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Scott Crane

@Crane Advisory, Llc

Latest period2024 - Q4ReportedManaged Assets$570.468MTotal holdings44
Assets growth rate3.14%Assets growth rate (2-Q avg)4.91%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Crane Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Crane Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 570.468M in assets, with a quarterly growth rate of 3.14% and a 2-quarter average growth rate of 4.91%. The portfolio is managed by Scott Crane, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -0.15%
12.55%
$71.542M
171,770 shares@ $416.51 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Decreased -3.67%
8.26%
$47.117M
1.05M shares@ $44.88 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -16.11%
7.34%
$41.85M
1.445M shares@ $28.96 avg price
IEMGIshares Inc
Recent Activity
Decreased -17.48%
0.73%
$4.11M
78,139 shares@ $52.6 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.23%
0.25%
$1.417M
9,825 shares@ $144.2 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Decreased -0.28%
0.17%
$939,847
3,491 shares@ $269.22 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -11%
0.15%
$851,297
4,439 shares@ $191.78 avg price
AONAon Plc
Recent Activity
Decreased -1.77%
0.11%
$586,545
1,657 shares@ $353.99 avg price
XVVIshares Tr
Recent Activity
Decreased -2.99%
0.05%
$283,157
6,184 shares@ $45.79 avg price
SHVIshares Tr
Recent Activity
Decreased -0.04%
0.05%
$266,189
2,416 shares@ $110.18 avg price