Crescent Grove Advisors, LLC Purchases in Q3 2025

Crescent Grove Advisors, LLC

  • $988 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
158K
New
$37.2 - $39.61 $5.87M - $6.26M
158K $6.26M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
64.3K
+ 134.43%
$91.44 - $91.77 $5.88M - $5.9M
112K $10.3M
AAPL
Apple Inc.

Technology
434
+ 0.56%
$202.38 - $256.87 $87.8K - $111K
78.6K $20M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95
+ 0.11%
$567.77 - $614.76 $53.9K - $58.4K
83.4K $51.1M
GLD
Spdr Gold Trust

ETFs
3.56K
+ 39.55%
$300.96 - $355.47 $1.07M - $1.26M
12.5K $4.46M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
13.5K
+ 76.71%
$50.79 - $76.4 $684K - $1.03M
31K $2.37M
FNF
Fidelity National Financial, Inc.

Financial Services
370
+ 0.12%
$51.22 - $61.07 $19K - $22.6K
305K $18.5M
NEM
Newmont Corp

Basic Materials
14.1K
+ 287.0%
$57.35 - $85.25 $810K - $1.2M
19.1K $1.61M
SLV
I Shares Silver Trust

ETFs
31.1K
New
$32.73 - $42.5 $1.02M - $1.32M
31.1K $1.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.14K
+ 1.4%
$62.09 - $66.51 $257K - $275K
299K $19.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.55K
+ 2.22%
$94.17 - $99.95 $334K - $355K
164K $16.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.99K
+ 12.8%
$98.99 - $112.2 $593K - $672K
52.8K $5.84M
IAU
Ishares Gold Trust

ETFs
1.15K
+ 1.24%
$61.62 - $72.77 $71K - $83.9K
94.4K $6.87M
IEFA
Ishares Tr

ETFs
2.77K
+ 1.37%
$81.7 - $87.53 $226K - $242K
204K $17.8M
IWM
Ishares Russell 2000 ETF

ETFs
1.53K
+ 6.99%
$214.92 - $244.84 $329K - $375K
23.4K $5.67M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.87K
+ 20.31%
$68.24 - $73.73 $673K - $727K
58.5K $4.29M
GOOGL
Alphabet Inc.

Communication Services
2.09K
+ 35.91%
$174.36 - $254.72 $364K - $532K
7.91K $1.92M
SIL
Global X Silver Miners ETF

ETFs
12.5K
New
$47.34 - $71.63 $592K - $896K
12.5K $896K
GSL
Global Ship Lease, Inc.

Industrials
9.15K
+ 7.4%
$26.17 - $33.06 $240K - $303K
133K $4.08M
IXUS
Ishares Tr

ETFs
5.09K
+ 8.76%
$76.35 - $82.58 $389K - $420K
63.2K $5.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
893
+ 1.14%
$132.9 - $142.03 $119K - $127K
79.3K $11.2M
ET
Energy Transfer LP

Energy
58.6K
+ 18.49%
$17.11 - $18.16 $1M - $1.06M
375K $6.44M
MPLX
Mplx LP

Energy
16.2K
+ 18.4%
$49.42 - $52.71 $801K - $854K
104K $5.21M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.6K
+ 13.91%
$62.54 - $68.42 $413K - $452K
54.1K $3.65M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.01K
+ 126.09%
$116.14 - $168.56 $349K - $507K
5.39K $908K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
928
+ 11.71%
$459.11 - $506.91 $426K - $470K
8.85K $4.45M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
50
+ 0.15%
$68.94 - $86.3 $3.45K - $4.32K
33.9K $2.93M
ARLP
Alliance Resource Partners LP

Energy
28.8K
+ 11.07%
$22.54 - $28.0 $649K - $806K
289K $7.31M
PFE
Pfizer Inc

Healthcare
19.3K
New
$23.29 - $25.88 $451K - $501K
19.3K $492K
IDV
Ishares Tr

ETFs
8.87K
+ 11.05%
$34.54 - $37.28 $307K - $331K
89.2K $3.26M
CEG
Constellation Energy Corp

Utilities
1.31K
+ 177.33%
$298.82 - $354.89 $393K - $466K
2.06K $676K
EPD
Enterprise Products Partners L.P.

Energy
10.5K
+ 6.51%
$30.74 - $32.14 $323K - $338K
172K $5.38M
GNR
Spdr S&P Global Natural Resour

ETFs
2.01K
+ 4.28%
$54.23 - $59.34 $109K - $119K
48.8K $2.89M
IEMG
Ishares Inc

ETFs
6.26K
+ 1.81%
N/A
352K $18.9M
DVYE
Ishares Emerging Markets Divid

ETFs
6.71K
+ 5.11%
$28.5 - $30.64 $191K - $206K
138K $4.1M
XLI
Industrial Sector Spdr

ETFs
771
+ 2.68%
$147.94 - $154.99 $114K - $119K
29.6K $4.56M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.38K
New
$40.33 - $66.97 $177K - $293K
4.38K $288K
TRGP
Targa Resources Corp.

Energy
1.69K
New
$160.52 - $174.4 $271K - $295K
1.69K $283K
XLF
Financial Sector Spdr

ETFs
1
+ 0.0%
$51.37 - $54.25 $51.4 - $54.3
185K $9.99M
INTC
Intel Corp

Technology
8.12K
New
$19.31 - $35.5 $157K - $288K
8.12K $272K
BANC
Banc Of California, Inc.

Financial Services
712
+ 0.71%
$14.16 - $17.05 $10.1K - $12.1K
101K $1.67M
BE
Bloom Energy Corp

Industrials
3.05K
New
$22.13 - $86.27 $67.5K - $263K
3.05K $257K
BA
Boeing CO

Industrials
1.09K
+ 55.38%
$209.79 - $237.38 $228K - $258K
3.05K $657K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.33K
+ 75.48%
$97.75 - $100.75 $228K - $235K
5.42K $543K
ISVL
Ishares Tr Intl Developed Smal
5.13K
New
$41.88 - $45.27 $215K - $232K
5.13K $232K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
183
+ 0.13%
$42.43 - $45.05 $7.76K - $8.24K
140K $6.16M
DVY
Ishares Tr

ETFs
309
+ 1.58%
$133.88 - $142.57 $41.4K - $44.1K
19.8K $2.82M
CTRA
Coterra Energy Inc.

Energy
9.45K
New
$23.09 - $25.45 $218K - $241K
9.45K $223K
AMZN
Amazon Com Inc

Consumer Cyclical
992
+ 5.2%
$211.65 - $238.24 $210K - $236K
20.1K $4.41M
Activity Summary
Buys All Purchases 111 New Holdings 22 Increased Positions 89 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 1 Puts 1
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