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Crescent Grove Advisors

Latest statistics and disclosures from Crescent Grove Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ZWS, DNB, IVV, FIS, VYX, and represent 28.55% of Crescent Grove Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$13M), CDW (+$6.3M), ZWS (+$6.0M), DNB (+$5.7M), SGOV, CARR, VYX, IVV, QQQM, CARY.
Started 25 new stock positions in NVD, SEVN, CARR, AXP, LULU, RIO, ANY, LOW, GLP, BLK.
Reduced shares in these 10 stocks: XLI (-$5.6M), FIS, IEF, SPY, FSK, IWF, VYM, Etf Managers Tr purefunds ise cy, XBI, IBB.
Sold out of its positions in MO, XCCC, CSX, EOG, Etf Managers Tr purefunds ise cy, FSK, PSX, SUN, VLO.
Crescent Grove Advisors was a net buyer of stock by $42M.
Crescent Grove Advisors has $959M in assets under management (AUM), dropping by 6.93%.
Central Index Key (CIK): 0001713520

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Portfolio Holdings for Crescent Grove Advisors

Crescent Grove Advisors holds 300 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Zurn Water Solutions Comm (ZWS)	8.0	$77M	+8%	2.3M	33.47	View chart
Dun & Bradstreet Holdings Comm (DNB)	6.0	$57M	+11%	5.7M	10.04	View chart
iShares S&P 500 ETF Etf (IVV)	5.9	$56M	+5%	107k	525.73	View chart
Fidelity National Info Srvcs Comm (FIS)	4.8	$46M	-7%	616k	74.18	View chart
NCR Voyix Comm (VYX)	3.9	$38M	+10%	3.0M	12.63	View chart
CDW Corporation Comm (CDW)	3.7	$35M	+21%	138k	255.78	View chart
Spdr S&p 500 Etf Etf (SPY)	3.4	$32M	-3%	62k	524.66	View chart
Vanguard Total Stock Market ETF Etf (VTI)	2.5	$24M		94k	259.90	View chart
NCR Atleos Comm (NATL)	2.5	$24M		1.2M	19.75	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.2	$21M	+7%	193k	110.52	View chart
Intercontinental Comm (ICE)	2.2	$21M		153k	137.43	View chart
Apple Comm (AAPL)	1.9	$18M		104k	171.48	View chart
Invesco Powershares QQQ ETF Etf (QQQ)	1.8	$18M		39k	444.59	View chart
iShares Core S&P Total US Stock Market ETF Etf (ITOT)	1.7	$16M		138k	115.30	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	1.6	$16M	+392%	260k	60.74	View chart
iShares 0-3 Month Treasury ETF Etf (SGOV)	1.6	$16M	+43%	154k	100.71	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	1.6	$15M		294k	51.60	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.6	$15M	-5%	45k	337.05	View chart
Fidelity National Financial Comm (FNF)	1.5	$15M		274k	53.10	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.5	$15M		195k	74.22	View chart
iShares Core S&P US Value ETF Etf (IUSV)	1.4	$14M		154k	90.44	View chart
SPDR S&P Biotech ETF Etf (XBI)	1.1	$11M	-5%	114k	94.89	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.0	$9.3M	-8%	77k	120.99	View chart
Microsoft Comm (MSFT)	0.9	$8.6M	+4%	20k	420.73	View chart
Angel Oak Income ETF Etf (CARY)	0.9	$8.2M	+22%	398k	20.65	View chart
