Cra Financial Services, LLC Purchases and Sells in Q1 2024

Cra Financial Services, LLC

$442 Million
Q1 2024

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	116 + 1.21%	$475.69 - $950.02 $55.2K - $110K	9.68K $8.74M
SCHD	23.1K + 7.7%	$75.25 - $80.63 $1.74M - $1.86M	324K $26.1M
SCHG	11.6K + 5.28%	$80.6 - $93.32 $933K - $1.08M	231K $21.4M
QQQ	1.55K + 4.42%	$396.28 - $446.38 $615K - $692K	36.6K $16.3M
META	4 + 0.03%	$344.47 - $512.19 $1.38K - $2.05K	13.7K $6.64M
IVV	1.24K + 5.59%	$469.56 - $525.73 $581K - $650K	23.4K $12.3M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GBTC	32.5K New	$34.88 - $65.58 $1.13M - $2.13M	32.5K $2.05M
PMAR	22.3K New	$35.51 - $36.81 $791K - $820K	22.3K $819K
JCPB	16.6K New	$46.0 - $47.18 $765K - $784K	16.6K $775K
JPST	12.8K New	$50.23 - $50.49 $643K - $647K	12.8K $646K
BSCP	22.7K New	$20.38 - $20.53 $463K - $466K	22.7K $463K
BSCQ	18.8K New	$19.15 - $19.37 $359K - $363K	18.8K $360K

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-554 - 0.27%	$169.0 - $195.18 $93.6K - $108K	206K $35.3M
RYH	-80 - 0.28%	$0.0 - $30.38 $0 - $2.43K	28.5K $0
TSLA	-396 - 5.09%	$162.5 - $248.42 $64.4K - $98.4K	7.39K $1.3M
BA	-425 - 12.3%	$179.84 - $251.76 $76.4K - $107K	3.03K $584K
BALT	-12.1K - 5.46%	$28.46 - $29.26 $343K - $353K	209K $6.1M
ADBE	-100 - 16.72%	$492.46 - $634.76 $49.2K - $63.5K	498 $251K

Activity Summary All Purchases 114 New Holdings 23 Increased Positions 91 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.