13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001951283
Total reported value
$696.6M
$696.6M
43 檔
47.2%
At the close of Q3 2024, Crane Advisory, LLC disclosed equity holdings valued at approximately $696.6M, spread across 43 reported holdings.
In Q3 2024, Crane Advisory, LLC displayed an active expansion posture, initiating 3 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, PULS, VUG) accounted for 47.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.67% | +0.36% | +2.24% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 12.64% | -0.53% | +1.70% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 11.98% | +0.46% | +3.97% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.11% | -0.27% | — | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 9.08% | -0.17% | +1.21% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 8.83% | -0.39% | +0.11% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 7.46% | +0.19% | -0.14% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.63% | +0.05% | -1.01% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.58% | — | +0.36% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.21% | +368.96% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.94% | +0.09% | +1.34% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.93% | +0.09% | +2.48% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.43% | -0.01% | +4.04% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | — | +3.06% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.01% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | +0.01% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.02% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | — | |
| 19 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | +0.03% | — | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.17% | +0.01% | — | |
| 21 | VONE | Vanguard Russell 1000 | ETF-Other | 0.16% | +0.01% | — | |
| 22 | EIX | Edison International | Stock-Utilities | 0.15% | +0.01% | +28.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | +0.71% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | -0.01% | +12.94% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | +2.77% | |
| 26 | O | Realty Income CORP | Stock-Real Estate | 0.12% | -0.01% | — | |
| 27 | AON | Aon plc | Stock-Financials | 0.11% | +0.01% | — | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.03% | +14.21% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.07% | — | — | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.06% | -0.01% | +16.10% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.06% | — | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.01% | — | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.05% | -0.01% | -23.49% | |
| 36 | XVV | Ishares Esg Select Screened | ETF-Other | 0.05% | — | -0.82% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.05% | +0.02% | — | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.04% | — | — | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.04% | +0.05% | -0.43% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | -0.01% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | — | — | |
| 43 | PSO | Pearson Plc-sponsored Adr | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +9.1% | NEW | New buy |
| 2 | AAPL | Apple Inc | +2.5% | +368.96% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.1% | +2.48% | Add |
| 4 | VTV | Vanguard Value ETF | +0.1% | -0.14% | Trim |
| 5 | VO | Vanguard Mid-cap ETF | +0.1% | +1.34% | Add |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | NEW | New buy |
| 7 | EIX | Edison International | 0% | +28.26% | Add |
| 8 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 9 | IEMG | Ishares Core Msci Emerging | 0% | +3.06% | Add |
| 10 | GLD | Spdr Gold Shares | 0% | +14.21% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 12 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 13 | AON | Aon plc | 0% | — | Unchanged |
| 14 | O | Realty Income CORP | 0% | — | Unchanged |
| 15 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 16 | IQLT | Ishares Msci International Q | — | +4.04% | Add |
| 17 | MGV | Vanguard Mega Cap Value ETF | — | — | Unchanged |
| 18 | NVDA | Nvidia CORP | — | +2.77% | Add |
| 19 | VOE | Vanguard Mid-cap Value ETF | — | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 21 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 24 | PSO | Pearson Plc-sponsored Adr | — | — | Unchanged |
| 25 | XVV | Ishares Esg Select Screened | — | -0.82% | Trim |
| 26 | SGOV | Ishares 0-3 Month Treasury B | — | -0.43% | Trim |
| 27 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 28 | VONE | Vanguard Russell 1000 | 0% | — | Unchanged |
| 29 | AMZN | Amazon.com Inc | 0% | +12.94% | Add |
| 30 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 31 | CVX | Chevron CORP | 0% | — | Unchanged |
| 32 | BA | Boeing Co/the | 0% | +16.10% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +0.71% | Add |
| 34 | DIS | Walt Disney Co/the | 0% | -23.49% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.01% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 38 | VOO | Vanguard S&p 500 ETF | -0.2% | +2.24% | Add |
| 39 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +0.36% | Add |
| 40 | VUG | Vanguard Growth ETF | -0.4% | +3.97% | Add |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | -0.4% | +1.21% | Add |
| 42 | SCHR | Schwab Intermediate-term US | -0.4% | +0.11% | Add |
| 43 | PULS | Pgim Ultra Short Bond ETF | -0.6% | +1.70% | Add |
| 44 | FLOT | Ishares Floating Rate Bond E | -9.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Crane Advisory, LLC reported a total U.S. public equity portfolio value of $696.6M across 43 disclosed positions in Q3 2024.
During Q3 2024, Crane Advisory, LLC's top holdings by market value included VOO (16.7%)、PULS (12.6%)、VUG (12.0%). The largest single position, VOO, represented 16.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FBND
市值: $50.4M
Top Position Liquidated / Trimmed
FLOT
前期市值: $50.0M
In Q3 2024, Crane Advisory, LLC made 26 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.