Financial Sector SPDR ETF Etf (XLF)	0.8	$7.8M	-2%	186k	42.12	View chart
iShares Russell Mid Cap Growth ETF Etf (IWP)	0.7	$7.2M		63k	114.14	View chart
Cannae HLDGS Comm (CNNE)	0.7	$7.1M		318k	22.24	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.7	$7.0M		140k	50.17	View chart
iShares 7-10 Year Treasury ETF Etf (IEF)	0.7	$6.6M	-19%	69k	94.66	View chart
iShares Biotechnology ETF Etf (IBB)	0.7	$6.5M	-8%	48k	137.22	View chart
Berkshire Hathaway Comm (BRK.B)	0.6	$5.7M		14k	420.52	View chart
Energy Sector SPDR ETF Etf (XLE)	0.6	$5.6M	+5%	60k	94.41	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.6	$5.5M	-4%	31k	179.11	View chart
SPDR Portfolio S&P Etf (SPYD)	0.6	$5.5M		136k	40.71	View chart
Energy Transfer Comm (ET)	0.6	$5.3M	+4%	338k	15.73	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.5	$5.2M	-4%	124k	42.13	View chart
iShares 1-5yr Investment Grade Bond ETF Etf (IGSB)	0.5	$4.9M	+9%	95k	51.28	View chart
iShares Russell 2000 ETF Etf (IWM)	0.5	$4.8M	+12%	23k	210.30	View chart
ARK Innovation ETF Etf (ARKK)	0.5	$4.8M	-10%	96k	50.08	View chart
iShares S&P Core Small Cap Value ETF Etf (IJS)	0.5	$4.8M		47k	102.76	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.5	$4.7M		18k	270.80	View chart
Enterprise Products Comm (EPD)	0.5	$4.5M	+35%	155k	29.18	View chart
Carrier Global Comm (CARR)	0.5	$4.3M	NEW	75k	58.13	View chart
iShares 20 Year Treasury ETF Etf (TLT)	0.5	$4.3M	-5%	46k	94.62	View chart
iShares MSCI EAFE Etf (EFA)	0.4	$4.3M	-3%	54k	79.86	View chart
iShares Core MSCI Total International Stock ETF Etf (IXUS)	0.4	$4.3M	-9%	63k	67.86	View chart
iShares MSCI USA Quality ETF Etf (QUAL)	0.4	$4.0M	+30%	24k	164.35	View chart
ARK Next Generation Internet ETF Etf (ARKW)	0.4	$3.7M	-4%	45k	83.30	View chart
Alliance Resource LP (ARLP)	0.4	$3.5M	+3%	175k	20.05	View chart
Amazon.Com Comm (AMZN)	0.4	$3.4M		19k	180.38	View chart
Plains All American Comm (PAA)	0.3	$3.3M	+25%	189k	17.56	View chart
Nvidia Corp Comm (NVDA)	0.3	$3.3M	+14%	3.6k	903.45	View chart
iShares Exponential Technologies ETF Etf (XT)	0.3	$3.0M	-13%	50k	59.62	View chart
Vanguard Total International Stock Index Fund ETF Etf (VXUS)	0.3	$3.0M		49k	60.30	View chart
Manpowergroup Comm (MAN)	0.3	$2.9M	+31%	37k	77.64	View chart
iShares Gold TR Etf (IAU)	0.3	$2.8M	-16%	67k	42.01	View chart
iShares 1-3 Year Treasury ETF Etf (SHY)	0.3	$2.8M		34k	81.78	View chart
MPLX Comm (MPLX)	0.3	$2.7M	+2%	66k	41.56	View chart
Sherwin Williams Comm (SHW)	0.3	$2.7M		7.8k	347.33	View chart
Procter & Gamble Comm (PG)	0.3	$2.6M	-3%	16k	162.25	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	0.3	$2.6M	+18%	28k	91.80	View chart
iShares EM Dividend ETF Etf (DVYE)	0.3	$2.5M		94k	26.16	View chart
Associated Banc Corp Comm (ASB)	0.3	$2.4M	+13%	114k	21.51	View chart
