Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 901 | MDYG | SPDR SERIES TRUST | — | 19.0 | $2K | — | -69.0 | -78.4% | $92.47 | +17.0% |
| 902 | LNT | ALLIANT ENERGY CORP | Utilities | 27.0 | $2K | — | — | — | $65.04 | +16.2% |
| 903 | LNG | CHENIERE ENERGY INC | Energy | 9.0 | $2K | — | — | — | $194.44 | +33.6% |
| 904 | VIV | TELEFONICA BRASIL SA | Communication Services | 146.0 | $2K | — | — | — | $11.86 | +17.3% |
| 905 | EAT | BRINKER INTL INC | Consumer Cyclical | 12.0 | $2K | — | NEW | — | $143.58 | +28.2% |
| 906 | GLDM | WORLD GOLD TR | Financial Services | 20.0 | $2K | — | NEW | — | $85.40 | -7.5% |
| 907 | COF | CAPITAL ONE FINL CORP | Financial Services | 7.0 | $2K | — | NEW | — | $242.43 | -12.1% |
| 908 | HOOD | ROBINHOOD MKTS INC | Financial Services | 15.0 | $2K | — | NEW | — | $113.13 | -1.4% |
| 909 | MDYV | SPDR SERIES TRUST | — | 20.0 | $2K | — | -6.0 | -23.1% | $84.65 | +13.2% |
| 910 | CARG | CARGURUS INC | Consumer Cyclical | 44.0 | $2K | — | NEW | — | $38.36 | -6.4% |
| 911 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 7.0 | $2K | — | NEW | — | $239.71 | +7.9% |
| 912 | EBAY | EBAY INC. | Consumer Cyclical | 19.0 | $2K | — | NEW | — | $87.11 | +28.8% |
| 913 | USB | US BANCORP DEL | Financial Services | 31.0 | $2K | — | -269.0 | -89.7% | $53.39 | +19.6% |
| 914 | NTES | NETEASE INC | Technology | 12.0 | $2K | — | — | — | $137.67 | -5.8% |
| 915 | SNY | SANOFI SA | Healthcare | 34.0 | $2K | — | — | — | $48.47 | -9.4% |
| 916 | NU | NU HLDGS LTD | Financial Services | 98.0 | $2K | — | NEW | — | $16.74 | -17.7% |
| 917 | CSGP | COSTAR GROUP INC | Real Estate | 24.0 | $2K | — | NEW | — | $67.25 | -55.0% |
| 918 | EZU | ISHARES INC | — | 25.0 | $2K | — | — | — | $64.20 | +6.5% |
| 919 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 37.0 | $2K | — | NEW | — | $43.32 | +35.4% |
| 920 | TH | TARGET HOSPITALITY CORP | Industrials | 200.0 | $2K | — | NEW | — | $8.01 | +109.7% |
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
50.6%
Technology
20.4%
Communication Services
8.1%
Consumer Cyclical
7.2%
Energy
6.1%
Industrials
1.9%
Healthcare
1.9%
Consumer Defensive
1.4%
Basic Materials
1.2%
Utilities
1.1%