Crane Advisory, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Crane Advisory, LLC

CIK Number: 0001951283

603.48M
Market Value
44
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
591.76
+0.52% 188.78K +5.79% 92.61M 379.16 16.74% Share
2 PULS PGIM Ultra Shor...
49.65
+0.06% 1.81M +0.27% 89.32M 49.37 16.15% Share
3 VUG Vanguard Growth...
459.86
+1.08% 186.83K +8.77% 67.29M 261.68 12.16% Share
4 JPST JPMorgan Ultra-...
50.58
+0.03% 917.93K +112.70% 46.25M 50.51 8.36% Share
5 SCHR Schwab Intermed...
25.07
+0.26% 1.77M -4.75% 43.5M 24.48 7.86% Share
6 VTV Vanguard Value ...
181.75
-0.47% 257.81K +2.02% 41.72M 135.65 7.54% Share
7 SPTS SPDR Portfolio ...
29.24
+0.07% 1.29M -10.78% 37.6M 29.03 6.80% Share
8 VIG Vanguard Divide...
210.29
+0.10% 142.75K +2.96% 26.37M 172.88 4.77% Share
9 FBND Fidelity Total ...
45.95
+0.37% 538.23K -48.74% 24.05M 46.74 4.35% Share
10 AAPL Apple Inc.
238.47
+3.81% 95.54K +18.56% 18.93M 218.67 3.42% Share
11 VO Vanguard Mid Ca...
287.61
-0.19% 69.49K +8.54% 16.93M 212.9 3.06% Share
12 VB Vanguard Small ...
250.77
-0.17% 78.89K +11.41% 16.24M 192.67 2.94% Share
13 IQLT iShares MSCI In...
42.87
+0.36% 215.14K +9.79% 8.38M 33.24 1.51% Share
14 IEMG iShares Core MS...
62.23
+0.39% 78.22K +0.11% 4.04M 46.38 0.73% Share
15 GOOG Alphabet Inc.
231.10
+9.01% 16.68K 0.00% 2.66M 157.56 0.48% Share
16 MSFT Microsoft Corpo...
505.35
+0.05% 4.06K +0.10% 1.58M 416.85 0.29% Share
17 JNJ Johnson & Johns...
177.98
-0.04% 9.99K +1.72% 1.52M 157.18 0.27% Share
18 META Meta Platforms,...
737.05
+0.26% 2.42K +3.87% 1.31M 271.86 0.24% Share
19 NVDA NVIDIA Corporat...
170.63
-0.09% 11.83K +67.25% 1.31M 107.9 0.24% Share
20 AMZN Amazon.com, Inc...
225.99
+0.29% 6.8K +52.48% 1.26M 171.5 0.23% Share
21 RSPT Invesco S&P 500...
41.47
+0.31% 31.04K 0.00% 991.42K 35.21 0.18% Share
22 MGV Vanguard Mega C...
133.98
-0.51% 7.26K -1.61% 877.78K 89.91 0.16% Share
23 VONE Vanguard Russel...
292.68
+0.47% 3.49K 0.00% 845.03K 163.38 0.15% Share
24 GOOGL Alphabet Inc.
230.66
+9.14% 4.66K +5.02% 732.66K 157.07 0.13% Share
25 GLD SPDR Gold Share...
328.10
+0.77% 2.17K -2.73% 646.51K 194.45 0.12% Share
26 AON Aon plc
374.04
+0.56% 1.66K 0.00% 623.53K 267.87 0.11% Share
27 O Realty Income C...
57.95
+0.37% 10.54K 0.00% 582.24K 57.12 0.11% Share
28 EIX Edison Internat...
55.35
-0.79% 9.72K +0.01% 545.44K 67.38 0.10% Share
29 VTI Vanguard Total ...
317.38
+0.44% 1.67K 0.00% 438.15K 179.47 0.08% Share
30 CVX Chevron Corpora...
157.97
-2.39% 2.82K +25.16% 382.61K 168.17 0.07% Share
31 SPY SPDR S&P 500 ET...
643.65
+0.53% 600 0.00% 320.36K 522.16 0.06% Share
32 WMT Walmart Inc.
99.44
+1.62% 3.31K +100.00% 307.63K 87.79 0.06% Share
33 JPM JPMorgan Chase ...
299.47
-0.08% 1.29K 0.00% 304.93K 171.5 0.06% Share
34 BA The Boeing Comp...
232.36
-2.11% 1.92K -15.67% 300.5K 129.53 0.05% Share
35 CAT Caterpillar Inc...
415.17
-0.21% 1.01K 0.00% 297.56K 254.17 0.05% Share
36 XOM Exxon Mobil Cor...
111.95
-2.39% 2.71K -1.46% 278.99K 114.23 0.05% Share
37 DIS The Walt Disney...
117.33
-0.79% 3.26K 0.00% 276.49K 99.08 0.05% Share
38 HSY The Hershey Com...
184.76
-0.55% 1.57K +100.00% 260.9K 171.03 0.05% Share
39 XVV iShares ESG Scr...
49.71
+0.61% 6.25K +1.13% 255.85K 36.46 0.05% Share
40 IBM International B...
244.17
+1.11% 968 0.00% 227.94K 221.08 0.04% Share
41 PSO Pearson plc
14.07
-3.43% 13.71K 0.00% 214.21K 12.29 0.04% Share
42 VOE Vanguard Mid-Ca...
171.30
-0.26% 1.41K 0.00% 211.42K 145.01 0.04% Share
43 TJX The TJX Compani...
139.48
+0.66% 1.6K +100.00% 205.04K 121.8 0.04% Share
44 FTEC Fidelity MSCI I...
206.18
+0.49% 1.32K +21.40% 204.31K 180.72 0.04% Share