Crescent Grove Advisors, LLC Q2 2024 Filing

Filed July 22, 2024

Portfolio Value

$912K

Holdings

276

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (276 positions)

#StockSharesValue% PortfolioType
201
EWEdwards Lifesciences Corp
2,704$00.00%
202
EFViShares MSCI EAFE Value ETF
5,262$00.00%
203
IBDQiShares Ibonds (dec 2025 Term Corporate Etf)
26,937$00.00%
204
IGLBiShares 10 Year Inv
4,641$00.00%
205
BUSEFirst Busey Corp Com
33,264$00.00%
206
SPYDSPDR Portfolio S&P (500 High Dividend Etf)
134,798$00.00%
207
GOOGLAlphabet Inc Cap STK
8,920$00.00%
208
ARLPAlliance Resource
180,777$00.00%
209
GWREGuidewire Software Inc
1,746$00.00%
210
NADNuveen Quality Municipal
78,821$00.00%
211
QQQMInvesco Nasdaq 100 ETF
9,761$00.00%
212
INTCIntel Corp
7,165$00.00%
213
ALITAlight Inc Com CL A
20,212$00.00%
214
SCHDSchwab US Dividend Equity ETF
3,553$00.00%
215
IUSGiShares Core (S&P US Growth ETF)
3,659$00.00%
216
IJRiShares Core S&P Small-Cap ETF
190,399$00.00%
217
EMXCiShares MSCI EM ex China ETF
59,075$00.00%
218
BAC 7.25 PERP LBank Amer Corp Non
212$00.00%
219
AAXJiShares MSCI Asia ex Japan ETF
3,611$00.00%
220
CVXChevron
5,543$00.00%
221
ARKFARK Fintech Innovation ETF
8,322$00.00%
222
CNNECannae HLDGS Inc Com
318,884$00.00%
223
FISFidelity National Info Srvcs, Inc.
295,566$00.00%
224
VBKVanguard Small Cap Growth Index Fund ETF
1,180$00.00%
225
IXUSiShares Core MSCI Total International Stock ETF
62,456$00.00%
226
IHAKiShares Cybersecurity and Tech ETF
32,134$00.00%
227
FFC0Oaktree Specialty
26,900$00.00%
228
XLKTechnology Sector SPDR ETF
942$00.00%
229
IWSiShares Russell Mid Cap Value ETF
5,814$00.00%
230
CARRCarrier Global
74,771$00.00%
231
BMYBristol Myers Squibb
5,090$00.00%
232
IVWiShares S&P 500 Growth ETF
9,090$00.00%
233
4I1Philip Morris Intl
5,125$00.00%
234
MSIMotorola Solutions
806$00.00%
235
IWBiShares Russell 1000
965$00.00%
236
NWLNewell Rubbermaid
38,415$00.00%
237
VYMVanguard High Dividend Yield ETF
72,877$00.00%
238
IWCiShares Micro-Cap ETF
2,090$00.00%
239
IBBiShares Biotechnology ETF
43,549$00.00%
240
ICEIntercontinental
152,500$00.00%
241
BLKCHFBlackRock Inc
300$00.00%
242
GOOGAlphabet Inc Cap STK
3,805$00.00%
243
FSKFS KKR Capital Corp
14,465$00.00%
244
MGVVanguard Mega Cap (300 Value Index Fund)
7,056$00.00%
245
ETEnergy Transfer Equity L P
17,430$00.00%
246
SLBSchlumberger Limited
5,417$00.00%
247
ROPRoper Technologies
520$00.00%
248
QUADQuad / Graphics Inc
60,490$00.00%
249
SEVNSeven Hills RLTY TR
101,870$00.00%
250
IVViShares S&P 500 ETF
113,277$00.00%
251
JPMJP Morgan Chase & Co.
8,877$00.00%
252
APAMArtisan Partners Asset Mgmt
11,200$00.00%
253
WEAVWeave Communications
63,930$00.00%
254
XLRESPDR Real Estate ETF
6,442$00.00%
255
ARKQARK Autonomous Technology & Robotics ETF
15,852$00.00%
256
HACKAmplify ETF TR (cybersecurity Etf)
12,639$00.00%
257
FDVVFidelity High (dividend Etf)
8,788$00.00%
258
ULUnilever PLC Spon
6,215$00.00%
259
DVYEiShares EM Dividend ETF
93,848$00.00%
260
FGF&G Annuities & Life
20,496$00.00%
261
XTiShares Exponential Technologies ETF
43,303$00.00%
262
AQLTiShares Core MSCI EAFE ETF
203,562$00.00%
263
ACGLArch Capital Group
3,590$00.00%
264
SHViShares Short Treasury ETF
80,025$00.00%
265
ETEnergy Transfer LP
327,476$00.00%
266
EOGEog Res.
1,909$00.00%
267
MASMasco Corp
5,700$00.00%
268
XLFFinancial Sector SPDR ETF
184,309$00.00%
269
SUNSunoco LP Com Unit
9,560$00.00%
270
SHELRoyal Dutch Shell PLC ADR
7,304$00.00%
271
IWNiShares Russell 2000 Value ETF
6,516$00.00%
272
PAAPlains All American
171,225$00.00%
273
MFCManulife Financial
11,858$00.00%
274
ETWOGBPE2Open Parent Holdings Inc
240,772$00.00%
275
IWOiShares Russell 2000 Growth ETF
17,458$00.00%
276
FANGDiamondback Energy Inc
1,045$00.00%
277
JEPIJ P Morgan (exchange-Traded FD Equity Premium)
25,446$00.00%
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