The Analysis of Crane Advisory, LLC's Holdings & P&L


Currently, Crane Advisory, LLC holds 52 types of securities in its portfolio with a total value $668.1M. In the most recent quarter, they have increased their positions in VUG (+8.7K shares, valued at $4.2M), IDEV (+22.5K shares, valued at $2.0M), JPST (+22.8K shares, valued at $1.2M); decreased their positions in VTV (-13.8K shares, valued at $2.8M), N/A (-1.5K shares, valued at $940.2K), VB (-2.2K shares, valued at $622.0K); initiated new positions in NULG (+2.4K shares, valued at $239.5K), N/A (+10.8K shares, valued at $54.7K).


1M P&L
+13.4M+2.43%
3M P&L
-458.5M-44.77%
HY P&L
-474.5M-45.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A523.3M
95.3%
2Consumer Electronics12.4M
2.3%
3Drug Manufacturers - General2.2M
0.4%

Top Industries by Stock Count

1N/A29 stocks
63.0%
2Oil & Gas Integrated2 stocks
4.3%
3Internet Retail1 stocks
2.2%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.84%
Shares172.6K
Event2026-03-31
Filed2026-04-21
VUG
VANGUARD INDEX FDS
4.97%
Shares183.8K
Event2026-03-31
Filed2026-04-21
PULS
PGIM ETF TR
0.32%
Shares1.5M
Event2026-03-31
Filed2026-04-21
SCHR
SCHWAB STRATEGIC TR
0.30%
Shares2.8M
Event2026-03-31
Filed2026-04-21
JPST
J P MORGAN EXCHANGE TRADED F
1.95%
Shares1.2M
Event2026-03-31
Filed2026-04-21
VTV
VANGUARD INDEX FDS
-5.24%
Shares250.5K
Event2026-03-31
Filed2026-04-21
FBND
FIDELITY MERRIMACK STR TR
0.12%
Shares1.0M
Event2026-03-31
Filed2026-04-21
VIG
VANGUARD SPECIALIZED FUNDS
-0.31%
Shares137.7K
Event2026-03-31
Filed2026-04-21
SPTS
SPDR SERIES TRUST
1.02%
Shares988.1K
Event2026-03-31
Filed2026-04-21
VB
VANGUARD INDEX FDS
-3.37%
Shares63.8K
Event2026-03-31
Filed2026-04-21
VO
VANGUARD INDEX FDS
-0.41%
Shares58.1K
Event2026-03-31
Filed2026-04-21
IDEV
ISHARES TR
14.39%
Shares178.6K
Event2026-03-31
Filed2026-04-21
AAPL
APPLE INC
-0.11%
Shares47.0K
Event2026-03-31
Filed2026-04-21
IEMG
ISHARES INC
11.90%
Shares102.2K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
0.00%
Shares16.4K
Event2026-03-31
Filed2026-04-21
JNJ
JOHNSON & JOHNSON
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-21
SGOV
ISHARES TR
-12.70%
Shares19.7K
Event2026-03-31
Filed2026-04-21
NVDA
NVIDIA CORPORATION
-3.75%
Shares9.5K
Event2026-03-31
Filed2026-04-21
META
META PLATFORMS INC
-0.40%
Shares2.5K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
-1.49%
Shares4.8K
Event2026-03-31
Filed2026-04-21
MSFT
MICROSOFT CORP
-7.43%
Shares3.8K
Event2026-03-31
Filed2026-04-21
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares31.0K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
1.90%
Shares5.6K
Event2026-03-31
Filed2026-04-21
IQLT
ISHARES TR
0.52%
Shares25.5K
Event2026-03-31
Filed2026-04-21
VONE
VANGUARD SCOTTSDALE FDS
-0.09%
Shares3.5K
Event2026-03-31
Filed2026-04-21
MGV
VANGUARD WORLD FD
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-21
GLD
SPDR GOLD TR
-0.99%
Shares2.1K
Event2026-03-31
Filed2026-04-21
VTI
VANGUARD INDEX FDS
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-21
O
REALTY INCOME CORP
0.00%
Shares9.1K
Event2026-03-31
Filed2026-04-21
CAT
CATERPILLAR INC
0.00%
Shares736
Event2026-03-31
Filed2026-04-21
EIX
EDISON INTL
0.91%
Shares7.7K
Event2026-03-31
Filed2026-04-21
AON PLC
AON PLC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-21
CVX
CHEVRON CORPORATION
-7.37%
Shares2.6K
Event2026-03-31
Filed2026-04-21
JPM
JPMORGAN CHASE & CO
2.91%
Shares1.4K
Event2026-03-31
Filed2026-04-21
VOE
VANGUARD INDEX FDS
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-21
SPY
STATE STR SPDR S&P 500 ETF T
0.00%
Shares600
Event2026-03-31
Filed2026-04-21
JMUB
J P MORGAN EXCHANGE TRADED F
2.09%
Shares8.3K
Event2026-03-31
Filed2026-04-21
XOM
EXXON MOBIL CORP
-2.71%
Shares2.5K
Event2026-03-31
Filed2026-04-21
BA
BOEING CO
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-21
XVV
ISHARES TR
33.82%
Shares6.2K
Event2026-03-31
Filed2026-04-21
DIS
DISNEY WALT CO
-0.76%
Shares3.1K
Event2026-03-31
Filed2026-04-21
FUTY
FIDELITY COVINGTON TRUST
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-21
XLK
SELECT SECTOR SPDR TR
0.15%
Shares2.1K
Event2026-03-31
Filed2026-04-21
PSLV
SPROTT ASSET MANAGEMENT LP
5.20%
Shares11.5K
Event2026-03-31
Filed2026-04-21
HSY
HERSHEY CO
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-21
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares993
Event2026-03-31
Filed2026-04-21
NULG
NUSHARES ETF TR
New
Shares2.4K
Event2026-03-31
Filed2026-04-21
SHV
ISHARES TR
-31.06%
Shares2.1K
Event2026-03-31
Filed2026-04-21
FBTC
FIDELITY WISE ORIGIN BITCOIN
9.84%
Shares3.5K
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
MERCK & CO INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-21
PSO
PEARSON PLC
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-21
ATLAS CRITICAL MINERALS CORP
ATLAS CRITICAL MINERALS CORP
New
Shares10.8K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available