Crescent Grove Advisors, LLC Purchases in Q1 2025

Crescent Grove Advisors, LLC

  • $910 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
3.85K
+ 25.66%
$29.11 - $33.67 $112K - $130K
18.9K $554K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
797
+ 29.96%
$91.45 - $100.11 $72.9K - $79.8K
3.46K $323K
GS
Goldman Sachs Group Inc

Financial Services
151
+ 30.08%
$524.81 - $672.19 $79.2K - $102K
653 $356K
ROP
Roper Technologies Inc

Industrials
52
+ 10.0%
$502.71 - $593.81 $26.1K - $30.9K
572 $337K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
767
+ 39.21%
$165.25 - $224.62 $127K - $172K
2.72K $452K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.54K
+ 2.49%
$54.25 - $57.64 $83.7K - $88.9K
63.6K $3.5M
TDG
Trans Digm Group Inc

Industrials
12
+ 4.14%
$1251.32 - $1394.11 $15K - $16.7K
302 $417K
XLP
Consumer Staples Sector Spdr

ETFs
611
+ 3.52%
N/A
18K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
30
+ 2.4%
$461.52 - $548.18 $13.8K - $16.4K
1.28K $670K
VIG
Vanguard Dividend Appreciation

ETFs
201
+ 1.57%
N/A
13K $2.37M
PANW
Palo Alto Networks Inc

Technology
243
+ 21.28%
$167.82 - $208.28 $40.8K - $50.6K
1.39K $236K
ETN
Eaton Corp PLC

Industrials
416
+ 28.89%
$271.83 - $371.23 $113K - $154K
1.86K $504K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$279.74 - $321.29 $280 - $321
1.17K $364K
BMY
Bristol Myers Squibb CO

Healthcare
81
+ 1.86%
$53.9 - $63.11 $4.37K - $5.11K
4.43K $270K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.71K
+ 3.81%
$30.73 - $32.26 $52.5K - $55.1K
46.5K $1.43M
UL
Unilever PLC

Consumer Defensive
3
+ 0.05%
$54.72 - $60.29 $164 - $181
6.23K $370K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
155
+ 1.44%
$27.01 - $28.54 $4.19K - $4.42K
10.9K $305K
IMUX
Immunic, Inc.

Healthcare
10K
New
$0.94 - $1.3 $9.4K - $13K
10K $10K
RSP
Invesco S&P 500 Equal Weight E

ETFs
88
+ 3.01%
$169.43 - $182.84 $14.9K - $16.1K
3.01K $521K
MFC
Manulife Financial Corp

Financial Services
91
+ 0.76%
$28.41 - $31.82 $2.59K - $2.9K
12.1K $377K
AIM
Aim Immuno Tech Inc.

Healthcare
45.4K
New
$0.12 - $0.25 $5.45K - $11.3K
45.4K $5K
COIN
Coinbase Global, Inc.

Technology
400
+ 46.62%
$172.23 - $301.3 $68.9K - $121K
1.26K $216K
Ge Vernova LLC
971
New
N/A
971 $0
Ncr Atleos
226K
+ 68.69%
N/A
555K $0
Talen Energy Corp
1.43K
New
N/A
1.43K $0
Black Rock Inc Com
71
+ 18.49%
N/A
455 $0
UYLD
Angel Oak Fds Tr Ultrashort In
196K
+ 75.74%
N/A
455K $0
F&G Annuities & Life
2.27K
+ 7.45%
N/A
32.7K $0
CARY
Angel Oak Fds Tr Income Etf(De
2.48K
+ 0.46%
N/A
544K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.32%
$156.61 - $168.02 $626 - $672
1.26K $202K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4.03K
+ 13.21%
$20.76 - $29.81 $83.7K - $120K
34.5K $717K
MUB
Ishares National Muni Bond ETF

ETFs
17
+ 0.59%
$104.71 - $107.69 $1.78K - $1.83K
2.9K $305K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.04%
$84.5 - $105.05 $84.5 - $105
2.57K $225K
AMD
Advanced Micro Devices Inc

Technology
777
+ 16.05%
$96.63 - $129.55 $75.1K - $101K
5.62K $577K
IWR
Ishares Russell Mid Cap ETF

ETFs
628
+ 3.34%
$82.81 - $92.93 $52K - $58.4K
19.5K $1.66M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
81
+ 0.25%
$62.72 - $71.92 $5.08K - $5.83K
32.6K $2.05M
AVGO
Broadcom Inc.

Technology
446
+ 32.77%
$167.43 - $244.7 $74.7K - $109K
1.81K $302K
BA
Boeing CO

Industrials
4
+ 0.18%
$148.15 - $186.25 $593 - $745
2.28K $388K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
59
+ 0.96%
$108.02 - $120.45 $6.37K - $7.11K
6.18K $680K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.43%
$347.25 - $424.87 $1.74K - $2.12K
1.18K $432K
KSS
Kohls Corp

Consumer Cyclical
21K
+ 61.4%
$8.06 - $14.12 $169K - $297K
55.2K $451K
VXF
Vanguard Extended Market ETF

ETFs
20
+ 0.87%
$170.36 - $201.04 $3.41K - $4.02K
2.31K $397K
GOOG
Alphabet Inc.

Communication Services
425
+ 10.21%
$156.06 - $207.71 $66.3K - $88.3K
4.59K $716K
BANC
Banc Of California, Inc.

Financial Services
638
+ 0.64%
$12.94 - $16.52 $8.26K - $10.5K
99.7K $1.42M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.01%
$40.03 - $46.81 $120 - $140
39.2K $1.6M
IWM
Ishares Russell 2000 ETF

ETFs
233
+ 1.04%
$198.1 - $229.79 $46.2K - $53.5K
22.7K $4.53M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
1.26K
+ 0.39%
$16.12 - $20.1 $20.3K - $25.3K
325K $5.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.05K
+ 0.37%
$57.21 - $65.8 $60.2K - $69.3K
289K $16.9M
CDW
Cdw Corp

Technology
4.18K
+ 3.02%
$160.26 - $206.13 $671K - $862K
143K $22.9M
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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