Cra Financial Services, LLC Portfolio Holdings
Cra Financial Services, LLC
- $672 Million
- Q3 2025
Cra Financial Services, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $672 Million distributed in 294 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.6M, Schwab Strategic Tr Us Large C with a value of $33.3M, Schwab Strategic Tr Us Dividen with a value of $33M, Amazon Com Inc with a value of $29.8M, and Invesco Qqq Trust, Series 1 with a value of $25.4M.
Examining the 13F form we can see an increase of $65.4M in the current position value, from $606M to 672M.
Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$672 Million
ETFs: $380 Million
Technology: $122 Million
Consumer Cyclical: $42 Million
Communication Services: $39.4 Million
Financial Services: $27.8 Million
Healthcare: $11.9 Million
Industrials: $9.03 Million
Energy: $8.62 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 294
- Current Value $672 Million
- Prior Value $606 Million
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 144 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks