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
EOG
Eog Resources Inc

Energy
1.96K
New
$112.12 - $126.1 $220K - $247K
1.96K $219K
VMC
Vulcan Materials CO

Basic Materials
713
New
$260.62 - $307.62 $186K - $219K
713 $219K
CVX
Chevron Corp

Energy
1.17K
+ 38.97%
$145.57 - $161.83 $170K - $189K
4.16K $645K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.14K
New
$64.22 - $99.03 $138K - $212K
2.14K $212K
BP
Bp PLC

Energy
6.14K
New
$30.25 - $35.69 $186K - $219K
6.14K $211K
AA
Alcoa Corp

Basic Materials
6.3K
New
$28.4 - $33.85 $179K - $213K
6.3K $207K
IDXX
Idexx Laboratories Inc

Healthcare
321
New
$514.61 - $682.78 $165K - $219K
321 $205K
HON
Honeywell International Inc

Industrials
958
New
$207.7 - $240.4 $199K - $230K
958 $201K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.32K
+ 3.59%
$52.39 - $53.11 $174K - $176K
95.5K $5.07M
ITA
Ishares Tr

ETFs
304
+ 5.15%
$184.73 - $209.26 $56.2K - $63.6K
6.21K $1.3M
VRT
Vertiv Holdings CO

Industrials
2.01K
New
N/A
2.01K $173K
IWB
Ishares Tr Russell 1000 ETF

ETFs
393
+ 39.54%
$339.37 - $366.46 $133K - $144K
1.39K $506K
MU
Micron Technology Inc

Technology
5
+ 0.13%
$104.88 - $168.89 $524 - $844
3.71K $620K
WMT
Walmart Inc.

Consumer Defensive
1.36K
+ 38.72%
$94.4 - $104.27 $128K - $142K
4.88K $502K
EXAS
Exact Sciences Corp

Healthcare
2.5K
+ 18.51%
$40.91 - $56.0 $102K - $140K
16K $875K
ROK
Rockwell Automation, Inc

Industrials
387
+ 47.08%
$328.67 - $358.52 $127K - $139K
1.21K $422K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 0.01%
$42.26 - $47.16 $169 - $189
38K $1.76M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
257
+ 19.44%
$224.68 - $282.71 $57.7K - $72.7K
1.58K $440K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.8K
+ 43.51%
$26.38 - $27.95 $126K - $134K
15.8K $431K
MRK
Merck & Co., Inc.

Healthcare
1.16K
+ 13.91%
$77.6 - $87.37 $89.6K - $101K
9.46K $793K
GE
General Electric CO

Industrials
49
+ 1.88%
$244.75 - $305.63 $12K - $15K
2.66K $799K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.44K
+ 5.91%
$47.56 - $49.7 $68.2K - $71.3K
25.7K $1.27M
VST
Vistra Corp.

Utilities
571
+ 36.51%
$182.0 - $217.92 $104K - $124K
2.14K $418K
CRM
Salesforce, Inc.

Technology
492
+ 61.96%
$231.66 - $273.65 $114K - $135K
1.29K $304K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.78%
$696.56 - $806.32 $4.88K - $5.64K
908 $723K
WU
Western Union CO

Financial Services
10.7K
New
$7.88 - $8.84 $84.7K - $95K
10.7K $85K
MAN
Manpower Group Inc.

Industrials
5.7K
+ 10.66%
$37.33 - $45.7 $213K - $260K
59.1K $2.24M
ETN
Eaton Corp PLC

Industrials
107
+ 4.6%
$342.99 - $392.76 $36.7K - $42K
2.44K $911K
XOM
Exxon Mobil Corp

Energy
110
+ 0.94%
$105.83 - $117.22 $11.6K - $12.9K
11.9K $1.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22
+ 0.09%
$28.92 - $32.19 $636 - $708
25K $797K
ACN
Accenture PLC

Technology
493
+ 42.65%
$232.56 - $304.78 $115K - $150K
1.65K $406K
IHF
Ishares Tr

ETFs
1.06K
+ 19.19%
$40.81 - $49.43 $43.3K - $52.4K
6.59K $325K
AMGN
Amgen Inc

Healthcare
191
+ 23.96%
$271.18 - $309.22 $51.8K - $59.1K
988 $278K
CVS
Cvs Health Corp

Healthcare
165
+ 2.62%
$58.75 - $76.5 $9.69K - $12.6K
6.47K $487K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.59%
$357.4 - $423.42 $2.5K - $2.96K
1.2K $486K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.27K
+ 16.81%
$30.67 - $32.13 $38.8K - $40.6K
8.79K $277K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
280
+ 4.19%
$60.01 - $65.01 $16.8K - $18.2K
6.96K $452K
LNG
Cheniere Energy, Inc.

Energy
227
+ 21.16%
$222.68 - $244.28 $50.5K - $55.5K
1.3K $305K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.17K
+ 3.65%
$49.34 - $53.96 $57.9K - $63.3K
33.3K $1.74M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
159
+ 3.6%
$72.04 - $77.35 $11.5K - $12.3K
4.58K $351K
EQT
Eqt Corp

Energy
878
+ 18.74%
$49.19 - $59.19 $43.2K - $52K
5.56K $302K
XLU
Utilities Sector Spdr

ETFs
10
+ 0.22%
$81.14 - $87.32 $811 - $873
4.65K $405K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2
+ 0.18%
$205.52 - $234.96 $411 - $470
1.11K $260K
CSCO
Cisco Systems, Inc.

Technology
382
+ 11.55%
$66.2 - $71.79 $25.3K - $27.4K
3.69K $252K
META
Meta Platforms, Inc.

Communication Services
27
+ 1.87%
$695.21 - $791.73 $18.8K - $21.4K
1.47K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.24%
$164.63 - $174.58 $494 - $524
1.27K $221K
F&G Annuities & Life
845
+ 2.52%
N/A
34.3K $0
Amplify ETF Tr (Amplify Junior S)
9.29K
New
N/A
9.29K $0
CARY
Angel Oak Fds Tr Income Etf(De
18.7K
+ 3.58%
N/A
540K $0
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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