Crescent Grove Advisors, LLC Diversified Active

Location: Lake Forest, IL

CIK: 0001713520 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 1, 2021

Total Value: $765M (100.0% shares, 0.0% debt)

Holdings (183)

FIS Fidelity National Info Srvcs, Inc. 24.9%
Value $191M Shares 1,346,778 Est. Cost $106.20 Unrealized +20.0%
Black Knight Inc Com 7.1%
Value $54M Shares 611,252 Est. Cost $50.69 Unrealized
Dun & Bradstreet 5.0%
Value $38.35M Shares 1,540,218 Est. Cost $25.03 Unrealized
SPY SPDR S&P 500 ETF 3.7%
Value $28.49M Shares 75,876 Est. Cost $256.89 Unrealized
ARKK ARK Innovation ETF 3.5%
Value $26.7M Shares 214,503 Est. Cost $118.68 Unrealized
MAN Manpowergroup Inc 3.2%
Value $24.11M Shares 267,407 Est. Cost $101.70 Unrealized -19.2%
GPI Group 1 Automotive 2.9%
Value $21.95M Shares 167,399 Est. Cost $64.78 Unrealized +85.6%
Rexnord Corporation 2.7%
Value $20.92M Shares 529,764 Est. Cost $28.53 Unrealized
IVV iShares S&P 500 ETF 2.7%
Value $20.61M Shares 54,903 Est. Cost $289.69 Unrealized
VYX NCR Corp 2.5%
Value $19.38M Shares 515,938 Est. Cost $17.56 Unrealized -5.6%
QQQ Powershares QQQ ETF 1.8%
Value $14.08M Shares 44,879 Est. Cost $199.11 Unrealized
CNNE Cannae HLDGS Inc Com 1.7%
Value $13.37M Shares 302,056 Est. Cost $27.00 Unrealized +43.1%
XBI SPDR S&P Biotech ETF 1.6%
Value $12.41M Shares 88,169 Est. Cost $84.80 Unrealized
AAPL Apple 1.5%
Value $11.45M Shares 86,287 Est. Cost $89.99 Unrealized +30.0%
FNF Fidelity National Financial, Inc. 1.5%
Value $11.28M Shares 288,508 Est. Cost $23.28 Unrealized +14.1%
XLF Financial Sector SPDR ETF 1.3%
Value $9.978M Shares 338,461 Est. Cost $26.07 Unrealized
VTI Vanguard Total Stock Market ETF 1.2%
Value $9.386M Shares 48,222 Est. Cost $164.39 Unrealized
CDW CDW Corporation 1.2%
Value $9.269M Shares 70,330 Est. Cost $113.36 Unrealized +8.6%
CQQQ Invesco China Technology ETF 1.2%
Value $8.883M Shares 107,900 Est. Cost $56.22 Unrealized
IJH iShares Core S&P Mid-Cap ETF 1.2%
Value $8.869M Shares 38,591 Est. Cost $188.08 Unrealized
XT iShares Exponential Technologies ETF 1.1%
Value $8.795M Shares 153,615 Est. Cost $54.25 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.1%
Value $8.623M Shares 124,812 Est. Cost $58.12 Unrealized
ABNB Airbnb Inc CL A 1.1%
Value $8.305M Shares 56,572 Est. Cost $147.63 Unrealized 0.0%
IJR iShares Core S&P Small-Cap ETF 1.0%
Value $7.465M Shares 81,227 Est. Cost $73.60 Unrealized
IBB iShares Biotechnology ETF 0.9%
Value $6.921M Shares 45,683 Est. Cost $157.26 Unrealized
MMM 3M Company 0.8%
Value $6.061M Shares 34,674 Est. Cost $123.28 Unrealized -4.7%
IWO iShares Russell 2000 Growth ETF 0.8%
Value $6.029M Shares 21,030 Est. Cost $179.21 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.8%
Value $5.896M Shares 57,437 Est. Cost $110.34 Unrealized
