Cra Financial Services, LLC Purchases in Q2 2025

Cra Financial Services, LLC

  • $606 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.9K
New
$75.05 - $77.34 $218K - $224K
2.9K $224K
VRT
Vertiv Holdings CO

Industrials
2.54K
New
N/A
2.54K $219K
SHOP
Shopify Inc.

Technology
1.87K
New
$76.89 - $115.35 $143K - $215K
1.87K $215K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.23K
New
$96.11 - $173.53 $118K - $214K
1.23K $213K
UNOV
Earth Science Tech, Inc.

ETFs
5.88K
New
$32.19 - $36.09 $189K - $212K
5.88K $212K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.01K
New
$24.38 - $30.18 $171K - $211K
7.01K $211K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.3K
+ 8.5%
$19.49 - $19.66 $200K - $202K
131K $2.58M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.88K
+ 5.02%
$49.79 - $50.75 $193K - $197K
81K $4.11M
CAT
Caterpillar Inc

Industrials
11
+ 0.32%
$273.94 - $388.21 $3.01K - $4.27K
3.45K $1.34M
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.63K
+ 2.88%
$37.18 - $42.23 $60.4K - $68.6K
58K $2.45M
WMT
Walmart Inc.

Consumer Defensive
487
+ 3.22%
$81.79 - $99.98 $39.8K - $48.7K
15.6K $1.53M
ORCL
Oracle Corp

Technology
2
+ 0.09%
$122.82 - $218.63 $246 - $437
2.31K $504K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
240
+ 7.24%
$376.48 - $440.65 $90.4K - $106K
3.56K $1.57M
BA
Boeing CO

Industrials
200
+ 6.17%
$136.59 - $217.51 $27.3K - $43.5K
3.44K $720K
BJUL
Innovator U.S. Equity Buffer E

ETFs
2.67K
+ 35.3%
$39.61 - $47.13 $106K - $126K
10.2K $481K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.27K
+ 48.86%
$19.6 - $24.44 $103K - $129K
16.1K $392K
AVUV
American Centy ETF Tr Avantis

ETFs
914
+ 5.25%
$75.17 - $91.21 $68.7K - $83.4K
18.3K $1.67M
GS
Goldman Sachs Group Inc

Financial Services
30
+ 3.8%
$462.22 - $707.75 $13.9K - $21.2K
820 $580K
SCHA
Schwab Strategic Tr Us Small C

ETFs
937
+ 1.4%
$20.42 - $25.3 $19.1K - $23.7K
67.9K $1.72M
GE
General Electric CO

Industrials
70
+ 3.51%
$166.81 - $257.39 $11.7K - $18K
2.07K $531K
TD
Toronto Dominion Bank

Financial Services
73
+ 0.8%
$55.71 - $73.45 $4.07K - $5.36K
9.22K $676K
CVX
Chevron Corp

Energy
3.22K
+ 23.02%
$133.73 - $168.51 $430K - $542K
17.2K $2.46M
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 3.07%
$908.13 - $1056.85 $44.5K - $51.8K
1.64K $1.63M
IVE
Ishares S&P 500 Value ETF

ETFs
438
+ 6.55%
$168.34 - $195.42 $73.7K - $85.6K
7.13K $1.39M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
21
+ 0.07%
$70.7 - $82.14 $1.48K - $1.72K
31.9K $2.62M
FNDX
Schwab Fundamental U S Large C

ETFs
4.1K
+ 45.97%
$20.84 - $24.54 $85.5K - $101K
13K $319K
SSO
Proshares Ultra S&P 500

ETFs
370
+ 8.59%
$64.8 - $97.72 $24K - $36.2K
4.68K $457K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29
+ 1.86%
$141.37 - $228.57 $4.1K - $6.63K
1.59K $359K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.02K
+ 4.13%
$20.16 - $20.49 $81K - $82.3K
101K $2.07M
HON
Honeywell International Inc

Industrials
15
+ 0.35%
$182.86 - $232.88 $2.74K - $3.49K
4.27K $994K
RTX
Raytheon Technologies Corp

Industrials
131
+ 2.58%
$113.75 - $148.48 $14.9K - $19.5K
5.2K $759K
QLD
Proshares Ultra Qqq

ETFs
100
+ 3.77%
$69.34 - $117.71 $6.93K - $11.8K
2.75K $324K
V
Visa Inc.

Financial Services
30
+ 0.18%
$308.27 - $373.31 $9.25K - $11.2K
16.3K $5.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
150
+ 3.67%
$82.51 - $109.2 $12.4K - $16.4K
4.24K $463K
IEFA
Ishares Tr

ETFs
70
+ 0.79%
$67.83 - $84.09 $4.75K - $5.89K
8.92K $744K
WFC
Wells Fargo & Company

Financial Services
523
+ 13.48%
$60.98 - $80.12 $31.9K - $41.9K
4.4K $352K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
120
+ 1.23%
$114.78 - $133.31 $13.8K - $16K
9.89K $1.32M
VEA
Vanguard Ftse Developed Market

ETFs
483
+ 7.44%
$45.65 - $57.01 $22K - $27.5K
6.98K $397K
AXP
American Express CO

Financial Services
36
+ 3.58%
$231.39 - $318.98 $8.33K - $11.5K
1.04K $332K
VTV
Vanguard Value ETF

ETFs
51
+ 0.58%
$153.67 - $176.74 $7.84K - $9.01K
8.82K $1.56M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
198
+ 2.77%
$55.54 - $69.09 $11K - $13.7K
7.35K $507K
ISRG
Intuitive Surgical Inc

Healthcare
65
+ 13.6%
$451.58 - $565.94 $29.4K - $36.8K
543 $295K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
725
+ 21.73%
$56.84 - $65.5 $41.2K - $47.5K
4.06K $265K
BSX
Boston Scientific Corp

Healthcare
278
+ 7.96%
$89.7 - $107.41 $24.9K - $29.9K
3.77K $404K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.68K
+ 13.13%
$29.0 - $30.68 $48.6K - $51.4K
14.4K $443K
DE
Deere & CO

Industrials
6
+ 0.51%
$412.99 - $531.48 $2.48K - $3.19K
1.18K $602K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2K
+ 3.34%
$18.28 - $18.7 $36.6K - $37.4K
61.9K $1.16M
LMT
Lockheed Martin Corp

Industrials
23
+ 1.02%
$430.82 - $486.45 $9.91K - $11.2K
2.27K $1.05M
BX
Blackstone Inc.

Financial Services
88
+ 3.16%
$120.07 - $151.11 $10.6K - $13.3K
2.88K $430K
Activity Summary
Buys All Purchases 146 New Holdings 14 Increased Positions 132 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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