9M | 0.38% | NEW | — | $315.42 | -2.9% |
| 43 | IWF | ISHARES TR | — | 6,988.0 | $3.3M | 0.31% | NEW | — | $468.41 | -73.3% |
| 44 | AVGO | BROADCOM INC | Technology | 8,653.0 | $2.9M | 0.27% | NEW | — | $329.92 | +25.5% |
| 45 | XOM | EXXON MOBIL CORP | Energy | 24,279.0 | $2.7M | 0.26% | NEW | — | $112.75 | +37.4% |
| 46 | ANET | ARISTA NETWORKS INC | Technology | 18,318.0 | $2.7M | 0.26% | NEW | — | $145.71 | +5.7% |
| 47 | SCHD | SCHWAB STRATEGIC TR | — | 95,177.0 | $2.6M | 0.25% | NEW | — | $27.30 | +20.3% |
| 48 | MCO | MOODYS CORP | Financial Services | 5,420.0 | $2.6M | 0.25% | NEW | — | $476.48 | -5.7% |
| 49 | SCZ | ISHARES TR | — | 33,289.0 | $2.6M | 0.24% | NEW | — | $76.72 | +11.0% |
| 50 | SUB | ISHARES TR | — | 23,627.0 | $2.5M | 0.24% | NEW | — | $106.78 | -0.5% |
| 51 | — | SANDSTORM GOLD LTD | — | 199,746.0 | $2.5M | 0.24% | NEW | — | $12.52 | — |
| 52 | VIG | VANGUARD SPECIALIZED FUNDS | — | 10,356.0 | $2.2M | 0.21% | NEW | — | $215.79 | +8.0% |
| 53 | PFF | ISHARES TR | — | 70,109.0 | $2.2M | 0.21% | NEW | — | $31.62 | -1.2% |
| 54 | MA | MASTERCARD INCORPORATED | Financial Services | 3,880.0 | $2.2M | 0.21% | NEW | — | $568.85 | -12.4% |
| 55 | TJX | TJX COS INC NEW | Consumer Cyclical | 15,073.0 | $2.2M | 0.21% | NEW | — | $144.54 | +9.5% |
| 56 | XLK | SELECT SECTOR SPDR TR | — | 7,202.0 | $2.0M | 0.19% | NEW | — | $281.84 | -36.0% |
| 57 | EEM | ISHARES TR | — | 35,863.0 | $1.9M | 0.18% | NEW | — | $53.40 | +23.4% |
| 58 | AXP | AMERICAN EXPRESS CO | Financial Services | 5,634.0 | $1.9M | 0.18% | NEW | — | $332.17 | -6.1% |
| 59 | DGRO | ISHARES TR | — | 27,134.0 | $1.8M | 0.18% | NEW | — | $68.08 | +9.9% |
| 60 | GLD | SPDR GOLD TR | Financial Services | 5,121.0 | $1.8M | 0.17% | NEW | — | $355.47 | +16.4% |
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
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%