EFA iShares MSCI EAFE 0.7%
Value $5.674M Shares 77,766 Est. Cost $66.06 Unrealized
IWF iShares Russell 1000 Growth ETF 0.7%
Value $5.481M Shares 22,730 Est. Cost $128.72 Unrealized
iShares Gold Trust 0.7%
Value $5.14M Shares 283,510 Est. Cost $18.01 Unrealized
IBUY Amplify Online Retail ETF 0.6%
Value $4.716M Shares 41,255 Est. Cost $51.03 Unrealized
AMZN Amazon.Com Inc 0.6%
Value $4.55M Shares 1,397 Est. Cost $99.28 Unrealized +60.7%
VYM Vanguard High Dividend Yield ETF 0.5%
Value $4.208M Shares 45,989 Est. Cost $78.76 Unrealized
XLG Invesco S&P 500 Top 50 ETF 0.5%
Value $4.038M Shares 14,154 Est. Cost $273.00 Unrealized
TLT iShares 20 Year Treasury ETF 0.5%
Value $3.676M Shares 23,307 Est. Cost $147.18 Unrealized
Smartsheet Inc 0.5%
Value $3.607M Shares 52,050 Est. Cost $24.86 Unrealized
MSFT Microsoft 0.5%
Value $3.446M Shares 15,494 Est. Cost $96.66 Unrealized +113.2%
FISV Fiserv Inc 0.4%
Value $3.383M Shares 29,709 Est. Cost $72.33 Unrealized +49.0%
GNW Genworth Financial 0.4%
Value $3.307M Shares 874,780 Est. Cost $3.85 Unrealized +6.7%
IEMG iShares Core MSCI Emerging Markets ETF 0.3%
Value $2.659M Shares 42,865 Est. Cost $49.59 Unrealized
SHW Sherwin Williams Co 0.3%
Value $2.549M Shares 3,469 Est. Cost $103.75 Unrealized +118.5%
IWM iShares Russell 2000 ETF 0.3%
Value $2.495M Shares 12,727 Est. Cost $140.25 Unrealized
PG Procter & Gamble 0.3%
Value $2.247M Shares 16,149 Est. Cost $70.31 Unrealized +75.2%
BFC Bank First Natl Corp 0.3%
Value $2.219M Shares 34,130 Est. Cost $44.02 Unrealized +33.8%
IWD iShares Russell 1000 Value ETF 0.3%
Value $1.918M Shares 14,025 Est. Cost $116.96 Unrealized
DVY iShares Select Dividend ETF 0.2%
Value $1.843M Shares 19,158 Est. Cost $96.13 Unrealized
VEA Vanguard FTSE 0.2%
Value $1.795M Shares 38,029 Est. Cost $33.87 Unrealized
TSLA Tesla Motors Inc Com 0.2%
Value $1.757M Shares 2,490 Est. Cost $98.83 Unrealized +72.7%
VXUS Vanguard Total (international Stock Index Fund) 0.2%
Value $1.743M Shares 28,970 Est. Cost $60.17 Unrealized
Foley Trasimene 0.2%
Value $1.7M Shares 100,000 Est. Cost $10.20 Unrealized
BA Boeing Co 0.2%
Value $1.634M Shares 7,631 Est. Cost $243.68 Unrealized -21.1%
INTC Intel Corp 0.2%
Value $1.57M Shares 31,511 Est. Cost $37.34 Unrealized +17.9%
JPM JP Morgan Chase & Co. 0.2%
Value $1.494M Shares 11,759 Est. Cost $76.81 Unrealized +27.8%
Computer Task Group 0.2%
Value $1.473M Shares 240,670 Est. Cost $5.00 Unrealized
NWL Newell Rubbermaid 0.2%
Value $1.444M Shares 68,027 Est. Cost $13.44 Unrealized +15.8%
ARKW ARK Next Generation Internet ETF 0.2%
Value $1.418M Shares 9,690 Est. Cost $131.52 Unrealized
ARGO Common Stock 0.2%
Value $1.398M Shares 32,000 Est. Cost $34.44 Unrealized
XLK Technology Sector SPDR ETF 0.2%
