Scott Crane

@Crane Advisory, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$570.468M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity Increased 38.32%	0.18%	$1.022M 7,075 shares@ $144.47 avg price	Increased 38.32%
AMZNAmazon Com Inc Recent Activity Increased 10.32%	0.18%	$999,663 4,459 shares@ $224.19 avg price	Increased 10.32%
GLDSpdr Gold Tr Recent Activity Increased 2.82%	0.1%	$543,226 2,231 shares@ $243.49 avg price	Increased 2.82%
XOMExxon Mobil Corp Recent Activity Increased 10.91%	0.06%	$296,076 2,745 shares@ $107.87 avg price	Increased 10.91%
SGOVIshares Tr Recent Activity Increased 6.47%	0.05%	$246,208 2,453 shares@ $100.38 avg price	Increased 6.47%