Cra Financial Services, LLC Incresed Positions in Q4 2025

Cra Financial Services, LLC

  • $693 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
738
+ 6.93%
$138.1 - $143.11 $102K - $106K
11.4K $1.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
611
+ 5.52%
$137.47 - $143.13 $84K - $87.5K
11.7K $1.65M
COP
Conocophillips

Energy
1.17K
+ 25.82%
$85.66 - $95.46 $100K - $112K
5.7K $505K
PNC
Pnc Financial Services Group, Inc.

Financial Services
504
+ 41.24%
$178.37 - $198.46 $89.9K - $100K
1.73K $317K
VGT
Vanguard Information Technolog

ETFs
59
+ 2.15%
$736.33 - $801.52 $43.4K - $47.3K
2.8K $2.12M
CVX
Chevron Corp

Energy
470
+ 2.72%
$148.9 - $157.72 $70K - $74.1K
17.8K $2.75M
IAU
Ishares Gold Trust

ETFs
460
+ 7.26%
$72.65 - $82.5 $33.4K - $38K
6.79K $523K
CGXU
Capital Group Intl Focus Equit

ETFs
1.88K
+ 14.04%
$29.32 - $31.03 $55K - $58.2K
15.2K $457K
IVE
Ishares S&P 500 Value ETF

ETFs
163
+ 1.97%
$202.52 - $212.07 $33K - $34.6K
8.43K $1.77M
MCK
Mckesson Corp

Healthcare
3
+ 0.39%
$738.06 - $859.37 $2.21K - $2.58K
763 $642K
FNDX
Schwab Fundamental U S Large C

ETFs
1.55K
+ 11.86%
$25.68 - $26.95 $39.7K - $41.6K
14.6K $387K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.64K
+ 11.2%
$30.84 - $31.79 $50.5K - $52.1K
16.3K $502K
CMI
Cummins Inc

Industrials
27
+ 3.97%
$407.98 - $484.34 $11K - $13.1K
707 $327K
JCPB
J P Morgan Exchange Traded Fd

ETFs
868
+ 3.91%
$47.34 - $48.01 $41.1K - $41.7K
23.1K $1.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
138
+ 2.67%
$199.44 - $208.01 $27.5K - $28.7K
5.3K $1.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
601
+ 3.22%
$43.57 - $45.71 $26.2K - $27.5K
19.2K $866K
CEG
Constellation Energy Corp

Utilities
11
+ 0.34%
$335.74 - $401.43 $3.69K - $4.42K
3.21K $1.09M
F
Ford Motor CO

Consumer Cyclical
775
+ 4.42%
$11.41 - $13.84 $8.84K - $10.7K
18.3K $241K
VTC
Vanguard Scottsdale Fds Total

ETFs
450
+ 7.32%
$77.69 - $79.16 $35K - $35.6K
6.6K $512K
AVSC
American Centy ETF Tr Avantis
695
+ 4.47%
$55.24 - $58.86 $38.4K - $40.9K
16.2K $915K
RSP
Invesco S&P 500 Equal Weight E

ETFs
495
+ 1.72%
$185.12 - $192.11 $91.6K - $95.1K
29.3K $5.49M
DE
Deere & CO

Industrials
3
+ 0.25%
$439.11 - $480.78 $1.32K - $1.44K
1.19K $565K
ADBE
Adobe Inc.

Technology
115
+ 20.25%
$325.07 - $359.91 $37.4K - $41.4K
683 $222K
BP
Bp PLC

Energy
150
+ 2.0%
$32.78 - $37.35 $4.92K - $5.6K
7.63K $278K
TD
Toronto Dominion Bank

Financial Services
49
+ 0.53%
$78.32 - $82.74 $3.84K - $4.05K
9.32K $759K
PANW
Palo Alto Networks Inc

Technology
17
+ 0.2%
$204.77 - $221.38 $3.48K - $3.76K
8.32K $1.71M
MCD
Mcdonalds Corp

Consumer Cyclical
45
+ 1.15%
$293.81 - $310.11 $13.2K - $14K
3.98K $1.21M
EPD
Enterprise Products Partners L.P.

Energy
85
+ 0.59%
$30.19 - $32.26 $2.57K - $2.74K
14.5K $469K
AXP
American Express CO

Financial Services
10
+ 0.93%
$316.26 - $372.77 $3.16K - $3.73K
1.08K $369K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
130
+ 3.82%
$77.73 - $78.84 $10.1K - $10.2K
3.53K $275K
EXC
Exelon Corp

Utilities
95
+ 1.56%
$44.97 - $48.24 $4.27K - $4.58K
6.18K $283K
GE
General Electric CO

Industrials
39
+ 1.63%
$291.49 - $314.28 $11.4K - $12.3K
2.43K $729K
BAC
Bank Of America Corp

Financial Services
219
+ 0.5%
$48.65 - $54.11 $10.7K - $11.9K
44.4K $2.29M
VONG
Vanguard Russell 1000 Growth E

ETFs
25
+ 0.6%
$118.2 - $126.51 $2.96K - $3.16K
4.22K $510K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.12%
$92.24 - $96.56 $277 - $290
2.58K $245K
GLW
Corning Inc

Technology
58
+ 1.78%
$82.06 - $90.29 $4.76K - $5.24K
3.32K $272K
MS
Morgan Stanley

Financial Services
28
+ 2.17%
$151.86 - $169.92 $4.25K - $4.76K
1.32K $209K
GD
General Dynamics Corp

Industrials
2
+ 0.21%
$330.59 - $353.77 $661 - $708
962 $331K
CFG
Citizens Financial Group Inc

Financial Services
195
+ 4.55%
$48.39 - $54.0 $9.44K - $10.5K
4.48K $231K
IVW
Ishares S&P 500 Growth ETF

ETFs
15
+ 0.18%
$118.29 - $126.28 $1.77K - $1.89K
8.5K $1.03M
WMT
Walmart Inc.

Consumer Defensive
46
+ 0.29%
$101.18 - $109.03 $4.65K - $5.02K
15.9K $1.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6
+ 0.1%
$32.35 - $34.37 $194 - $206
6.23K $210K
WFC
Wells Fargo & Company

Financial Services
47
+ 1.03%
$77.62 - $87.3 $3.65K - $4.1K
4.6K $383K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.03%
$78.97 - $83.03 $79 - $83
3.44K $279K
DNP
Dnp Select Income Fund Inc

Financial Services
71
+ 0.35%
$9.93 - $10.23 $705 - $726
20.5K $206K
Fidelity Wise Origin Bitcoin
6.93K
+ 32.13%
N/A
28.5K $0
T Rowe Price ETF Inc
6.46K
+ 9.71%
N/A
72.9K $0
Innovator Etfs Trust
16.4K
+ 4.32%
N/A
396K $0
Fidelity Covington Trust
14
+ 0.06%
N/A
22.9K $0
Activity Summary
Buys All Purchases 143 New Holdings 14 Increased Positions 129 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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