Crescent Grove Advisors, LLC Reduced Holdings in Q2 2025

Crescent Grove Advisors, LLC

  • $980 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-556
- 30.77%
$146.29 - $275.65 $81.3K - $153K
1.25K $344K
BX
Blackstone Inc.

Financial Services
-510
- 4.18%
$120.07 - $151.11 $61.2K - $77.1K
11.7K $1.75M
SCHW
Schwab Charles Corp

Financial Services
-451
- 6.81%
$69.06 - $91.24 $31.1K - $41.1K
6.17K $562K
COIN
Coinbase Global, Inc.

Technology
-481
- 38.24%
$151.47 - $375.07 $72.9K - $180K
777 $272K
XT
Ishares Tr Exponential Technol

ETFs
-1.21K
- 6.48%
$49.86 - $65.25 $60.2K - $78.8K
17.4K $1.14M
CRWD
Crowd Strike Holdings, Inc.

Technology
-65
- 10.08%
$321.63 - $509.31 $20.9K - $33.1K
580 $295K
VUG
Vanguard Growth ETF

ETFs
-182
- 7.87%
$329.49 - $438.4 $60K - $79.8K
2.13K $933K
JPM
Jpmorgan Chase & CO

Financial Services
-1.35K
- 12.49%
$210.28 - $289.91 $284K - $392K
9.47K $2.74M
EXAS
Exact Sciences Corp

Healthcare
-500
- 3.57%
$40.31 - $58.08 $20.2K - $29K
13.5K $717K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-754
- 3.37%
$152.42 - $182.82 $115K - $138K
21.6K $3.95M
IWM
Ishares Russell 2000 ETF

ETFs
-783
- 3.45%
$174.82 - $215.79 $137K - $169K
21.9K $4.73M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.56K
- 7.56%
$167.32 - $223.3 $261K - $348K
19.1K $4.19M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-75.8K
- 1.14%
$8.39 - $9.19 $636K - $697K
6.6M $60M
TSLA
Tesla, Inc.

Consumer Cyclical
-184
- 2.03%
$221.86 - $362.89 $40.8K - $66.8K
8.87K $2.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.36K
- 1.28%
$90.56 - $109.49 $213K - $258K
182K $19.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.14K
- 0.96%
$40.94 - $52.1 $46.8K - $59.6K
118K $6.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.16K
- 12.16%
$416.06 - $551.64 $2.15M - $2.85M
37.3K $20.6M
FIS
Fidelity National Information Services, Inc.

Technology
-6.64K
- 3.62%
$68.14 - $82.13 $453K - $546K
177K $14.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.34K
- 3.8%
$40.51 - $71.03 $54.2K - $95K
33.9K $2.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.35K
- 2.52%
$108.12 - $135.04 $254K - $318K
91K $12.3M
MSFT
Microsoft Corp

Technology
-17
- 0.13%
$354.56 - $497.45 $6.03K - $8.46K
13.6K $6.74M
NVDA
Nvidia Corp

Technology
-767
- 2.09%
$94.31 - $157.99 $72.3K - $121K
35.9K $5.67M
ARKW
Ark Next Generation Internet E

ETFs
-16
- 0.04%
$82.77 - $147.9 $1.32K - $2.37K
36.9K $5.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-694
- 1.61%
$320.42 - $424.58 $222K - $295K
42.3K $18M
VTI
Vanguard Total Stock Market Et

ETFs
-276
- 0.31%
$243.75 - $303.93 $67.3K - $83.9K
88.3K $26.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-760
- 0.73%
$498.8 - $620.9 $379K - $472K
103K $64.1M
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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