Scott Crane

@Crane Advisory, Llc

Latest period2024 - Q4

Reported5d 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
VOEVanguard Index Fds Recent Activity	0.05%	$229,224 1,412 shares@ $162.34 avg price
PSOPearson Plc Recent Activity	0.04%	$218,869 13,705 shares@ $15.98 avg price
IBMInternational Business Machs Recent Activity	0.04%	$215,525 968 shares@ $222.65 avg price
FTECFidelity Covington Trust Recent Activity New Position	0.04%	$205,064 1,089 shares@ $188.31 avg price	New Position