Crescent Grove Advisors, LLC Purchases in Q2 2025

Crescent Grove Advisors, LLC

  • $980 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CDW
Cdw Corp

Technology
18K
+ 12.62%
$144.49 - $190.68 $2.6M - $3.43M
161K $28.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.98K
+ 7.23%
$496.48 - $617.85 $1.97M - $2.46M
59K $36.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.15K
+ 1.4%
$456.74 - $568.03 $524K - $652K
83.3K $47.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
40.1K
+ 75.85%
$82.21 - $83.12 $3.3M - $3.34M
93K $7.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.8K
+ 19.98%
$100.35 - $100.71 $2.49M - $2.5M
149K $15M
ET
Energy Transfer LP

Energy
102K
+ 47.62%
$15.65 - $18.93 $1.6M - $1.94M
317K $5.75M
VZ
Verizon Communications Inc

Communication Services
40.8K
+ 166.06%
$41.67 - $45.62 $1.7M - $1.86M
65.4K $2.83M
ICE
Intercontinental Exchange, Inc.

Financial Services
41
+ 0.03%
$151.62 - $183.47 $6.22K - $7.52K
153K $28M
GSL
Global Ship Lease, Inc.

Industrials
53.1K
+ 75.2%
$18.25 - $26.77 $969K - $1.42M
124K $3.26M
IEFA
Ishares Tr

ETFs
197
+ 0.1%
$67.83 - $84.09 $13.4K - $16.6K
201K $16.8M
ARLP
Alliance Resource Partners LP

Energy
60.6K
+ 30.4%
$24.67 - $27.45 $1.5M - $1.66M
260K $6.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.01%
$104.34 - $138.68 $835 - $1.11K
61.4K $8.51M
IAU
Ishares Gold Trust

ETFs
13.3K
+ 16.62%
$56.1 - $64.74 $746K - $861K
93.3K $5.82M
TXT
Textron Inc

Industrials
13.6K
New
$60.72 - $80.34 $827K - $1.09M
13.6K $1.09M
XLI
Industrial Sector Spdr

ETFs
4.08K
+ 16.49%
$116.42 - $147.52 $475K - $602K
28.8K $4.25M
GLD
Spdr Gold Trust

ETFs
2.86K
+ 46.57%
$273.71 - $316.29 $782K - $903K
8.99K $2.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.81K
+ 6.53%
$114.78 - $133.31 $552K - $641K
78.5K $10.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16K
+ 35.56%
$51.14 - $57.0 $820K - $914K
61.2K $3.48M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.6K
+ 36.04%
$45.88 - $54.4 $669K - $793K
55.1K $2.99M
SUN
Sunoco LP

Energy
17.6K
+ 68.26%
$50.38 - $59.13 $887K - $1.04M
43.4K $2.33M
VEA
Vanguard Ftse Developed Market

ETFs
1.45K
+ 1.37%
$45.65 - $57.01 $66.1K - $82.6K
107K $6.09M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.3K
+ 179.73%
$41.45 - $54.46 $468K - $615K
17.6K $914K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
13.3K
+ 121.91%
$44.37 - $50.04 $592K - $667K
24.3K $1.15M
IXUS
Ishares Tr

ETFs
1.8K
+ 3.2%
$62.37 - $77.63 $112K - $140K
58.1K $4.49M
IDV
Ishares Tr

ETFs
8.99K
+ 12.6%
$27.79 - $34.84 $250K - $313K
80.3K $2.77M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.68K
+ 5.16%
$57.46 - $75.58 $96.6K - $127K
34.2K $2.59M
IEF
Ishares Barclays

ETFs
5.5K
+ 67.52%
$93.15 - $96.56 $512K - $531K
13.6K $1.31M
IEMG
Ishares Inc

ETFs
9.06K
+ 2.69%
N/A
346K $18.5M
DVY
Ishares Tr

ETFs
3.83K
+ 24.42%
$118.37 - $134.86 $453K - $516K
19.5K $2.59M
XLF
Financial Sector Spdr

ETFs
2
+ 0.0%
$43.92 - $52.37 $87.8 - $105
185K $9.71M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
121
+ 0.84%
$224.16 - $285.86 $27.1K - $34.6K
14.6K $4.16M
VB
Vanguard Small Cap ETF

ETFs
1.98K
New
$193.73 - $237.37 $383K - $470K
1.98K $468K
DVYE
Ishares Emerging Markets Divid

ETFs
9.06K
+ 7.41%
$23.95 - $29.03 $217K - $263K
131K $3.76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
596
+ 7.24%
$171.4 - $227.1 $102K - $135K
8.83K $2.01M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
335
+ 0.21%
$81.46 - $94.63 $27.3K - $31.7K
160K $15.2M
SHEL
Shell PLC

Energy
5.73K
New
$59.75 - $73.05 $342K - $418K
5.73K $403K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
7.36K
New
$47.05 - $50.22 $346K - $370K
7.36K $363K
NFLX
Netflix Inc

Communication Services
270
New
$855.86 - $1339.13 $231K - $362K
270 $361K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.03%
$55.54 - $69.09 $778 - $967
48.6K $3.36M
RIO
Rio Tinto PLC

Basic Materials
5.82K
New
$52.32 - $62.75 $305K - $365K
5.82K $339K
ETN
Eaton Corp PLC

Industrials
472
+ 25.43%
$246.52 - $356.99 $116K - $168K
2.33K $831K
ARKQ
Ark Autonomous Technology & Ro

ETFs
284
+ 2.22%
$58.8 - $89.17 $16.7K - $25.3K
13.1K $1.17M
GE
General Electric CO

Industrials
805
+ 44.65%
$166.81 - $257.39 $134K - $207K
2.61K $671K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.55K
+ 51.53%
$152.93 - $181.74 $237K - $282K
4.56K $828K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
5.96K
New
$29.19 - $50.24 $174K - $300K
5.96K $299K
NEM
Newmont Corp

Basic Materials
4.92K
New
$44.18 - $59.46 $217K - $293K
4.92K $286K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.38K
New
$99.48 - $124.46 $237K - $297K
2.38K $283K
GS
Goldman Sachs Group Inc

Financial Services
248
+ 37.98%
$462.22 - $707.75 $115K - $176K
901 $637K
UBER
Uber Technologies, Inc

Technology
3.02K
New
$64.62 - $93.3 $195K - $281K
3.02K $281K
Activity Summary
Buys All Purchases 128 New Holdings 37 Increased Positions 91 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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