Crane Advisory, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Crane Advisory, LLC

CIK Number: 0001951283

603.48M
Market Value
44
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
604.58
+0.82% 188.78K +5.79% 92.61M 379.16 16.74% Share
2 PULS PGIM Ultra Shor...
49.72
+0.04% 1.81M +0.27% 89.32M 49.37 16.15% Share
3 VUG Vanguard Growth...
469.69
+0.53% 186.83K +8.77% 67.29M 261.68 12.16% Share
4 JPST JPMorgan Ultra-...
50.66
+0.01% 917.93K +112.70% 46.25M 50.51 8.36% Share
5 SCHR Schwab Intermed...
25.25
+0.06% 1.77M -4.75% 43.5M 24.48 7.86% Share
6 VTV Vanguard Value ...
186.08
+1.23% 257.81K +2.02% 41.72M 135.65 7.54% Share
7 SPTS SPDR Portfolio ...
29.31
+0.03% 1.29M -10.78% 37.6M 29.03 6.80% Share
8 VIG Vanguard Divide...
216.56
+0.90% 142.75K +2.96% 26.37M 172.88 4.77% Share
9 FBND Fidelity Total ...
46.57
+0.17% 538.23K -48.74% 24.05M 46.74 4.35% Share
10 AAPL Apple Inc.
230.03
+1.43% 95.54K +18.56% 18.93M 218.67 3.42% Share
11 VO Vanguard Mid Ca...
293.64
+1.36% 69.49K +8.54% 16.93M 212.9 3.06% Share
12 VB Vanguard Small ...
258.07
+1.77% 78.89K +11.41% 16.24M 192.67 2.94% Share
13 IQLT iShares MSCI In...
44.00
+1.06% 215.14K +9.79% 8.38M 33.24 1.51% Share
14 IEMG iShares Core MS...
64.81
+1.23% 78.22K +0.11% 4.04M 46.38 0.73% Share
15 GOOG Alphabet Inc.
240.78
+0.51% 16.68K 0.00% 2.66M 157.56 0.48% Share
16 MSFT Microsoft Corpo...
501.01
+0.13% 4.06K +0.10% 1.58M 416.85 0.29% Share
17 JNJ Johnson & Johns...
178.50
+1.54% 9.99K +1.72% 1.52M 157.18 0.27% Share
18 META Meta Platforms,...
750.90
-0.14% 2.42K +3.87% 1.31M 271.86 0.24% Share
19 NVDA NVIDIA Corporat...
177.06
-0.15% 11.83K +67.25% 1.31M 107.9 0.24% Share
20 AMZN Amazon.com, Inc...
229.95
-0.16% 6.8K +52.48% 1.26M 171.5 0.23% Share
21 RSPT Invesco S&P 500...
43.03
+1.03% 31.04K 0.00% 991.42K 35.21 0.18% Share
22 MGV Vanguard Mega C...
137.27
+1.11% 7.26K -1.61% 877.78K 89.91 0.16% Share
23 VONE Vanguard Russel...
299.26
+0.82% 3.49K 0.00% 845.03K 163.38 0.15% Share
24 GOOGL Alphabet Inc.
240.37
+0.50% 4.66K +5.02% 732.66K 157.07 0.13% Share
25 GLD SPDR Gold Share...
334.70
-0.17% 2.17K -2.73% 646.51K 194.45 0.12% Share
26 AON Aon plc
372.23
+2.72% 1.66K 0.00% 623.53K 267.87 0.11% Share
27 O Realty Income C...
60.16
+1.19% 10.54K 0.00% 582.24K 57.12 0.11% Share
28 EIX Edison Internat...
56.22
+1.17% 9.72K +0.01% 545.44K 67.38 0.10% Share
29 VTI Vanguard Total ...
324.77
+0.92% 1.67K 0.00% 438.15K 179.47 0.08% Share
30 CVX Chevron Corpora...
158.25
+0.29% 2.82K +25.16% 382.61K 168.17 0.07% Share
31 SPY SPDR S&P 500 ET...
657.61
+0.83% 600 0.00% 320.36K 522.16 0.06% Share
32 WMT Walmart Inc.
102.63
+2.21% 3.31K +100.00% 307.63K 87.79 0.06% Share
33 JPM JPMorgan Chase ...
305.50
+1.65% 1.29K 0.00% 304.93K 171.5 0.06% Share
34 BA The Boeing Comp...
219.97
-3.32% 1.92K -15.67% 300.5K 129.53 0.05% Share
35 CAT Caterpillar Inc...
431.35
+1.99% 1.01K 0.00% 297.56K 254.17 0.05% Share
36 XOM Exxon Mobil Cor...
112.14
-0.32% 2.71K -1.46% 278.99K 114.23 0.05% Share
37 DIS The Walt Disney...
117.06
+1.10% 3.26K 0.00% 276.49K 99.08 0.05% Share
38 HSY The Hershey Com...
185.54
-0.03% 1.57K +100.00% 260.9K 171.03 0.05% Share
39 XVV iShares ESG Scr...
50.93
+0.88% 6.25K +1.13% 255.85K 36.46 0.05% Share
40 IBM International B...
256.95
+0.03% 968 0.00% 227.94K 221.08 0.04% Share
41 PSO Pearson plc
14.36
+2.24% 13.71K 0.00% 214.21K 12.29 0.04% Share
42 VOE Vanguard Mid-Ca...
174.44
+1.48% 1.41K 0.00% 211.42K 145.01 0.04% Share
43 TJX The TJX Compani...
140.80
+0.67% 1.6K +100.00% 205.04K 121.8 0.04% Share
44 FTEC Fidelity MSCI I...
213.88
+0.53% 1.32K +21.40% 204.31K 180.72 0.04% Share