Crescent Grove Advisors, LLC Diversified Active

CIK: 0001713520 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 6, 2020

Total Value ($000): $501,749 (100.0% shares, 0.0% debt)

Holdings (169)

FIS Fidelity National Info Srvcs, Inc. 17.4%
Value ($000) $87,148 Shares 591,996 Est. Cost $79.08 Unrealized +62.9%
Black Knight Inc Com 10.6%
Value ($000) $53,094 Shares 609,930 Est. Cost $50.69 Unrealized
SPY SPDR S&P 500 ETF 5.3%
Value ($000) $26,663 Shares 79,299 Est. Cost $256.89 Unrealized
MAN Manpowergroup Inc 3.9%
Value ($000) $19,604 Shares 267,337 Est. Cost $101.70 Unrealized -29.4%
Rexnord Corporation 3.5%
Value ($000) $17,780 Shares 595,861 Est. Cost $28.53 Unrealized
GPI Group 1 Automotive 3.1%
Value ($000) $15,680 Shares 177,399 Est. Cost $64.78 Unrealized +31.5%
IVV iShares S&P 500 ETF 3.0%
Value ($000) $14,917 Shares 44,387 Est. Cost $269.38 Unrealized
VYX NCR Corp 2.5%
Value ($000) $12,498 Shares 564,486 Est. Cost $17.56 Unrealized -32.3%
QQQ Powershares QQQ ETF 2.4%
Value ($000) $11,925 Shares 42,859 Est. Cost $193.71 Unrealized
CNNE Cannae HLDGS Inc Com 2.2%
Value ($000) $11,120 Shares 298,435 Est. Cost $26.86 Unrealized +34.4%
AAPL Apple 1.9%
Value ($000) $9,694 Shares 83,707 Est. Cost $89.15 Unrealized +18.9%
XBI SPDR S&P Biotech ETF 1.9%
Value ($000) $9,480 Shares 85,074 Est. Cost $82.76 Unrealized
CDW CDW Corporation 1.7%
Value ($000) $8,729 Shares 73,030 Est. Cost $113.36 Unrealized -5.4%
FNF Fidelity National Financial, Inc. 1.6%
Value ($000) $8,175 Shares 261,107 Est. Cost $22.94 Unrealized +6.5%
XLF Financial Sector SPDR ETF 1.4%
Value ($000) $7,271 Shares 302,065 Est. Cost $25.66 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.4%
Value ($000) $7,243 Shares 120,163 Est. Cost $57.69 Unrealized
IJH iShares Core S&P Mid-Cap ETF 1.4%
Value ($000) $6,811 Shares 36,757 Est. Cost $185.99 Unrealized
Dun & Bradstreet 1.3%
Value ($000) $6,751 Shares 263,076 Est. Cost $25.66 Unrealized
CQQQ Invesco China Technology ETF 1.3%
Value ($000) $6,277 Shares 90,755 Est. Cost $51.29 Unrealized
IBB iShares Biotechnology ETF 1.2%
Value ($000) $5,807 Shares 42,886 Est. Cost $157.63 Unrealized
MMM 3M Company 1.1%
Value ($000) $5,584 Shares 34,861 Est. Cost $123.28 Unrealized -10.5%
IWP iShares Russell Mid Cap Growth ETF 1.1%
Value ($000) $5,463 Shares 31,600 Est. Cost $116.63 Unrealized
IJR iShares Core S&P Small-Cap ETF 1.0%
Value ($000) $5,189 Shares 73,885 Est. Cost $71.78 Unrealized
IWF iShares Russell 1000 Growth ETF 1.0%
Value ($000) $4,929 Shares 22,728 Est. Cost $128.72 Unrealized
IWO iShares Russell 2000 Growth ETF 0.9%
Value ($000) $4,659 Shares 21,030 Est. Cost $179.21 Unrealized
EFA iShares MSCI EAFE 0.9%
Value ($000) $4,500 Shares 70,701 Est. Cost $65.37 Unrealized