Value $1.393M Shares 10,716 Est. Cost $104.98 Unrealized
VV Vanguard LGCP.ETF 0.2%
Value $1.377M Shares 7,833 Est. Cost $111.07 Unrealized
ITOT iShares Core S&P Total US Stock Market ETF 0.2%
Value $1.357M Shares 15,741 Est. Cost $72.73 Unrealized
SKYY First Trust Cloud Computing ETF 0.2%
Value $1.32M Shares 13,890 Est. Cost $74.51 Unrealized
ASB Associated Banc Corp 0.2%
Value $1.314M Shares 77,077 Est. Cost $16.88 Unrealized -26.5%
IGV iShares Software ETF 0.2%
Value $1.292M Shares 3,650 Est. Cost $284.38 Unrealized
IUSV iShares Core S&P US Value ETF 0.2%
Value $1.274M Shares 20,488 Est. Cost $57.85 Unrealized
IGF iShares Global Infrastructure ETF 0.2%
Value $1.259M Shares 28,800 Est. Cost $38.30 Unrealized
REET iShares Trust Global (reit Etf) 0.2%
Value $1.256M Shares 52,500 Est. Cost $20.88 Unrealized
IWR iShares Russell Mid Cap ETF 0.2%
Value $1.251M Shares 18,253 Est. Cost $55.68 Unrealized
IXJ iShares S&P GLBL Health 0.2%
Value $1.223M Shares 16,000 Est. Cost $68.75 Unrealized
GRMN Garmin LTD Com 0.2%
Value $1.185M Shares 9,905 Est. Cost $50.68 Unrealized +95.3%
MRK Merck & Co Inc New 0.2%
Value $1.172M Shares 14,218 Est. Cost $47.09 Unrealized +37.7%
EEM iShares MSCI Emerging Markets ETF 0.2%
Value $1.168M Shares 22,602 Est. Cost $41.35 Unrealized
RTX Raytheon Technologies Corp Com 0.2%
Value $1.152M Shares 16,105 Est. Cost $54.62 Unrealized +7.0%
BCE Bce Inc Com New 0.2%
Value $1.148M Shares 26,415 Est. Cost $26.68 Unrealized +12.7%
THO Thor Inds Inc 0.1%
Value $1.078M Shares 11,545 Est. Cost $60.32 Unrealized +39.9%
IEF iShares 7-10 Year Treasury ETF 0.1%
Value $1.058M Shares 8,818 Est. Cost $117.56 Unrealized
DIS Disney Walt Co 0.1%
Value $957K Shares 5,284 Est. Cost $123.83 Unrealized +13.2%
BMY Bristol Myers Squibb 0.1%
Value $884K Shares 14,145 Est. Cost $40.26 Unrealized +24.3%
XLP Consumer Staples SPDR ETF 0.1%
Value $878K Shares 13,017 Est. Cost $56.52 Unrealized
BUSE First Busey Corp Com 0.1%
Value $874K Shares 40,555 Est. Cost $21.11 Unrealized -25.2%
IJJ iShares S&P Mid Cap 400 Value ETF 0.1%
Value $862K Shares 9,989 Est. Cost $113.77 Unrealized
Noodles & Co Com 0.1%
Value $835K Shares 105,641 Est. Cost $3.90 Unrealized
ARKG ARK Genomic Revolution ETF 0.1%
Value $801K Shares 8,586 Est. Cost $81.28 Unrealized
CSCO Cisco SYS Inc Com 0.1%
Value $791K Shares 17,672 Est. Cost $30.43 Unrealized +15.9%
J Alexanders HLDGS Inc Com 0.1%
Value $790K Shares 108,381 Est. Cost $12.25 Unrealized
KRE SPDR S&P Regional Banking ETF 0.1%
Value $778K Shares 14,978 Est. Cost $60.61 Unrealized
JNJ Johnson & Johnson 0.1%
Value $770K Shares 4,893 Est. Cost $101.76 Unrealized +25.3%
Draftkings Inc Com 0.1%
Value $761K Shares 16,344 Est. Cost $34.50 Unrealized
BMO Bank Of Montreal Com 0.1%
Value $729K Shares 9,591 Est. Cost $52.05 Unrealized +6.5%