Vanguard Dividend Appreciation Index ETF Etf (VIG)	0.2	$2.3M	+6%	13k	182.62	View chart
Eli Lilly & Co Comm (LLY)	0.2	$2.3M	-3%	2.9k	777.96	View chart
iShares MSCI EM ex China ETF Etf (EMXC)	0.2	$2.2M	+106%	39k	57.57	View chart
Lantheus Comm (LNTH)	0.2	$2.1M		34k	62.24	View chart
Industrial Sector SPDR ETF Etf (XLI)	0.2	$2.1M	-72%	17k	125.96	View chart
Blackstone Secd Lending Fund Comm (BXSL)	0.2	$2.1M	+2%	66k	31.92	View chart
iShares Select Dividend ETF Etf (DVY)	0.2	$2.1M		17k	123.18	View chart
SPDR Portfolio S&P Etf (SPMD)	0.2	$2.0M		38k	53.34	View chart
JP Morgan Chase & Co. Comm (JPM)	0.2	$2.0M		9.9k	200.31	View chart
Merck & Co Comm (MRK)	0.2	$2.0M		15k	132.38	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.2	$1.9M	+608%	10k	182.69	View chart
Tesla Motors Comm (TSLA)	0.2	$1.9M		11k	175.79	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.2	$1.9M	+8%	34k	56.39	View chart
Unitedhealth Group Comm (UNH)	0.2	$1.8M		3.7k	494.76	View chart
Booking Holdings Comm (BKNG)	0.2	$1.7M		482.00	3627.88	View chart
Smartsheet Comm Cl A (SMAR)	0.2	$1.7M		45k	38.50	View chart
Exxon Mobil Comm (XOM)	0.2	$1.7M	-11%	15k	116.24	View chart
SPDR Portfolio S&P Etf (SPSM)	0.2	$1.7M		39k	43.04	View chart
iShares Intl Select Div ETF Etf (IDV)	0.2	$1.6M		58k	28.04	View chart
Blackstone Group Comm (BX)	0.2	$1.6M	-6%	12k	131.37	View chart
Garmin Comm (GRMN)	0.2	$1.6M		11k	148.87	View chart
Global Ship Lease Comm Cl A (GSL)	0.2	$1.6M	+23%	78k	20.30	View chart
Banc Calif Comm (BANC)	0.2	$1.5M		97k	15.31	View chart
iShares S&P GLBL Health Etf (IXJ)	0.2	$1.5M		16k	93.15	View chart
J P Morgan Etf (JEPI)	0.2	$1.5M		26k	57.86	View chart
Vanguard FTSE Emerging Mkts ETF Etf (VWO)	0.2	$1.5M	-2%	35k	41.77	View chart
iShares Cybersecurity and Tech ETF Etf (IHAK)	0.2	$1.5M	+6%	31k	46.85	View chart
Abbvie Comm (ABBV)	0.2	$1.5M	-2%	8.0k	182.10	View chart
iShares Short Treasury ETF Etf (SHV)	0.2	$1.4M	-23%	13k	110.54	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.1	$1.4M		12k	118.29	View chart
Eaton Corp Comm (ETN)	0.1	$1.4M		4.4k	312.71	View chart
Consumer Staples SPDR ETF Etf (XLP)	0.1	$1.4M		18k	76.36	View chart
Schwab Charles Corp Comm (SCHW)	0.1	$1.4M	-4%	19k	72.34	View chart
iShares Preferreds ETF Etf (PFF)	0.1	$1.4M		42k	32.23	View chart
iShares 2026 IG Corporate Bond ETF Etf (IBDR)	0.1	$1.3M		56k	23.85	View chart
Wisdomtree TR Etf (DTH)	0.1	$1.3M		34k	39.63	View chart
Boeing Comm (BA)	0.1	$1.3M	+19%	6.7k	193.00	View chart
Vanguard 500 Index Fund ETF Etf (VOO)	0.1	$1.3M		2.7k	480.66	View chart
Micron Technology Comm (MU)	0.1	$1.3M		11k	118.00	View chart
iShares Global Consumer Staples ETF Etf (KXI)	0.1	$1.3M		21k	61.03	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$1.3M	-21%	6.7k	186.82	View chart
Alphabet Inc Cap STK Comm Cl C (GOOGL)	0.1	$1.2M	+3%	8.3k	150.93	View chart