iShares Gold Trust 0.8%
Value ($000) $4,259 Shares 236,727 Est. Cost $17.99 Unrealized
TLT iShares 20 Year Treasury ETF 0.8%
Value ($000) $4,156 Shares 25,459 Est. Cost $147.18 Unrealized
VYM Vanguard High Dividend Yield ETF 0.7%
Value ($000) $3,700 Shares 45,715 Est. Cost $78.76 Unrealized
IBUY Amplify Online Retail ETF 0.7%
Value ($000) $3,640 Shares 41,255 Est. Cost $51.03 Unrealized
VTI Vanguard Total Stock Market ETF 0.7%
Value ($000) $3,614 Shares 21,223 Est. Cost $125.91 Unrealized
ARKK ARK Innovation ETF 0.7%
Value ($000) $3,529 Shares 38,359 Est. Cost $92.00 Unrealized
AMZN Amazon.Com Inc 0.7%
Value ($000) $3,394 Shares 1,078 Est. Cost $81.44 Unrealized +93.6%
MSFT Microsoft 0.7%
Value ($000) $3,334 Shares 15,851 Est. Cost $96.66 Unrealized +107.7%
FISV Fiserv Inc 0.6%
Value ($000) $3,062 Shares 29,709 Est. Cost $72.33 Unrealized +37.7%
GNW Genworth Financial 0.6%
Value ($000) $2,931 Shares 874,780 Est. Cost $3.85 Unrealized -30.8%
SHW Sherwin Williams Co 0.6%
Value ($000) $2,923 Shares 4,195 Est. Cost $103.75 Unrealized +100.7%
BFC Bank First Natl Corp 0.5%
Value ($000) $2,599 Shares 44,130 Est. Cost $44.02 Unrealized +26.7%
XT iShares Exponential Technologies ETF 0.5%
Value ($000) $2,587 Shares 53,248 Est. Cost $48.58 Unrealized
Smartsheet Inc 0.5%
Value ($000) $2,572 Shares 52,050 Est. Cost $24.86 Unrealized
PG Procter & Gamble 0.5%
Value ($000) $2,391 Shares 17,201 Est. Cost $70.31 Unrealized +65.5%
IEMG iShares Core MSCI Emerging Markets ETF 0.4%
Value ($000) $2,094 Shares 39,660 Est. Cost $48.59 Unrealized
IWM iShares Russell 2000 ETF 0.4%
Value ($000) $1,966 Shares 13,125 Est. Cost $140.25 Unrealized
INTC Intel Corp 0.3%
Value ($000) $1,714 Shares 33,104 Est. Cost $37.34 Unrealized +24.6%
DVY iShares Select Dividend ETF 0.3%
Value ($000) $1,617 Shares 19,830 Est. Cost $96.13 Unrealized
IWD iShares Russell 1000 Value ETF 0.3%
Value ($000) $1,612 Shares 13,646 Est. Cost $116.41 Unrealized
VEA Vanguard FTSE 0.3%
Value ($000) $1,537 Shares 37,575 Est. Cost $33.71 Unrealized
BA Boeing Co 0.3%
Value ($000) $1,470 Shares 8,894 Est. Cost $243.68 Unrealized -30.1%
VV Vanguard LGCP.ETF 0.3%
Value ($000) $1,266 Shares 8,092 Est. Cost $111.07 Unrealized
XLK Technology Sector SPDR ETF 0.2%
Value ($000) $1,245 Shares 10,666 Est. Cost $104.98 Unrealized
NWL Newell Rubbermaid 0.2%
Value ($000) $1,167 Shares 68,027 Est. Cost $13.44 Unrealized -2.3%
MRK Merck & Co Inc New 0.2%
Value ($000) $1,164 Shares 13,931 Est. Cost $46.72 Unrealized +41.1%
Computer Task Group 0.2%
Value ($000) $1,160 Shares 233,425 Est. Cost $4.96 Unrealized
IUSV iShares Core S&P US Value ETF 0.2%
Value ($000) $1,159 Shares 21,351 Est. Cost $57.85 Unrealized
JPM JP Morgan Chase & Co. 0.2%
