Cra Financial Services, LLC Portfolio Holdings
Cra Financial Services, LLC
- $544 Million
- Q1 2025
Cra Financial Services, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $544 Million distributed in 271 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45M, Schwab Strategic Tr Us Dividen with a value of $31.1M, Amazon Com Inc with a value of $25.7M, Schwab Strategic Tr Us Large C with a value of $24.6M, and Invesco Qqq Trust, Series 1 with a value of $18.6M.
Examining the 13F form we can see an decrease of $4.14M in the current position value, from $548M to 544M.
Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$544 Million
ETFs: $313 Million
Technology: $87 Million
Consumer Cyclical: $36.2 Million
Communication Services: $27.8 Million
Financial Services: $25.5 Million
Healthcare: $12.5 Million
Energy: $8.45 Million
Industrials: $7.93 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 271
- Current Value $544 Million
- Prior Value $548 Million
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks