Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $553 Million
  • Q3 2024

Crane Advisory, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $553 Million distributed in 43 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 $92.3M, Pgim ETF Tr with a value of $70.1M, Vanguard Growth ETF with a value of $66.1M, Fidelity Merrimack Str Tr Tota with a value of $51M, and Spdr Portfolio Short Term Trea with a value of $50.7M.

Examining the 13F form we can see an increase of $40.5M in the current position value, from $513M to 553M.

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 $553 Million
ETFs: $521 Million
Technology: $20.6 Million
Communication Services: $5.45 Million
Healthcare: $1.97 Million
Financial Services: $855,000
Utilities: $846,000
Consumer Cyclical: $753,000
Industrials: $741,000
Other: $1.29 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 43
  • Current Value $553 Million
  • Prior Value $513 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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