Cra Financial Services, LLC Reduced Holdings in Q1 2025

Cra Financial Services, LLC

  • $544 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-215
- 2.78%
$222.15 - $428.22 $47.8K - $92.1K
7.51K $1.95M
CGXU
Capital Group Intl Focus Equit

ETFs
-46.1K
- 77.93%
$24.48 - $26.59 $1.13M - $1.22M
13K $323K
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.4K
- 18.82%
$79.17 - $82.04 $826K - $856K
45K $3.68M
VIG
Vanguard Dividend Appreciation

ETFs
-2.34K
- 2.74%
N/A
82.9K $15.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.32K
- 8.47%
$62.43 - $84.12 $145K - $195K
25.1K $1.63M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.55K
- 4.22%
$128.74 - $138.67 $586K - $631K
103K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-653
- 0.82%
$57.21 - $65.8 $37.4K - $43K
78.6K $4.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-752
- 3.14%
$102.49 - $119.96 $77.1K - $90.2K
23.2K $2.43M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-6.38K
- 6.91%
$37.4 - $39.42 $238K - $251K
86K $3.24M
CAT
Caterpillar Inc

Industrials
-503
- 12.77%
$326.75 - $407.63 $164K - $205K
3.44K $1.13M
VUG
Vanguard Growth ETF

ETFs
-162
- 3.58%
$369.1 - $427.61 $59.8K - $69.3K
4.36K $1.62M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.27K
- 6.19%
$39.81 - $42.17 $170K - $180K
64.6K $2.6M
DIS
Walt Disney CO

Communication Services
-127
- 0.75%
$96.87 - $114.0 $12.3K - $14.5K
16.8K $1.66M
AVSC
American Centy ETF Tr Avantis
-1.63K
- 8.83%
$48.08 - $56.12 $78.3K - $91.4K
16.8K $814K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-4.39K
- 14.35%
$36.56 - $38.35 $160K - $168K
26.2K $968K
UPS
United Parcel Service Inc

Industrials
-284
- 3.75%
$109.66 - $136.26 $31.1K - $38.7K
7.3K $802K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-6K
- 37.5%
$24.41 - $24.65 $146K - $148K
10K $244K
MRK
Merck & Co., Inc.

Healthcare
-221
- 1.81%
$83.01 - $101.02 $18.3K - $22.3K
12K $1.08M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-930
- 1.33%
$35.21 - $37.69 $32.7K - $35.1K
69.1K $2.47M
PEP
Pepsico Inc

Consumer Defensive
-512
- 6.8%
$142.64 - $156.42 $73K - $80.1K
7.02K $1.05M
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.69K
- 4.4%
$38.53 - $40.49 $65.1K - $68.4K
36.7K $1.43M
CRM
Salesforce, Inc.

Technology
-21
- 1.79%
$268.36 - $359.95 $5.64K - $7.56K
1.16K $309K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-2.24K
- 8.9%
$29.36 - $31.01 $65.7K - $69.4K
22.9K $682K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-1.5K
- 16.57%
$42.65 - $46.09 $64K - $69.1K
7.55K $326K
HON
Honeywell International Inc

Industrials
-52
- 1.21%
$202.75 - $226.52 $10.5K - $11.8K
4.26K $901K
CMCSA
Comcast Corp

Communication Services
-1.65K
- 10.8%
$33.19 - $38.23 $54.6K - $62.9K
13.6K $501K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1K
- 3.86%
$34.28 - $36.43 $34.3K - $36.4K
24.9K $859K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-335
- 11.7%
$120.29 - $134.6 $40.3K - $45.1K
2.53K $308K
IEFA
Ishares Tr

ETFs
-1.51K
- 14.53%
$69.57 - $78.65 $105K - $118K
8.85K $669K
NJUL
Innovator Growth 100 Power Buf

Technology
-500
- 5.17%
$59.98 - $64.86 $30K - $32.4K
9.17K $550K
WMT
Walmart Inc.

Consumer Defensive
-186
- 1.22%
$84.5 - $105.05 $15.7K - $19.5K
15.1K $1.33M
FDX
Fedex Corp

Industrials
-45
- 3.97%
$230.33 - $281.53 $10.4K - $12.7K
1.09K $265K
SSO
Proshares Ultra S&P 500

ETFs
-22
- 0.51%
$80.57 - $100.21 $1.77K - $2.2K
4.31K $352K
PG
Procter & Gamble CO

Consumer Defensive
-401
- 3.6%
$158.56 - $176.26 $63.6K - $70.7K
10.7K $1.83M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-306
- 8.4%
$67.03 - $74.61 $20.5K - $22.8K
3.34K $225K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-133
- 5.52%
$101.98 - $115.66 $13.6K - $15.4K
2.28K $232K
VNQ
Vanguard Specialized Funds Van

ETFs
-454
- 3.49%
$85.55 - $94.34 $38.8K - $42.8K
12.6K $1.13M
BA
Boeing CO

Industrials
-51
- 1.55%
$148.15 - $186.25 $7.56K - $9.5K
3.24K $552K
MA
Mastercard Inc

Financial Services
-337
- 4.64%
$504.67 - $576.31 $170K - $194K
6.92K $3.79M
ITA
Ishares Tr

ETFs
-400
- 9.68%
$144.84 - $159.5 $57.9K - $63.8K
3.73K $571K
PFE
Pfizer Inc

Healthcare
-483
- 4.43%
$25.01 - $27.13 $12.1K - $13.1K
10.4K $264K
F
Ford Motor CO

Consumer Cyclical
-2.32K
- 11.96%
$9.12 - $10.43 $21.2K - $24.2K
17.1K $171K
DGRO
Ishares Core Dividend Growth E

ETFs
-222
- 1.08%
$60.46 - $64.42 $13.4K - $14.3K
20.3K $1.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
-297
- 2.27%
$30.73 - $32.26 $9.13K - $9.58K
12.8K $392K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10
- 0.31%
$196.12 - $229.48 $1.96K - $2.29K
3.23K $653K
SCHW
Schwab Charles Corp

Financial Services
-400
- 11.66%
$71.24 - $83.64 $28.5K - $33.5K
3.03K $237K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-45
- 0.46%
$126.11 - $135.06 $5.67K - $6.08K
9.77K $1.25M
XLF
Financial Sector Spdr

ETFs
-232
- 3.39%
$47.32 - $52.19 $11K - $12.1K
6.62K $325K
ABBV
Abb Vie Inc.

Healthcare
-1.69K
- 15.34%
$169.2 - $216.66 $285K - $365K
9.3K $1.95M
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
Track This Portfolio

Track Cra Financial Services, LLC Portfolio

Follow Cra Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cra Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cra Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email