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
DVYE
Ishares Emerging Markets Divid

ETFs
13.7K
+ 13.18%
$25.42 - $29.74 $349K - $409K
118K $3.05M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
316
+ 2.71%
$121.89 - $135.52 $38.5K - $42.8K
12K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
241
+ 3.04%
$442.29 - $483.08 $107K - $116K
8.16K $3.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.1K
+ 300.36%
$25.93 - $105.3 $494K - $2.01M
25.4K $707K
GLD
Spdr Gold Trust

ETFs
218
+ 3.65%
$236.59 - $257.5 $51.6K - $56.1K
6.18K $1.5M
BMY
Bristol Myers Squibb CO

Healthcare
459
+ 11.8%
$51.92 - $59.94 $23.8K - $27.5K
4.35K $245K
T
At&T Inc.

Communication Services
1.47K
+ 14.12%
$21.22 - $23.88 $31.2K - $35.1K
11.9K $270K
FNF
Fidelity National Financial, Inc.

Financial Services
29.5K
+ 10.75%
$55.19 - $63.83 $1.63M - $1.88M
304K $17.1M
VTV
Vanguard Value ETF

ETFs
296
+ 10.43%
$168.32 - $181.87 $49.8K - $53.8K
3.14K $530K
IWN
Ishares Russell2000 Val ETF

ETFs
282
+ 4.46%
$162.69 - $181.35 $45.9K - $51.1K
6.61K $1.09M
IWM
Ishares Russell 2000 ETF

ETFs
96
+ 0.43%
$216.13 - $242.4 $20.7K - $23.3K
22.5K $4.96M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
853
+ 10.36%
$47.77 - $51.75 $40.7K - $44.1K
9.08K $438K
IEF
Ishares Barclays

ETFs
383
+ 12.16%
$92.08 - $98.18 $35.3K - $37.6K
3.53K $326K
IWB
Ishares Tr Russell 1000 ETF

ETFs
29
+ 3.01%
$311.11 - $335.64 $9.02K - $9.73K
994 $320K
VIG
Vanguard Dividend Appreciation

ETFs
88
+ 0.69%
N/A
12.8K $2.33M
MFC
Manulife Financial Corp

Financial Services
82
+ 0.69%
$29.21 - $32.87 $2.4K - $2.7K
12K $369K
KSS
Kohls Corp

Consumer Cyclical
12K
+ 54.05%
$13.86 - $20.95 $166K - $251K
34.2K $480K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8K
+ 200.0%
$22.01 - $66.82 $176K - $535K
12K $272K
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.5K
+ 99.82%
$25.33 - $51.16 $391K - $790K
30.9K $799K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.0%
$47.66 - $51.97 $47.7 - $52
32.1K $1.57M
PANW
Palo Alto Networks Inc

Technology
537
+ 88.76%
$181.96 - $405.9 $97.7K - $218K
1.14K $207K
SPMD
Spdr Portfolio

ETFs
1
+ 0.0%
$54.13 - $59.56 $54.1 - $59.6
36.8K $2.01M
KO
Coca Cola CO

Consumer Defensive
1.14K
+ 15.81%
$61.74 - $71.71 $70.1K - $81.4K
8.32K $517K
CARY
Angel Oak Fds Tr Income Etf(De
36.9K
+ 7.32%
N/A
542K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
96.6K
+ 339.03%
N/A
125K $0
F&G Annuities & Life
5.64K
+ 22.72%
N/A
30.5K $0
UYLD
Angel Oak Fds Tr Ultrashort In
219K
+ 542.78%
N/A
259K $0
ITA
Ishares Tr

ETFs
162
+ 2.82%
$144.31 - $157.31 $23.4K - $25.5K
5.9K $858K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$118.38 - $133.06 $118 - $133
5.13K $617K
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.32%
$160.89 - $176.18 $644 - $705
1.26K $203K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.21K
+ 201.82%
$26.93 - $84.95 $194K - $612K
10.8K $294K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.43%
$385.02 - $431.37 $1.93K - $2.16K
1.18K $457K
AAXJ
Ishares Msci All Country Asia

ETFs
54
+ 1.5%
$72.15 - $82.16 $3.9K - $4.44K
3.67K $264K
XLB
Select Sector Spdr Fd Material

ETFs
236
+ 7.45%
$83.8 - $97.58 $19.8K - $23K
3.4K $286K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.6K
+ 5.52%
$22.66 - $27.11 $36.1K - $43.2K
30.5K $718K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6
+ 0.02%
$44.33 - $49.55 $266 - $297
39.2K $1.76M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
86
+ 2.02%
$60.13 - $67.31 $5.17K - $5.79K
4.35K $264K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.64K
+ 3.79%
$31.23 - $33.51 $51.1K - $54.8K
44.8K $1.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5
+ 0.02%
$176.42 - $186.91 $882 - $935
24.5K $4.37M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 6.3%
$1666.0 - $2117.3 $13.3K - $16.9K
135 $229K
DVY
Ishares Tr

ETFs
187
+ 1.24%
$129.55 - $143.41 $24.2K - $26.8K
15.2K $2M
UL
Unilever PLC

Consumer Defensive
3
+ 0.05%
$56.7 - $64.64 $170 - $194
6.22K $352K
UNH
Unitedhealth Group Inc

Healthcare
65
+ 5.48%
$485.52 - $625.25 $31.6K - $40.6K
1.25K $632K
MRK
Merck & Co., Inc.

Healthcare
508
+ 6.11%
$96.31 - $114.76 $48.9K - $58.3K
8.82K $877K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
+ 1.12%
$113.92 - $127.38 $235K - $263K
187K $21.5M
IDV
Ishares Tr

ETFs
1.3K
+ 2.41%
$27.03 - $29.92 $35K - $38.8K
55K $1.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.27K
+ 2.11%
$91.94 - $100.02 $301K - $327K
158K $14.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.66K
+ 2.93%
$43.02 - $47.32 $157K - $173K
128K $5.55M
IRM
Iron Mountain Inc

Real Estate
211
+ 1.64%
$101.62 - $128.14 $21.4K - $27K
13.1K $1.37M
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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