Cra Financial Services, LLC Portfolio Holdings
Cra Financial Services, LLC
- $548 Million
- Q4 2024
Cra Financial Services, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $548 Million distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.5M, Amazon Com Inc with a value of $29.5M, Schwab Strategic Tr Us Dividen with a value of $29.2M, Schwab Strategic Tr Us Large C with a value of $26.1M, and Invesco Qqq Trust, Series 1 with a value of $19.8M.
Examining the 13F form we can see an increase of $28.8M in the current position value, from $519M to 548M.
Below you can find more details about Cra Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$548 Million
ETFs: $304 Million
Technology: $97.5 Million
Consumer Cyclical: $41 Million
Communication Services: $30.7 Million
Financial Services: $23.2 Million
Healthcare: $11.8 Million
Industrials: $8 Million
Consumer Defensive: $7.66 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 267
- Current Value $548 Million
- Prior Value $519 Million
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks