Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | MMSI | MERIT MED SYS INC | Healthcare | 129.0 | $11K | 0.00% | NEW | — | $83.23 | -24.6% |
| 622 | GAIN | GLADSTONE INVT CORP | Financial Services | 766.0 | $11K | 0.00% | NEW | — | $13.82 | +15.6% |
| 623 | — | ARMOUR RESIDENTIAL REIT INC | — | 690.0 | $10K | 0.00% | NEW | — | $14.94 | — |
| 624 | O | REALTY INCOME CORP | Real Estate | 168.0 | $10K | 0.00% | NEW | — | $60.79 | +2.7% |
| 625 | AIQ | GLOBAL X FDS | — | 206.0 | $10K | 0.00% | NEW | — | $49.39 | +31.6% |
| 626 | APLE | APPLE HOSPITALITY REIT INC | Real Estate | 845.0 | $10K | 0.00% | NEW | — | $12.01 | +23.7% |
| 627 | VEEV | VEEVA SYS INC | Healthcare | 34.0 | $10K | 0.00% | NEW | — | $297.91 | -46.4% |
| 628 | NOW | SERVICENOW INC | Technology | 11.0 | $10K | 0.00% | NEW | — | $920.36 | -88.8% |
| 629 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 33.0 | $10K | 0.00% | NEW | — | $305.42 | -33.7% |
| 630 | SCM | STELLUS CAP INVT CORP | Financial Services | 770.0 | $10K | 0.00% | NEW | — | $13.06 | -29.5% |
| 631 | RY | ROYAL BK CDA | Financial Services | 68.0 | $10K | 0.00% | NEW | — | $147.32 | +28.6% |
| 632 | HUBB | HUBBELL INC | Industrials | 23.0 | $10K | 0.00% | NEW | — | $430.35 | +12.5% |
| 633 | J | JACOBS SOLUTIONS INC | Industrials | 66.0 | $10K | 0.00% | NEW | — | $149.86 | -22.4% |
| 634 | NEM | NEWMONT CORP | Basic Materials | 117.0 | $10K | 0.00% | NEW | — | $84.32 | +28.1% |
| 635 | QTUM | ETF SER SOLUTIONS | — | 94.0 | $10K | 0.00% | NEW | — | $104.91 | +49.3% |
| 636 | FTV | FORTIVE CORP | Technology | 200.0 | $10K | 0.00% | NEW | — | $48.99 | +22.2% |
| 637 | BIPC | BROOKFIELD INFRASTRUCTURE CO | Utilities | 237.0 | $10K | 0.00% | NEW | — | $41.12 | +0.3% |
| 638 | — | CSW INDUSTRIALS INC | — | 40.0 | $10K | 0.00% | NEW | — | $242.75 | — |
| 639 | IJT | ISHARES TR | — | 68.0 | $10K | 0.00% | NEW | — | $141.50 | +16.5% |
| 640 | LDUR | PIMCO ETF TR | — | 100.0 | $10K | 0.00% | NEW | — | $96.15 | -0.7% |
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%