Cra Financial Services, LLC Purchases in Q3 2024

Cra Financial Services, LLC

  • $519 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 3.78%
$77.02 - $85.06 $972K - $1.07M
346K $29.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
24K
+ 22.78%
$75.88 - $83.21 $1.82M - $1.99M
129K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.02K
+ 55.52%
$475.2 - $527.7 $1.43M - $1.59M
8.46K $4.46M
VO
Vanguard Mid Cap ETF

ETFs
3.36K
+ 9.66%
$237.84 - $263.83 $798K - $885K
38.1K $10.1M
PAUG
Innovator U.S. Equity Power Bu

ETFs
40.2K
+ 75.53%
$35.57 - $37.86 $1.43M - $1.52M
93.3K $3.53M
VB
Vanguard Small Cap ETF

ETFs
1.93K
+ 3.45%
$214.77 - $237.72 $415K - $459K
57.9K $13.7M
META
Meta Platforms, Inc.

Communication Services
81
+ 0.59%
$453.41 - $572.44 $36.7K - $46.4K
13.9K $7.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
976
+ 6.96%
$517.38 - $573.86 $505K - $560K
15K $8.61M
PJUL
Innovator U.S. Equity Power Bu

ETFs
20.8K
+ 43.21%
$37.89 - $40.48 $789K - $843K
69K $2.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.53K
+ 21.72%
$79.29 - $84.02 $677K - $717K
47.8K $4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.6K
+ 65.32%
$44.65 - $47.21 $743K - $785K
42.1K $1.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.1K
+ 68.92%
$50.25 - $50.74 $809K - $817K
39.4K $2M
NVDA
Nvidia Corp

Technology
8.51K
+ 8.33%
$98.91 - $134.91 $841K - $1.15M
111K $13.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
40.4K
+ 62.92%
$19.2 - $19.63 $775K - $792K
105K $2.04M
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 0.56%
$520.18 - $576.82 $70.7K - $78.4K
24.3K $14M
BALT
Innovator Etfs Tr
20.2K
+ 9.34%
$29.76 - $30.83 $600K - $622K
236K $7.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.57K
+ 78.46%
$66.31 - $74.08 $635K - $709K
21.8K $1.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
820
+ 2.21%
$434.77 - $502.96 $357K - $412K
38K $18.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
290
+ 2.75%
$405.19 - $478.57 $118K - $139K
10.8K $4.98M
CGXU
Capital Group Intl Focus Equit

ETFs
24.1K
+ 120.43%
$24.27 - $27.46 $585K - $662K
44.2K $1.19M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
28.5K
+ 18.81%
$20.47 - $20.71 $583K - $590K
180K $3.71M
AVLV
American Centy ETF Tr Avantis
6.48K
+ 35.55%
$60.05 - $65.83 $389K - $427K
24.7K $1.63M
AVGO
Broadcom Inc.

Technology
20.7K
+ 938.46%
$136.27 - $1745.86 $2.83M - $36.2M
23K $3.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.5K
+ 42.13%
$19.2 - $19.82 $354K - $366K
62.2K $1.23M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.6K
New
$31.18 - $33.5 $329K - $354K
10.6K $351K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
13.8K
+ 69.44%
$22.94 - $23.16 $316K - $319K
33.6K $777K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.5K
+ 115.37%
$22.61 - $22.79 $305K - $307K
25.2K $571K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
11.1K
New
$23.08 - $23.52 $256K - $261K
11.1K $260K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.25K
+ 131.86%
$217.89 - $392.15 $273K - $492K
2.21K $618K
DVY
Ishares Tr

ETFs
995
+ 12.08%
$119.99 - $135.74 $119K - $135K
9.23K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.91K
New
$75.32 - $84.37 $219K - $245K
2.91K $243K
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.24K
+ 6.3%
$33.61 - $35.94 $142K - $152K
71.5K $2.57M
VNQ
Vanguard Specialized Funds Van

ETFs
699
+ 5.71%
$82.97 - $98.97 $58K - $69.2K
12.9K $1.26M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.44K
New
$122.74 - $163.95 $176K - $235K
1.44K $235K
GIS
General Mills Inc

Consumer Defensive
3.14K
New
$62.5 - $75.15 $196K - $236K
3.14K $231K
IWF
Ishares Russell 1000 Gr ETF

ETFs
349
+ 3.97%
$332.02 - $382.76 $116K - $134K
9.14K $3.43M
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 0.64%
$245.82 - $304.51 $6.88K - $8.53K
4.39K $1.34M
IVE
Ishares S&P 500 Value ETF

ETFs
740
+ 14.94%
$181.06 - $197.17 $134K - $146K
5.69K $1.12M
CMI
Cummins Inc

Industrials
685
New
$266.63 - $326.4 $183K - $224K
685 $221K
SHOP
Shopify Inc.

Technology
2.72K
New
$52.26 - $80.75 $142K - $220K
2.72K $217K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.72K
+ 35.32%
$19.92 - $20.67 $194K - $201K
37.2K $765K
NVS
Novartis Ag

Healthcare
1.87K
New
$106.13 - $120.89 $198K - $226K
1.87K $214K
AMD
Advanced Micro Devices Inc

Technology
1.3K
New
$128.67 - $183.96 $167K - $238K
1.3K $212K
XEL
Xcel Energy Inc

Utilities
3.18K
New
$52.11 - $65.3 $166K - $207K
3.18K $207K
VTV
Vanguard Value ETF

ETFs
517
+ 6.32%
$159.75 - $174.57 $82.6K - $90.3K
8.69K $1.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
843
New
$218.05 - $243.47 $184K - $205K
843 $205K
NSC
Norfolk Southern Corp

Industrials
813
New
$213.75 - $259.69 $174K - $211K
813 $201K
PLTR
Palantir Technologies Inc.

Technology
5.4K
New
$24.09 - $37.95 $130K - $205K
5.4K $200K
MELI
Mercadolibre Inc

Consumer Cyclical
98
New
$1591.44 - $2140.1 $156K - $210K
98 $200K
Activity Summary
Buys All Purchases 111 New Holdings 22 Increased Positions 89 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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