Crane Advisory, LLC Top Holdings and 13F Report (2025) About Crane Advisory, LLCInvestment ActivityCrane Advisory, LLC has $553.19 million in total holdings as of March 31, 2025.Crane Advisory, LLC owns shares of 44 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.23% of the portfolio was purchased this quarter.About 5.50% of the portfolio was sold this quarter.This quarter, Crane Advisory, LLC has purchased 44 new stocks and bought additional shares in 21 stocks.Crane Advisory, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $92,606,856PGIM Ultra Short Bond ETF $89,315,553Vanguard Growth ETF $67,294,835JPMorgan Ultra-Short Income ETF $46,254,279Schwab Intermediate-Term U.S. Treasury ETF $43,500,121 Largest New Holdings this Quarter 931142103 - Walmart $307,632 Holding427866108 - Hershey $260,899 Holding872540109 - TJX Companies $205,040 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 486,366 shares (about $24.51M)Vanguard Growth ETF 15,056 shares (about $5.42M)Vanguard S&P 500 ETF 10,339 shares (about $5.07M)Apple 14,957 shares (about $2.96M)Vanguard Small-Cap ETF 8,080 shares (about $1.66M) Largest Sales this Quarter Fidelity Total Bond ETF 511,852 shares (about $22.87M)SPDR Portfolio Short Term Treasury ETF 155,767 shares (about $4.54M)Schwab Intermediate-Term U.S. Treasury ETF 88,349 shares (about $2.17M)Boeing 356 shares (about $55.83K)SPDR Gold Shares 61 shares (about $18.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrane Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$92,606,856$5,071,788 ▲5.8%188,78216.7%ETFPULSPGIM Ultra Short Bond ETF$89,315,553$244,382 ▲0.3%1,807,64116.1%ETFVUGVanguard Growth ETF$67,294,835$5,423,180 ▲8.8%186,82612.2%ETFJPSTJPMorgan Ultra-Short Income ETF$46,254,279$24,507,976 ▲112.7%917,9268.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$43,500,121$2,168,968 ▼-4.7%1,771,8997.9%ETFVTVVanguard Value ETF$41,721,288$827,438 ▲2.0%257,8097.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$37,597,201$4,542,164 ▼-10.8%1,289,3426.8%ETFVIGVanguard Dividend Appreciation ETF$26,372,705$758,399 ▲3.0%142,7484.8%ETFFBNDFidelity Total Bond ETF$24,048,000$22,869,564 ▼-48.7%538,2274.3%ETFAAPLApple$18,930,528$2,963,740 ▲18.6%95,5363.4%Computer and TechnologyVOVanguard Mid-Cap ETF$16,929,627$1,331,869 ▲8.5%69,4923.1%ETFVBVanguard Small-Cap ETF$16,236,572$1,663,031 ▲11.4%78,8872.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$8,375,384$746,987 ▲9.8%215,1401.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,040,996$4,339 ▲0.1%78,2230.7%ETFGOOGAlphabet$2,659,5120.0%16,6850.5%Computer and TechnologyMSFTMicrosoft$1,578,307$1,554 ▲0.1%4,0630.3%Computer and TechnologyJNJJohnson & Johnson$1,516,390$25,642 ▲1.7%9,9940.3%MedicalMETAMeta Platforms$1,313,921$48,925 ▲3.9%2,4170.2%Computer and TechnologyNVDANVIDIA$1,312,636$527,805 ▲67.3%11,8330.2%Computer and TechnologyAMZNAmazon.com$1,256,931$432,596 ▲52.5%6,7990.2%Retail/WholesaleRSPTInvesco S&P 500 Equal Weight Technology ETF$991,4180.0%31,0400.2%ETFMGVVanguard Mega Cap Value ETF$877,782$14,386 ▼-1.6%7,2610.2%ETFVONEVanguard Russell 1000$845,0310.0%3,4910.2%ETFGOOGLAlphabet$732,657$35,046 ▲5.0%4,6620.1%Computer and TechnologyGLDSPDR Gold Shares$646,508$18,174 ▼-2.7%2,1700.1%FinanceAONAON$623,5290.0%1,6570.1%FinanceORealty Income$582,2400.0%10,5440.1%FinanceEIXEdison International$545,443$56 ▲0.0%9,7230.1%UtilitiesVTIVanguard Total Stock Market ETF$438,1530.0%1,6740.1%ETFCVXChevron$382,612$76,902 ▲25.2%2,8210.1%EnergySPYSPDR S&P 500 ETF Trust$320,3640.0%6000.1%FinanceWMTWalmart$307,632$307,632 ▲New Holding3,3150.1%Retail/WholesaleJPMJPMorgan Chase & Co.$304,9340.0%1,2910.1%FinanceBABoeing$300,505$55,835 ▼-15.7%1,9160.1%AerospaceCATCaterpillar$297,5580.0%1,0140.1%IndustrialsXOMExxon Mobil$278,994$4,126 ▼-1.5%2,7050.1%EnergyDISWalt Disney$276,4870.0%3,2570.0%Consumer DiscretionaryHSYHershey$260,899$260,899 ▲New Holding1,5750.0%Consumer StaplesXVViShares ESG Select Screened S&P 500 ETF$255,851$2,864 ▲1.1%6,2540.0%ETFIBMInternational Business Machines$227,9450.0%9680.0%Computer and TechnologyPSOPearson$214,2090.0%13,7050.0%Consumer DiscretionaryVOEVanguard Mid-Cap Value ETF$211,4190.0%1,4120.0%ETFTJXTJX Companies$205,040$205,040 ▲New Holding1,6000.0%Retail/WholesaleFTECFidelity MSCI Information Technology Index ETF$204,315$36,010 ▲21.4%1,3220.0%ETFSHViShares Short Treasury Bond ETF$0$266,189 ▼-100.0%00.0%ETFMUBiShares National Muni Bond ETF$0$253,660 ▼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$246,208 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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