Value ($000) $1,151 Shares 11,958 Est. Cost $76.81 Unrealized +11.2%
IXJ iShares S&P GLBL Health 0.2%
Value ($000) $1,149 Shares 16,000 Est. Cost $68.75 Unrealized
IGV iShares Software ETF 0.2%
Value ($000) $1,136 Shares 3,650 Est. Cost $284.38 Unrealized
BCE Bce Inc Com New 0.2%
Value ($000) $1,112 Shares 26,415 Est. Cost $26.68 Unrealized +9.8%
IGF iShares Global Infrastructure ETF 0.2%
Value ($000) $1,111 Shares 28,800 Est. Cost $38.30 Unrealized
REET iShares Trust Global (reit Etf) 0.2%
Value ($000) $1,104 Shares 52,500 Est. Cost $20.88 Unrealized
ARGO Common Stock 0.2%
Value ($000) $1,102 Shares 32,000 Est. Cost $34.44 Unrealized
THO Thor Inds Inc 0.2%
Value ($000) $1,100 Shares 11,545 Est. Cost $60.32 Unrealized +54.1%
SKYY First Trust Cloud Computing ETF 0.2%
Value ($000) $1,090 Shares 13,890 Est. Cost $74.51 Unrealized
TSLA Tesla Motors Inc Com 0.2%
Value ($000) $1,064 Shares 2,480 Est. Cost $98.83 Unrealized +19.5%
IWR iShares Russell Mid Cap ETF 0.2%
Value ($000) $1,045 Shares 18,218 Est. Cost $55.68 Unrealized
XLG Invesco S&P 500 Top 50 ETF 0.2%
Value ($000) $1,027 Shares 3,922 Est. Cost $240.93 Unrealized
Foley Trasimene 0.2%
Value ($000) $1,020 Shares 100,000 Est. Cost $10.20 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.2%
Value ($000) $1,001 Shares 22,702 Est. Cost $41.35 Unrealized
GOVT iShares TR US Treas (BD Etf) 0.2%
Value ($000) $985 Shares 35,238 Est. Cost $25.94 Unrealized
ASB Associated Banc Corp 0.2%
Value ($000) $973 Shares 77,077 Est. Cost $16.88 Unrealized -36.7%
GRMN Garmin LTD Com 0.2%
Value ($000) $940 Shares 9,905 Est. Cost $50.68 Unrealized +75.2%
RTX Raytheon Technologies Corp Com 0.2%
Value ($000) $889 Shares 15,446 Est. Cost $54.46 Unrealized -1.4%
Draftkings Inc Com 0.2%
Value ($000) $873 Shares 14,844 Est. Cost $33.28 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $850 Shares 14,100 Est. Cost $40.26 Unrealized +20.7%
XLP Consumer Staples SPDR ETF 0.2%
Value ($000) $834 Shares 13,017 Est. Cost $56.52 Unrealized
V Visa Inc Com CL A 0.2%
Value ($000) $829 Shares 4,147 Est. Cost $154.96 Unrealized +24.0%
Noodles & Co Com 0.1%
Value ($000) $726 Shares 105,641 Est. Cost $3.90 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $721 Shares 4,843 Est. Cost $101.50 Unrealized +25.1%
CSCO Cisco SYS Inc Com 0.1%
Value ($000) $694 Shares 17,610 Est. Cost $30.43 Unrealized +21.8%
IJJ iShares S&P Mid Cap 400 Value ETF 0.1%
Value ($000) $693 Shares 5,142 Est. Cost $139.67 Unrealized
GLD SPDR Gold Trust 0.1%
Value ($000) $686 Shares 3,873 Est. Cost $165.05 Unrealized
ITA iShares Aerospace/Defense ETF 0.1%
Value ($000) $664 Shares 4,192 Est. Cost $158.32 Unrealized
EPD Enterprise Products 0.1%
