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
Ishares Tr
4.55K
+ 8.82%
N/A
56.1K $0
Capital Group New Geography
47.8K
New
N/A
47.8K $0
Blackrock ETF Trust Ii
10.9K
+ 7.03%
N/A
166K $0
Innovator Etfs Trust
1K
+ 2.55%
N/A
40.2K $0
Bitwise Bitcoin ETF Tr
6.82K
New
N/A
6.82K $0
Grayscale Bitcoin Mini Tr Et
5.63K
New
N/A
5.63K $0
PDEC
Innovator U.S. Equity Power Bu
57.8K
+ 136.58%
N/A
100K $0
PNOV
Innovator U.S. Equity Power Bu
7.13K
+ 18.43%
N/A
45.8K $0
SFLR
Innovator Etfs Tr Equity Manag
11.3K
New
N/A
11.3K $0
Pimco ETF Tr
9.17K
New
N/A
9.17K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
98
+ 2.19%
$183.23 - $199.79 $18K - $19.6K
4.58K $847K
WM
Waste Management Inc

Industrials
16
+ 1.43%
$201.79 - $228.46 $3.23K - $3.66K
1.13K $228K
JEPI
J P Morgan Exchange Traded Fd

ETFs
135
+ 2.42%
$57.53 - $60.83 $7.77K - $8.21K
5.71K $328K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4
+ 0.09%
$69.58 - $74.87 $278 - $299
4.3K $301K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.03%
$92.94 - $101.82 $92.9 - $102
3.05K $286K
BP
Bp PLC

Energy
202
+ 2.66%
$28.16 - $33.14 $5.69K - $6.69K
7.79K $230K
RSP
Invesco S&P 500 Equal Weight E

ETFs
506
+ 1.95%
$174.22 - $187.62 $88.2K - $94.9K
26.5K $4.65M
ITA
Ishares Tr

ETFs
23
+ 0.56%
$144.31 - $157.31 $3.32K - $3.62K
4.13K $600K
DGRO
Ishares Core Dividend Growth E

ETFs
141
+ 0.69%
$60.73 - $64.94 $8.56K - $9.16K
20.5K $1.26M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.22%
$466.52 - $543.88 $467 - $544
463 $217K
DNP
Dnp Select Income Fund Inc

Financial Services
68
+ 0.29%
$8.82 - $9.96 $600 - $677
23.2K $204K
UBER
Uber Technologies, Inc

Technology
360
+ 10.63%
$59.93 - $86.34 $21.6K - $31.1K
3.75K $225K
DVY
Ishares Tr

ETFs
42
+ 0.45%
$129.55 - $143.41 $5.44K - $6.02K
9.28K $1.22M
ADBE
Adobe Inc.

Technology
4
+ 0.75%
$437.39 - $552.96 $1.75K - $2.21K
538 $239K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.11%
$131.65 - $174.84 $263 - $350
1.8K $251K
VTV
Vanguard Value ETF

ETFs
20
+ 0.23%
$168.32 - $181.87 $3.37K - $3.64K
8.71K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
722K
+ 208.43%
$26.93 - $84.95 $19.4M - $61.3M
1.07M $29.2M
VNQ
Vanguard Specialized Funds Van

ETFs
73
+ 0.56%
$87.85 - $98.6 $6.41K - $7.2K
13K $1.16M
KO
Coca Cola CO

Consumer Defensive
257
+ 1.87%
$61.74 - $71.71 $15.9K - $18.4K
14K $873K
AMGN
Amgen Inc

Healthcare
56
+ 2.43%
$258.78 - $328.31 $14.5K - $18.4K
2.36K $616K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
58K
+ 181.14%
$27.54 - $83.04 $1.6M - $4.81M
90K $2.49M
LMT
Lockheed Martin Corp

Industrials
33
+ 1.5%
$479.66 - $614.62 $15.8K - $20.3K
2.24K $1.09M
XOM
Exxon Mobil Corp

Energy
581
+ 1.74%
$105.51 - $125.37 $61.3K - $72.8K
33.9K $3.65M
MSFT
Microsoft Corp

Technology
101
+ 0.25%
$406.35 - $454.46 $41K - $45.9K
41.2K $17.4M
LLY
Eli Lilly & CO

Healthcare
65
+ 1.57%
$727.2 - $932.06 $47.3K - $60.6K
4.2K $3.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
132K
+ 102.9%
$18.41 - $40.87 $2.44M - $5.41M
261K $4.83M
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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