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

About Crane Advisory, LLC

Investment Activity

  • Crane Advisory, LLC has $603.48 million in total holdings as of June 30, 2025.
  • Crane Advisory, LLC owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 7.17% of the portfolio was purchased this quarter.
  • About 7.33% of the portfolio was sold this quarter.
  • This quarter, Crane Advisory, LLC has purchased 44 new stocks and bought additional shares in 5 stocks.
  • Crane Advisory, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$45,311,050

Largest New Holdings this Quarter

46436E718 - iShares 0-3 Month Treasury Bond ETF
$1,877,326 Holding
464288679 - iShares Short Treasury Bond ETF
$368,992 Holding
315948109 - FIDELITY WISE ORIGIN BITCOIN
$276,985 Holding
81369Y803 - Technology Select Sector SPDR Fund
$263,690 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
503,286 shares (about $25.44M)
PGIM Ultra Short Bond ETF
123,177 shares (about $6.11M)
iShares 0-3 Month Treasury Bond ETF
18,678 shares (about $1.88M)
iShares Short Treasury Bond ETF
3,348 shares (about $368.99K)

Largest Sales this Quarter

SPDR Portfolio Short Term Treasury ETF
371,911 shares (about $10.84M)
iShares MSCI Intl Quality Factor ETF
189,665 shares (about $8.16M)
Vanguard Growth ETF
17,396 shares (about $7.68M)
Vanguard S&P 500 ETF
10,774 shares (about $6.18M)
Apple
16,139 shares (about $3.41M)

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
$102,037,513$6,175,858 -5.7%178,00816.9%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$95,845,784$6,114,505 6.8%1,930,81815.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$74,825,299$7,682,588 -9.3%169,43012.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$71,828,036$25,436,068 54.8%1,421,21211.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$45,311,050$646,015 -1.4%254,1857.5%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$43,553,980$318,240 -0.7%1,759,0467.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$27,743,777$1,652,386 -5.6%134,7244.6%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$26,733,928$10,837,482 -28.8%917,4314.4%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$23,656,253$790,036 -3.2%520,8333.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$18,061,495$1,052,792 -5.5%74,5423.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$18,061,320$1,551,419 -7.9%63,9953.0%ETF
Apple Inc. stock logo
AAPL
Apple
$16,765,570$3,407,931 -16.9%79,3972.8%Computer and Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$8,796,064$8,796,064 New Holding116,0891.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$4,329,770$368,287 -7.8%72,0910.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,025,0690.0%16,6850.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,038,167$7,047 -0.3%4,0490.3%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,877,326$1,877,326 New Holding18,6780.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,801,920$149,583 -7.7%10,9260.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,734,4170.0%2,4170.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,568,0590.0%9,9940.3%Medical
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$1,270,4670.0%31,0400.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,095,698$8,157,628 -88.2%25,4750.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,065,245$464,666 -30.4%4,7340.2%Retail/Wholesale
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$983,820$5,669 -0.6%3,4710.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$940,917$17,825 -1.9%7,1260.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$840,146$180 0.0%4,6630.1%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$670,8340.0%2,1700.1%Finance
Realty Income Corporation stock logo
O
Realty Income
$626,759$24,064 4.0%10,9650.1%Finance
Aon plc stock logo
AON
AON
$584,366$4,979 -0.8%1,6430.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$513,9510.0%1,6740.1%ETF
The Boeing Company stock logo
BA
Boeing
$434,6250.0%1,9160.1%Aerospace
Chevron Corporation stock logo
CVX
Chevron
$429,743$8,387 -1.9%2,7670.1%Energy
Edison International stock logo
EIX
Edison International
$416,512$79,963 -16.1%8,1570.1%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$390,4170.0%3,2570.1%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$374,1720.0%6000.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$370,3360.0%1,2910.1%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$369,859$133,871 56.7%2,2130.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$368,992$368,992 New Holding3,3480.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$359,645$51,958 -12.6%8860.1%Industrials
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$293,769$18,469 -5.9%2,5450.0%Energy
FIDELITY WISE ORIGIN BITCOIN
$276,985$276,985 New Holding2,6850.0%SHS
International Business Machines Corporation stock logo
IBM
International Business Machines
$274,5150.0%9680.0%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$263,690$263,690 New Holding1,0310.0%ETF
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$246,261$54,249 -18.1%5,1250.0%ETF
Hershey Company (The) stock logo
HSY
Hershey
$226,545$32,952 -12.7%1,3750.0%Consumer Staples
Pearson, PLC stock logo
PSO
Pearson
$196,5300.0%13,7050.0%Consumer Discretionary
Walmart Inc. stock logo
WMT
Walmart
$0$307,632 -100.0%00.0%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$205,040 -100.0%00.0%Retail/Wholesale
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$0$204,315 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data