iShares Russell Mid Cap ETF Etf (IWR)	0.1	$1.2M		15k	84.09	View chart
Vanguard Mega Cap Etf (MGK)	0.1	$1.2M		4.3k	286.61	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	0.1	$1.2M	+376%	14k	86.18	View chart
JPMorgan Nasdaq Equity Prem Income ETF Etf (JEPQ)	0.1	$1.2M	+2%	22k	54.24	View chart
Northern TR Corp Comm (NTRS)	0.1	$1.1M		13k	89.30	View chart
RiverNorth Enhanced Pre-Merger SPAC ETF Etf (SPCZ)	0.1	$1.1M	-28%	43k	26.17	View chart
Ares Capital Corp. Comm (ARCC)	0.1	$1.1M	-3%	53k	20.82	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$1.1M		7.0k	158.81	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$1.1M		26k	41.08	View chart
SPDR Blmbg Brclys High Yield Bond ETF Etf (JNK)	0.1	$1.0M		11k	95.20	View chart
SPDR Gold Trust Etf (GLD)	0.1	$1.0M		5.0k	205.72	View chart
Iron MTN Comm (IRM)	0.1	$992k	+16%	12k	80.86	View chart
Neos S&P 500 High Income ETF Etf (SPYI)	0.1	$972k		19k	50.36	View chart
Cisco SYS Comm (CSCO)	0.1	$909k		18k	49.91	View chart
Smartfinancial Comm (SMBK)	0.1	$897k		43k	21.07	View chart
Vanguard Large Cap ETF Etf (VV)	0.1	$889k		3.7k	239.77	View chart
Chevron Comm (CVX)	0.1	$879k		5.6k	157.74	View chart
PPG Industries Comm (PPG)	0.1	$872k		6.0k	144.90	View chart
Arista Networks Comm (ANET)	0.1	$870k		3.0k	289.98	View chart
Johnson & Johnson Comm (JNJ)	0.1	$867k	-16%	5.5k	158.20	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.1	$863k	-26%	8.8k	97.94	View chart
Invesco Exchange Etf (SPHQ)	0.1	$854k		14k	60.42	View chart
iShares Aerospace/Defense ETF Etf (ITA)	0.1	$852k	+17%	6.5k	131.93	View chart
Vanguard Mega Cap Etf (MGV)	0.1	$843k		7.1k	119.51	View chart
F&G Annuities & Life Comm (FG)	0.1	$831k		21k	40.55	View chart
Amplify ETF TR Etf (HACK)	0.1	$810k	NEW	13k	64.11	View chart
First Busey Corp Comm (BUSE)	0.1	$800k		33k	24.05	View chart
Amgen Comm (AMGN)	0.1	$795k		2.8k	284.32	View chart
Exact Sciences Corp Comm (EXAS)	0.1	$782k	+2%	11k	69.06	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.1	$773k	+25%	14k	54.71	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.1	$762k		16k	49.24	View chart
iShares S&P Mid Cap 400 Growth ETF Etf (IJK)	0.1	$758k		8.3k	91.25	View chart
Bank Of Montreal Comm (BMO)	0.1	$727k	-5%	7.4k	97.68	View chart
Arch Capital Group Comm (ACGL)	0.1	$706k		7.6k	92.44	View chart
iShares Russell Mid Cap Value ETF Etf (IWS)	0.1	$700k		5.6k	125.33	View chart
BlackRock Ultra-Short Bond ETF Etf (ICSH)	0.1	$692k	-32%	14k	50.56	View chart
ARK Genomic Revolution ETF Etf (ARKG)	0.1	$684k	+9%	24k	28.76	View chart
Draftkings Comm Cl A (DKNG)	0.1	$682k		15k	45.41	View chart
Raytheon Technologies Corp Comm (RTX)	0.1	$681k	+30%	7.0k	97.53	View chart
BlackRock Muniyield Comm (MYI)	0.1	$677k	NEW	59k	11.50	View chart
Nuveen Quality Municipal Comm (NAD)	0.1	$677k	NEW	59k	11.50	View chart
