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CIK: 0001951283
Total reported value
$696.6M
$696.6M
44 檔
48.7%
The Q1 2025 SEC filing reveals that Crane Advisory, LLC held a total portfolio value of $696.6M, covering 44 public equity positions.
In Q1 2025, Crane Advisory, LLC displayed an active expansion posture, initiating 3 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, PULS, VUG) accounted for 48.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.74% | +0.36% | +5.79% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 16.15% | -0.53% | +0.27% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 12.16% | +0.46% | +8.77% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.36% | -0.35% | +112.70% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.86% | -0.39% | -4.75% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 7.54% | +0.19% | +2.02% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 6.80% | -0.17% | -10.78% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.77% | +0.05% | +2.96% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.35% | -0.27% | -48.74% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.21% | +18.56% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.06% | +0.09% | +8.54% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.94% | +0.09% | +11.41% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.51% | -0.01% | +9.79% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | — | +0.11% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.01% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | +0.10% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | +0.01% | +1.72% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | +3.87% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | — | +67.25% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | +52.48% | |
| 21 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.18% | +0.03% | — | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | +0.01% | -1.61% | |
| 23 | VONE | Vanguard Russell 1000 | ETF-Other | 0.15% | +0.01% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | +5.02% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.03% | -2.73% | |
| 26 | AON | Aon plc | Stock-Financials | 0.11% | +0.01% | — | |
| 27 | O | Realty Income CORP | Stock-Real Estate | 0.11% | -0.01% | — | |
| 28 | EIX | Edison International | Stock-Utilities | 0.10% | +0.01% | +0.01% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.07% | — | +25.16% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | +0.04% | NEW | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | — | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.05% | -0.01% | -15.67% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.01% | -1.46% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.05% | -0.01% | — | |
| 38 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.05% | -0.01% | — | |
| 39 | XVV | Ishares Esg Select Screened | ETF-Other | 0.05% | — | +1.13% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | -0.01% | — | |
| 41 | PSO | Pearson Plc-sponsored Adr | Stock-Other | 0.04% | — | — | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.04% | — | — | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 44 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.04% | — | +21.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +4.6% | +112.70% | Add |
| 2 | PULS | Pgim Ultra Short Bond ETF | +0.5% | +0.27% | Add |
| 3 | IQLT | Ishares Msci International Q | +0.2% | +9.79% | Add |
| 4 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.1% | +67.25% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.1% | +8.54% | Add |
| 7 | HSY | Hershey Co/the | +0.1% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.1% | +52.48% | Add |
| 9 | TJX | Tjx Companies Inc | 0% | NEW | New buy |
| 10 | GLD | Spdr Gold Shares | 0% | -2.73% | Trim |
| 11 | JNJ | Johnson & Johnson | 0% | +1.72% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | 0% | +0.11% | Add |
| 13 | CVX | Chevron CORP | 0% | +25.16% | Add |
| 14 | AON | Aon plc | 0% | — | Unchanged |
| 15 | O | Realty Income CORP | 0% | — | Unchanged |
| 16 | VIG | Vanguard Dividend Apprec ETF | — | +2.96% | Add |
| 17 | MGV | Vanguard Mega Cap Value ETF | — | -1.61% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 19 | XVV | Ishares Esg Select Screened | — | +1.13% | Add |
| 20 | VOE | Vanguard Mid-cap Value ETF | — | — | Unchanged |
| 21 | XOM | Exxon Mobil CORP | — | -1.46% | Trim |
| 22 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 24 | PSO | Pearson Plc-sponsored Adr | — | — | Unchanged |
| 25 | FTEC | Fidelity Msci Info Tech Indx | — | +21.40% | Add |
| 26 | VTV | Vanguard Value ETF | 0% | +2.02% | Add |
| 27 | MSFT | Microsoft CORP | 0% | +0.10% | Add |
| 28 | VONE | Vanguard Russell 1000 | 0% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | 0% | +3.87% | Add |
| 30 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 31 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 33 | AAPL | Apple Inc | 0% | +18.56% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +5.02% | Add |
| 35 | BA | Boeing Co/the | 0% | -15.67% | Trim |
| 36 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 37 | MUB | Ishares National Muni Bond E | 0% | EXIT | Sold out |
| 38 | SGOV | Ishares 0-3 Month Treasury B | 0% | EXIT | Sold out |
| 39 | EIX | Edison International | 0% | +0.01% | Add |
| 40 | SCHR | Schwab Intermediate-term US | -0.1% | -4.75% | Trim |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | EXIT | Sold out |
| 42 | VB | Vanguard Small-cap ETF | -0.1% | +11.41% | Add |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 44 | VOO | Vanguard S&p 500 ETF | -0.3% | +5.79% | Add |
| 45 | VUG | Vanguard Growth ETF | -0.4% | +8.77% | Add |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | -0.5% | -10.78% | Trim |
| 47 | FBND | Fidelity Total Bond ETF | -3.9% | -48.74% | Trim |
According to official SEC Form 13F filings, Crane Advisory, LLC reported a total U.S. public equity portfolio value of $696.6M across 44 disclosed positions in Q1 2025.
During Q1 2025, Crane Advisory, LLC's top holdings by market value included VOO (16.7%)、PULS (16.1%)、VUG (12.2%). The largest single position, VOO, represented 16.7% of total portfolio value.
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Top New Position Initiated
WMT
市值: $307.6K
Top Position Liquidated / Trimmed
SHV
前期市值: $266.2K
In Q1 2025, Crane Advisory, LLC made 34 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 7 holdings, and fully liquidating 3 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.
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