Crescent Grove Advisors, LLC Purchases in Q4 2024

Crescent Grove Advisors, LLC

  • $964 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
162
+ 2.82%
$144.31 - $157.31 $23.4K - $25.5K
5.9K $858K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$118.38 - $133.06 $118 - $133
5.13K $617K
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.32%
$160.89 - $176.18 $644 - $705
1.26K $203K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.21K
+ 201.82%
$26.93 - $84.95 $194K - $612K
10.8K $294K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.43%
$385.02 - $431.37 $1.93K - $2.16K
1.18K $457K
AAXJ
Ishares Msci All Country Asia

ETFs
54
+ 1.5%
$72.15 - $82.16 $3.9K - $4.44K
3.67K $264K
XLB
Select Sector Spdr Fd Material

ETFs
236
+ 7.45%
$83.8 - $97.58 $19.8K - $23K
3.4K $286K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.6K
+ 5.52%
$22.66 - $27.11 $36.1K - $43.2K
30.5K $718K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6
+ 0.02%
$44.33 - $49.55 $266 - $297
39.2K $1.76M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
86
+ 2.02%
$60.13 - $67.31 $5.17K - $5.79K
4.35K $264K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5
+ 0.02%
$176.42 - $186.91 $882 - $935
24.5K $4.37M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 6.3%
$1666.0 - $2117.3 $13.3K - $16.9K
135 $229K
DVY
Ishares Tr

ETFs
187
+ 1.24%
$129.55 - $143.41 $24.2K - $26.8K
15.2K $2M
UL
Unilever PLC

Consumer Defensive
3
+ 0.05%
$56.7 - $64.64 $170 - $194
6.22K $352K
UNH
Unitedhealth Group Inc

Healthcare
65
+ 5.48%
$485.52 - $625.25 $31.6K - $40.6K
1.25K $632K
MRK
Merck & Co., Inc.

Healthcare
508
+ 6.11%
$96.31 - $114.76 $48.9K - $58.3K
8.82K $877K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
+ 1.12%
$113.92 - $127.38 $235K - $263K
187K $21.5M
IDV
Ishares Tr

ETFs
1.3K
+ 2.41%
$27.03 - $29.92 $35K - $38.8K
55K $1.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.27K
+ 2.11%
$91.94 - $100.02 $301K - $327K
158K $14.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.66K
+ 2.93%
$43.02 - $47.32 $157K - $173K
128K $5.55M
IRM
Iron Mountain Inc

Real Estate
211
+ 1.64%
$101.62 - $128.14 $21.4K - $27K
13.1K $1.37M
EXAS
Exact Sciences Corp

Healthcare
150
+ 1.07%
$49.33 - $71.97 $7.4K - $10.8K
14.2K $797K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
595
+ 1.26%
$58.88 - $64.8 $35K - $38.6K
47.7K $2.81M
IXUS
Ishares Tr

ETFs
1.42K
+ 2.53%
$65.95 - $72.56 $93.3K - $103K
57.3K $3.79M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
335
+ 0.54%
$55.45 - $61.08 $18.6K - $20.5K
62K $3.44M
Activity Summary
Buys All Purchases 126 New Holdings 22 Increased Positions 104 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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