iShares Ibonds Etf (IBDQ)	0.1	$676k		27k	24.81	View chart
HP Comm (HPQ)	0.1	$670k		22k	30.25	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.1	$668k		14k	46.57	View chart
Costco Wholesale Comm (COST)	0.1	$667k		910.00	732.63	View chart
Marriott Intl Comm (MAR)	0.1	$662k		2.6k	252.34	View chart
Alphabet Inc Cap STK Comm Cl C (GOOG)	0.1	$660k	+25%	4.3k	152.26	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$653k	+14%	7.7k	84.44	View chart
United States Cellular Comm (USM)	0.1	$644k		18k	36.50	View chart
Goldman Sachs ETF TR Etf (GSLC)	0.1	$635k		6.1k	103.79	View chart
Berkshire Hathaway Class A Comm Cl A (BRK.A)	0.1	$634k		1.00	634440.00	View chart
Kraft Heinz Comm (KHC)	0.1	$631k		17k	36.90	View chart
Transdigm Group Comm (TDG)	0.1	$604k		490.00	1231.60	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	0.1	$592k	+23%	1.7k	344.20	View chart
Accenture Comm (ACN)	0.1	$592k	-2%	1.7k	346.61	View chart
Bristol Myers Squibb Comm (BMY)	0.1	$590k	-8%	11k	54.23	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$587k	-15%	6.3k	92.72	View chart
iShares Global Infrastructure ETF Etf (IGF)	0.1	$581k		12k	47.62	View chart
ARK 3D Printing ETF Etf (PRNT)	0.1	$577k		25k	22.68	View chart
Artisan Partners Asset Mgmt Comm Cl A (APAM)	0.1	$577k	+6%	13k	45.77	View chart
Lockheed Martin Corp Comm (LMT)	0.1	$574k	-7%	1.3k	454.87	View chart
Heico Corporation Comm (HEI)	0.1	$573k		3.0k	191.00	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	0.1	$567k		11k	50.45	View chart
Applied Materials Comm (AMAT)	0.1	$552k		2.7k	206.23	View chart
Intl Business Mach Comm (IBM)	0.1	$547k	-9%	2.9k	190.96	View chart
Emerson Electric Comm (EMR)	0.1	$545k		4.8k	113.42	View chart
Abbott Laboratories Comm (ABT)	0.1	$542k	-3%	4.8k	113.65	View chart
Coca Cola Comm (KO)	0.1	$541k		8.8k	61.67	View chart
Facebook Comm Cl A (META)	0.1	$531k	+37%	1.1k	485.78	View chart
Oaktree Specialty Comm (OCSL)	0.1	$529k	+39%	27k	19.66	View chart
Dover Corp Comm (DOV)	0.1	$528k	-47%	3.0k	177.19	View chart
Arbor RLTY TR Comm (ABR)	0.1	$526k	NEW	40k	13.25	View chart
Royal Dutch Shell Adr (SHEL)	0.1	$525k		7.8k	67.04	View chart
Xtrackers MSCI EAFE Hi Div Yield Etf (HDEF)	0.1	$521k		21k	24.67	View chart
BP PLC Spons Adr (BP)	0.1	$519k	+126%	14k	37.68	View chart
Rio Tinto ADR Each Adr (RIO)	0.1	$515k	NEW	8.1k	63.80	View chart
NXP Semiconductors N Comm (NXPI)	0.1	$512k	+70%	2.1k	248.78	View chart
Seven Hills RLTY TR Comm (SEVN)	0.1	$511k	NEW	40k	12.92	View chart
Verizon Comm (VZ)	0.1	$510k	+6%	12k	41.96	View chart
Northrop Grumman Comm (NOC)	0.1	$493k	-9%	1.0k	478.66	View chart
ProShares S&P 500 Etf (NOBL)	0.1	$492k		4.9k	101.41	View chart
Home Depot Comm (HD)	0.1	$480k	-13%	1.3k	383.56	View chart
Philip Morris Intl Comm (PM)	0.0	$476k		5.1k	92.93	View chart
