Cravens & CO Advisors, LLC Portfolio Holdings

Cravens & CO Advisors, LLC

  • $129 Billion
  • Q3 2024

Cravens & CO Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Smartfinancial Inc. with a value of $13.2B, Dimensional ETF Tr U S Core Eq with a value of $12.7B, Dimensional ETF Tr Emerging Mk with a value of $9.81B, Doubleline ETF Tr Opportunisti with a value of $9.63B, and Vanguard Mortg Backed Sec ETF with a value of $9.53B.

Examining the 13F form we can see an decrease of $5.25B in the current position value, from $135B to 129B.

Cravens & CO Advisors, LLC is based out at Cookeville, TN

Below you can find more details about Cravens & CO Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $76.5 Billion
Financial Services: $16.7 Billion
Technology: $8.73 Billion
Consumer Cyclical: $5.76 Billion
Healthcare: $5.6 Billion
Communication Services: $4.99 Billion
Energy: $3.3 Billion
Industrials: $3.28 Billion
Other: $3.8 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$609M
$13.2 Billion 10.16% of portfolio
451,492
Q3 2024 Reduced 30.11%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $129 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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