S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance

Crane Advisory, LLC Top Holdings and 13F Report (2024)

About Crane Advisory, LLC

Investment Activity

  • Crane Advisory, LLC has $444.34 million in total holdings as of December 31, 2023.
  • Crane Advisory, LLC owns shares of 38 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 27.64% of the portfolio was purchased this quarter.
  • About 21.37% of the portfolio was sold this quarter.
  • This quarter, Crane Advisory, LLC has purchased 28 new stocks and bought additional shares in 12 stocks.
  • Crane Advisory, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

Johnson & Johnson
$1,249,724 Holding

Largest Purchases this Quarter

SPDR Portfolio Short Term Treasury ETF
1,556,148 shares (about $45.13M)
iShares U.S. Treasury Bond ETF
1,091,357 shares (about $24.92M)
Schwab Intermediate-Term U.S. Treasury ETF
461,173 shares (about $22.77M)
Vanguard Dividend Appreciation ETF
109,523 shares (about $18.45M)
PGIM Ultra Short Bond ETF
75,469 shares (about $3.73M)

Largest Sales this Quarter

Goldman Sachs TreasuryAccess 0-1 Year ETF
621,207 shares (about $62.01M)
iShares Short Treasury Bond ETF
153,249 shares (about $16.89M)
Vanguard Value ETF
106,340 shares (about $15.91M)
SPDR Gold Shares
242 shares (about $45.82K)
Vanguard Mega Cap Value ETF
394 shares (about $43.20K)

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
$68,768,122$2,410,042 3.6%159,93315.5%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$68,197,571$24,915,680 57.6%2,987,19115.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$46,521,662$16,886,505 -26.6%422,19510.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$46,266,887$1,021,409 2.3%153,51210.4%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$45,431,712$3,730,433 8.9%919,11210.2%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$45,128,292$45,128,292 New Holding1,556,14810.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$32,376,669$15,910,565 -32.9%216,3937.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$22,768,111$22,768,111 New Holding461,1735.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$19,196,057$18,451,417 2,477.9%113,9434.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$12,209,130$458,518 3.9%53,5212.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$12,092,847$328,511 2.8%58,4562.7%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$6,096,376$241,390 4.1%165,9781.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,889,922$494,416 9.2%118,5571.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,017,565$49,462 1.7%16,6550.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,249,724$1,249,724 New Holding7,7560.3%Medical
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$816,125$43,202 -5.0%7,4430.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$799,982$35,195 -4.2%2,2730.2%Computer and Technology
Goldman Sachs TreasuryAccess 0-1 Year ETF stock logo
GBIL
Goldman Sachs TreasuryAccess 0-1 Year ETF
$782,148$62,013,505 -98.8%7,8350.2%ETF
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$752,912$9,814 -1.3%3,5290.2%ETF
Realty Income Co. stock logo
O
Realty Income
$568,948$16,507 3.0%9,8230.1%Finance
The Boeing Company stock logo
BA
Boeing
$501,237$7,719 1.6%2,0130.1%Aerospace
Aon plc stock logo
AON
AON
$491,4340.0%1,6970.1%Finance
Edison International stock logo
EIX
Edison International
$475,6560.0%6,5540.1%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$390,2430.0%1,6740.1%ETF
Chevron Co. stock logo
CVX
Chevron
$351,6350.0%2,3380.1%Oils/Energy
MGM Resorts International stock logo
MGM
MGM Resorts International
$335,6870.0%7,4880.1%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$308,4900.0%2,1240.1%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$298,605$45,823 -13.3%1,5770.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$272,7500.0%9440.1%Industrial Products
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$253,080$253,080 New Holding8,9270.1%ETF
Medtronic plc stock logo
MDT
Medtronic
$242,5470.0%2,8680.1%Medical
XVV
iShares ESG Screened S&P 500 ETF
$241,483$241,483 New Holding6,7060.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$225,799$225,799 New Holding6140.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$220,139$220,139 New Holding1,8780.0%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$214,7060.0%2,3620.0%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$213,615$213,615 New Holding1,2400.0%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$203,257$203,257 New Holding1,4120.0%ETF
Pearson plc stock logo
PSO
Pearson
$169,668$169,668 New Holding13,7050.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.