ETF Managers TR (prime CYBR SCRTY) 0.1%
Value $728K Shares 12,639 Est. Cost $46.52 Unrealized
EPD Enterprise Products 0.1%
Value $707K Shares 36,069 Est. Cost $26.64 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.1%
Value $703K Shares 19,516 Est. Cost $37.86 Unrealized
BX Blackstone Group Inc 0.1%
Value $703K Shares 10,840 Est. Cost $44.51 Unrealized +9.7%
GOVT iShares TR US Treas (BD Etf) 0.1%
Value $696K Shares 25,539 Est. Cost $25.94 Unrealized
ARKQ ARK Autonomous Technology & Robotics ETF 0.1%
Value $692K Shares 9,075 Est. Cost $68.18 Unrealized
GLD SPDR Gold Trust 0.1%
Value $691K Shares 3,873 Est. Cost $165.05 Unrealized
MO Altria Group Inc 0.1%
Value $681K Shares 16,278 Est. Cost $34.67 Unrealized -23.0%
ARKF ARK Fintech Innovation ETF 0.1%
Value $663K Shares 13,340 Est. Cost $45.50 Unrealized
IJK iShares S&P Mid Cap 400 Growth ETF 0.1%
Value $614K Shares 8,499 Est. Cost $116.09 Unrealized
IHAK iShares Cybersecurity and Tech ETF 0.1%
Value $601K Shares 14,879 Est. Cost $40.39 Unrealized
PFE Pfizer Inc 0.1%
Value $586K Shares 15,909 Est. Cost $21.96 Unrealized +30.4%
BRK/B Berkshire Hathaway 0.1%
Value $586K Shares 2,528 Est. Cost $200.26 Unrealized +10.0%
XOM Exxon Mobil 0.1%
Value $580K Shares 14,068 Est. Cost $41.08 Unrealized -26.1%
ACN Accenture 0.1%
Value $570K Shares 2,182 Est. Cost $142.63 Unrealized +56.4%
EXAS Exact Sciences Corp 0.1%
Value $564K Shares 4,260 Est. Cost $60.15 Unrealized +101.1%
ITA iShares Aerospace/Defense ETF 0.1%
Value $560K Shares 5,910 Est. Cost $139.84 Unrealized
IDV iShares Intl Select Div ETF 0.1%
Value $551K Shares 18,697 Est. Cost $28.95 Unrealized
IVW iShares S&P 500 Growth ETF 0.1%
Value $525K Shares 8,222 Est. Cost $91.54 Unrealized
TDG Transdigm Group Inc 0.1%
Value $520K Shares 840 Est. Cost $405.03 Unrealized +12.8%
NOC Northrop Grumman 0.1%
Value $513K Shares 1,682 Est. Cost $279.80 Unrealized +0.4%
VEU Vanguard FTSE All-World Ex-US ETF 0.1%
Value $511K Shares 8,750 Est. Cost $50.58 Unrealized
XLI Industrial Sector SPDR ETF 0.1%
Value $508K Shares 5,740 Est. Cost $88.50 Unrealized
CSX CSX 0.1%
Value $497K Shares 5,472 Est. Cost $15.72 Unrealized +70.6%
VIG Vanguard Dividend Appreciation Index ETF 0.1%
Value $491K Shares 3,475 Est. Cost $99.85 Unrealized
NEE Nextera Energy 0.1%
Value $489K Shares 6,340 Est. Cost $56.11 Unrealized +17.0%
XLV Health Care Select SPDR ETF 0.1%
Value $481K Shares 4,241 Est. Cost $89.32 Unrealized
XLE Energy Sector SPDR ETF 0.1%
Value $460K Shares 12,134 Est. Cost $65.04 Unrealized
LMT Lockheed Martin Corp 0.1%
Value $457K Shares 1,288 Est. Cost $324.31 Unrealized -1.6%
LLY Lilly Eli & Co 0.1%
Value $454K Shares 2,690 Est. Cost $95.85 Unrealized +47.5%
HPQ HP Inc Com 0.1%
Value $450K Shares 18,153 Est. Cost $17.50 Unrealized +0.6%
