Crescent Grove Advisors, LLC Incresed Positions in Q2 2025

Crescent Grove Advisors, LLC

  • $980 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARKG
Ark Genomic Revolution ETF (De

ETFs
2.06K
+ 5.95%
$18.34 - $24.56 $37.7K - $50.5K
36.6K $891K
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
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
AAXJ
Ishares Msci All Country Asia

ETFs
25
+ 0.68%
$65.0 - $82.89 $1.63K - $2.07K
3.69K $304K
PAA
Plains All American Pipeline LP

Energy
20.2K
+ 10.07%
$16.03 - $20.28 $323K - $409K
221K $4.04M
V
Visa Inc.

Financial Services
37
+ 2.75%
$308.27 - $373.31 $11.4K - $13.8K
1.38K $491K
XLU
Utilities Sector Spdr

ETFs
10
+ 0.22%
$73.09 - $82.77 $731 - $828
4.64K $378K
MFC
Manulife Financial Corp

Financial Services
94
+ 0.78%
$26.93 - $32.44 $2.53K - $3.05K
12.2K $390K
UL
Unilever PLC

Consumer Defensive
4
+ 0.06%
$57.9 - $65.43 $232 - $262
6.23K $381K
CVS
Cvs Health Corp

Healthcare
30
+ 0.48%
$60.04 - $70.18 $1.8K - $2.11K
6.31K $434K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 1.1%
$335.24 - $380.78 $4.36K - $4.95K
1.19K $437K
ADSK
Autodesk, Inc.

Technology
16
+ 1.84%
N/A
886 $217K
Ge Vernova LLC
3
+ 0.31%
N/A
974 $0
F&G Annuities & Life
745
+ 2.27%
N/A
33.5K $0
Paysafe LTD Com
12.4K
+ 37.96%
N/A
45.1K $0
Black Rock Inc Com
20
+ 4.4%
N/A
475 $0
BANC
Banc Of California, Inc.

Financial Services
706
+ 0.71%
$12.06 - $14.62 $8.51K - $10.3K
100K $1.41M
ACGL
Arch Capital Group Ltd.

Financial Services
112
+ 3.12%
$84.99 - $96.82 $9.52K - $10.8K
3.7K $337K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.51K
+ 4.1%
$38.81 - $44.28 $214K - $244K
140K $5.93M
ROP
Roper Technologies Inc

Industrials
3
+ 0.52%
$519.19 - $590.78 $1.56K - $1.77K
575 $325K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
85
+ 0.78%
$24.32 - $27.87 $2.07K - $2.37K
11K $292K
MRK
Merck & Co., Inc.

Healthcare
35
+ 0.42%
$73.47 - $87.12 $2.57K - $3.05K
8.3K $657K
EPD
Enterprise Products Partners L.P.

Energy
8.19K
+ 5.34%
$28.95 - $34.22 $237K - $280K
161K $5M
XLE
Energy Sector Spdr

ETFs
167
+ 0.15%
$76.44 - $94.13 $12.8K - $15.7K
114K $9.66M
FNF
Fidelity National Financial, Inc.

Financial Services
292
+ 0.1%
$53.62 - $66.59 $15.7K - $19.4K
305K $17.1M
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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