Cra Financial Services, LLC Portfolio Holdings
Cra Financial Services, LLC
- $606 Million
- Q2 2025
Cra Financial Services, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $606 Million distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.7M, Schwab Strategic Tr Us Dividen with a value of $31.8M, Schwab Strategic Tr Us Large C with a value of $29.8M, Amazon Com Inc with a value of $29.7M, and Invesco Qqq Trust, Series 1 with a value of $22.8M.
Examining the 13F form we can see an increase of $62.7M in the current position value, from $544M to 606M.
Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$606 Million
ETFs: $349 Million
Technology: $102 Million
Consumer Cyclical: $40.5 Million
Communication Services: $33.5 Million
Financial Services: $26.3 Million
Healthcare: $11.4 Million
Industrials: $8.57 Million
Energy: $8.12 Million
Other: $12.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 278
- Current Value $606 Million
- Prior Value $544 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks