Crescent Grove Advisors, LLC Sells in Q1 2025

Crescent Grove Advisors, LLC

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

ETFs
-116
- 0.62%
$57.56 - $64.0 $6.68K - $7.42K
18.6K $1.07M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-3K
- 4.49%
$11.4 - $11.96 $34.2K - $35.9K
63.8K $735K
CSCO
Cisco Systems, Inc.

Technology
-900
- 18.79%
$58.74 - $64.87 $52.9K - $58.4K
3.89K $239K
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 7.2%
$890.62 - $1076.86 $62.3K - $75.4K
902 $853K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-3K
- 4.52%
$10.81 - $11.3 $32.4K - $33.9K
63.3K $695K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
-100
- 0.54%
$19.31 - $23.25 $1.93K - $2.33K
18.6K $358K
PG
Procter & Gamble CO

Consumer Defensive
-433
- 3.11%
$158.56 - $176.26 $68.7K - $76.3K
13.5K $2.3M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-1.15K
- 18.4%
$38.54 - $41.5 $44.3K - $47.7K
5.1K $207K
IVE
Ishares S&P 500 Value ETF

ETFs
-153
- 2.35%
$185.78 - $198.58 $28.4K - $30.4K
6.37K $1.21M
BMO
Bank Of Montreal

Financial Services
-120
- 2.42%
$94.92 - $104.14 $11.4K - $12.5K
4.83K $461K
XLB
Select Sector Spdr Fd Material

ETFs
-250
- 7.35%
$83.19 - $90.99 $20.8K - $22.7K
3.15K $271K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-430
- 0.56%
N/A
76.8K $1.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-96
- 2.94%
$95.85 - $99.25 $9.2K - $9.53K
3.17K $313K
SPYI
Shp ETF Tr Neos S&P 500 High I
-103K
- 82.34%
N/A
22.1K $0
Amplify ETF Tr (Cybersecurity Etf)
-1.39K
- 10.97%
N/A
11.3K $0
IGRO
Ishares Tr International Divid

ETFs
-211
- 5.66%
$66.91 - $73.87 $14.1K - $15.6K
3.52K $254K
V
Visa Inc.

Financial Services
-90
- 6.26%
$306.92 - $362.71 $27.6K - $32.6K
1.35K $472K
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 5.93%
$1739.0 - $2260.0 $13.9K - $18.1K
127 $247K
MMM
3 M CO

Industrials
-142
- 5.48%
$129.7 - $155.12 $18.4K - $22K
2.45K $359K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-244
- 0.67%
$42.5 - $46.71 $10.4K - $11.4K
36.3K $1.64M
CVX
Chevron Corp

Energy
-275
- 7.3%
$146.71 - $167.97 $40.3K - $46.2K
3.49K $584K
SHW
Sherwin Williams CO

Basic Materials
-50
- 0.69%
$330.16 - $365.55 $16.5K - $18.3K
7.23K $2.52M
GE
General Electric CO

Industrials
-40
- 2.17%
$168.59 - $212.13 $6.74K - $8.49K
1.8K $360K
KO
Coca Cola CO

Consumer Defensive
-94
- 1.13%
$60.81 - $72.32 $5.72K - $6.8K
8.22K $588K
XOM
Exxon Mobil Corp

Energy
-431
- 2.76%
$105.44 - $118.93 $45.4K - $51.3K
15.2K $1.81M
ABBV
Abb Vie Inc.

Healthcare
-553
- 7.19%
$169.2 - $216.66 $93.6K - $120K
7.14K $1.5M
IXUS
Ishares Tr

ETFs
-1.05K
- 1.83%
$65.06 - $72.31 $68.1K - $75.7K
56.3K $3.93M
VEA
Vanguard Ftse Developed Market

ETFs
-1.73K
- 1.61%
$47.4 - $52.99 $81.8K - $91.5K
105K $5.36M
GLD
Spdr Gold Trust

ETFs
-51
- 0.82%
$243.19 - $288.14 $12.4K - $14.7K
6.13K $1.77M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-341
- 0.63%
$74.85 - $84.89 $25.5K - $28.9K
53.4K $4.36M
EPD
Enterprise Products Partners L.P.

Energy
-2.03K
- 1.31%
$31.75 - $34.14 $64.3K - $69.2K
153K $5.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-84
- 1.03%
$442.66 - $534.52 $37.2K - $44.9K
8.08K $4.3M
IEFA
Ishares Tr

ETFs
-2.63K
- 1.29%
$69.57 - $78.65 $183K - $207K
201K $15.2M
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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