The Analysis of Cravens & Co Advisors, LLC's Holdings


Currently, Cravens & Co Advisors, LLC holds 58 types of securities in its portfolio with a total value $146.5M. In the most recent quarter, they have increased their positions in PULS (+150.7K shares, valued at $7.5M), UNH (+2.8K shares, valued at $969.3K), VGSH (+7.2K shares, valued at $425.7K); decreased their positions in SMBK (-59.2K shares, valued at $2.1M), GOOG (-2.9K shares, valued at $702.9K), TFLO (-12.1K shares, valued at $611.6K); initiated new positions in PULS (+150.7K shares, valued at $7.5M), UNH (+2.8K shares, valued at $969.3K), INSM (+2.0K shares, valued at $290.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST403.2K shares0.60%2025-09-302025-10-29history
DFEM DIMENSIONAL ETF TRUST373.7K shares0.47%2025-09-302025-10-29history
DFIC DIMENSIONAL ETF TRUST315.4K shares1.02%2025-09-302025-10-29history
DBND DOUBLELINE ETF TRUST220.0K shares3.78%2025-09-302025-10-29history
VMBS VANGUARD SCOTTSDALE FDS215.5K shares4.35%2025-09-302025-10-29history
VGIT VANGUARD SCOTTSDALE FDS162.1K shares4.51%2025-09-302025-10-29history
VGSH VANGUARD SCOTTSDALE FDS156.4K shares4.85%2025-09-302025-10-29history
SMBK SMARTFINANCIAL INC220.4K shares-21.18%2025-09-302025-10-29history
Sponsored
PULS PGIM ETF TR150.7K sharesnew addition2025-09-302025-10-29history
DFSV DIMENSIONAL ETF TRUST135.5K shares2.46%2025-09-302025-10-29history
TFLO ISHARES TR67.9K shares-15.11%2025-09-302025-10-29history
META META PLATFORMS INC3.7K shares-13.93%2025-09-302025-10-29history
AVGO BROADCOM INC8.1K shares-0.50%2025-09-302025-10-29history
MSFT MICROSOFT CORP4.4K shares-0.20%2025-09-302025-10-29history
BA BOEING CO9.0K shares-0.10%2025-09-302025-10-29history
SBUX STARBUCKS CORP20.8K shares-0.64%2025-09-302025-10-29history
Sponsored
JPM JPMORGAN CHASE & CO.5.4K shares-0.31%2025-09-302025-10-29history
BX BLACKSTONE INC9.7K shares-0.58%2025-09-302025-10-29history
PM PHILIP MORRIS INTL INC9.9K shares2.83%2025-09-302025-10-29history
GOOG ALPHABET INC6.5K shares-30.72%2025-09-302025-10-29history
AMZN AMAZON COM INC7.1K shares10.72%2025-09-302025-10-29history
RTX RTX CORPORATION9.2K shares-1.18%2025-09-302025-10-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD5.1K shares-26.22%2025-09-302025-10-29history
DG DOLLAR GEN CORP NEW13.8K shares0.65%2025-09-302025-10-29history
Sponsored
CVX CHEVRON CORP NEW8.9K shares-0.02%2025-09-302025-10-29history
VRTX VERTEX PHARMACEUTICALS INC3.3K shares46.23%2025-09-302025-10-29history
ABT ABBOTT LABS9.1K shares5.97%2025-09-302025-10-29history
USB US BANCORP DEL25.2K shares0.00%2025-09-302025-10-29history
NFLX NETFLIX INC1.0K shares5.08%2025-09-302025-10-29history
LLY ELI LILLY & CO1.5K shares-0.98%2025-09-302025-10-29history
SHOP SHOPIFY INC7.7K shares2.92%2025-09-302025-10-29history
GE GE AEROSPACE3.6K shares-24.71%2025-09-302025-10-29history
Sponsored
LOW LOWES COS INC4.3K shares1.48%2025-09-302025-10-29history
UNH UNITEDHEALTH GROUP INC2.8K sharesnew addition2025-09-302025-10-29history
EOG EOG RES INC8.3K shares-0.38%2025-09-302025-10-29history
NVO NOVO-NORDISK A S16.5K shares78.64%2025-09-302025-10-29history
NET CLOUDFLARE INC3.8K shares-13.94%2025-09-302025-10-29history
SE SEA LTD4.0K shares-40.71%2025-09-302025-10-29history
AAPL APPLE INC2.7K shares0.08%2025-09-302025-10-29history
AFRM AFFIRM HLDGS INC8.7K shares-23.72%2025-09-302025-10-29history
Sponsored
TOST TOAST INC17.0K shares8.38%2025-09-302025-10-29history
IVV ISHARES TR900 shares0.00%2025-09-302025-10-29history
ILMN ILLUMINA INC6.2K shares69.63%2025-09-302025-10-29history
CGUS CAPITAL GROUP CORE EQUITY ET12.2K shares-2.48%2025-09-302025-10-29history
TRP TC ENERGY CORP6.5K shares-0.17%2025-09-302025-10-29history
BAC BANK AMERICA CORP6.7K shares0.00%2025-09-302025-10-29history
GSK GSK PLC7.8K shares-0.04%2025-09-302025-10-29history
DUK DUKE ENERGY CORP NEW2.7K shares-0.78%2025-09-302025-10-29history
Sponsored
CNQ CANADIAN NAT RES LTD9.3K shares1.09%2025-09-302025-10-29history
INSM INSMED INC2.0K sharesnew addition2025-09-302025-10-29history
IP INTERNATIONAL PAPER CO6.2K sharesnew addition2025-09-302025-10-29history
VOE VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-29history
BMY BRISTOL-MYERS SQUIBB CO5.5K shares2.26%2025-09-302025-10-29history
VALE VALE S A20.3K shares-1.16%2025-09-302025-10-29history
CCI CROWN CASTLE INC2.2K shares-1.20%2025-09-302025-10-29history
CGGO CAPITAL GROUP GBL GROWTH EQT6.3K shares-0.18%2025-09-302025-10-29history
Sponsored
MSOS ADVISORSHARES TR17.0K shares0.00%2025-09-302025-10-29history
PSEC PROSPECT CAP CORP20.0K shares0.00%2025-09-302025-10-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available