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
PLTR
Palantir Technologies Inc.

Technology
2.05K
New
$74.01 - $144.25 $152K - $295K
2.05K $279K
PAAS
Pan American Silver Corp

Basic Materials
9.78K
New
$21.49 - $29.35 $210K - $287K
9.78K $277K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
4.5K
New
$38.28 - $61.65 $172K - $277K
4.5K $277K
ROK
Rockwell Automation, Inc

Industrials
822
New
$218.97 - $332.17 $180K - $273K
822 $273K
EQT
Eqt Corp

Energy
4.69K
New
$46.11 - $60.44 $216K - $283K
4.69K $273K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.35K
New
$167.22 - $212.42 $226K - $287K
1.35K $267K
LNG
Cheniere Energy, Inc.

Energy
1.07K
New
$197.25 - $244.33 $212K - $262K
1.07K $261K
DTH
Wisdomtree Tr

ETFs
2.62K
+ 7.76%
$37.84 - $46.83 $99.3K - $123K
36.4K $1.69M
FNDX
Schwab Fundamental U S Large C

ETFs
10.2K
New
$20.84 - $24.54 $213K - $251K
10.2K $250K
CEG
Constellation Energy Corp

Utilities
741
New
$170.96 - $322.76 $127K - $239K
741 $239K
IRM
Iron Mountain Inc

Real Estate
201
+ 1.54%
$76.93 - $105.25 $15.5K - $21.2K
13.3K $1.36M
XLK
Technology Sector Spdr

ETFs
928
New
$179.73 - $253.23 $167K - $235K
928 $234K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.11K
New
$144.94 - $210.94 $160K - $234K
1.11K $233K
LLY
Eli Lilly & CO

Healthcare
300
New
$713.71 - $898.95 $214K - $270K
300 $233K
IWR
Ishares Russell Mid Cap ETF

ETFs
995
+ 5.11%
$74.88 - $91.97 $74.5K - $91.5K
20.5K $1.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.39K
+ 3.83%
$39.89 - $49.46 $55.4K - $68.7K
37.7K $1.86M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.16%
$78.21 - $143.81 $704 - $1.29K
5.63K $798K
GOOG
Alphabet Inc.

Communication Services
695
+ 15.15%
$146.58 - $180.01 $102K - $125K
5.28K $936K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.93K
New
$58.41 - $72.69 $171K - $213K
2.93K $212K
DXCM
Dexcom Inc

Healthcare
2.39K
New
$59.83 - $87.57 $143K - $209K
2.39K $208K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.25K
New
$26.66 - $33.09 $166K - $207K
6.25K $206K
XTNT
Xtant Medical Holdings, Inc.

Healthcare
200K
+ 94.33%
$0.38 - $0.74 $76K - $148K
412K $304K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.04K
New
$54.19 - $67.22 $165K - $204K
3.04K $204K
IYG
Ishares Tr

ETFs
2.38K
New
$68.9 - $85.6 $164K - $204K
2.38K $203K
EMR
Emerson Electric CO

Industrials
1.51K
New
$94.15 - $133.33 $142K - $202K
1.51K $201K
VIS
Vanguard Industrial ETF

ETFs
717
New
$220.04 - $280.07 $158K - $201K
717 $200K
OEF
Ishares S&P 100 ETF

ETFs
734
New
N/A
734 $195K
VTV
Vanguard Value ETF

ETFs
933
+ 17.89%
$153.67 - $176.74 $143K - $165K
6.15K $1.09M
IJS
Ishares S&P Smallcap 600 Value

ETFs
871
+ 1.9%
$83.54 - $100.04 $72.8K - $87.1K
46.8K $4.66M
ARKG
Ark Genomic Revolution ETF (De

ETFs
2.06K
+ 5.95%
$18.34 - $24.56 $37.7K - $50.5K
36.6K $891K
VALE
Vale S.A.

Basic Materials
17K
New
$8.26 - $10.1 $141K - $172K
17K $165K
GOOGL
Alphabet Inc.

Communication Services
161
+ 2.85%
$144.7 - $178.6 $23.3K - $28.8K
5.82K $1.03M
WEAV
Weave Communications, Inc.

Technology
39.2K
+ 61.27%
$8.11 - $11.18 $318K - $438K
103K $857K
SPMD
Spdr Portfolio

ETFs
484
+ 1.32%
$44.89 - $54.38 $21.7K - $26.3K
37.1K $2.02M
MU
Micron Technology Inc

Technology
20
+ 0.54%
$64.72 - $127.91 $1.29K - $2.56K
3.71K $456K
GNR
Spdr S&P Global Natural Resour

ETFs
1.63K
+ 3.6%
$45.66 - $55.03 $74.3K - $89.6K
46.8K $2.54M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$149.23 - $184.95 $149 - $185
5.13K $934K
WMT
Walmart Inc.

Consumer Defensive
947
+ 36.88%
$81.79 - $99.98 $77.5K - $94.7K
3.52K $343K
EEM
Ishares Msci Emerging Markets

ETFs
39
+ 0.15%
$38.52 - $48.28 $1.5K - $1.88K
25.5K $1.23M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.09K
+ 25.96%
$91.23 - $97.27 $99.8K - $106K
5.31K $516K
SCHG
Schwab Strategic Tr Us Large C

ETFs
21
+ 0.08%
$22.27 - $29.21 $468 - $613
25K $729K
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 5.51%
$1794.73 - $2613.63 $12.6K - $18.3K
134 $350K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
532
+ 8.89%
$62.73 - $78.42 $33.4K - $41.7K
6.52K $505K
DFAI
Dimensional ETF Tr

ETFs
655
+ 3.92%
$28.02 - $34.71 $18.4K - $22.7K
17.4K $599K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
586
+ 16.95%
$82.93 - $99.12 $48.6K - $58.1K
4.04K $400K
XLP
Consumer Staples Sector Spdr

ETFs
674
+ 3.75%
N/A
18.6K $1.42M
VV
Vanguard Large Cap ETF

ETFs
44
+ 3.62%
$228.25 - $285.3 $10K - $12.6K
1.26K $359K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
66
+ 1.52%
$57.14 - $72.68 $3.77K - $4.8K
4.42K $321K
VBK
Vanguard Small Cap Growth ETF

ETFs
22
+ 2.01%
$219.76 - $276.94 $4.83K - $6.09K
1.12K $309K
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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