Cra Financial Services, LLC Purchases in Q4 2024

Cra Financial Services, LLC

  • $548 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
939
+ 16.49%
$189.5 - $206.17 $178K - $194K
6.63K $1.27M
BA
Boeing CO

Industrials
318
+ 10.7%
$138.14 - $180.72 $43.9K - $57.5K
3.29K $582K
VTI
Vanguard Total Stock Market Et

ETFs
365
+ 9.6%
$280.04 - $302.45 $102K - $110K
4.17K $1.21M
GLD
Spdr Gold Trust

ETFs
558
+ 10.69%
$236.59 - $257.5 $132K - $144K
5.78K $1.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
108K
+ 203.01%
$22.01 - $66.82 $2.37M - $7.19M
161K $3.65M
IAU
Ishares Gold Trust

ETFs
2.4K
+ 59.63%
$48.37 - $52.65 $116K - $126K
6.43K $318K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.79K
+ 5.98%
$77.23 - $82.11 $138K - $147K
31.7K $2.47M
PANW
Palo Alto Networks Inc

Technology
3.69K
+ 105.88%
$181.96 - $405.9 $672K - $1.5M
7.18K $1.31M
NOCT
Innovator Growth 100 Power Buf

ETFs
2K
+ 26.53%
$49.49 - $52.11 $98.7K - $104K
9.52K $488K
RTX
Raytheon Technologies Corp

Industrials
1.14K
+ 29.78%
$114.45 - $127.21 $130K - $145K
4.95K $572K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
207
+ 6.94%
$417.69 - $450.94 $86.5K - $93.3K
3.19K $1.36M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.01K
+ 11.92%
$23.02 - $23.23 $92.2K - $93K
37.6K $867K
HON
Honeywell International Inc

Industrials
9
+ 0.21%
$202.84 - $236.0 $1.83K - $2.12K
4.31K $973K
CSCO
Cisco Systems, Inc.

Technology
216
+ 1.95%
$52.45 - $60.02 $11.3K - $13K
11.3K $667K
GS
Goldman Sachs Group Inc

Financial Services
31
+ 4.14%
$486.1 - $608.57 $15.1K - $18.9K
780 $446K
CRM
Salesforce, Inc.

Technology
16
+ 1.38%
$270.87 - $367.87 $4.33K - $5.89K
1.18K $393K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.96K
+ 26.68%
$23.25 - $23.56 $68.8K - $69.7K
14K $326K
AVUV
American Centy ETF Tr Avantis

ETFs
580
+ 3.46%
$94.37 - $106.41 $54.7K - $61.7K
17.4K $1.68M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.5K
+ 23.66%
$31.23 - $33.51 $78.1K - $83.8K
13.1K $410K
XLE
Energy Sector Spdr

ETFs
966
+ 8.05%
$83.32 - $97.27 $80.5K - $94K
13K $1.11M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.1K
+ 24.44%
$56.06 - $61.35 $61.7K - $67.5K
5.6K $316K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
96
+ 3.15%
$198.04 - $221.51 $19K - $21.3K
3.15K $662K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
748
+ 0.95%
$61.68 - $67.87 $46.1K - $50.8K
79.2K $4.94M
MCK
Mckesson Corp

Healthcare
3
+ 0.55%
$482.27 - $628.5 $1.45K - $1.89K
553 $315K
CVX
Chevron Corp

Energy
512
+ 3.97%
$141.15 - $162.53 $72.3K - $83.2K
13.4K $1.94M
BNOV
Innovator U.S. Equity Buffer E

ETFs
775
+ 9.14%
$38.08 - $39.98 $29.5K - $31K
9.26K $363K
ABT
Abbott Laboratories

Healthcare
375
+ 7.8%
$111.93 - $119.39 $42K - $44.8K
5.18K $586K
ITOT
Ishares Core S&P Total U.S. St

ETFs
152
+ 5.6%
$124.26 - $134.12 $18.9K - $20.4K
2.86K $368K
IVW
Ishares S&P 500 Growth ETF

ETFs
75
+ 2.2%
$94.43 - $105.47 $7.08K - $7.91K
3.49K $354K
BSX
Boston Scientific Corp

Healthcare
105
+ 3.7%
$83.62 - $91.5 $8.78K - $9.61K
2.95K $263K
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$220.26 - $241.44 $220 - $241
2.13K $494K
COP
Conocophillips

Energy
398
+ 9.26%
$95.12 - $114.72 $37.9K - $45.7K
4.7K $465K
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 2.82%
$118.38 - $133.06 $11K - $12.4K
3.39K $407K
GE
General Electric CO

Industrials
265
+ 15.6%
$159.95 - $194.23 $42.4K - $51.5K
1.96K $327K
ESGA
American Centy ETF Tr Sustaina

Technology
75
+ 1.64%
$68.91 - $73.51 $5.17K - $5.51K
4.65K $328K
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.3K
+ 100.04%
$25.33 - $51.16 $794K - $1.6M
62.7K $1.62M
PEG
Public Service Enterprise Group Inc

Utilities
275
+ 7.12%
$81.87 - $94.51 $22.5K - $26K
4.14K $349K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
392
+ 2.32%
$105.45 - $117.99 $41.3K - $46.3K
17.3K $1.84M
PPL
Ppl Corp

Utilities
300
+ 2.86%
$31.47 - $35.0 $9.44K - $10.5K
10.8K $350K
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.74%
$87.25 - $95.52 $2.62K - $2.87K
4.11K $362K
FISV
Fiserv Inc

Technology
14
+ 0.49%
N/A
2.86K $357K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
59
+ 0.6%
$126.68 - $134.74 $7.47K - $7.95K
9.81K $1.25M
Innovator Etfs Trust
26.6K
+ 13.84%
N/A
218K $0
Blackrock Inc
349
New
N/A
349 $0
BFB
Brown Forman Corp Cl B
13K
New
N/A
13K $0
Fidelity Wise Origin Bitcoin
4.44K
+ 50.86%
N/A
13.2K $0
Vanguard Mun Bd Fds
13K
New
N/A
13K $0
T Rowe Price ETF Inc
3.97K
+ 8.76%
N/A
49.3K $0
Vanguard Mun Bd Fds
11.6K
New
N/A
11.6K $0
Activity Summary
Buys All Purchases 137 New Holdings 20 Increased Positions 117 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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