Cra Financial Services, LLC Purchases in Q1 2025

Cra Financial Services, LLC

  • $544 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
52.6K
+ 214.5%
$50.48 - $51.04 $2.66M - $2.69M
77.1K $3.91M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.3K
+ 5.64%
$27.01 - $28.54 $1.63M - $1.72M
1.13M $31.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.47K
+ 33.43%
$507.05 - $563.67 $1.76M - $1.95M
13.8K $7.11M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32K
+ 47.63%
$44.41 - $45.98 $1.42M - $1.47M
99.2K $4.53M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
19.8K
+ 13.65%
$78.0 - $84.37 $1.54M - $1.67M
165K $13M
PMAR
Innovator U.S. Equity Power Bu

ETFs
30.6K
+ 118.45%
$39.51 - $41.0 $1.21M - $1.25M
56.4K $2.25M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.4K
+ 34.83%
$50.39 - $50.66 $1.18M - $1.19M
90.8K $4.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.1K
+ 39.2%
$67.08 - $76.14 $741K - $842K
39.3K $2.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
210
+ 1.96%
$442.66 - $534.52 $93K - $112K
10.9K $5.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.41K
+ 16.56%
$551.42 - $612.93 $1.33M - $1.48M
17K $9.5M
BALT
Innovator Etfs Tr
18.3K
+ 7.16%
$31.31 - $31.89 $572K - $583K
274K $8.59M
TBUX
T Rowe Price Exchange Traded F

ETFs
11.2K
+ 73.35%
$49.57 - $49.82 $553K - $556K
26.4K $1.31M
XOM
Exxon Mobil Corp

Energy
831
+ 2.45%
$105.44 - $118.93 $87.6K - $98.8K
34.7K $4.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.05K
+ 11.5%
$169.43 - $182.84 $517K - $557K
29.6K $5.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.97K
New
$56.51 - $62.98 $394K - $439K
6.97K $425K
AVLV
American Centy ETF Tr Avantis
7.02K
+ 24.33%
$63.51 - $70.42 $446K - $495K
35.9K $2.34M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.52K
+ 104.13%
$39.96 - $43.3 $380K - $412K
18.7K $769K
CVX
Chevron Corp

Energy
550
+ 4.1%
$146.71 - $167.97 $80.7K - $92.4K
14K $2.34M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.09K
+ 117.16%
$92.45 - $106.69 $378K - $436K
7.58K $703K
GLD
Spdr Gold Trust

ETFs
239
+ 4.13%
$243.19 - $288.14 $58.1K - $68.9K
6.02K $1.73M
DFIV
Dimensional ETF Tr

ETFs
8.08K
New
$35.33 - $40.77 $286K - $330K
8.08K $318K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.7K
+ 40.54%
$39.97 - $48.7 $509K - $620K
44.1K $1.76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 58.33%
$192.82 - $222.1 $354K - $408K
4.98K $961K
NFLX
Netflix Inc

Communication Services
220
+ 9.83%
$828.4 - $1058.6 $182K - $233K
2.46K $2.29M
VO
Vanguard Mid Cap ETF

ETFs
2.24K
+ 5.57%
$251.87 - $277.95 $565K - $623K
42.5K $10.9M
VDE
Vanguard Energy ETF

ETFs
2.22K
New
$119.14 - $132.76 $264K - $294K
2.22K $284K
PJAN
Innovator U.S. Equity Power Bu

ETFs
8.42K
+ 10.41%
$41.09 - $43.24 $346K - $364K
89.3K $3.69M
EPD
Enterprise Products Partners L.P.

Energy
7.41K
+ 111.73%
$31.75 - $34.14 $235K - $253K
14K $479K
ADP
Automatic Data Processing Inc

Industrials
880
New
$286.85 - $318.64 $252K - $280K
880 $268K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.6K
+ 13.52%
$20.05 - $20.4 $232K - $236K
97.2K $1.98M
MO
Altria Group, Inc.

Consumer Defensive
3.5K
+ 67.4%
$50.81 - $60.02 $178K - $210K
8.7K $522K
MRVL
Marvell Technology, Inc.

Technology
9.67K
+ 133.64%
$61.57 - $126.06 $595K - $1.22M
16.9K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.8K
New
$21.75 - $24.28 $235K - $262K
10.8K $237K
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.8K
New
$48.34 - $49.66 $232K - $238K
4.8K $233K
UBER
Uber Technologies, Inc

Technology
2.54K
+ 67.86%
$63.17 - $81.49 $161K - $207K
6.29K $458K
NSC
Norfolk Southern Corp

Industrials
941
New
$227.69 - $259.76 $214K - $244K
941 $222K
COST
Costco Wholesale Corp

Consumer Defensive
184
+ 13.05%
$890.62 - $1076.86 $164K - $198K
1.59K $1.51M
BK
Bank Of New York Mellon Corp

Financial Services
2.55K
New
$75.42 - $88.95 $192K - $227K
2.55K $213K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1739.0 - $2260.0 $188K - $244K
108 $210K
NVS
Novartis Ag

Healthcare
1.88K
New
$97.14 - $115.57 $182K - $217K
1.88K $209K
FNDX
Schwab Fundamental U S Large C

ETFs
8.92K
New
$23.03 - $25.01 $205K - $223K
8.92K $208K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.52K
New
$74.85 - $84.89 $188K - $213K
2.52K $205K
MCD
Mcdonalds Corp

Consumer Cyclical
366
+ 10.2%
$279.74 - $321.29 $102K - $118K
3.95K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
512
+ 4.83%
$225.19 - $279.95 $115K - $143K
11.1K $2.73M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.29K
+ 7.36%
$19.43 - $19.62 $161K - $163K
121K $2.37M
VTI
Vanguard Total Stock Market Et

ETFs
881
+ 21.14%
$271.18 - $303.12 $239K - $267K
5.05K $1.38M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
+ 94.76%
$92.71 - $107.38 $184K - $214K
4.09K $379K
BSCU
Invesco Exc Self Ind Tr

ETFs
9.14K
+ 22.94%
$16.2 - $16.64 $148K - $152K
49K $812K
PLTR
Palantir Technologies Inc.

Technology
1.29K
+ 21.38%
$64.98 - $124.62 $83.6K - $160K
7.31K $616K
Activity Summary
Buys All Purchases 152 New Holdings 13 Increased Positions 139 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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