Value ($000) $648 Shares 41,069 Est. Cost $26.64 Unrealized
BUSE First Busey Corp Com 0.1%
Value ($000) $644 Shares 40,555 Est. Cost $21.11 Unrealized -34.5%
ITOT iShares Core S&P Total US Stock Market ETF 0.1%
Value ($000) $628 Shares 8,320 Est. Cost $60.70 Unrealized
ACN Accenture 0.1%
Value ($000) $618 Shares 2,736 Est. Cost $142.63 Unrealized +48.8%
BRK/B Berkshire Hathaway 0.1%
Value ($000) $608 Shares 2,854 Est. Cost $200.26 Unrealized +2.1%
ETF Managers TR (prime CYBR SCRTY) 0.1%
Value ($000) $588 Shares 12,639 Est. Cost $46.52 Unrealized
DIS Disney Walt Co 0.1%
Value ($000) $588 Shares 4,741 Est. Cost $121.95 Unrealized +0.1%
PFE Pfizer Inc 0.1%
Value ($000) $577 Shares 15,710 Est. Cost $21.87 Unrealized +24.0%
IJK iShares S&P Mid Cap 400 Growth ETF 0.1%
Value ($000) $570 Shares 2,384 Est. Cost $228.57 Unrealized
BX Blackstone Group Inc 0.1%
Value ($000) $566 Shares 10,840 Est. Cost $44.51 Unrealized 0.0%
J Alexanders HLDGS Inc Com 0.1%
Value ($000) $564 Shares 108,381 Est. Cost $12.25 Unrealized
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $534 Shares 14,978 Est. Cost $60.61 Unrealized
BMO Bank Of Montreal Com 0.1%
Value ($000) $514 Shares 8,792 Est. Cost $51.75 Unrealized -10.6%
NOC Northrop Grumman 0.1%
Value ($000) $500 Shares 1,585 Est. Cost $279.73 Unrealized +6.6%
GOOG Alphabet Inc Cap STK 0.1%
Value ($000) $498 Shares 339 Est. Cost $60.73 Unrealized +24.7%
IDV iShares Intl Select Div ETF 0.1%
Value ($000) $486 Shares 19,513 Est. Cost $28.95 Unrealized
IVW iShares S&P 500 (growth Etf) 0.1%
Value ($000) $485 Shares 2,098 Est. Cost $172.36 Unrealized
T AT&T 0.1%
Value ($000) $475 Shares 16,674 Est. Cost $15.44 Unrealized +0.8%
MO Altria Group Inc 0.1%
Value ($000) $472 Shares 11,946 Est. Cost $37.56 Unrealized -27.6%
Endurance Intl Group 0.1%
Value ($000) $453 Shares 78,929 Est. Cost $4.70 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $451 Shares 1,176 Est. Cost $324.81 Unrealized +1.3%
GDX Vaneck Vectors ETF (TR Gold Miners Etf) 0.1%
Value ($000) $450 Shares 11,497 Est. Cost $39.14 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $449 Shares 1,767 Est. Cost $125.35 Unrealized +67.2%
VIG Vanguard Dividend Appreciation Index ETF 0.1%
Value ($000) $449 Shares 3,473 Est. Cost $99.85 Unrealized
XLV Health Care Select SPDR ETF 0.1%
Value ($000) $447 Shares 4,241 Est. Cost $89.32 Unrealized
VEU Vanguard FTSE All-World Ex-US ETF 0.1%
Value ($000) $441 Shares 8,750 Est. Cost $50.58 Unrealized
NEE Nextera Energy 0.1%
Value ($000) $440 Shares 1,585 Est. Cost $27.54 Unrealized +118.8%
XOM Exxon Mobil 0.1%
Value ($000) $437 Shares 12,736 Est. Cost $42.20 Unrealized -23.4%
EXAS Exact Sciences Corp 0.1%
Value ($000) $434 Shares 4,260 Est. Cost $60.15 Unrealized +43.6%
