Cra Financial Services, LLC Incresed Positions in Q4 2024

Cra Financial Services, LLC

  • $548 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
207
+ 6.94%
$417.69 - $450.94 $86.5K - $93.3K
3.19K $1.36M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.01K
+ 11.92%
$23.02 - $23.23 $92.2K - $93K
37.6K $867K
HON
Honeywell International Inc

Industrials
9
+ 0.21%
$202.84 - $236.0 $1.83K - $2.12K
4.31K $973K
CSCO
Cisco Systems, Inc.

Technology
216
+ 1.95%
$52.45 - $60.02 $11.3K - $13K
11.3K $667K
GS
Goldman Sachs Group Inc

Financial Services
31
+ 4.14%
$486.1 - $608.57 $15.1K - $18.9K
780 $446K
CRM
Salesforce, Inc.

Technology
16
+ 1.38%
$270.87 - $367.87 $4.33K - $5.89K
1.18K $393K
AVUV
American Centy ETF Tr Avantis

ETFs
580
+ 3.46%
$94.37 - $106.41 $54.7K - $61.7K
17.4K $1.68M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.96K
+ 26.68%
$23.25 - $23.56 $68.8K - $69.7K
14K $326K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.5K
+ 23.66%
$31.23 - $33.51 $78.1K - $83.8K
13.1K $410K
XLE
Energy Sector Spdr

ETFs
966
+ 8.05%
$83.32 - $97.27 $80.5K - $94K
13K $1.11M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
96
+ 3.15%
$198.04 - $221.51 $19K - $21.3K
3.15K $662K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
748
+ 0.95%
$61.68 - $67.87 $46.1K - $50.8K
79.2K $4.94M
MCK
Mckesson Corp

Healthcare
3
+ 0.55%
$482.27 - $628.5 $1.45K - $1.89K
553 $315K
CVX
Chevron Corp

Energy
512
+ 3.97%
$141.15 - $162.53 $72.3K - $83.2K
13.4K $1.94M
BNOV
Innovator U.S. Equity Buffer E

ETFs
775
+ 9.14%
$38.08 - $39.98 $29.5K - $31K
9.26K $363K
ABT
Abbott Laboratories

Healthcare
375
+ 7.8%
$111.93 - $119.39 $42K - $44.8K
5.18K $586K
ITOT
Ishares Core S&P Total U.S. St

ETFs
152
+ 5.6%
$124.26 - $134.12 $18.9K - $20.4K
2.86K $368K
IVW
Ishares S&P 500 Growth ETF

ETFs
75
+ 2.2%
$94.43 - $105.47 $7.08K - $7.91K
3.49K $354K
BSX
Boston Scientific Corp

Healthcare
105
+ 3.7%
$83.62 - $91.5 $8.78K - $9.61K
2.95K $263K
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$220.26 - $241.44 $220 - $241
2.13K $494K
COP
Conocophillips

Energy
398
+ 9.26%
$95.12 - $114.72 $37.9K - $45.7K
4.7K $465K
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 2.82%
$118.38 - $133.06 $11K - $12.4K
3.39K $407K
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.3K
+ 100.04%
$25.33 - $51.16 $794K - $1.6M
62.7K $1.62M
GE
General Electric CO

Industrials
265
+ 15.6%
$159.95 - $194.23 $42.4K - $51.5K
1.96K $327K
ESGA
American Centy ETF Tr Sustaina

Technology
75
+ 1.64%
$68.91 - $73.51 $5.17K - $5.51K
4.65K $328K
PEG
Public Service Enterprise Group Inc

Utilities
275
+ 7.12%
$81.87 - $94.51 $22.5K - $26K
4.14K $349K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
392
+ 2.32%
$105.45 - $117.99 $41.3K - $46.3K
17.3K $1.84M
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.74%
$87.25 - $95.52 $2.62K - $2.87K
4.11K $362K
PPL
Ppl Corp

Utilities
300
+ 2.86%
$31.47 - $35.0 $9.44K - $10.5K
10.8K $350K
FISV
Fiserv Inc

Technology
14
+ 0.49%
N/A
2.86K $357K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
59
+ 0.6%
$126.68 - $134.74 $7.47K - $7.95K
9.81K $1.25M
Fidelity Wise Origin Bitcoin
4.44K
+ 50.86%
N/A
13.2K $0
T Rowe Price ETF Inc
3.97K
+ 8.76%
N/A
49.3K $0
PDEC
Innovator U.S. Equity Power Bu
57.8K
+ 136.58%
N/A
100K $0
PNOV
Innovator U.S. Equity Power Bu
7.13K
+ 18.43%
N/A
45.8K $0
Innovator Etfs Trust
26.6K
+ 13.84%
N/A
218K $0
Innovator Etfs Trust
1K
+ 2.55%
N/A
40.2K $0
Ishares Tr
4.55K
+ 8.82%
N/A
56.1K $0
Blackrock ETF Trust Ii
10.9K
+ 7.03%
N/A
166K $0
DUK
Duke Energy Corp

Utilities
200
+ 6.33%
$105.76 - $120.76 $21.2K - $24.2K
3.36K $362K
IWD
Ishares Russell 1000 Val ETF

ETFs
98
+ 2.19%
$183.23 - $199.79 $18K - $19.6K
4.58K $847K
JEPI
J P Morgan Exchange Traded Fd

ETFs
135
+ 2.42%
$57.53 - $60.83 $7.77K - $8.21K
5.71K $328K
WM
Waste Management Inc

Industrials
16
+ 1.43%
$201.79 - $228.46 $3.23K - $3.66K
1.13K $228K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.03%
$92.94 - $101.82 $92.9 - $102
3.05K $286K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4
+ 0.09%
$69.58 - $74.87 $278 - $299
4.3K $301K
BP
Bp PLC

Energy
202
+ 2.66%
$28.16 - $33.14 $5.69K - $6.69K
7.79K $230K
RSP
Invesco S&P 500 Equal Weight E

ETFs
506
+ 1.95%
$174.22 - $187.62 $88.2K - $94.9K
26.5K $4.65M
ITA
Ishares Tr

ETFs
23
+ 0.56%
$144.31 - $157.31 $3.32K - $3.62K
4.13K $600K
DGRO
Ishares Core Dividend Growth E

ETFs
141
+ 0.69%
$60.73 - $64.94 $8.56K - $9.16K
20.5K $1.26M
Activity Summary
Buys All Purchases 137 New Holdings 20 Increased Positions 117 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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