Crescent Grove Advisors, LLC Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$1.0M

Holdings

277

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
201
METAFacebook Inc Com
1,210$00.00%
202
AGGiShares Core U.S. Aggregate Bond ETF
3,263$00.00%
203
UPSUnited Parcel SVC
7,487$00.00%
204
EQTEQT Corp Com
5,727$00.00%
205
AXPAmerican Express Co
726$00.00%
206
INFLHorizon Kinetics Inflation Beneficiaries ETF
6,250$00.00%
207
SCHWSchwab Charles Corp
6,620$00.00%
208
MRKMerck & Co Inc New
8,823$00.00%
209
XLVHealth Care Select SPDR ETF
1,817$00.00%
210
FISVFiserv Inc
1,094$00.00%
211
TAT&T
11,873$00.00%
212
AVGOBroadcom Inc
1,361$00.00%
213
CSCOCisco SYS Inc Com
4,789$00.00%
214
IEIiShares 3-7 Year Treasury ETF
3,025$00.00%
215
GSLCGoldman Sachs ETF TR (activebeta US LG)
6,120$00.00%
216
HTOOFusion Fuel Green
15,000$00.00%
217
T7DTransdigm Group Inc
290$00.00%
218
DKNGDraftkings Inc New
15,022$00.00%
219
DFAIDimensional International Core ETF
16,700$00.00%
220
PRNTARK 3D Printing ETF
18,688$00.00%
221
IJTiShares S&P Small Cap 600 Growth ETF
2,774$00.00%
222
RSPInvesco S&P 500 Equal Weight ETF
2,920$00.00%
223
VOEVanguard Mid-Cap Value Idx.FD.
1,259$00.00%
224
KOCoca Cola Co
8,316$00.00%
225
NOBLProShares S&P 500 (dividend Aristocrats Etf)
4,574$00.00%
226
OKEOneok Inc
2,621$00.00%
227
BCDAbrdn Etfs BBRG All (commdy)
16,371$00.00%
228
KSSKohls Corp Com
34,200$00.00%
229
SCHGSchwab US Large Cap Growth ETF
25,395$00.00%
230
EXASExact Sciences Corp
14,195$00.00%
231
ABTAbbott Laboratories
6,518$00.00%
232
HDHome Depot Inc Com
1,175$00.00%
233
VVisa Inc Com CL A
1,437$00.00%
234
NXPINXP Semiconductors N
1,962$00.00%
235
VEUVanguard FTSE All-World Ex-US ETF
8,040$00.00%
236
AMGNAmgen Inc
797$00.00%
237
VXFVanguard Extended (markets Index Fund)
2,288$00.00%
238
LVLNSPDR S&P Regional Banking ETF
6,659$00.00%
239
IGROiShares TR Intl DIV (GRWTH)
3,727$00.00%
240
MLB1Mercadolibre Inc
135$00.00%
241
MCDMcDonalds Corp
1,167$00.00%
242
CITCintas Corp
1,976$00.00%
243
LULULululemon Athletica Inc
937$00.00%
244
CEGConstellation Energy
1,318$00.00%
245
BTZBlackRock Credit Allocation
13,500$00.00%
246
CMCSAComcast Corp New
9,816$00.00%
247
FMUSDiShares Inc MSCI (frontier)
13,128$00.00%
248
EDIVSPDR S&P Emerging Markets Dividend ETF
9,127$00.00%
249
VGKVanguard Intl Equity
5,303$00.00%
250
MMM3M Company
2,593$00.00%
251
SCHASchwab US Small Cap ETF
30,928$00.00%
252
JNJJohnson & Johnson
3,728$00.00%
253
SCZiShares TR EAFE SML
4,353$00.00%
254
COSTCostco Wholesale
972$00.00%
255
ISCGiShares Morningstar Small-Cap Growth ETF
14,337$00.00%
256
LMTLockheed Martin Corp
502$00.00%
257
BTBTBit Digital Inc Usd
10,000$00.00%
258
ETNEaton Corp PLC Com
1,440$00.00%
259
ITA*iShares Aerospace/Defense ETF
5,904$00.00%
260
HDEFXtrackers MSCI EAFE Hi Div Yield
18,968$00.00%
261
ADSKAutodesk Inc Com
870$00.00%
262
DFINDonnelley Finl Solutions
4,501$00.00%
263
IVZInvesco Exchange (traded FD TR S&P Midcap 400)
2,300$00.00%
264
CRWDCrowdstrike HLDGS
1,223$00.00%
265
PSFEPaysafe LTD
33,333$00.00%
266
RTXRaytheon Technologies Corp Com
2,566$00.00%
267
OEFiShares Trust S&P 100
734$00.00%
268
ACNAccenture
1,234$00.00%
269
MYIBlackRock Muniyield (quality FD Com)
66,309$00.00%
270
UNHUnitedhealth Group
1,251$00.00%
271
LNGCheniere Energy Inc
1,259$00.00%
272
CMICummins Inc
644$00.00%
273
MARMarriott Intl
2,648$00.00%
274
FTECFidelity MSCI Information Technology Index ETF
1,105$00.00%
275
BABoeing Co
2,273$00.00%
276
XTNTXtant Medical Holdings
212,024$00.00%
277
TJXTJX Cos Inc New Com
2,162$00.00%
278
ROBORobo Global Robotics And Automation) ETF
4,208$00.00%
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