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
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.03%
$92.26 - $97.51 $92.3 - $97.5
3.78K $364K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.12%
$147.94 - $154.99 $444 - $465
2.55K $393K
SO
Southern CO

Utilities
86
+ 3.07%
$90.83 - $96.0 $7.81K - $8.26K
2.88K $273K
SCHW
Schwab Charles Corp

Financial Services
49
+ 1.69%
$91.03 - $98.69 $4.46K - $4.84K
2.94K $280K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7
+ 0.17%
$64.75 - $69.05 $453 - $483
4.07K $280K
EFA
Ishares Tr Msci Eafe ETF

ETFs
50
+ 1.98%
$87.29 - $93.61 $4.36K - $4.68K
2.58K $240K
CSCO
Cisco Systems, Inc.

Technology
342
+ 3.01%
$66.2 - $71.79 $22.6K - $24.6K
11.7K $801K
XLF
Financial Sector Spdr

ETFs
9
+ 0.14%
$51.37 - $54.25 $462 - $488
6.58K $354K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
440
+ 2.83%
$23.27 - $23.51 $10.2K - $10.3K
16K $374K
DNP
Dnp Select Income Fund Inc

Financial Services
70
+ 0.34%
$9.65 - $10.02 $676 - $701
20.4K $204K
EPD
Enterprise Products Partners L.P.

Energy
26
+ 0.18%
$30.74 - $32.14 $799 - $836
14.5K $452K
VRT
Vertiv Holdings CO

Industrials
15
+ 0.59%
N/A
2.55K $221K
Innovator Etfs Trust
66.3K
+ 21.16%
N/A
380K $0
Bitwise Bitcoin ETF Tr
1.54K
+ 16.15%
N/A
11.1K $0
Capital Group New Geography
8.3K
+ 10.52%
N/A
87.2K $0
Vanguard Instl Index Fd
14.7K
+ 48.07%
N/A
45.2K $0
Vanguard Mun Bd Fds
770
+ 4.54%
N/A
17.7K $0
Vanguard Mun Bd Fds
1.97K
+ 8.6%
N/A
24.9K $0
Brookfield Corp
100
+ 1.25%
N/A
8.1K $0
Blackrock Inc
8
+ 2.11%
N/A
388 $0
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
7
+ 0.02%
$23.03 - $23.12 $161 - $162
39.1K $902K
WM
Waste Management Inc

Industrials
43
+ 3.59%
$213.88 - $237.1 $9.2K - $10.2K
1.24K $274K
IBM
International Business Machines Corp

Technology
208
+ 4.53%
$234.77 - $292.47 $48.8K - $60.8K
4.8K $1.35M
PSEP
Innovator U.S. Equity Power Bu
10.9K
+ 191.32%
N/A
16.6K $0
Linde PLC
261
+ 55.41%
N/A
732 $0
Ge Vernova Inc
8
+ 1.49%
N/A
545 $0
T Rowe Price ETF Inc
3.84K
+ 6.13%
N/A
66.5K $0
Pimco ETF Tr
7.86K
+ 36.18%
N/A
29.6K $0
Fidelity Wise Origin Bitcoin
1.86K
+ 9.46%
N/A
21.6K $0
Blackrock ETF Trust Ii
1.98K
+ 1.25%
N/A
160K $0
BAUG
Innovator U.S. Equity Buffer E
5.3K
+ 45.54%
N/A
16.9K $0
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 9.26%
$2292.04 - $2514.05 $22.9K - $25.1K
118 $275K
ADBE
Adobe Inc.

Technology
26
+ 4.8%
$333.65 - $392.1 $8.67K - $10.2K
568 $200K
SYK
Stryker Corp

Healthcare
9
+ 1.59%
$368.57 - $403.53 $3.32K - $3.63K
575 $212K
SBUX
Starbucks Corp

Consumer Cyclical
13
+ 0.46%
$81.9 - $96.86 $1.06K - $1.26K
2.85K $241K
BSX
Boston Scientific Corp

Healthcare
47
+ 1.25%
$97.03 - $108.14 $4.56K - $5.08K
3.82K $372K
PG
Procter & Gamble CO

Consumer Defensive
165
+ 1.56%
$150.47 - $161.22 $24.8K - $26.6K
10.8K $1.65M
AIG
American International Group, Inc.

Financial Services
5
+ 0.1%
$76.34 - $85.87 $382 - $429
5.05K $396K
PAYX
Paychex Inc

Industrials
11
+ 0.46%
$126.69 - $147.99 $1.39K - $1.63K
2.39K $302K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.92%
$433.66 - $544.47 $2.17K - $2.72K
548 $245K
DE
Deere & CO

Industrials
1
+ 0.08%
$457.26 - $524.37 $457 - $524
1.19K $541K
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 2.68%
$915.95 - $994.57 $40.3K - $43.8K
1.69K $1.56M
NFLX
Netflix Inc

Communication Services
46
+ 1.81%
$1147.87 - $1297.18 $52.8K - $59.7K
2.59K $3.1M
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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