Crane Advisory, LLC Portfolio Holdings

Crane Advisory, LLC

  • $565 Million
  • Q4 2024

Crane Advisory, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $565 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $96.1M, Pgim ETF Tr with a value of $89.3M, Vanguard Growth ETF with a value of $70.5M, Fidelity Merrimack Str Tr Tota with a value of $47.1M, and Schwab Intermediate Term Us Tr with a value of $45.2M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $553M to 565M.

Crane Advisory, LLC is based out at Fullerton, CA

Below you can find more details about Crane Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $565 Million
ETFs: $530 Million
Technology: $23.1 Million
Communication Services: $5.97 Million
Healthcare: $1.42 Million
Consumer Cyclical: $978,000
Financial Services: $904,000
Utilities: $776,000
Industrials: $769,000
Other: $1.18 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$20.2 Million 3.57% of portfolio
80,579
Q4 2024 Added 2.69%
$1.2T
$3.18 Million 0.56% of portfolio
16,685
Q2 2024 Added 3.92%
$3.18T
$1.71 Million 0.3% of portfolio
4,059
Q4 2024 Added 19.88%
$379B
$1.42 Million 0.25% of portfolio
9,825
Q4 2024 Reduced 8.24%
$1.34T
$1.37 Million 0.24% of portfolio
2,327
Q2 2024 Added 2.38%
$340B
$950,000 0.17% of portfolio
7,075
Q4 2024 Added 38.32%
$2.22T
$978,000 0.17% of portfolio
4,459
Q4 2024 Added 10.32%
$1.14T
$840,000 0.15% of portfolio
4,439
Q4 2024 Reduced 11.01%
$22.3B
$776,000 0.14% of portfolio
9,722
Q3 2024 Added 28.26%
$75B
$595,000 0.11% of portfolio
1,657
Q4 2024 Reduced 1.78%
$32.8B
$563,000 0.1% of portfolio
10,544
Q2 2024 Reduced 6.25%
$99.5B
$402,000 0.07% of portfolio
2,272
Q3 2024 Added 16.1%
$196B
$367,000 0.06% of portfolio
1,014
Q1 2024 Added 7.42%
$197B
$362,000 0.06% of portfolio
3,257
Q3 2024 Reduced 23.49%
$310B
$326,000 0.06% of portfolio
2,254
Q2 2024 Reduced 5.89%
$740B
$309,000 0.05% of portfolio
1,291
Q2 2024 Added 4.11%
$197B
$212,000 0.04% of portfolio
968
Q3 2024 New
$11.4B
$220,000 0.04% of portfolio
13,705
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $565 Million
  • Prior Value $553 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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