Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $568 Million
  • Q1 2025

Crane Advisory, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $568 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $97M, Pgim ETF Tr with a value of $89.9M, Vanguard Growth ETF with a value of $69.2M, Jp Morgan ETF Tr Ultra Short I with a value of $46.5M, and Vanguard Value ETF with a value of $44M.

Examining the 13F form we can see an increase of $2.56M in the current position value, from $565M to 568M.

Crane Advisory, LLC is based out at Fullerton, CA

Below you can find more details about Crane Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $568 Million
ETFs: $531 Million
Technology: $24.3 Million
Communication Services: $5.26 Million
Healthcare: $1.66 Million
Consumer Cyclical: $1.49 Million
Financial Services: $977,000
Energy: $792,000
Industrials: $660,000
Other: $1.74 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $568 Million
  • Prior Value $565 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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