Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | CRBN | ISHARES TR | — | 29.0 | $7K | 0.00% | NEW | — | $225.66 | +12.2% |
| 702 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 25.0 | $6K | 0.00% | NEW | — | $258.36 | -6.2% |
| 703 | WISE | THEMES ETF TR | — | 147.0 | $6K | 0.00% | NEW | — | $43.75 | -20.6% |
| 704 | COIN | COINBASE GLOBAL INC | Financial Services | 19.0 | $6K | 0.00% | NEW | — | $337.53 | -51.5% |
| 705 | GRAB | GRAB HOLDINGS LIMITED | Technology | 1,062.0 | $6K | 0.00% | NEW | — | $6.02 | -38.3% |
| 706 | SPEM | SPDR INDEX SHS FDS | — | 136.0 | $6K | 0.00% | NEW | — | $46.82 | +9.2% |
| 707 | BCE | BCE INC | Communication Services | 269.0 | $6K | 0.00% | NEW | — | $23.39 | -5.9% |
| 708 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 71.0 | $6K | 0.00% | NEW | — | $87.62 | -5.5% |
| 709 | BOND | PIMCO ETF TR | — | 66.0 | $6K | 0.00% | NEW | — | $93.36 | -2.1% |
| 710 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 233.0 | $6K | 0.00% | NEW | — | $26.37 | +22.6% |
| 711 | CNP | CENTERPOINT ENERGY INC | Utilities | 158.0 | $6K | 0.00% | NEW | — | $38.80 | +10.3% |
| 712 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 313.0 | $6K | 0.00% | NEW | — | $19.53 | +38.7% |
| 713 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 46.0 | $6K | 0.00% | NEW | — | $132.17 | -34.2% |
| 714 | OC | OWENS CORNING NEW | Industrials | 42.0 | $6K | 0.00% | NEW | — | $141.48 | +2.8% |
| 715 | WRBY | WARBY PARKER INC | Healthcare | 214.0 | $6K | 0.00% | NEW | — | $27.58 | +0.3% |
| 716 | NTNX | NUTANIX INC | Technology | 79.0 | $6K | 0.00% | NEW | — | $74.39 | -26.5% |
| 717 | ABNB | AIRBNB INC | Consumer Cyclical | 47.0 | $6K | 0.00% | NEW | — | $122.40 | +20.7% |
| 718 | MSCI | MSCI INC | Financial Services | 10.0 | $6K | 0.00% | NEW | — | $567.50 | +10.9% |
| 719 | USO | UNITED STS OIL FD LP | Financial Services | 75.0 | $6K | 0.00% | NEW | — | $73.76 | +62.8% |
| 720 | BBDC | BARINGS BDC INC | Financial Services | 630.0 | $6K | 0.00% | NEW | — | $8.76 | -1.9% |
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%