StockDriftsStockDriftsTop 50 Crescent Grove Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares S&P 500 ETF | 6.33% | 97.8K | $63.9M | -2.75%(-2.76K) | $336.64(+122.33%) | 2026-03-31 | |
| ZWS | Zurn Elkay Water Solutions | 5.93% | 1.33M | $59.9M | -42.58%(-989.87K) | $33.66(+46.05%) | 2026-03-31 | |
| VOO | Vanguard 500 Index Fund ETF | 4.95% | 83.6K | $49.9M | +0.04%(+31) | $478.61(+43.09%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 3.15% | 48.7K | $31.7M | -8.51%(-4.53K) | $347.97(+114.03%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 2.79% | 87.7K | $28.1M | +0.11%(+100) | $174.96(+110.77%) | 2026-03-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 2.54% | 367.0K | $25.6M | +3.47%(+12.31K) | $52.47(+52.16%) | 2026-03-31 | |
| IEF | iShares 7-10 Year Treasury ETF | 2.42% | 255.7K | $24.4M | +1469.61%(+239.37K) | $95.77(-1.72%) | 2026-03-31 | |
| QQQ | Invesco Powershares QQQ ETF | 2.12% | 37.1K | $21.4M | +0.84%(+308) | $196.87(+261.96%) | 2026-03-31 | |
| IJR | iShares Core S&P Small-Cap ETF | 2.1% | 170.4K | $21.2M | -1.09%(-1.89K) | $95.60(+53.22%) | 2026-03-31 | |
| CDW | CDW Corporation | 2.06% | 172.0K | $20.8M | +7.01%(+11.26K) | $184.01(-27.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.12% | +52.57% |
| Top 20 Holdings Unweighted | +14.70% | +50.88% |
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