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Crane Advisory, LLC Top Holdings and 13F Report (2025)

About Crane Advisory, LLC

Investment Activity

  • Crane Advisory, LLC has $636.16 million in total holdings as of September 30, 2025.
  • Crane Advisory, LLC owns shares of 50 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 2.07% of the portfolio was purchased this quarter.
  • About 1.50% of the portfolio was sold this quarter.
  • This quarter, Crane Advisory, LLC has purchased 46 new stocks and bought additional shares in 20 stocks.
  • Crane Advisory, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$48,567,727

Largest New Holdings this Quarter

46641Q647 - JPMorgan Municipal ETF
$224,818 Holding
872540109 - TJX Companies
$221,696 Holding
88160R101 - Tesla
$211,672 Holding
85207K107 - SPROTT ASSET MANAGEMENT LP
$171,381 Holding

Largest Purchases this Quarter

PGIM Ultra Short Bond ETF
68,812 shares (about $3.42M)
JPMorgan Ultra-Short Income ETF
56,362 shares (about $2.85M)
Vanguard Value ETF
6,862 shares (about $1.28M)
Schwab Intermediate-Term U.S. Treasury ETF
47,811 shares (about $1.20M)
SPDR Portfolio Short Term Treasury ETF
33,425 shares (about $978.35K)

Largest Sales this Quarter

Apple
30,783 shares (about $7.82M)
Vanguard Small-Cap ETF
3,263 shares (about $834.32K)
Vanguard Mid-Cap ETF
1,604 shares (about $470.10K)
Vanguard S&P 500 ETF
467 shares (about $288.19K)
Boeing
214 shares (about $46.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrane Advisory, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$109,560,296$288,185 -0.3%177,54117.2%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$99,361,600$3,419,268 3.6%1,999,63015.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$83,232,841$803,230 1.0%171,08113.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$74,780,017$2,852,481 4.0%1,477,57411.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$48,567,727$1,276,673 2.7%261,0477.6%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$45,297,906$1,198,622 2.7%1,806,8577.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$29,880,095$667,838 2.3%137,8044.7%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$27,831,540$978,349 3.6%950,8564.4%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$24,523,581$424,620 1.8%530,0103.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$18,285,477$470,098 -2.5%62,3912.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$18,225,405$834,320 -4.4%71,2792.9%ETF
Apple Inc. stock logo
AAPL
Apple
$12,350,008$7,820,181 -38.8%48,6141.9%Computer and Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$9,761,532$410,563 4.4%121,1861.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$4,823,155$21,911 0.5%72,4200.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,041,1560.0%16,6850.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,125,940$10,969 0.5%4,0700.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,097,286$6,740 -0.3%10,8910.3%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,997,245$120,853 6.4%19,8810.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,909,6540.0%9,9940.3%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,781,208$8,070 0.5%2,4280.3%Computer and Technology
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$1,414,4930.0%31,0400.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,192,902$114,781 10.6%5,2380.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,138,058$11,835 1.1%4,7120.2%Computer and Technology
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,121,585$12,825 -1.1%25,1870.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,056,9820.0%3,4710.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$980,3950.0%7,1260.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$792,9830.0%2,1700.1%Finance
Realty Income Corporation stock logo
O
Realty Income
$618,570$24,637 -3.8%10,5450.1%Finance
Aon plc stock logo
AON
AON
$587,845$4,325 -0.7%1,6310.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$569,397$15,872 2.9%1,7220.1%ETF
Edison International stock logo
EIX
Edison International
$435,066$2,176 0.5%8,1980.1%Utilities
Chevron Corporation stock logo
CVX
Chevron
$419,5880.0%2,7670.1%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$413,297$30,022 -6.8%8260.1%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$402,6960.0%6000.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$394,4390.0%1,2910.1%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$382,8050.0%2,2130.1%ETF
The Boeing Company stock logo
BA
Boeing
$367,632$46,224 -11.2%1,7020.1%Aerospace
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$363,360$5,733 -1.6%3,2960.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$361,4940.0%3,2570.1%Consumer Discretionary
FIDELITY WISE ORIGIN BITCOIN
$302,957$19,529 6.9%2,8700.0%SHS
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$299,477$290 0.1%1,0320.0%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$287,3560.0%2,5450.0%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$286,212$7,206 2.6%9930.0%Computer and Technology
Hershey Company (The) stock logo
HSY
Hershey
$264,7980.0%1,3750.0%Consumer Staples
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$256,198$9,918 -3.7%4,9340.0%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$224,818$224,818 New Holding4,4620.0%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$221,696$221,696 New Holding1,6000.0%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$211,672$211,672 New Holding4860.0%Auto/Tires/Trucks
Pearson, PLC stock logo
PSO
Pearson
$190,3620.0%13,7050.0%Consumer Discretionary
SPROTT ASSET MANAGEMENT LP
$171,381$171,381 New Holding10,4310.0%PHYSICAL SILVER

Showing largest 100 holdings. View all holdings.
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