Cra Financial Services, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $476 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.5M, Schwab Strategic Tr Us Dividen with a value of $26M, Amazon Com Inc with a value of $25.9M, Schwab Strategic Tr Us Large C with a value of $23.3M, and Microsoft Corp with a value of $18.1M.
Examining the 13F form we can see an increase of $33.4M in the current position value, from $442M to 476M.
Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$476 Million
ETFs: $258 Million
Technology: $83.3 Million
Consumer Cyclical: $35.6 Million
Communication Services: $28.2 Million
Financial Services: $20.3 Million
Healthcare: $14 Million
Industrials: $7.84 Million
Energy: $7.78 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions