Cra Financial Services, LLC Reduced Holdings in Q3 2024

Cra Financial Services, LLC

  • $519 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-26
- 0.02%
$161.02 - $200.0 $4.19K - $5.2K
134K $25M
GOOG
Alphabet Inc.

Communication Services
-554
- 2.03%
$149.54 - $192.66 $82.8K - $107K
26.7K $4.46M
VIG
Vanguard Dividend Appreciation

ETFs
-1.95K
- 2.11%
$182.15 - $182.15 $356K - $356K
90.8K $16.5M
QCOM
Qualcomm Inc

Technology
-190
- 2.38%
$156.12 - $209.64 $29.7K - $39.8K
7.8K $1.33M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.05K
- 6.57%
$42.59 - $60.56 $87.2K - $124K
29.1K $1.47M
MRK
Merck & Co., Inc.

Healthcare
-96
- 0.7%
$111.15 - $128.97 $10.7K - $12.4K
13.7K $1.55M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-3.03K
- 26.29%
$36.66 - $38.13 $111K - $115K
8.48K $323K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-2.68K
- 20.33%
$43.63 - $46.56 $117K - $125K
10.5K $488K
BA
Boeing CO

Industrials
-43
- 1.43%
$152.04 - $190.6 $6.54K - $8.2K
2.97K $451K
HON
Honeywell International Inc

Industrials
-228
- 5.04%
$196.73 - $220.21 $44.9K - $50.2K
4.3K $888K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.64K
- 22.77%
$47.93 - $49.06 $78.6K - $80.5K
5.56K $272K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.77K
- 9.39%
$34.29 - $36.04 $95K - $99.8K
26.7K $962K
COIN
Coinbase Global, Inc.

Technology
-20
- 1.39%
$147.09 - $265.15 $2.94K - $5.3K
1.41K $251K
VHT
Vanguard Health Care ETF

ETFs
-489
- 9.97%
$261.88 - $288.1 $128K - $141K
4.42K $1.25M
DIS
Walt Disney CO

Communication Services
-61
- 0.36%
$85.6 - $98.61 $5.22K - $6.02K
16.7K $1.61M
FDX
Fedex Corp

Industrials
-64
- 5.0%
$254.64 - $313.52 $16.3K - $20.1K
1.22K $332K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.35K
- 4.53%
$63.74 - $73.47 $86K - $99.1K
28.4K $2.03M
F
Ford Motor CO

Consumer Cyclical
-264
- 1.2%
$9.71 - $14.55 $2.56K - $3.84K
21.7K $228K
XLK
Technology Sector Spdr

ETFs
-200
- 8.6%
$197.34 - $237.68 $39.5K - $47.5K
2.13K $479K
NOCT
Innovator Growth 100 Power Buf

ETFs
-1K
- 11.74%
$47.88 - $49.91 $47.9K - $49.9K
7.52K $375K
UNOV
Earth Science Tech, Inc.

ETFs
-1.15K
- 15.28%
$32.95 - $33.89 $37.9K - $39K
6.38K $216K
UPS
United Parcel Service Inc

Industrials
-207
- 2.6%
$123.32 - $147.38 $25.5K - $30.5K
7.75K $1.06M
CVS
Cvs Health Corp

Healthcare
-775
- 15.07%
$55.81 - $63.18 $43.3K - $49K
4.37K $274K
MUB
Ishares National Muni Bond ETF

ETFs
-300
- 11.15%
$106.13 - $108.7 $31.8K - $32.6K
2.39K $259K
XOM
Exxon Mobil Corp

Energy
-844
- 2.47%
$109.72 - $119.0 $92.6K - $100K
33.3K $3.91M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-949
- 12.0%
$58.03 - $65.37 $55.1K - $62K
6.96K $450K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.76K
- 3.23%
$39.31 - $41.32 $108K - $114K
82.4K $3.41M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.35K
- 4.97%
$36.89 - $39.25 $49.8K - $53K
25.8K $1.01M
VZ
Verizon Communications Inc

Communication Services
-1.14K
- 12.33%
$38.89 - $45.0 $44.1K - $51.1K
8.07K $362K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-260
- 8.75%
$113.41 - $125.62 $29.5K - $32.7K
2.71K $340K
PAYX
Paychex Inc

Industrials
-400
- 14.44%
$116.17 - $135.19 $46.5K - $54.1K
2.37K $318K
XLC
Select Sector Spdr Tr Communic

ETFs
-250
- 9.6%
$82.16 - $90.4 $20.5K - $22.6K
2.35K $212K
CMCSA
Comcast Corp

Communication Services
-1.27K
- 7.31%
$37.33 - $41.78 $47.6K - $53.2K
16.2K $674K
AIG
American International Group, Inc.

Financial Services
-1
- 0.02%
$70.16 - $79.23 $70.2 - $79.2
5.03K $367K
ADP
Automatic Data Processing Inc

Industrials
-173
- 14.88%
$233.44 - $279.45 $40.4K - $48.3K
990 $273K
EFG
Msci Eafe Growth ETF

ETFs
-141
- 6.22%
$96.84 - $108.77 $13.7K - $15.3K
2.13K $228K
VTI
Vanguard Total Stock Market Et

ETFs
-228
- 5.66%
$255.18 - $283.2 $58.2K - $64.6K
3.8K $1.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.09K
- 6.59%
$36.98 - $41.55 $336K - $378K
129K $5.29M
IWP
Ishares Russell Mid Cap Growth

ETFs
-162
- 6.21%
$103.87 - $117.59 $16.8K - $19K
2.45K $287K
TGT
Target Corp

Consumer Defensive
-121
- 5.26%
$133.47 - $159.25 $16.1K - $19.3K
2.18K $339K
PFE
Pfizer Inc

Healthcare
-616
- 3.53%
$27.7 - $31.39 $17.1K - $19.3K
16.8K $486K
Innovator Etfs Trust
-2.27K
- 17.29%
N/A
10.8K $0
IEFA
Ishares Tr

ETFs
-769
- 6.88%
$70.09 - $78.74 $53.9K - $60.6K
10.4K $811K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-4.35K
- 15.9%
N/A
23K $0
BAUG
Innovator U.S. Equity Buffer E
-1.8K
- 11.11%
N/A
14.4K $0
Innovator Etfs Trust
-1K
- 9.77%
N/A
9.24K $0
PSEP
Innovator U.S. Equity Power Bu
-1.71K
- 23.02%
N/A
5.7K $0
Brookfield Corp
-1.7K
- 15.11%
N/A
9.55K $0
PNOV
Innovator U.S. Equity Power Bu
-6.05K
- 13.52%
N/A
38.7K $0
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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