Vanguard FTSE All-World Ex-US ETF Etf (VEU)	0.0	$472k		8.0k	58.65	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.0	$462k	+16%	2.8k	162.86	View chart
British American Adr (BTI)	0.0	$455k	NEW	15k	30.50	View chart
Intel Corp Comm (INTC)	0.0	$453k	-6%	10k	44.17	View chart
Masco Corp Comm (MAS)	0.0	$450k		5.7k	78.88	View chart
SPDR Ser TR S&P 400 Etf (MDYV)	0.0	$446k		5.9k	76.00	View chart
Pfizer Comm (PFE)	0.0	$445k		16k	27.75	View chart
iShares Core Etf (IUSG)	0.0	$443k	+40%	3.8k	117.22	View chart
Lam Research Corp Comm (LRCX)	0.0	$440k		453.00	971.58	View chart
Fidelity High Etf (FDVV)	0.0	$424k	+5%	9.3k	45.31	View chart
Comcast Corp Comm (CMCSA)	0.0	$411k		9.5k	43.35	View chart
Devon Energy Corp Comm (DVN)	0.0	$408k	-45%	8.1k	50.18	View chart
iShares Etf (IYW)	0.0	$405k		3.0k	135.06	View chart
Vanguard Extended Etf (VXF)	0.0	$401k		2.3k	175.27	View chart
Invesco Exch Traded Etf (SPHD)	0.0	$390k	+7%	8.8k	44.40	View chart
SPDR Nuveen Etf (HYMB)	0.0	$387k	-6%	15k	25.69	View chart
EQT Corp Comm (EQT)	0.0	$377k	NEW	10k	37.07	View chart
iShares Inc MSCI Etf (FM)	0.0	$376k		13k	28.65	View chart
SPDR S&P Regional Banking ETF Etf (KRE)	0.0	$374k	+5%	7.4k	50.28	View chart
Pepsico Comm (PEP)	0.0	$369k	-18%	2.1k	175.50	View chart
Palo Alto Networks Comm (PANW)	0.0	$365k	-24%	1.3k	284.13	View chart
McDonalds Corp Comm (MCD)	0.0	$365k	-13%	1.3k	282.05	View chart
iShares MSCI ACWI ex USA ETF Etf (ACWX)	0.0	$364k		6.8k	53.39	View chart
Vanguard Intl Equity Etf (VGK)	0.0	$364k		5.4k	67.34	View chart
Disney Walt Comm (DIS)	0.0	$364k	-18%	3.0k	122.38	View chart
iShares S&P Small Cap 600 Growth ETF Etf (IJT)	0.0	$363k		2.8k	130.73	View chart
KraneShares Global Carbon ETF Etf (KRBN)	0.0	$347k		11k	30.76	View chart
Kohls Corp Comm (KSS)	0.0	$347k		12k	29.65	View chart
Intuit Comm (INTU)	0.0	$341k	-47%	525.00	650.00	View chart
Rockwell Automation Comm (ROK)	0.0	$341k		1.2k	291.45	View chart
Unilever Adr (UL)	0.0	$340k		6.8k	50.19	View chart
CVS Health Corp Comm (CVS)	0.0	$340k	-12%	4.3k	79.75	View chart
Cintas Corp Comm (CTAS)	0.0	$339k	-8%	494.00	687.03	View chart
General Dynamics CRP Comm (GD)	0.0	$339k	-14%	1.2k	282.49	View chart
Paysafe Comm (PSFE)	0.0	$339k		21k	15.79	View chart
iShares Micro-Cap ETF Etf (IWC)	0.0	$336k		2.8k	121.19	View chart
Nextera Energy Comm (NEE)	0.0	$332k		5.2k	63.91	View chart
Angel Oak Ultrashort Income ETF Etf (UYLD)	0.0	$329k	-19%	6.4k	51.13	View chart
Regions Finl Corp Comm (RF)	0.0	$326k		16k	21.04	View chart
General Electric Company Comm (GE)	0.0	$323k		1.8k	175.57	View chart
iShares National Muni Bond ETF Etf (MUB)	0.0	$323k		3.0k	107.60	View chart
Quad / Graphics Comm (QUAD)	0.0	$321k	+19%	61k	5.31	View chart
Global Partners LP Units Repstg LTD Partner Int M LP (GLP)	0.0	$318k	NEW	7.2k	44.38	View chart