BIIB Biogen Inc Com 0.1%
Value ($000) $426 Shares 1,500 Est. Cost $302.41 Unrealized -7.8%
CSX CSX 0.1%
Value ($000) $425 Shares 5,472 Est. Cost $15.72 Unrealized +46.0%
ARKW ARK Next Generation Internet ETF 0.1%
Value ($000) $414 Shares 3,810 Est. Cost $108.66 Unrealized
IBM Intl Business Mach 0.1%
Value ($000) $409 Shares 3,364 Est. Cost $94.06 Unrealized -0.2%
TDG Transdigm Group Inc 0.1%
Value ($000) $399 Shares 840 Est. Cost $405.03 Unrealized -3.5%
LLY Lilly Eli & Co 0.1%
Value ($000) $398 Shares 2,690 Est. Cost $95.85 Unrealized +52.1%
PM Philip Morris Intl 0.1%
Value ($000) $398 Shares 5,218 Est. Cost $56.07 Unrealized +5.0%
SCHP Schwab Strategic TR (us TIPS Etf) 0.1%
Value ($000) $383 Shares 6,221 Est. Cost $57.54 Unrealized
HD Home Depot Inc Com 0.1%
Value ($000) $377 Shares 1,359 Est. Cost $200.72 Unrealized +18.4%
UPS United Parcel SVC 0.1%
Value ($000) $366 Shares 2,198 Est. Cost $117.34 Unrealized 0.0%
XLE Energy Sector SPDR ETF 0.1%
Value ($000) $366 Shares 12,237 Est. Cost $65.04 Unrealized
NTES Netease Inc ADR 0.1%
Value ($000) $359 Shares 789 Est. Cost $301.00 Unrealized
HPQ HP Inc Com 0.1%
Value ($000) $348 Shares 18,153 Est. Cost $17.50 Unrealized -13.3%
IEF iShares 7-10 Year Treasury ETF 0.1%
Value ($000) $347 Shares 2,845 Est. Cost $112.48 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $333 Shares 1,656 Est. Cost $178.97 Unrealized 0.0%
COST Costco Wholesale 0.1%
Value ($000) $327 Shares 921 Est. Cost $156.05 Unrealized +98.1%
HON Honeywell Intl. 0.1%
Value ($000) $327 Shares 1,984 Est. Cost $133.22 Unrealized 0.0%
BRK/A Berkshire Hathaway Class A 0.1%
Value ($000) $320 Shares 1 Est. Cost $302764.90 Unrealized +1.4%
GD General Dynamics CRP 0.1%
Value ($000) $318 Shares 2,296 Est. Cost $125.69 Unrealized +4.3%
HEI Heico Corporation 0.1%
Value ($000) $314 Shares 3,000 Est. Cost $117.45 Unrealized -12.0%
IP Intl Paper Co 0.1%
Value ($000) $304 Shares 7,500 Est. Cost $34.75 Unrealized -19.5%
VWO Vanguard FTSE Emerging Mkts ETF 0.1%
Value ($000) $297 Shares 6,875 Est. Cost $39.63 Unrealized
VZ Verizon 0.1%
Value ($000) $285 Shares 4,796 Est. Cost $40.60 Unrealized +4.9%
CVX Chevron 0.1%
Value ($000) $282 Shares 3,913 Est. Cost $78.16 Unrealized -14.9%
NVDA Nvidia Corp 0.1%
Value ($000) $271 Shares 501 Est. Cost $11.60 Unrealized 0.0%
PYPL Paypal HLDGS Inc Com 0.1%
Value ($000) $267 Shares 1,356 Est. Cost $137.88 Unrealized +36.3%
ROK Rockwell Automation 0.1%
Value ($000) $263 Shares 1,192 Est. Cost $175.54 Unrealized +16.0%
VGK Vanguard Intl Equity 0.1%
Value ($000) $263 Shares 5,007 Est. Cost $49.84 Unrealized
XLRE SPDR Real Estate ETF 0.1%
Value ($000) $262 Shares 7,418 Est. Cost $32.23 Unrealized
ABBV Abbvie Inc Com 0.1%
