Crane Advisory, LLC Top Holdings and 13F Report (2024) About Crane Advisory, LLCInvestment ActivityCrane Advisory, LLC has $553.11 million in total holdings as of September 30, 2024.Crane Advisory, LLC owns shares of 43 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 13.15% of the portfolio was purchased this quarter.About 9.12% of the portfolio was sold this quarter.This quarter, Crane Advisory, LLC has purchased 41 new stocks and bought additional shares in 17 stocks.Crane Advisory, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $92,183,751PGIM Ultra Short Bond ETF $69,904,362Vanguard Growth ETF $66,270,500Fidelity Total Bond ETF $50,362,990SPDR Portfolio Short Term Treasury ETF $50,249,952 Largest New Holdings this Quarter Fidelity Total Bond ETF $50,362,990 HoldingiShares Short Treasury Bond ETF $266,470 HoldingInternational Business Machines $221,304 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 1,090,108 shares (about $50.36M)Apple 61,738 shares (about $13.94M)Vanguard Growth ETF 6,574 shares (about $2.53M)Vanguard S&P 500 ETF 3,830 shares (about $2.02M)PGIM Ultra Short Bond ETF 23,491 shares (about $1.17M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 1,325 shares (about $260.79K)Walt Disney 1,000 shares (about $92.51K)Vanguard Value ETF 344 shares (about $59.68K)iShares ESG Screened S&P 500 ETF 53 shares (about $2.34K)iShares 0-3 Month Treasury Bond ETF 10 shares (about $1.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrane Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$92,183,751$2,017,830 ▲2.2%174,97216.7%ETFPULSPGIM Ultra Short Bond ETF$69,904,362$1,165,623 ▲1.7%1,408,79412.6%ETFVUGVanguard Growth ETF$66,270,500$2,532,375 ▲4.0%172,03712.0%ETFFBNDFidelity Total Bond ETF$50,362,990$50,362,990 ▲New Holding1,090,1089.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$50,249,952$598,743 ▲1.2%1,722,6599.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$48,843,231$53,656 ▲0.1%980,3948.8%ETFVTVVanguard Value ETF$41,250,568$59,684 ▼-0.1%237,7557.5%ETFVIGVanguard Dividend Appreciation ETF$25,623,109$260,787 ▼-1.0%130,1854.6%ETFGOVTiShares U.S. Treasury Bond ETF$25,345,312$91,898 ▲0.4%1,097,6754.6%ETFAAPLApple$17,716,307$13,938,517 ▲369.0%78,4713.2%Computer and TechnologyVOVanguard Mid-Cap ETF$16,251,987$215,055 ▲1.3%61,8932.9%ETFVBVanguard Small-Cap ETF$16,212,664$391,961 ▲2.5%68,9522.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$7,914,714$307,517 ▲4.0%194,7041.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,454,523$162,086 ▲3.1%94,6971.0%ETFGOOGAlphabet$2,764,6240.0%16,6850.5%Computer and TechnologyJNJJohnson & Johnson$1,709,8010.0%10,7070.3%MedicalMSFTMicrosoft$1,404,2490.0%3,3860.3%Computer and TechnologyMETAMeta Platforms$1,379,6960.0%2,3270.2%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$1,173,3120.0%31,0400.2%ETFMGVVanguard Mega Cap Value ETF$942,5000.0%7,3800.2%ETFVONEVanguard Russell 1000$909,9800.0%3,5010.2%ETFEIXEdison International$825,275$181,829 ▲28.3%9,7220.1%UtilitiesGOOGLAlphabet$819,986$5,754 ▲0.7%4,9880.1%Computer and TechnologyAMZNAmazon.com$738,554$84,599 ▲12.9%4,0420.1%Retail/WholesaleNVDANVIDIA$679,732$18,339 ▲2.8%5,1150.1%Computer and TechnologyORealty Income$648,5610.0%10,5440.1%FinanceAONAON$597,1470.0%1,6870.1%FinanceGLDSPDR Gold Shares$525,943$65,440 ▲14.2%2,1700.1%FinanceVTIVanguard Total Stock Market ETF$472,9550.0%1,6740.1%ETFCATCaterpillar$393,3910.0%1,0140.1%Industrial ProductsBABoeing$351,365$48,715 ▲16.1%2,2720.1%AerospaceSPYSPDR S&P 500 ETF Trust$343,9020.0%6000.1%FinanceCVXChevron$335,2830.0%2,2540.1%Oils/EnergyXOMExxon Mobil$302,0490.0%2,4750.1%Oils/EnergyDISWalt Disney$301,305$92,510 ▼-23.5%3,2570.1%Consumer DiscretionaryXVViShares ESG Screened S&P 500 ETF$281,724$2,342 ▼-0.8%6,3750.1%ETFJPMJPMorgan Chase & Co.$272,0780.0%1,2910.0%FinanceSHViShares Short Treasury Bond ETF$266,470$266,470 ▲New Holding2,4170.0%ETFVOEVanguard Mid-Cap Value ETF$233,9400.0%1,4120.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$231,322$1,004 ▼-0.4%2,3040.0%ETFIBMInternational Business Machines$221,304$221,304 ▲New Holding9680.0%Computer and TechnologyMRKMerck & Co., Inc.$221,2720.0%2,0390.0%MedicalPSOPearson$182,8250.0%13,7050.0%Consumer DiscretionaryFLOTiShares Floating Rate Bond ETF$0$50,036,131 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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