Visa Inc Com CL A Comm Cl A (V)	0.0	$318k	-25%	1.1k	279.01	View chart
Brookfield Infrast LP (BIP)	0.0	$312k	NEW	10k	31.21	View chart
Newell Rubbermaid Comm (NWL)	0.0	$309k		38k	8.03	View chart
Vanguard Small Cap Growth Index Fund ETF Etf (VBK)	0.0	$308k	+41%	1.2k	260.72	View chart
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV)	0.0	$306k		9.1k	33.51	View chart
Utilities Sector SPDR ETF Etf (XLU)	0.0	$304k		4.6k	65.65	View chart
Intl Paper Comm (IP)	0.0	$302k		7.8k	39.02	View chart
iShares TR US HLTHCR Etf (IHF)	0.0	$302k	+400%	5.5k	54.54	View chart
At&t Comm (T)	0.0	$301k	-15%	17k	17.60	View chart
Manulife Financial Comm (MFC)	0.0	$294k		12k	24.99	View chart
SPDR Real Estate ETF Etf (XLRE)	0.0	$292k		7.4k	39.53	View chart
Roper Technologies Comm (ROP)	0.0	$292k		520.00	560.84	View chart
Autodesk Comm (ADSK)	0.0	$289k	+27%	1.1k	260.42	View chart
Lululemon Athletica Comm (LULU)	0.0	$287k	NEW	735.00	390.88	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$286k	-38%	3.6k	80.62	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.0	$286k		5.3k	54.40	View chart
Donnelley Finl Solutions Comm (DFIN)	0.0	$279k		4.5k	62.01	View chart
iShares Russell 1000 Etf (IWB)	0.0	$278k		965.00	288.03	View chart
Invesco Exchange Etf (GRPM)	0.0	$277k	NEW	2.3k	120.28	View chart
American Express Comm (AXP)	0.0	$275k	NEW	1.2k	227.76	View chart
3M Company Comm (MMM)	0.0	$275k		2.6k	106.07	View chart
Robo Global Robotics And Automation) ETF Etf (ROBO)	0.0	$273k	+32%	4.7k	58.64	View chart
Pioneer Natural Comm (PXD)	0.0	$272k	-52%	1.0k	262.50	View chart
Health Care Select SPDR ETF Etf (XLV)	0.0	$270k	NEW	1.8k	147.73	View chart
Oracle Corp Comm (ORCL)	0.0	$268k		2.1k	125.61	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$268k	-8%	2.0k	131.27	View chart
iShares TR EAFE SML Etf (SCZ)	0.0	$266k		4.2k	63.33	View chart
Marsh & Mclennan Cos Comm (MMC)	0.0	$260k	NEW	1.3k	205.98	View chart
Bank Amer Corp Non PFD (BAC.PL)	0.0	$257k		212.00	1211.86	View chart
Crowdstrike HLDGS Comm Cl A (CRWD)	0.0	$257k	-17%	800.00	320.59	View chart
Dow Comm (DOW)	0.0	$255k		4.4k	57.93	View chart
Cheniere Energy Comm (LNG)	0.0	$254k	+25%	1.6k	161.28	View chart
ARK Fintech Innovation ETF Etf (ARKF)	0.0	$252k		8.3k	30.33	View chart
iShares TR Intl DIV Etf (IGRO)	0.0	$251k		3.7k	67.36	View chart
Bank First Natl Corp Comm (BFC)	0.0	$251k	-51%	2.9k	87.02	View chart
BlackRock Comm (BLK)	0.0	$250k	NEW	300.00	833.70	View chart
Xtant Medical Holdings Comm (XTNT)	0.0	$248k		212k	1.17	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.0	$244k		4.0k	61.05	View chart
Dollar Gen Corp Comm (DG)	0.0	$244k		1.6k	156.06	View chart
iShares MSCI Asia ex Japan ETF Etf (AAXJ)	0.0	$244k	-20%	3.6k	67.75	View chart
SPDR S&P Bank ETF Etf (KBE)	0.0	$243k		5.2k	47.10	View chart
