Cra Financial Services, LLC Sells in Q2 2025

Cra Financial Services, LLC

  • $606 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-20
- 0.69%
$274.35 - $599.47 $5.49K - $12K
2.86K $893K
JNJ
Johnson & Johnson

Healthcare
-1.07K
- 11.54%
$146.36 - $159.82 $157K - $171K
8.23K $1.26M
LLY
Eli Lilly & CO

Healthcare
-72
- 1.77%
$713.71 - $898.95 $51.4K - $64.7K
4K $3.11M
PEP
Pepsico Inc

Consumer Defensive
-385
- 5.49%
$128.02 - $151.37 $49.3K - $58.3K
6.63K $875K
PG
Procter & Gamble CO

Consumer Defensive
-126
- 1.17%
$157.66 - $172.39 $19.9K - $21.7K
10.6K $1.69M
HDV
Ishares Core High Dividend ETF

ETFs
-193
- 0.75%
$108.41 - $120.51 $20.9K - $23.3K
25.7K $3.01M
AMGN
Amgen Inc

Healthcare
-168
- 7.28%
$262.28 - $309.85 $44.1K - $52.1K
2.14K $597K
VHT
Vanguard Health Care ETF

ETFs
-225
- 5.86%
$236.71 - $261.92 $53.3K - $58.9K
3.62K $898K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.22K
- 7.92%
$51.16 - $62.02 $318K - $386K
72.4K $4.49M
VIG
Vanguard Dividend Appreciation

ETFs
-500
- 0.6%
N/A
82.4K $15M
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 0.68%
$285.55 - $321.23 $7.71K - $8.67K
3.93K $1.15M
AVSC
American Centy ETF Tr Avantis
-2.68K
- 15.93%
$42.39 - $51.76 $114K - $139K
14.1K $729K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.67K
- 10.99%
$49.73 - $51.44 $83.1K - $86K
13.5K $696K
NEE
Nextera Energy Inc

Utilities
-404
- 1.34%
$64.11 - $75.0 $25.9K - $30.3K
29.8K $2.07M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.26K
- 18.12%
$35.77 - $42.27 $80.8K - $95.5K
10.2K $431K
UPS
United Parcel Service Inc

Industrials
-29
- 0.4%
$91.92 - $110.2 $2.67K - $3.2K
7.27K $733K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.33K
- 2.96%
$79.56 - $82.92 $106K - $110K
43.7K $3.62M
CMCSA
Comcast Corp

Communication Services
-988
- 7.26%
$32.84 - $36.72 $32.4K - $36.3K
12.6K $450K
WM
Waste Management Inc

Industrials
-203
- 14.49%
$216.47 - $242.1 $43.9K - $49.1K
1.2K $274K
EXC
Exelon Corp

Utilities
-478
- 8.4%
$42.2 - $47.37 $20.2K - $22.6K
5.21K $226K
PPL
Ppl Corp

Utilities
-245
- 2.17%
$33.45 - $36.5 $8.2K - $8.94K
11.1K $374K
PFE
Pfizer Inc

Healthcare
-615
- 5.9%
$21.59 - $24.84 $13.3K - $15.3K
9.81K $237K
HD
Home Depot, Inc.

Consumer Cyclical
-74
- 0.45%
$335.24 - $380.78 $24.8K - $28.2K
16.4K $6.01M
KO
Coca Cola CO

Consumer Defensive
-164
- 1.18%
$68.37 - $73.9 $11.2K - $12.1K
13.7K $970K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.8K
- 10.39%
$29.12 - $35.84 $81.7K - $100K
24.2K $867K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-125
- 1.31%
$20.83 - $25.75 $2.6K - $3.22K
9.45K $221K
EOG
Eog Resources Inc

Energy
-36
- 1.9%
$104.61 - $129.97 $3.77K - $4.68K
1.86K $222K
SO
Southern CO

Utilities
-202
- 6.74%
$84.91 - $92.56 $17.2K - $18.7K
2.8K $256K
SIGI
Selective Insurance Group Inc

Financial Services
-50
- 1.7%
$82.37 - $92.83 $4.12K - $4.64K
2.9K $251K
ESGA
American Centy ETF Tr Sustaina

Technology
-200
- 4.19%
N/A
4.57K $328K
DNP
Dnp Select Income Fund Inc

Financial Services
-929
- 4.37%
$8.89 - $9.88 $8.26K - $9.18K
20.3K $198K
TRV
Travelers Companies, Inc.

Financial Services
-52
- 4.39%
$233.83 - $276.34 $12.2K - $14.4K
1.13K $302K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.16K
- 1.13%
$121.58 - $136.74 $142K - $159K
102K $13.9M
ADBE
Adobe Inc.

Technology
-15
- 2.69%
$340.0 - $420.68 $5.1K - $6.31K
542 $209K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-125
- 2.19%
$47.46 - $55.3 $5.93K - $6.91K
5.58K $307K
IWR
Ishares Russell Mid Cap ETF

ETFs
-330
- 8.04%
$74.88 - $91.97 $24.7K - $30.4K
3.78K $347K
Blackrock ETF Trust Ii
-14.5K
- 8.38%
N/A
158K $0
Ishares Tr
-14.1K
- 24.8%
N/A
42.9K $0
PNOV
Innovator U.S. Equity Power Bu
-750
- 1.6%
N/A
46.3K $0
Innovator Etfs Trust
-1.26K
- 10.35%
N/A
10.9K $0
PDEC
Innovator U.S. Equity Power Bu
-50
- 0.03%
N/A
168K $0
Innovator Etfs Trust
-450
- 5.07%
N/A
8.42K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.62K
- 8.65%
N/A
17.1K $0
Fidelity Covington Trust
-350
- 1.5%
N/A
23K $0
Blackrock Inc
-4
- 1.04%
N/A
380 $0
BFB
Brown Forman Corp Cl B
-2.01K
- 20.06%
N/A
8K $0
Innovator Etfs Trust
-2.5K
- 6.22%
N/A
37.7K $0
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-300
- 4.9%
$33.11 - $37.79 $9.93K - $11.3K
5.83K $220K
CMI
Cummins Inc

Industrials
-14
- 2.04%
$267.12 - $336.65 $3.74K - $4.71K
671 $219K
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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