IBM Intl Business Mach 0.1%
Value $448K Shares 3,558 Est. Cost $94.02 Unrealized -0.7%
PM Philip Morris Intl 0.1%
Value $429K Shares 5,110 Est. Cost $56.07 Unrealized +7.6%
CVX Chevron 0.1%
Value $413K Shares 4,895 Est. Cost $75.52 Unrealized -13.9%
Unilever PLC Spon 0.1%
Value $409K Shares 6,780 Est. Cost $57.16 Unrealized
AMGN Amgen Inc 0.1%
Value $406K Shares 1,767 Est. Cost $125.35 Unrealized +56.6%
HD Home Depot Inc Com 0.1%
Value $406K Shares 1,529 Est. Cost $205.36 Unrealized +18.1%
UPS United Parcel SVC 0.1%
Value $404K Shares 2,398 Est. Cost $118.97 Unrealized +15.1%
HEI Heico Corporation 0.1%
Value $397K Shares 3,000 Est. Cost $117.45 Unrealized +3.9%
SCHP Schwab Strategic TR (us TIPS Etf) 0.1%
Value $390K Shares 6,280 Est. Cost $57.54 Unrealized
T AT&T 0.1%
Value $387K Shares 13,469 Est. Cost $15.44 Unrealized -0.4%
GD General Dynamics CRP 0.0%
Value $381K Shares 2,561 Est. Cost $126.20 Unrealized +3.5%
NTES Netease Inc ADR 0.0%
Value $378K Shares 3,945 Est. Cost $136.85 Unrealized
IP Intl Paper Co 0.0%
Value $373K Shares 7,500 Est. Cost $34.75 Unrealized +3.2%
GS Goldman Sachs Group 0.0%
Value $371K Shares 1,407 Est. Cost $178.97 Unrealized +10.1%
BIIB Biogen Inc Com 0.0%
Value $367K Shares 1,500 Est. Cost $302.41 Unrealized -14.3%
VZ Verizon 0.0%
Value $366K Shares 6,232 Est. Cost $41.38 Unrealized +6.3%
ABBV Abbvie Inc Com 0.0%
Value $354K Shares 3,303 Est. Cost $55.68 Unrealized +41.8%
PRNT ARK 3D Printing ETF 0.0%
Value $349K Shares 11,095 Est. Cost $31.46 Unrealized
GOOG Alphabet Inc Cap STK 0.0%
Value $349K Shares 199 Est. Cost $60.73 Unrealized +37.9%
BRK/A Berkshire Hathaway Class A 0.0%
Value $348K Shares 1 Est. Cost $302764.90 Unrealized +9.2%
VWO Vanguard FTSE Emerging Mkts ETF 0.0%
Value $345K Shares 6,882 Est. Cost $39.63 Unrealized
HII Huntington Ingalls Inds 0.0%
Value $328K Shares 1,922 Est. Cost $141.39 Unrealized 0.0%
HON Honeywell Intl. 0.0%
Value $324K Shares 1,524 Est. Cost $133.22 Unrealized +22.9%
XLB Materials Sector SPDR ETF 0.0%
Value $317K Shares 4,385 Est. Cost $72.29 Unrealized
Magellan Midstream 0.0%
Value $309K Shares 7,276 Est. Cost $68.24 Unrealized
VGK Vanguard Intl Equity 0.0%
Value $302K Shares 5,007 Est. Cost $49.84 Unrealized
ROK Rockwell Automation 0.0%
Value $299K Shares 1,192 Est. Cost $175.54 Unrealized +27.6%
ANF Abercrombie & Fitch 0.0%
Value $291K Shares 14,284 Est. Cost $11.99 Unrealized +53.0%
NSC Norfolk Southern CRP 0.0%
Value $285K Shares 1,198 Est. Cost $179.92 Unrealized +13.8%
IXUS iShares Core MSCI Total International Stock ETF 0.0%
Value $275K Shares 4,095 Est. Cost $67.16 Unrealized
XLRE SPDR Real Estate ETF 0.0%
Value $270K Shares 7,378 Est. Cost $32.23 Unrealized
BABA Alibaba Group Holding LT 0.0%
Value $270K Shares 1,159 Est. Cost $232.96 Unrealized
