Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 941 | UTZ | UTZ BRANDS INC | Consumer Defensive | 136.0 | $1K | — | — | — | $10.38 | -27.6% |
| 942 | SCI | SERVICE CORP INTL | Consumer Cyclical | 18.0 | $1K | — | — | — | $78.00 | -2.1% |
| 943 | DLR | DIGITAL RLTY TR INC | Real Estate | 9.0 | $1K | — | NEW | — | $154.78 | +25.1% |
| 944 | — | ELME COMMUNITIES | — | 80.0 | $1K | — | — | — | $17.40 | — |
| 945 | ITT | ITT INC | Industrials | 8.0 | $1K | — | — | — | $173.62 | +15.6% |
| 946 | WDC | WESTERN DIGITAL CORP | Technology | 8.0 | $1K | — | NEW | — | $172.38 | +206.6% |
| 947 | EXPI | EXP WORLD HLDGS INC | Real Estate | 152.0 | $1K | — | — | — | $9.05 | -45.3% |
| 948 | WSO | WATSCO INC | Industrials | 4.0 | $1K | — | — | — | $337.00 | +11.9% |
| 949 | SMCI | SUPER MICRO COMPUTER INC | Technology | 45.0 | $1K | — | +15.0 | +50.0% | $29.29 | +24.0% |
| 950 | LOGI | LOGITECH INTL S A | Technology | 13.0 | $1K | — | — | — | $100.23 | +10.6% |
| 951 | AEE | AMEREN CORP | Utilities | 13.0 | $1K | — | NEW | — | $99.92 | +11.1% |
| 952 | LXU | LSB INDS INC | Basic Materials | 149.0 | $1K | — | — | — | $8.50 | +58.7% |
| 953 | BAI | BLACKROCK ETF TRUST | — | 38.0 | $1K | — | — | — | $33.32 | +48.7% |
| 954 | UHAL | U HAUL HOLDING COMPANY | Industrials | 25.0 | $1K | — | — | — | $50.44 | +1.7% |
| 955 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 67.0 | $1K | — | — | — | $18.76 | -30.5% |
| 956 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 9.0 | $1K | — | — | — | $139.00 | -5.7% |
| 957 | NANC | TIDAL TRUST I | — | 27.0 | $1K | — | — | — | $45.67 | +8.0% |
| 958 | — | COOPER COS INC | — | 15.0 | $1K | — | NEW | — | $82.00 | — |
| 959 | CDW | CDW CORP | Technology | 9.0 | $1K | — | NEW | — | $136.22 | -19.0% |
| 960 | A | AGILENT TECHNOLOGIES INC | Healthcare | 9.0 | $1K | — | NEW | — | $136.11 | -15.8% |
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%