Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | VOE | VANGUARD INDEX FDS | — | 8.0 | $1K | — | NEW | — | $182.75 | +6.8% |
| 882 | SMCI | SUPER MICRO COMPUTER INC | Technology | 30.0 | $1K | — | NEW | — | $47.97 | -24.3% |
| 883 | ACHR | ARCHER AVIATION INC | Industrials | 150.0 | $1K | — | NEW | — | $9.58 | -30.6% |
| 884 | ITT | ITT INC | Industrials | 8.0 | $1K | — | NEW | — | $178.88 | +12.2% |
| 885 | UHAL | U HAUL HOLDING COMPANY | Industrials | 25.0 | $1K | — | NEW | — | $57.08 | -10.1% |
| 886 | LOGI | LOGITECH INTL S A | Technology | 13.0 | $1K | — | NEW | — | $109.69 | +1.0% |
| 887 | — | ELME COMMUNITIES | — | 80.0 | $1K | — | NEW | — | $16.86 | — |
| 888 | ED | CONSOLIDATED EDISON INC | Utilities | 13.0 | $1K | — | NEW | — | $100.54 | +7.5% |
| 889 | KMI | KINDER MORGAN INC DEL | Energy | 46.0 | $1K | — | NEW | — | $28.33 | +17.1% |
| 890 | BAI | BLACKROCK ETF TRUST | — | 38.0 | $1K | — | NEW | — | $34.18 | +44.9% |
| 891 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 9.0 | $1K | — | NEW | — | $139.78 | -6.3% |
| 892 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 7.0 | $1K | — | NEW | — | $178.86 | -27.5% |
| 893 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 10.0 | $1K | — | NEW | — | $124.40 | -20.0% |
| 894 | RELX | RELX PLC | Communication Services | 26.0 | $1K | — | NEW | — | $47.77 | -31.2% |
| 895 | — | XPLR INFRASTRUCTURE LP | — | 120.0 | $1K | — | NEW | — | $10.18 | — |
| 896 | NANC | TIDAL TRUST I | — | 27.0 | $1K | — | NEW | — | $44.81 | +10.0% |
| 897 | — | OCCIDENTAL PETE CORP | — | 47.0 | $1K | — | NEW | — | $25.51 | — |
| 898 | SJM | SMUCKER J M CO | Consumer Defensive | 11.0 | $1K | — | NEW | — | $108.64 | -5.0% |
| 899 | PCAR | PACCAR INC | Industrials | 12.0 | $1K | — | NEW | — | $98.33 | +12.4% |
| 900 | LXU | LSB INDS INC | Basic Materials | 149.0 | $1K | — | NEW | — | $7.89 | +71.1% |
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%