COST Costco Wholesale 0.0%
Value $264K Shares 701 Est. Cost $156.05 Unrealized +122.6%
WMT Wal Mart Stores 0.0%
Value $263K Shares 1,816 Est. Cost $41.31 Unrealized +9.5%
VMC Vulcan Materials Co 0.0%
Value $262K Shares 1,765 Est. Cost $136.81 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value $262K Shares 501 Est. Cost $11.60 Unrealized +15.1%
SLV iShares Silver TR 0.0%
Value $251K Shares 10,222 Est. Cost $24.55 Unrealized
INDA iShares MSCI India ETF 0.0%
Value $244K Shares 6,075 Est. Cost $28.96 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value $242K Shares 6,990 Est. Cost $23.12 Unrealized +10.5%
VBK Vanguard Index FDS (vanguard Small Cap Growth Vipers Formerly Vanguard) 0.0%
Value $239K Shares 894 Est. Cost $214.97 Unrealized
SCHW Schwab Charles Corp 0.0%
Value $239K Shares 4,500 Est. Cost $42.34 Unrealized 0.0%
VUG Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) 0.0%
Value $238K Shares 941 Est. Cost $227.42 Unrealized
Alexion Pharm Inc. 0.0%
Value $234K Shares 1,500 Est. Cost $156.00 Unrealized
PEP Pepsico 0.0%
Value $234K Shares 1,569 Est. Cost $110.78 Unrealized +9.4%
XLU Utilities Sector SPDR ETF 0.0%
Value $231K Shares 3,692 Est. Cost $55.53 Unrealized
CAT Caterpillar Inc 0.0%
Value $231K Shares 1,268 Est. Cost $153.98 Unrealized 0.0%
FMC FMC Corp New 0.0%
Value $231K Shares 2,000 Est. Cost $77.89 Unrealized +21.7%
General Electric 0.0%
Value $226K Shares 20,924 Est. Cost $18.88 Unrealized
LHX L3harris 0.0%
Value $219K Shares 1,161 Est. Cost $164.87 Unrealized 0.0%
CRWD Crowdstrike HLDGS 0.0%
Value $219K Shares 1,036 Est. Cost $155.87 Unrealized 0.0%
SWKS Skyworks Solutions 0.0%
Value $214K Shares 1,400 Est. Cost $121.59 Unrealized +5.6%
MELI Mercadolibre Inc 0.0%
Value $213K Shares 127 Est. Cost $1410.19 Unrealized 0.0%
LOW Lowe's Companies 0.0%
Value $213K Shares 1,325 Est. Cost $103.31 Unrealized +43.3%
IWS iShares Russell Mid Cap Value ETF 0.0%
Value $210K Shares 2,168 Est. Cost $96.86 Unrealized
Arista Networks Inc 0.0%
Value $203K Shares 700 Est. Cost $290.00 Unrealized
AXP American Express Co 0.0%
Value $202K Shares 1,667 Est. Cost $103.86 Unrealized 0.0%
NOK Nokia Corp Spons ADR Finland ADR 0.0%
Value $196K Shares 50,000 Est. Cost $4.03 Unrealized
RF Regions Finl Corp 0.0%
Value $163K Shares 10,000 Est. Cost $11.76 Unrealized 0.0%
QUAD Quad / Graphics Inc 0.0%
Value $134K Shares 35,000 Est. Cost $10.09 Unrealized -69.6%
Veru Inc Com 0.0%
Value $130K Shares 15,000 Est. Cost $1.47 Unrealized
First Eagle Alternative Cap BD 0.0%
Value $117K Shares 32,001 Est. Cost $2.47 Unrealized
ET Energy Transfer Equity L P 0.0%
Value $115K Shares 18,658 Est. Cost $12.87 Unrealized
ONCY Oncolytics Biotech 0.0%
Value $24,000 Shares 10,000 Est. Cost $1.13 Unrealized +112.1%