Crane Advisory, LLC Top Holdings and 13F Report (2025) About Crane Advisory, LLCInvestment ActivityCrane Advisory, LLC has $570.47 million in total holdings as of December 31, 2024.Crane Advisory, LLC owns shares of 44 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 12.53% of the portfolio was purchased this quarter.About 6.42% of the portfolio was sold this quarter.This quarter, Crane Advisory, LLC has purchased 43 new stocks and bought additional shares in 15 stocks.Crane Advisory, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $97,144,320PGIM Ultra Short Bond ETF $89,377,595Vanguard Growth ETF $71,542,288Fidelity Total Bond ETF $47,117,062Schwab Intermediate-Term U.S. Treasury ETF $45,111,015 Largest New Holdings this Quarter JPMorgan Ultra-Short Income ETF $21,750,624 HoldingiShares National Muni Bond ETF $253,660 HoldingFidelity MSCI Information Technology Index ETF $205,064 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 431,560 shares (about $21.75M)Schwab Intermediate-Term U.S. Treasury ETF 879,854 shares (about $21.34M)PGIM Ultra Short Bond ETF 393,901 shares (about $19.53M)Vanguard Value ETF 14,941 shares (about $2.55M)Vanguard S&P 500 ETF 3,471 shares (about $1.89M) Largest Sales this Quarter SPDR Portfolio Short Term Treasury ETF 277,550 shares (about $8.04M)Fidelity Total Bond ETF 40,029 shares (about $1.80M)iShares Core MSCI Emerging Markets ETF 16,558 shares (about $870.95K)Johnson & Johnson 882 shares (about $127.18K)Vanguard Growth ETF 267 shares (about $111.21K) 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$97,144,320$1,889,611 ▲2.0%178,44317.0%ETFPULSPGIM Ultra Short Bond ETF$89,377,595$19,529,607 ▲28.0%1,802,69515.7%ETFVUGVanguard Growth ETF$71,542,288$111,206 ▼-0.2%171,77012.5%ETFFBNDFidelity Total Bond ETF$47,117,062$1,796,102 ▼-3.7%1,050,0798.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$45,111,015$21,336,460 ▲89.7%1,860,2487.9%ETFVTVVanguard Value ETF$43,049,220$2,545,345 ▲6.3%252,6967.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$41,850,345$8,037,846 ▼-16.1%1,445,1097.3%ETFVIGVanguard Dividend Appreciation ETF$27,197,573$1,659,204 ▲6.5%138,6434.8%ETFJPSTJPMorgan Ultra-Short Income ETF$21,750,624$21,750,624 ▲New Holding431,5603.8%ETFAAPLApple$19,609,586$513,000 ▲2.7%80,5793.4%Computer and TechnologyVBVanguard Small-Cap ETF$17,240,684$451,671 ▲2.7%70,8073.0%ETFVOVanguard Mid-Cap ETF$17,099,280$569,397 ▲3.4%64,0253.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$7,293,317$46,450 ▲0.6%195,9521.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,110,107$870,950 ▼-17.5%78,1390.7%ETFGOOGAlphabet$3,222,2800.0%16,6850.6%Computer and TechnologyMSFTMicrosoft$1,718,463$284,929 ▲19.9%4,0590.3%Computer and TechnologyJNJJohnson & Johnson$1,416,667$127,176 ▼-8.2%9,8250.2%MedicalMETAMeta Platforms$1,407,0570.0%2,3270.2%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$1,179,8300.0%31,0400.2%ETFNVDANVIDIA$1,022,125$283,161 ▲38.3%7,0750.2%Computer and TechnologyAMZNAmazon.com$999,663$93,487 ▲10.3%4,4590.2%Retail/WholesaleVONEVanguard Russell 1000$939,847$2,692 ▼-0.3%3,4910.2%ETFMGVVanguard Mega Cap Value ETF$926,8540.0%7,3800.2%ETFGOOGLAlphabet$851,297$105,285 ▼-11.0%4,4390.1%Computer and TechnologyEIXEdison International$775,8210.0%9,7220.1%UtilitiesAONAON$586,545$10,619 ▼-1.8%1,6570.1%FinanceORealty Income$561,7840.0%10,5440.1%FinanceGLDSPDR Gold Shares$543,226$14,853 ▲2.8%2,2310.1%FinanceVTIVanguard Total Stock Market ETF$490,5820.0%1,6740.1%ETFBABoeing$386,0130.0%2,2720.1%AerospaceCATCaterpillar$368,8830.0%1,0140.1%Industrial ProductsDISWalt Disney$362,0480.0%3,2570.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$355,1700.0%6000.1%FinanceCVXChevron$333,2540.0%2,2540.1%Oils/EnergyJPMJPMorgan Chase & Co.$314,0740.0%1,2910.1%FinanceXOMExxon Mobil$296,076$29,122 ▲10.9%2,7450.1%Oils/EnergyXVViShares ESG Screened S&P 500 ETF$283,157$8,746 ▼-3.0%6,1840.0%ETFSHViShares Short Treasury Bond ETF$266,189$110 ▼0.0%2,4160.0%ETFMUBiShares National Muni Bond ETF$253,660$253,660 ▲New Holding2,3800.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$246,208$14,955 ▲6.5%2,4530.0%ETFVOEVanguard Mid-Cap Value ETF$229,2240.0%1,4120.0%ETFPSOPearson$218,8690.0%13,7050.0%Consumer DiscretionaryIBMInternational Business Machines$215,5250.0%9680.0%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$205,064$205,064 ▲New Holding1,0890.0%ETFGOVTiShares U.S. Treasury Bond ETF$0$25,345,312 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$221,272 ▼-100.0%00.0%MedicalShowing 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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