Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BBEU | J P MORGAN EXCHANGE TRADED F | — | 7,249.0 | $505K | 0.05% | NEW | — | $69.61 | +11.4% |
| 122 | MMM | 3M CO | Industrials | 3,242.0 | $503K | 0.05% | NEW | — | $155.18 | -1.8% |
| 123 | IEI | ISHARES TR | — | 4,204.0 | $502K | 0.05% | NEW | — | $119.50 | -2.0% |
| 124 | — | HAMILTON INSURANCE GROUP LTD | — | 20,239.0 | $502K | 0.05% | NEW | — | $24.80 | — |
| 125 | SU | SUNCOR ENERGY INC NEW | Energy | 11,905.0 | $498K | 0.05% | NEW | — | $41.81 | +61.1% |
| 126 | LOW | LOWES COS INC | Consumer Cyclical | 1,972.0 | $496K | 0.05% | NEW | — | $251.31 | -14.4% |
| 127 | WEC | WEC ENERGY GROUP INC | Utilities | 4,322.0 | $495K | 0.05% | NEW | — | $114.58 | -1.0% |
| 128 | SCHF | SCHWAB STRATEGIC TR | — | 21,249.0 | $495K | 0.05% | NEW | — | $23.28 | +17.1% |
| 129 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 7,546.0 | $494K | 0.05% | NEW | — | $65.42 | -20.5% |
| 130 | ITOT | ISHARES TR | — | 3,340.0 | $486K | 0.05% | NEW | — | $145.65 | +11.9% |
| 131 | SDY | SPDR SERIES TRUST | — | 3,367.0 | $472K | 0.04% | NEW | — | $140.05 | +7.1% |
| 132 | IWV | ISHARES TR | — | 1,217.0 | $461K | 0.04% | NEW | — | $378.94 | +11.5% |
| 133 | PANW | PALO ALTO NETWORKS INC | Technology | 2,227.0 | $453K | 0.04% | NEW | — | $203.60 | +28.0% |
| 134 | ALL | ALLSTATE CORP | Financial Services | 2,014.0 | $432K | 0.04% | NEW | — | $214.65 | +0.9% |
| 135 | MCK | MCKESSON CORP | Healthcare | 557.0 | $430K | 0.04% | NEW | — | $772.54 | -0.8% |
| 136 | IJK | ISHARES TR | — | 4,458.0 | $427K | 0.04% | NEW | — | $95.89 | +16.6% |
| 137 | XLF | SELECT SECTOR SPDR TR | — | 7,894.0 | $425K | 0.04% | NEW | — | $53.87 | -3.6% |
| 138 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,284.0 | $417K | 0.04% | NEW | — | $182.42 | -25.0% |
| 139 | TXN | TEXAS INSTRS INC | Technology | 2,263.0 | $416K | 0.04% | NEW | — | $183.73 | +68.3% |
| 140 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 856.0 | $415K | 0.04% | NEW | — | $485.02 | -7.6% |
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%