test

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
CATCaterpillar Inc
Recent Activity
0.07%
$368,883
1,014 shares@ $363.79 avg price
DISDisney Walt Co
Recent Activity
0.07%
$362,048
3,257 shares@ $111.16 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.07%
$355,170
600 shares@ $591.95 avg price
CVXChevron Corp New
Recent Activity
0.06%
$333,254
2,254 shares@ $147.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.06%
$314,074
1,291 shares@ $243.28 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 10.91%
0.06%
$296,076
2,745 shares@ $107.87 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
MUBIshares Tr
Recent Activity
New Position
0.05%
$253,660
2,380 shares@ $106.58 avg price
SGOVIshares Tr
Recent Activity
Increased 6.47%
0.05%
$246,208
2,453 shares@ $100.38 avg price