Cra Financial Services, LLC Reduced Holdings in Q2 2025

Cra Financial Services, LLC

  • $606 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-249
- 3.14%
$124.66 - $159.48 $31K - $39.7K
7.69K $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
-38
- 0.91%
$77.13 - $84.18 $2.93K - $3.2K
4.15K $349K
SYK
Stryker Corp

Healthcare
-8
- 1.39%
$337.37 - $395.63 $2.7K - $3.17K
566 $223K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-17
- 1.4%
$149.76 - $186.42 $2.55K - $3.17K
1.2K $223K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-535
- 5.1%
$42.58 - $50.22 $22.8K - $26.9K
9.95K $499K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-50
- 2.0%
$108.87 - $133.04 $5.44K - $6.65K
2.45K $325K
BK
Bank Of New York Mellon Corp

Financial Services
-46
- 1.8%
$73.31 - $91.62 $3.37K - $4.21K
2.51K $228K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.4K
- 5.35%
$34.48 - $39.76 $48.3K - $55.7K
24.8K $984K
IAU
Ishares Gold Trust

ETFs
-100
- 1.53%
$56.1 - $64.74 $5.61K - $6.47K
6.43K $401K
CGXU
Capital Group Intl Focus Equit

ETFs
-500
- 3.83%
$21.44 - $27.35 $10.7K - $13.7K
12.5K $340K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-250
- 2.7%
$34.94 - $41.08 $8.74K - $10.3K
9.01K $369K
XLF
Financial Sector Spdr

ETFs
-47
- 0.71%
$43.92 - $52.37 $2.06K - $2.46K
6.57K $343K
XLI
Industrial Sector Spdr

ETFs
-199
- 7.24%
$116.42 - $147.52 $23.2K - $29.4K
2.55K $376K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-25
- 0.13%
$36.25 - $42.28 $906 - $1.06K
18.6K $788K
CGGR
Capital Group Growth ETF Shs C

ETFs
-484
- 7.29%
$30.53 - $40.65 $14.8K - $19.7K
6.16K $250K
VOT
Vanguard Mid Cap Growth Index

ETFs
-42
- 4.78%
$216.28 - $284.39 $9.08K - $11.9K
837 $238K
SCHW
Schwab Charles Corp

Financial Services
-136
- 4.49%
$69.06 - $91.24 $9.39K - $12.4K
2.89K $264K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-25
- 0.99%
$108.12 - $135.04 $2.7K - $3.38K
2.5K $338K
IWP
Ishares Russell Mid Cap Growth

ETFs
-180
- 6.85%
$104.34 - $138.68 $18.8K - $25K
2.45K $339K
PM
Philip Morris International Inc.

Consumer Defensive
-266
- 7.85%
$149.23 - $184.95 $39.7K - $49.2K
3.12K $568K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-250
- 1.09%
$27.12 - $31.85 $6.78K - $7.96K
22.7K $721K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-5
- 0.09%
$73.7 - $90.98 $369 - $455
5.49K $499K
MA
Mastercard Inc

Financial Services
-87
- 1.26%
$479.92 - $590.74 $41.8K - $51.4K
6.83K $3.84M
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.12%
$174.82 - $215.79 $699 - $863
3.35K $722K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-100
- 0.4%
$32.66 - $37.42 $3.27K - $3.74K
24.8K $929K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-298
- 1.28%
$90.56 - $109.49 $27K - $32.6K
22.9K $2.51M
CSCO
Cisco Systems, Inc.

Technology
-108
- 0.94%
$53.19 - $69.38 $5.74K - $7.49K
11.4K $788K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-68
- 0.39%
$83.8 - $101.39 $5.7K - $6.89K
17.4K $1.76M
POCT
Innovator U.S. Equity Power Bu

ETFs
-90
- 0.25%
$36.35 - $41.3 $3.27K - $3.72K
36.6K $1.51M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.3K
- 2.72%
$22.92 - $28.05 $52.7K - $64.5K
82.4K $2.31M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.42K
- 3.98%
$35.3 - $40.46 $121K - $138K
82.5K $3.34M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.01K
- 4.66%
$37.66 - $43.85 $113K - $132K
61.6K $2.7M
ITA
Ishares Tr

ETFs
-100
- 2.68%
$135.31 - $188.64 $13.5K - $18.9K
3.63K $684K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.95K
- 2.18%
$38.7 - $44.05 $75.5K - $85.9K
87.4K $3.85M
IBM
International Business Machines Corp

Technology
-36
- 0.78%
$221.03 - $294.78 $7.96K - $10.6K
4.59K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-280
- 3.73%
$221.86 - $362.89 $62.1K - $102K
7.23K $2.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-533
- 2.13%
$60.61 - $87.72 $32.3K - $46.8K
24.5K $2.08M
MSFT
Microsoft Corp

Technology
-245
- 0.59%
$354.56 - $497.45 $86.9K - $122K
41.4K $20.6M
Activity Summary
Buys All Purchases 146 New Holdings 14 Increased Positions 132 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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