Crescent Grove Advisors, LLC Incresed Positions in Q1 2025

Crescent Grove Advisors, LLC

  • $910 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
168K
+ 204.64%
$110.11 - $110.51 $18.5M - $18.6M
250K $27.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
65.1K
+ 208.94%
$91.45 - $91.75 $5.96M - $5.98M
96.3K $8.84M
NCR
Ncr Corp

Technology
281K
+ 47.92%
N/A
866K $13.6M
FNF
Fidelity National Financial, Inc.

Financial Services
347
+ 0.11%
$54.25 - $65.27 $18.8K - $22.6K
304K $19.8M
ARLP
Alliance Resource Partners LP

Energy
76.6K
+ 62.33%
$24.47 - $29.24 $1.87M - $2.24M
199K $5.44M
MPLX
Mplx LP

Energy
24.5K
+ 38.59%
$47.88 - $54.65 $1.18M - $1.34M
88.1K $4.72M
XLE
Energy Sector Spdr

ETFs
8.1K
+ 7.67%
$85.7 - $93.96 $694K - $761K
114K $10.6M
CARR
Carrier Global Corp

Industrials
29.9K
+ 39.95%
$62.07 - $70.55 $1.85M - $2.11M
105K $6.63M
PAA
Plains All American Pipeline LP

Energy
40.2K
+ 25.12%
$17.32 - $20.96 $697K - $843K
200K $4.01M
MAN
Manpower Group Inc.

Industrials
17.7K
+ 48.12%
$53.77 - $62.66 $954K - $1.11M
54.6K $3.16M
XLI
Industrial Sector Spdr

ETFs
7.41K
+ 42.79%
$128.78 - $141.67 $955K - $1.05M
24.7K $3.24M
IAU
Ishares Gold Trust

ETFs
2.03K
+ 2.61%
$49.74 - $58.96 $101K - $120K
80K $4.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.38K
+ 11.36%
$182.82 - $196.21 $618K - $664K
33.2K $6.24M
IDV
Ishares Tr

ETFs
16.3K
+ 29.59%
$27.0 - $31.7 $440K - $516K
71.3K $2.21M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.46K
+ 13.9%
$81.83 - $82.73 $528K - $534K
52.9K $4.38M
IEF
Ishares Barclays

ETFs
4.61K
+ 130.57%
$91.17 - $95.39 $421K - $440K
8.15K $776K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.81K
+ 4.52%
$42.18 - $45.16 $245K - $262K
134K $5.94M
META
Meta Platforms, Inc.

Communication Services
699
+ 57.77%
$576.36 - $736.67 $403K - $515K
1.91K $1.1M
VTV
Vanguard Value ETF

ETFs
2.08K
+ 66.38%
$167.73 - $179.21 $349K - $373K
5.22K $901K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.73K
+ 2.4%
$126.11 - $135.06 $218K - $233K
73.6K $9.5M
GNR
Spdr S&P Global Natural Resour

ETFs
3.2K
+ 7.61%
$50.12 - $54.48 $160K - $174K
45.2K $2.41M
DVYE
Ishares Emerging Markets Divid

ETFs
4.25K
+ 3.6%
$25.08 - $27.99 $107K - $119K
122K $3.34M
XLF
Financial Sector Spdr

ETFs
1
+ 0.0%
$47.32 - $52.19 $47.3 - $52.2
185K $9.24M
UNP
Union Pacific Corp

Industrials
943
+ 38.85%
$225.21 - $254.42 $212K - $240K
3.37K $796K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.19K
+ 3.74%
$51.52 - $52.37 $164K - $167K
88.4K $4.63M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
874
+ 1.83%
$58.01 - $64.46 $50.7K - $56.3K
48.6K $3.02M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.04%
$117.15 - $158.79 $234 - $318
5.13K $814K
ASB
Associated Banc Corp

Financial Services
13.8K
+ 13.56%
$21.06 - $25.63 $290K - $353K
115K $2.6M
ABT
Abbott Laboratories

Healthcare
301
+ 4.62%
$111.1 - $140.22 $33.4K - $42.2K
6.82K $904K
CVS
Cvs Health Corp

Healthcare
315
+ 5.28%
$44.22 - $68.64 $13.9K - $21.6K
6.28K $425K
VUG
Vanguard Growth ETF

ETFs
591
+ 34.34%
$369.1 - $427.61 $218K - $253K
2.31K $857K
JNJ
Johnson & Johnson

Healthcare
242
+ 6.49%
$142.06 - $167.7 $34.4K - $40.6K
3.97K $658K
JPM
Jpmorgan Chase & CO

Financial Services
241
+ 2.28%
$225.19 - $279.95 $54.3K - $67.5K
10.8K $2.65M
NSC
Norfolk Southern Corp

Industrials
465
+ 42.27%
$227.69 - $259.76 $106K - $121K
1.57K $370K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.85K
+ 20.39%
$47.08 - $50.67 $87.2K - $93.8K
10.9K $549K
DVY
Ishares Tr

ETFs
452
+ 2.97%
$128.58 - $138.1 $58.1K - $62.4K
15.7K $2.11M
T
At&T Inc.

Communication Services
1.06K
+ 8.94%
$21.56 - $28.28 $22.9K - $30K
12.9K $365K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
683
+ 12.88%
$63.07 - $73.5 $43.1K - $50.2K
5.99K $420K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.35K
+ 0.85%
$90.0 - $96.32 $122K - $130K
160K $14.7M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
797
+ 29.96%
$91.45 - $100.11 $72.9K - $79.8K
3.46K $323K
CSX
Csx Corp

Industrials
3.85K
+ 25.66%
$29.11 - $33.67 $112K - $130K
18.9K $554K
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
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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