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Elizabeth A. Watkins

@Crescent Grove Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$980.29MTotal holdings276
Assets growth rate7.41%Assets growth rate (2-Q avg)1.29%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Crescent Grove Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 276 positions.

Assets under management

The assets under management (AUM) of Crescent Grove Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 980.29M in assets, with a quarterly growth rate of 7.41% and a 2-quarter average growth rate of 1.29%. The portfolio is managed by Elizabeth A. Watkins, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SBACSba Communications
Recent Activity
New Position
0.03%
$220,005
914 shares@ $240.71 avg price
GDXVaneck Vectors Gold Miners Etf
Recent Activity
New Position
0.03%
$213,993
5,374 shares@ $39.83 avg price
VOEVanguard Mid-cap Value Idx.fd.
Recent Activity
New Position
0.03%
$210,478
1,255 shares@ $167.72 avg price
CMICummins Inc
Recent Activity
New Position
0.03%
$208,521
644 shares@ $323.8 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.03%
$206,321
1,158 shares@ $178.18 avg price
RHIRobert Half Intl Inc
Recent Activity
New Position
0.03%
$205,601
3,050 shares@ $67.42 avg price
OEFIshares Trust S&p 100
Recent Activity
New Position
0.03%
$203,081
734 shares@ $276.68 avg price
GSGoldman Sachs Group
Recent Activity
New Position
0.03%
$202,519
409 shares@ $495.16 avg price
BTBTBit Digital Inc Usd
Recent Activity
New Position
0.01%
$35,100
10,000 shares@ $3.51 avg price