Crescent Grove Advisors, LLC Incresed Positions in Q4 2024

Crescent Grove Advisors, LLC

  • $964 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZWS
Zurn Water Solutions Corp

Industrials
131K
+ 5.67%
$35.79 - $40.92 $4.68M - $5.35M
2.44M $90.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
109K
+ 415.81%
$53.94 - $58.15 $5.9M - $6.36M
136K $7.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
104K
+ 388.75%
$57.53 - $60.83 $6M - $6.34M
131K $7.54M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
3.4K
+ 0.06%
$10.78 - $12.75 $36.7K - $43.4K
6.18M $77M
SHV
Ishares Tr

ETFs
36.5K
+ 80.05%
$109.92 - $110.57 $4.01M - $4.04M
82.1K $9.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.39K
+ 8.67%
$481.22 - $538.17 $1.63M - $1.82M
42.5K $21.7M
IEMG
Ishares Inc

ETFs
28.2K
+ 8.43%
N/A
363K $19.5M
AAPL
Apple Inc.

Technology
309
+ 0.38%
$221.69 - $259.02 $68.5K - $80K
80.7K $20.2M
ET
Energy Transfer LP

Energy
6.28K
+ 1.74%
$16.05 - $19.86 $101K - $125K
368K $7.21M
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 2.22%
$213.65 - $479.86 $42.7K - $96K
9.21K $3.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
81
+ 0.19%
$370.24 - $418.94 $30K - $33.9K
43.7K $17.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.3K
+ 6.39%
$61.68 - $67.87 $1.07M - $1.17M
288K $17.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13K
+ 39.05%
$81.68 - $82.93 $1.07M - $1.08M
46.5K $3.81M
XLE
Energy Sector Spdr

ETFs
12.6K
+ 13.51%
$83.32 - $97.27 $1.05M - $1.22M
106K $9.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
155
+ 0.28%
$567.81 - $607.81 $88K - $94.2K
56.3K $33M
JPM
Jpmorgan Chase & CO

Financial Services
1.79K
+ 20.38%
$205.18 - $250.29 $367K - $448K
10.6K $2.54M
XLF
Financial Sector Spdr

ETFs
1.45K
+ 0.79%
$44.89 - $51.34 $65.1K - $74.4K
185K $8.96M
NVDA
Nvidia Corp

Technology
1.01K
+ 2.71%
$117.0 - $148.88 $119K - $151K
38.3K $5.15M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.01%
$280.04 - $302.45 $1.68K - $1.81K
88.6K $25.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.0%
$116.4 - $138.52 $116 - $139
61.5K $7.79M
ASB
Associated Banc Corp

Financial Services
13.5K
+ 15.35%
$20.64 - $28.14 $279K - $380K
102K $2.43M
EEM
Ishares Msci Emerging Markets

ETFs
13.8K
+ 54.48%
$41.82 - $47.36 $578K - $655K
39.2K $1.64M
EPD
Enterprise Products Partners L.P.

Energy
2.23K
+ 1.46%
$28.66 - $34.43 $64K - $76.9K
155K $4.87M
GSL
Global Ship Lease, Inc.

Industrials
20.3K
+ 215.56%
$21.21 - $26.31 $432K - $535K
29.8K $650K
GOOGL
Alphabet Inc.

Communication Services
1.51K
+ 36.08%
$161.86 - $196.66 $244K - $296K
5.68K $1.08M
ABBV
Abb Vie Inc.

Healthcare
2.7K
+ 53.98%
$164.99 - $203.87 $445K - $550K
7.69K $1.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.01K
+ 27.02%
$87.25 - $95.52 $349K - $383K
18.8K $1.66M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
3.96K
+ 1.24%
$18.24 - $21.74 $72.2K - $86K
324K $6.44M
IAU
Ishares Gold Trust

ETFs
6.96K
+ 9.81%
$48.37 - $52.65 $337K - $367K
78K $3.86M
NTRS
Northern Trust Corp

Financial Services
1.57K
+ 24.25%
$88.4 - $111.16 $139K - $174K
8.03K $822K
VV
Vanguard Large Cap ETF

ETFs
775
+ 21.13%
$260.27 - $280.65 $202K - $218K
4.44K $1.2M
ABT
Abbott Laboratories

Healthcare
1.89K
+ 40.72%
$111.93 - $119.39 $211K - $225K
6.52K $737K
CRWD
Crowd Strike Holdings, Inc.

Technology
458
+ 59.87%
$275.15 - $388.2 $126K - $178K
1.22K $418K
GOOG
Alphabet Inc.

Communication Services
396
+ 10.52%
$163.08 - $198.16 $64.6K - $78.5K
4.16K $792K
VZ
Verizon Communications Inc

Communication Services
8.47K
+ 22.57%
$39.6 - $45.21 $335K - $383K
46K $1.84M
XLI
Industrial Sector Spdr

ETFs
1.48K
+ 9.31%
$131.76 - $143.99 $194K - $213K
17.3K $2.28M
CRM
Salesforce, Inc.

Technology
203
+ 23.97%
$270.87 - $367.87 $55K - $74.7K
1.05K $351K
XOM
Exxon Mobil Corp

Energy
2.24K
+ 16.68%
$105.51 - $125.37 $236K - $280K
15.6K $1.68M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.02K
+ 50.65%
$115.08 - $119.55 $117K - $122K
3.03K $349K
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 8.48%
$873.59 - $994.69 $66.4K - $75.6K
972 $890K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.04K
+ 32.6%
$94.77 - $97.36 $98.2K - $101K
4.21K $402K
GS
Goldman Sachs Group Inc

Financial Services
93
+ 22.74%
$486.1 - $608.57 $45.2K - $56.6K
502 $287K
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.38%
$246.06 - $292.59 $2.46K - $2.93K
2.65K $738K
BANC
Banc Of California, Inc.

Financial Services
664
+ 0.67%
$13.66 - $17.77 $9.07K - $11.8K
99.1K $1.53M
IVW
Ishares S&P 500 Growth ETF

ETFs
201
+ 2.21%
$94.43 - $105.47 $19K - $21.2K
9.29K $943K
V
Visa Inc.

Financial Services
31
+ 2.2%
$273.87 - $320.91 $8.49K - $9.95K
1.44K $454K
CMCSA
Comcast Corp

Communication Services
2.61K
+ 36.2%
$37.39 - $45.14 $97.6K - $118K
9.82K $368K
IJS
Ishares S&P Smallcap 600 Value

ETFs
147
+ 0.32%
$104.59 - $118.05 $15.4K - $17.4K
45.9K $4.99M
GNR
Spdr S&P Global Natural Resour

ETFs
6.79K
+ 19.28%
$48.67 - $58.43 $330K - $396K
42K $2.09M
Activity Summary
Buys All Purchases 126 New Holdings 22 Increased Positions 104 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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