Cra Financial Services, LLC Reduced Holdings in Q3 2025

Cra Financial Services, LLC

  • $672 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-74.1K
- 37.52%
$20.66 - $20.74 $1.53M - $1.54M
123K $2.55M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-15.7K
- 19.05%
$40.45 - $42.49 $636K - $668K
66.8K $2.84M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-13.5K
- 15.4%
$43.95 - $45.8 $591K - $616K
73.9K $3.38M
UPS
United Parcel Service Inc

Industrials
-2.46K
- 33.86%
$82.58 - $105.54 $203K - $260K
4.81K $401K
V
Visa Inc.

Financial Services
-134
- 0.82%
$332.09 - $358.86 $44.5K - $48.1K
16.2K $5.53M
HON
Honeywell International Inc

Industrials
-659
- 15.43%
$207.7 - $240.4 $137K - $158K
3.61K $760K
VIG
Vanguard Dividend Appreciation

ETFs
-1.2K
- 1.45%
N/A
81.2K $14.8M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-6.28K
- 25.27%
$37.4 - $39.31 $235K - $247K
18.6K $729K
CMCSA
Comcast Corp

Communication Services
-4.39K
- 34.78%
$31.41 - $36.33 $138K - $159K
8.23K $258K
DIS
Walt Disney CO

Communication Services
-244
- 1.44%
$112.25 - $124.0 $27.4K - $30.3K
16.7K $1.91M
COIN
Coinbase Global, Inc.

Technology
-229
- 15.86%
$297.99 - $419.78 $68.2K - $96.1K
1.22K $410K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-373
- 10.49%
$435.72 - $463.74 $163K - $173K
3.18K $1.48M
VHT
Vanguard Health Care ETF

ETFs
-464
- 12.83%
$239.12 - $259.95 $111K - $121K
3.15K $818K
LLY
Eli Lilly & CO

Healthcare
-13
- 0.33%
$625.65 - $812.69 $8.13K - $10.6K
3.98K $3.04M
PM
Philip Morris International Inc.

Consumer Defensive
-78
- 2.5%
$157.77 - $183.27 $12.3K - $14.3K
3.04K $493K
KO
Coca Cola CO

Consumer Defensive
-150
- 1.09%
$65.67 - $71.67 $9.85K - $10.8K
13.6K $899K
UNH
Unitedhealth Group Inc

Healthcare
-414
- 14.46%
$237.77 - $353.61 $98.4K - $146K
2.45K $845K
CRM
Salesforce, Inc.

Technology
-3
- 0.25%
$231.66 - $273.65 $695 - $821
1.18K $279K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-350
- 14.29%
$131.47 - $143.64 $46K - $50.3K
2.1K $297K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.5K
- 6.06%
$39.79 - $41.15 $59.7K - $61.7K
23.3K $957K
SIGI
Selective Insurance Group Inc

Financial Services
-49
- 1.69%
$75.0 - $90.91 $3.68K - $4.45K
2.85K $230K
NVS
Novartis Ag

Healthcare
-261
- 13.91%
$113.5 - $129.73 $29.6K - $33.9K
1.62K $207K
FDX
Fedex Corp

Industrials
-76
- 6.39%
$217.1 - $243.2 $16.5K - $18.5K
1.11K $262K
NJUL
Innovator Growth 100 Power Buf

Technology
-500
- 5.45%
$67.81 - $71.18 $33.9K - $35.6K
8.67K $616K
PFE
Pfizer Inc

Healthcare
-809
- 8.24%
$23.29 - $25.88 $18.8K - $20.9K
9K $229K
ESGA
American Centy ETF Tr Sustaina

Technology
-100
- 2.19%
N/A
4.47K $321K
BSCU
Invesco Exc Self Ind Tr

ETFs
-720
- 1.44%
$16.67 - $17.03 $12K - $12.3K
49.2K $832K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-782
- 11.16%
$30.13 - $33.37 $23.6K - $26.1K
6.23K $207K
IWV
Ishares Russell 3000 ETF

ETFs
-60
- 9.09%
$351.04 - $379.81 $21.1K - $22.8K
600 $227K
PEG
Public Service Enterprise Group Inc

Utilities
-1
- 0.02%
$79.99 - $90.14 $80 - $90.1
4.15K $346K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-714
- 4.17%
N/A
16.4K $0
SFLR
Innovator Etfs Tr Equity Manag
-1.07K
- 7.86%
N/A
12.5K $0
Grayscale Bitcoin Mini Tr Et
-139
- 2.89%
N/A
4.67K $0
IEFA
Ishares Tr

ETFs
-393
- 4.41%
$81.7 - $87.53 $32.1K - $34.4K
8.53K $744K
Innovator Etfs Trust
-2K
- 5.31%
N/A
35.7K $0
Fidelity Covington Trust
-178
- 0.77%
N/A
22.9K $0
Ishares Tr
-550
- 1.28%
N/A
42.3K $0
Grayscale Ethereum Trust ETF
-50
- 0.36%
N/A
13.9K $0
PNOV
Innovator U.S. Equity Power Bu
-410
- 0.89%
N/A
45.9K $0
PDEC
Innovator U.S. Equity Power Bu
-4.76K
- 2.83%
N/A
164K $0
Innovator Etfs Trust
-250
- 3.27%
N/A
7.39K $0
BA
Boeing CO

Industrials
-88
- 2.56%
$209.79 - $237.38 $18.5K - $20.9K
3.35K $723K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-175
- 3.14%
$55.15 - $58.11 $9.65K - $10.2K
5.4K $310K
XLC
Select Sector Spdr Tr Communic

ETFs
-150
- 6.81%
$105.99 - $119.41 $15.9K - $17.9K
2.05K $243K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-650
- 6.44%
$63.41 - $69.69 $41.2K - $45.3K
9.44K $646K
VOT
Vanguard Mid Cap Growth Index

ETFs
-13
- 1.55%
$282.75 - $294.19 $3.68K - $3.82K
824 $242K
XLE
Energy Sector Spdr

ETFs
-647
- 4.56%
$84.25 - $91.99 $54.5K - $59.5K
13.6K $1.21M
XLV
Select Sector Spdr Fund Health

ETFs
-14
- 0.47%
$129.01 - $139.72 $1.81K - $1.96K
3K $416K
AVUS
American Centy ETF Tr Avantis

ETFs
-75
- 3.02%
$101.2 - $109.16 $7.59K - $8.19K
2.41K $261K
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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