Cra Financial Services, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $442 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.3M, Schwab Strategic Tr Us Dividen with a value of $26.1M, Amazon Com Inc with a value of $24.8M, Schwab Strategic Tr Us Large C with a value of $21.4M, and Vanguard Dividend Appreciation with a value of $17.3M.

Examining the 13F form we can see an increase of $48.6M in the current position value, from $394M to 442M.

Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
ETFs: $239 Million
Technology: $70.3 Million
Consumer Cyclical: $35.3 Million
Communication Services: $25.9 Million
Financial Services: $21.6 Million
Healthcare: $13.9 Million
Industrials: $8.39 Million
Energy: $7.95 Million
Other: $11.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 244
  • Current Value $442 Million
  • Prior Value $394 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 23 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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