Crescent Grove Advisors, LLC Q3 2023 Filing

Filed October 25, 2023

Portfolio Value

$802K

Holdings

271

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
201
AQLTiShares TR US HLTHCR (PR Etf)
1,106$00.00%
202
BUSEFirst Busey Corp Com
33,264$00.00%
203
SPYDSPDR Portfolio S&P (500 High Dividend Etf)
126,562$00.00%
204
GOOGLAlphabet Inc Cap STK
9,632$00.00%
205
FTSMFirst Trust Enhanced Short Maturity
3,399$00.00%
206
ARLPAlliance Resource
90,343$00.00%
207
GLPGlobal Partners LP Units Repstg LTD Partner Int MLP
28,231$00.00%
208
INTCIntel Corp
11,948$00.00%
209
ALITAlight Inc Com CL A
26,780$00.00%
210
EUSAiShares Inc MSCI (usa Equal Weighted ETF Index FD)
8,641$00.00%
211
SCHDSchwab US Dividend Equity ETF
10,173$00.00%
212
IUSGiShares Core (S&P US Growth ETF)
2,691$00.00%
213
IJRiShares Core S&P Small-Cap ETF
158,125$00.00%
214
CVXChevron
4,668$00.00%
215
GSLGlobal Ship Lease
63,360$00.00%
216
JPSTJPMorgan Ultra Short Income ETF
21,465$00.00%
217
CNNECannae HLDGS Inc Com
311,825$00.00%
218
FISFidelity National Info Srvcs, Inc.
662,491$00.00%
219
RBCPut RBC @ $120.0 Exp Dec 15, 2023
3,000$00.00%
220
IXUSiShares Core MSCI Total International Stock ETF
67,331$00.00%
221
IHAKiShares Cybersecurity and Tech ETF
27,356$00.00%
222
FFC0Oaktree Specialty
19,343$00.00%
223
XLKTechnology Sector SPDR ETF
1,262$00.00%
224
IWSiShares Russell Mid Cap Value ETF
5,584$00.00%
225
BMYBristol Myers Squibb
10,730$00.00%
226
IVWiShares S&P 500 Growth ETF
6,743$00.00%
227
PXDEURPioneer Natural
1,851$00.00%
228
4I1Philip Morris Intl
5,120$00.00%
229
LLYEli Lilly & Co
3,014$00.00%
230
HEIHeico Corporation
3,000$00.00%
231
IWBiShares Russell 1000
965$00.00%
232
W3UWestern Union Co
11,345$00.00%
233
NWLNewell Rubbermaid
38,415$00.00%
234
VYMVanguard High Dividend Yield ETF
93,046$00.00%
235
IWCiShares Micro-Cap ETF
3,017$00.00%
236
IBBiShares Biotechnology ETF
57,921$00.00%
237
VYXNCR Corp
2,522,625$00.00%
238
GOOGAlphabet Inc Cap STK
3,460$00.00%
239
MGVVanguard Mega Cap (300 Value Index Fund)
7,056$00.00%
240
ETEnergy Transfer Equity L P
16,908$00.00%
241
ROPRoper Technologies
520$00.00%
242
QUADQuad / Graphics Inc
50,490$00.00%
243
SEVNSeven Hills RLTY TR
61,615$00.00%
244
IVViShares S&P 500 ETF
98,876$00.00%
245
JPMJP Morgan Chase & Co.
10,127$00.00%
246
APAMArtisan Partners Asset Mgmt
13,600$00.00%
247
WEAVWeave Communications
19,787$00.00%
248
XLRESPDR Real Estate ETF
7,378$00.00%
249
ARKQARK Autonomous Technology & Robotics ETF
11,223$00.00%
250
LRCXEURLam Research Corp
453$00.00%
251
ULUnilever PLC Spon
8,506$00.00%
252
DVYEiShares EM Dividend ETF
116,343$00.00%
253
FGF&G Annuities & Life
17,674$00.00%
254
XTiShares Exponential Technologies ETF
58,637$00.00%
255
AQLTiShares Core MSCI EAFE ETF
197,161$00.00%
256
ACGLArch Capital Group
7,634$00.00%
257
SHViShares Short Treasury ETF
22,670$00.00%
258
ETEnergy Transfer LP
188,400$00.00%
259
EOGEog Res.
2,382$00.00%
260
EMXCiShares Inc MSCI
18,606$00.00%
261
MASMasco Corp
5,700$00.00%
262
XLFFinancial Sector SPDR ETF
192,065$00.00%
263
PPGPPG Industries
6,018$00.00%
264
SUNSunoco LP Com Unit
14,978$00.00%
265
SHELRoyal Dutch Shell PLC ADR
4,529$00.00%
266
IWNiShares Russell 2000 Value ETF
6,908$00.00%
267
PAAPlains All American
186,270$00.00%
268
MFCManulife Financial
11,543$00.00%
269
TLTiShares 20 Year Treasury ETF
29,190$00.00%
270
IWOiShares Russell 2000 Growth ETF
17,670$00.00%
271
PEPPepsico
2,558$00.00%
272
JEPIJ P Morgan (exchange-Traded FD Equity Premium)
25,243$00.00%
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