Cra Financial Services, LLC Incresed Positions 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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.1K
+ 68.92%
$50.25 - $50.74 $809K - $817K
39.4K $2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.6K
+ 65.32%
$44.65 - $47.21 $743K - $785K
42.1K $1.97M
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
BALT
Innovator Etfs Tr
20.2K
+ 9.34%
$29.76 - $30.83 $600K - $622K
236K $7.28M
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 0.56%
$520.18 - $576.82 $70.7K - $78.4K
24.3K $14M
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
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
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 0.64%
$245.82 - $304.51 $6.88K - $8.53K
4.39K $1.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
349
+ 3.97%
$332.02 - $382.76 $116K - $134K
9.14K $3.43M
IVE
Ishares S&P 500 Value ETF

ETFs
740
+ 14.94%
$181.06 - $197.17 $134K - $146K
5.69K $1.12M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.72K
+ 35.32%
$19.92 - $20.67 $194K - $201K
37.2K $765K
VTV
Vanguard Value ETF

ETFs
517
+ 6.32%
$159.75 - $174.57 $82.6K - $90.3K
8.69K $1.52M
XLU
Utilities Sector Spdr

ETFs
510
+ 4.19%
$67.67 - $80.78 $34.5K - $41.2K
12.7K $1.02M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.37K
+ 21.19%
$37.45 - $44.25 $164K - $193K
25K $1.07M
VUG
Vanguard Growth ETF

ETFs
390
+ 9.85%
$341.08 - $391.94 $133K - $153K
4.35K $1.67M
AVUV
American Centy ETF Tr Avantis

ETFs
900
+ 5.67%
$88.24 - $99.7 $79.4K - $89.7K
16.8K $1.61M
GLD
Spdr Gold Trust

ETFs
120
+ 2.35%
$215.56 - $246.98 $25.9K - $29.6K
5.22K $1.27M
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.51K
+ 12.91%
$34.72 - $36.88 $122K - $129K
30.7K $1.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
755
+ 32.9%
$178.94 - $207.0 $135K - $156K
3.05K $612K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.42K
+ 40.44%
$21.05 - $21.17 $135K - $136K
22.3K $470K
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 1.35%
$213.3 - $270.78 $7.04K - $8.94K
2.48K $670K
PANW
Palo Alto Networks Inc

Technology
337
+ 10.7%
$294.18 - $368.01 $99.1K - $124K
3.49K $1.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.43K
+ 24.54%
$50.52 - $50.95 $123K - $124K
12.3K $627K
AVSC
American Centy ETF Tr Avantis
1.21K
+ 8.54%
$49.07 - $56.13 $59.2K - $67.7K
15.3K $828K
ITA
Ishares Tr

ETFs
300
+ 7.88%
$131.58 - $149.64 $39.5K - $44.9K
4.11K $614K
IWR
Ishares Russell Mid Cap ETF

ETFs
997
+ 32.38%
$79.92 - $88.19 $79.7K - $87.9K
4.08K $359K
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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