Robert Half Intl Comm (RHI)	0.0	$242k		3.1k	79.28	View chart
iShares 10 Year Inv Etf (IGLB)	0.0	$239k		4.6k	51.51	View chart
SPDR S&P Global Etf (GNR)	0.0	$238k	-30%	4.1k	57.94	View chart
iShares Core High Dividend Etf (HDV)	0.0	$237k	NEW	2.1k	110.21	View chart
Horizon Kinetics Inflation Beneficiaries ETF Comm (INFL)	0.0	$234k	-6%	7.2k	32.72	View chart
TJX Cos Comm (TJX)	0.0	$233k	-30%	2.3k	101.42	View chart
Vanguard Whitehall Etf (VIGI)	0.0	$232k		2.9k	81.53	View chart
Cabot Oil & Gas CP Comm (CTRA)	0.0	$229k		8.2k	27.88	View chart
Aes Corp Comm (AES)	0.0	$228k	NEW	13k	17.93	View chart
Weave Communications Comm (WEAV)	0.0	$227k		20k	11.48	View chart
Vanguard Mid-Cap Value Idx Etf (VOE)	0.0	$225k		1.4k	155.90	View chart
Skyworks Solutions Comm (SWKS)	0.0	$220k		2.0k	108.32	View chart
Sba Communications Comm Cl A (SBAC)	0.0	$220k	+11%	1.0k	216.70	View chart
Goldman Sachs Group Comm (GS)	0.0	$209k	NEW	501.00	417.87	View chart
Edwards Lifesciences Corp Comm (EW)	0.0	$208k	NEW	2.2k	95.56	View chart
Lowe's Companies Comm (LOW)	0.0	$205k	NEW	804.00	254.73	View chart
Alight Inc Com CL A Comm Cl A (ALIT)	0.0	$195k	-26%	20k	9.85	View chart
Graniteshares ETF TR Etf (NVD)	0.0	$172k	NEW	34k	5.06	View chart
Western Union Comm (WU)	0.0	$150k	-5%	11k	13.98	View chart
BlackRock Credit Allocation Comm (BTZ)	0.0	$144k		14k	10.69	View chart
Genworth Financial Comm Cl A (GNW)	0.0	$129k	-33%	20k	6.43	View chart
Noodles & Co Comm (NDLS)	0.0	$67k		35k	1.91	View chart
Sphere 3D Corp New Cad Comm (ANY)	0.0	$26k	NEW	17k	1.54	View chart
Fusion Fuel Green Comm Cl A (HTOO)	0.0	$21k	NEW	13k	1.69	View chart
Biovie Inc CL A Comm Cl A (BIVI)	0.0	$15k	+41%	28k	0.53	View chart
Veru Comm (VERU)	0.0	$11k		15k	0.70	View chart
Paysafe Warrant (PSFE.WS)	0.0	$1.0k		33k	0.03	View chart

Past Filings by Crescent Grove Advisors

SEC 13F filings are viewable for Crescent Grove Advisors going back to 2017

Crescent Grove Advisors 2024 Q1 filed April 29, 2024
Crescent Grove Advisors 2023 Q4 filed Jan. 30, 2024
Crescent Grove Advisors 2023 Q3 filed Oct. 25, 2023
Crescent Grove Advisors 2023 Q2 filed July 13, 2023
Crescent Grove Advisors 2023 Q1 filed May 3, 2023
Crescent Grove Advisors 2022 Q4 filed Jan. 12, 2023
Crescent Grove Advisors 2022 Q3 filed Nov. 8, 2022
Crescent Grove Advisors 2022 Q2 filed July 20, 2022
Crescent Grove Advisors 2022 Q1 filed May 4, 2022
Crescent Grove Advisors 2021 Q4 filed Jan. 24, 2022
Crescent Grove Advisors 2021 Q3 filed Oct. 26, 2021
Crescent Grove Advisors 2021 Q2 filed July 26, 2021
Crescent Grove Advisors 2021 Q1 filed May 7, 2021
Crescent Grove Advisors 2020 Q4 filed Feb. 1, 2021
Crescent Grove Advisors 2020 Q3 filed Nov. 6, 2020
Crescent Grove Advisors 2020 Q2 filed Aug. 3, 2020

View all past filings

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