Cra Financial Services, LLC Incresed Positions in Q3 2025

Cra Financial Services, LLC

  • $672 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.5K
+ 42.27%
$55.61 - $57.37 $139K - $143K
8.4K $479K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.04K
+ 1.79%
$42.21 - $43.91 $43.7K - $45.5K
59.1K $2.59M
DFUS
Dimensional ETF Tr U S Equity

ETFs
720
+ 4.54%
$67.01 - $72.84 $48.2K - $52.4K
16.6K $1.2M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.94K
+ 11.21%
$18.61 - $18.94 $129K - $131K
68.8K $1.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
431
+ 9.11%
$192.76 - $203.86 $83.1K - $87.9K
5.16K $1.05M
RTX
Raytheon Technologies Corp

Industrials
71
+ 1.36%
$144.19 - $167.33 $10.2K - $11.9K
5.28K $882K
VTV
Vanguard Value ETF

ETFs
125
+ 1.42%
$175.51 - $186.57 $21.9K - $23.3K
8.95K $1.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 5.8%
$224.68 - $282.71 $20.7K - $26K
1.68K $468K
MO
Altria Group, Inc.

Consumer Defensive
668
+ 7.64%
$57.75 - $67.68 $38.6K - $45.2K
9.42K $621K
WMT
Walmart Inc.

Consumer Defensive
262
+ 1.68%
$94.4 - $104.27 $24.7K - $27.3K
15.9K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
19
+ 2.32%
$696.56 - $806.32 $13.2K - $15.3K
839 $668K
UBER
Uber Technologies, Inc

Technology
503
+ 6.24%
$86.91 - $99.57 $43.7K - $50.1K
8.56K $838K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.62K
+ 7.86%
$46.37 - $47.77 $75.1K - $77.4K
22.2K $1.06M
SHOP
Shopify Inc.

Technology
162
+ 8.68%
$112.11 - $157.12 $18.2K - $25.5K
2.03K $301K
META
Meta Platforms, Inc.

Communication Services
189
+ 1.31%
$695.21 - $791.73 $131K - $150K
14.6K $10.7M
POCT
Innovator U.S. Equity Power Bu

ETFs
420
+ 1.15%
$41.27 - $43.1 $17.3K - $18.1K
37K $1.6M
NOCT
Innovator Growth 100 Power Buf

ETFs
1.07K
+ 11.19%
$54.27 - $56.81 $57.8K - $60.5K
10.6K $601K
PEP
Pepsico Inc

Consumer Defensive
172
+ 2.59%
$133.81 - $152.16 $23K - $26.2K
6.8K $955K
ITA
Ishares Tr

ETFs
1
+ 0.03%
$184.73 - $209.26 $185 - $209
3.63K $760K
SSO
Proshares Ultra S&P 500

ETFs
20
+ 0.43%
$97.48 - $112.71 $1.95K - $2.25K
4.7K $526K
CMI
Cummins Inc

Industrials
9
+ 1.34%
$327.85 - $426.39 $2.95K - $3.84K
680 $287K
TD
Toronto Dominion Bank

Financial Services
56
+ 0.61%
$72.55 - $79.95 $4.06K - $4.48K
9.27K $741K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
74
+ 10.9%
$567.09 - $607.37 $42K - $44.9K
753 $448K
QCOM
Qualcomm Inc

Technology
36
+ 0.47%
$145.84 - $173.55 $5.25K - $6.25K
7.73K $1.29M
PANW
Palo Alto Networks Inc

Technology
339
+ 4.26%
$167.06 - $208.19 $56.6K - $70.6K
8.3K $1.69M
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$250.97 - $282.66 $251 - $283
2.13K $600K
QLD
Proshares Ultra Qqq

ETFs
43
+ 1.56%
$115.66 - $138.31 $4.97K - $5.95K
2.8K $383K
CGXU
Capital Group Intl Focus Equit

ETFs
825
+ 6.58%
$26.49 - $29.62 $21.9K - $24.4K
13.4K $395K
GD
General Dynamics Corp

Industrials
17
+ 1.8%
$293.92 - $341.0 $5K - $5.8K
960 $327K
MPC
Marathon Petroleum Corp

Energy
18
+ 0.99%
$158.59 - $198.69 $2.85K - $3.58K
1.83K $352K
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 21.2%
$40.84 - $45.06 $45.1K - $49.7K
6.31K $277K
BK
Bank Of New York Mellon Corp

Financial Services
42
+ 1.68%
$90.65 - $109.75 $3.81K - $4.61K
2.55K $277K
EXC
Exelon Corp

Utilities
871
+ 16.71%
$42.73 - $45.54 $37.2K - $39.7K
6.09K $273K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.1%
$291.67 - $316.99 $1.17K - $1.27K
3.93K $1.19M
NSC
Norfolk Southern Corp

Industrials
15
+ 1.59%
$259.49 - $300.41 $3.89K - $4.51K
961 $288K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
500
+ 17.24%
$76.16 - $78.59 $38.1K - $39.3K
3.4K $265K
AMZN
Amazon Com Inc

Consumer Cyclical
54
+ 0.04%
$211.65 - $238.24 $11.4K - $12.9K
136K $29.8M
ABT
Abbott Laboratories

Healthcare
340
+ 6.62%
$120.51 - $136.62 $41K - $46.5K
5.47K $733K
DUK
Duke Energy Corp

Utilities
91
+ 2.7%
$116.31 - $125.93 $10.6K - $11.5K
3.47K $429K
WFC
Wells Fargo & Company

Financial Services
151
+ 3.43%
$77.05 - $85.16 $11.6K - $12.9K
4.55K $381K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
101
+ 3.03%
$74.93 - $80.73 $7.57K - $8.15K
3.44K $277K
CRWD
Crowd Strike Holdings, Inc.

Technology
165
+ 5.62%
$412.46 - $514.1 $68.1K - $84.8K
3.1K $1.52M
AXP
American Express CO

Financial Services
33
+ 3.17%
$294.27 - $342.31 $9.71K - $11.3K
1.07K $356K
VEA
Vanguard Ftse Developed Market

ETFs
50
+ 0.72%
$56.02 - $60.3 $2.8K - $3.02K
7.03K $420K
F
Ford Motor CO

Consumer Cyclical
273
+ 1.58%
$10.82 - $12.09 $2.95K - $3.3K
17.6K $209K
PNC
Pnc Financial Services Group, Inc.

Financial Services
25
+ 2.09%
$185.88 - $207.44 $4.65K - $5.19K
1.22K $245K
PFF
Ishares Trust Ishares Pfd And

ETFs
186
+ 1.29%
$30.67 - $32.13 $5.7K - $5.98K
14.6K $462K
TRV
Travelers Companies, Inc.

Financial Services
19
+ 1.68%
$250.62 - $279.43 $4.76K - $5.31K
1.15K $321K
CABA
Cabaletta Bio, Inc.

Healthcare
4K
+ 36.36%
$1.33 - $2.47 $5.32K - $9.88K
15K $34K
Activity Summary
Buys All Purchases 164 New Holdings 20 Increased Positions 144 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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