Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | PLG | PLATINUM GROUP METALS LTD | Basic Materials | 2,500.0 | $6K | 0.00% | NEW | — | $2.36 | -40.7% |
| 702 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 65.0 | $6K | 0.00% | — | — | $90.62 | +26.8% |
| 703 | CACI | CACI INTL INC | Technology | 11.0 | $6K | 0.00% | — | — | $532.82 | +17.6% |
| 704 | WISE | THEMES ETF TR | — | 150.0 | $6K | 0.00% | +3.0 | +2.0% | $38.97 | -10.7% |
| 705 | EXC | EXELON CORP | Utilities | 134.0 | $6K | 0.00% | +65.0 | +94.2% | $43.60 | -3.5% |
| 706 | TER | TERADYNE INC | Technology | 30.0 | $6K | 0.00% | — | — | $193.57 | +91.9% |
| 707 | BBDC | BARINGS BDC INC | Financial Services | 630.0 | $6K | 0.00% | — | — | $9.18 | -4.8% |
| 708 | ONON | ON HLDG AG | Consumer Cyclical | 123.0 | $6K | 0.00% | +23.0 | +23.0% | $46.49 | -41.4% |
| 709 | OIH | VANECK ETF TRUST | — | 20.0 | $6K | 0.00% | — | — | $284.80 | +40.0% |
| 710 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 32.0 | $6K | — | -62.0 | -66.0% | $175.59 | -0.9% |
| 711 | TD | TORONTO DOMINION BK ONT | Financial Services | 59.0 | $6K | — | — | — | $94.20 | +29.9% |
| 712 | SMWB | SIMILARWEB LTD | Communication Services | 734.0 | $5K | — | — | — | $7.49 | +9.9% |
| 713 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 28.0 | $5K | — | — | — | $193.46 | -7.7% |
| 714 | — | STUBHUB HLDGS INC | — | 400.0 | $5K | — | — | — | $13.53 | — |
| 715 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 36.0 | $5K | — | — | — | $149.03 | +28.1% |
| 716 | IEX | IDEX CORP | Industrials | 30.0 | $5K | — | — | — | $177.97 | +25.7% |
| 717 | COIN | COINBASE GLOBAL INC | Financial Services | 24.0 | $5K | — | +5.0 | +26.3% | $222.25 | -12.6% |
| 718 | — | TRIPLE FLAG PRECIOUS METAL | — | 160.0 | $5K | — | — | — | $33.23 | — |
| 719 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 200.0 | $5K | — | — | — | $26.18 | -35.2% |
| 720 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 46.0 | $5K | — | — | — | $113.39 | -30.4% |
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
52.5%
Technology
21.2%
Consumer Cyclical
7.5%
Energy
6.3%
Communication Services
4.5%
Healthcare
2.0%
Industrials
1.9%
Consumer Defensive
1.5%
Basic Materials
1.3%
Utilities
1.1%