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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
VBVanguard Index Fds
Recent Activity
Increased 2.7%
3.03%
$17.241M
70,807 shares@ $243.49 avg price
VOVanguard Index Fds
Recent Activity
Increased 3.45%
3%
$17.099M
64,025 shares@ $267.08 avg price
IQLTIshares Tr
Recent Activity
Increased 0.65%
1.28%
$7.293M
195,952 shares@ $37.22 avg price
IEMGIshares Inc
Recent Activity
Decreased -17.48%
0.73%
$4.11M
78,139 shares@ $52.6 avg price
GOOGAlphabet Inc
Recent Activity
0.57%
$3.222M
16,685 shares@ $193.13 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 19.88%
0.31%
$1.718M
4,059 shares@ $423.38 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.23%
0.25%
$1.417M
9,825 shares@ $144.2 avg price
METAMeta Platforms Inc
Recent Activity
0.25%
$1.407M
2,327 shares@ $604.67 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
0.21%
$1.18M
31,040 shares@ $38.01 avg price
NVDANvidia Corporation
Recent Activity
Increased 38.32%
0.18%
$1.022M
7,075 shares@ $144.47 avg price