Cra Financial Services, LLC Sells in Q4 2024

Cra Financial Services, LLC

  • $548 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.44K
- 3.95%
$131.66 - $144.0 $585K - $640K
108K $14.3M
VIG
Vanguard Dividend Appreciation

ETFs
-5.5K
- 6.06%
N/A
85.3K $15.5M
HD
Home Depot, Inc.

Consumer Cyclical
-1.04K
- 5.98%
$385.02 - $431.37 $400K - $448K
16.3K $6.36M
NEE
Nextera Energy Inc

Utilities
-1.58K
- 5.1%
$69.77 - $85.43 $110K - $135K
29.4K $2.1M
MRK
Merck & Co., Inc.

Healthcare
-1.46K
- 10.63%
$96.31 - $114.76 $140K - $167K
12.2K $1.22M
UNH
Unitedhealth Group Inc

Healthcare
-126
- 4.06%
$485.52 - $625.25 $61.2K - $78.8K
2.98K $1.51M
MCD
Mcdonalds Corp

Consumer Cyclical
-804
- 18.31%
$288.47 - $316.54 $232K - $254K
3.59K $1.04M
ABBV
Abb Vie Inc.

Healthcare
-332
- 2.93%
$164.99 - $203.87 $54.8K - $67.7K
11K $1.95M
VHT
Vanguard Health Care ETF

ETFs
-460
- 10.41%
$250.81 - $283.3 $115K - $130K
3.96K $1M
CAT
Caterpillar Inc

Industrials
-328
- 7.69%
$360.37 - $416.88 $118K - $137K
3.94K $1.43M
PEP
Pepsico Inc

Consumer Defensive
-525
- 6.52%
$151.29 - $176.1 $79.4K - $92.5K
7.53K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.42K
- 5.6%
$113.92 - $127.38 $162K - $181K
24K $2.76M
PFE
Pfizer Inc

Healthcare
-5.91K
- 35.13%
$24.8 - $30.19 $147K - $178K
10.9K $289K
HDV
Ishares Core High Dividend ETF

ETFs
-104
- 0.4%
$110.82 - $121.28 $11.5K - $12.6K
26.1K $2.93M
XLV
Select Sector Spdr Fund Health

ETFs
-659
- 18.83%
$136.28 - $154.74 $89.8K - $102K
2.84K $390K
QCOM
Qualcomm Inc

Technology
-91
- 1.17%
$150.4 - $178.04 $13.7K - $16.2K
7.71K $1.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 0.85%
$442.29 - $483.08 $40.7K - $44.4K
10.7K $4.86M
TGT
Target Corp

Consumer Defensive
-497
- 22.79%
$121.59 - $160.69 $60.4K - $79.9K
1.68K $227K
CEG
Constellation Energy Corp

Utilities
-41
- 1.51%
$224.28 - $285.52 $9.2K - $11.7K
2.68K $601K
CMCSA
Comcast Corp

Communication Services
-906
- 5.61%
$37.39 - $45.14 $33.9K - $40.9K
15.2K $572K
UPS
United Parcel Service Inc

Industrials
-173
- 2.23%
$122.65 - $138.35 $21.2K - $23.9K
7.58K $955K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-975
- 14.01%
$58.88 - $64.8 $57.4K - $63.2K
5.99K $352K
LOW
Lowes Companies Inc

Consumer Cyclical
-153
- 6.18%
$244.52 - $284.07 $37.4K - $43.5K
2.32K $573K
VZ
Verizon Communications Inc

Communication Services
-1.4K
- 17.38%
$39.6 - $45.21 $55.5K - $63.4K
6.67K $266K
TD
Toronto Dominion Bank

Financial Services
-16
- 0.18%
$51.56 - $63.8 $825 - $1.02K
9.08K $483K
PG
Procter & Gamble CO

Consumer Defensive
-169
- 1.5%
$161.05 - $179.7 $27.2K - $30.4K
11.1K $1.87M
IEFA
Ishares Tr

ETFs
-47
- 0.45%
$70.06 - $77.43 $3.29K - $3.64K
10.4K $727K
XLU
Utilities Sector Spdr

ETFs
-125
- 0.99%
$74.89 - $82.93 $9.36K - $10.4K
12.6K $950K
SPY
Spdr S&P 500 ETF Trust

ETFs
-436
- 2.91%
$567.81 - $607.81 $248K - $265K
14.6K $8.54M
XLI
Industrial Sector Spdr

ETFs
-251
- 8.75%
$131.76 - $143.99 $33.1K - $36.1K
2.62K $344K
EXC
Exelon Corp

Utilities
-579
- 8.73%
$36.22 - $40.97 $21K - $23.7K
6.05K $227K
T
At&T Inc.

Communication Services
-2.14K
- 18.08%
$21.22 - $23.88 $45.5K - $51.2K
9.71K $221K
SYK
Stryker Corp

Healthcare
-99
- 14.73%
$345.14 - $392.15 $34.2K - $38.8K
573 $206K
F
Ford Motor CO

Consumer Cyclical
-2.25K
- 10.4%
$9.69 - $11.4 $21.8K - $25.7K
19.4K $192K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-296
- 5.3%
$90.66 - $99.46 $26.8K - $29.4K
5.29K $481K
GIS
General Mills Inc

Consumer Defensive
-2
- 0.06%
$62.78 - $74.62 $126 - $149
3.14K $200K
SBUX
Starbucks Corp

Consumer Cyclical
-68
- 2.36%
$87.44 - $102.5 $5.95K - $6.97K
2.81K $256K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-125
- 8.7%
$157.33 - $189.22 $19.7K - $23.7K
1.31K $221K
IWM
Ishares Russell 2000 ETF

ETFs
-60
- 1.79%
$216.13 - $242.4 $13K - $14.5K
3.29K $726K
FDX
Fedex Corp

Industrials
-82
- 6.74%
$260.5 - $305.15 $21.4K - $25K
1.13K $319K
UNOV
Earth Science Tech, Inc.

ETFs
-500
- 7.84%
$33.84 - $35.03 $16.9K - $17.5K
5.88K $203K
EOG
Eog Resources Inc

Energy
-75
- 3.95%
$118.22 - $136.54 $8.87K - $10.2K
1.82K $223K
SSO
Proshares Ultra S&P 500

ETFs
-222
- 4.88%
$87.92 - $99.73 $19.5K - $22.1K
4.33K $400K
ORCL
Oracle Corp

Technology
-7
- 0.36%
$165.41 - $192.43 $1.16K - $1.35K
1.96K $325K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-59
- 2.12%
$121.89 - $135.52 $7.19K - $8K
2.73K $340K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-80
- 2.41%
$201.32 - $217.44 $16.1K - $17.4K
3.24K $670K
QLD
Proshares Ultra Qqq

ETFs
-230
- 8.02%
$97.85 - $120.25 $22.5K - $27.7K
2.64K $285K
DE
Deere & CO

Industrials
-22
- 1.83%
$389.45 - $466.0 $8.57K - $10.3K
1.18K $498K
MO
Altria Group, Inc.

Consumer Defensive
-155
- 2.9%
$49.06 - $57.74 $7.6K - $8.95K
5.2K $271K
Activity Summary
Buys All Purchases 137 New Holdings 20 Increased Positions 117 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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