Value ($000) $257 Shares 2,938 Est. Cost $52.79 Unrealized +44.6%
NSC Norfolk Southern CRP 0.1%
Value ($000) $256 Shares 1,198 Est. Cost $179.92 Unrealized 0.0%
WMT Wal Mart Stores 0.1%
Value ($000) $254 Shares 1,816 Est. Cost $41.31 Unrealized 0.0%
Magellan Midstream 0.0%
Value ($000) $249 Shares 7,276 Est. Cost $68.24 Unrealized
Unilever PLC Spon 0.0%
Value ($000) $238 Shares 3,856 Est. Cost $54.76 Unrealized
SHY iShares Trust 1-3 (year Treasury Bond Etf) 0.0%
Value ($000) $237 Shares 2,735 Est. Cost $86.69 Unrealized
NOK Nokia Corp Spons ADR Finland ADR 0.0%
Value ($000) $235 Shares 60,000 Est. Cost $4.03 Unrealized
META Facebook Inc Com 0.0%
Value ($000) $224 Shares 856 Est. Cost $256.10 Unrealized 0.0%
ARKQ ARK Autonomous Technology & Robotics ETF 0.0%
Value ($000) $223 Shares 3,885 Est. Cost $57.40 Unrealized
ARKF ARK Fintech Innovation ETF 0.0%
Value ($000) $223 Shares 5,615 Est. Cost $39.72 Unrealized
ARKG ARK Genomic Revolution ETF 0.0%
Value ($000) $222 Shares 3,485 Est. Cost $63.70 Unrealized
LOW Lowe's Companies 0.0%
Value ($000) $220 Shares 1,325 Est. Cost $103.31 Unrealized +35.4%
XLU Utilities Sector SPDR ETF 0.0%
Value ($000) $219 Shares 3,692 Est. Cost $55.53 Unrealized
PEP Pepsico 0.0%
Value ($000) $216 Shares 1,557 Est. Cost $110.78 Unrealized +4.0%
UNH Unitedhealth Group 0.0%
Value ($000) $215 Shares 690 Est. Cost $261.11 Unrealized +7.7%
VUG Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) 0.0%
Value ($000) $214 Shares 941 Est. Cost $227.42 Unrealized
FMC FMC Corp New 0.0%
Value ($000) $213 Shares 2,000 Est. Cost $77.89 Unrealized +16.5%
INDA iShares MSCI India ETF 0.0%
Value ($000) $206 Shares 6,075 Est. Cost $28.96 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $206 Shares 6,868 Est. Cost $23.07 Unrealized +12.2%
SWKS Skyworks Solutions 0.0%
Value ($000) $204 Shares 1,400 Est. Cost $121.59 Unrealized 0.0%
VBK Vanguard Index FDS (vanguard Small Cap Growth Vipers Formerly Vanguard) 0.0%
Value ($000) $201 Shares 935 Est. Cost $214.97 Unrealized
ANF Abercrombie & Fitch 0.0%
Value ($000) $167 Shares 12,000 Est. Cost $10.78 Unrealized +8.4%
ET Energy Transfer Equity L P 0.0%
Value ($000) $155 Shares 28,658 Est. Cost $12.87 Unrealized
General Electric 0.0%
Value ($000) $124 Shares 19,916 Est. Cost $19.29 Unrealized
QUAD Quad / Graphics Inc 0.0%
Value ($000) $115 Shares 38,050 Est. Cost $10.09 Unrealized -67.2%
First Eagle Alternative Cap BD 0.0%
Value ($000) $79 Shares 32,001 Est. Cost $2.47 Unrealized
Veru Inc Com 0.0%
Value ($000) $39 Shares 15,000 Est. Cost $1.47 Unrealized
Neptune Wellness 0.0%
Value ($000) $37 Shares 17,500 Est. Cost $2.11 Unrealized
ONCY Oncolytics Biotech 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $1.13 Unrealized +62.4%