CF
| |
CRA Financial Services, LLC13F | |
| CRA Financial Services, LLC | |
| Last update 2025-04-17 | 271 Stocks (13 new) |
| Value $584.00 Mil | Turnover 6 % |
CRA Financial Services, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 202,756 | 45,038.3 | +0.46% | 7.710 | +0.04% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
SCHD | Schwab US Dividend Equity ETF | 1,128,909 | 31,564.3 | +5.64% | 5.400 | +0.29% | 0.040 | +3.32% | +2.01% | 71,250.9 | ||
AMZN | Amazon.com Inc | 135,250 | 25,732.7 | +0.74% | 4.400 | +0.03% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 981,545 | 24,577.9 | +4.85% | 4.210 | +0.19% | 0.070 | +22.50% | +5.77% | 44,575.7 | ||
QQQ | INVESCO QQQ Trust | 39,751 | 18,640.0 | +2.81% | 3.190 | +0.09% | 0.010 | +23.56% | +9.08% | 357,232.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 82,946 | 16,090.7 | -2.74% | 2.750 | -0.08% | 0.020 | +11.15% | +7.09% | 87,948.4 | ||
MSFT | Microsoft Corp | 41,658 | 15,638.2 | +1.18% | 2.680 | +0.03% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
IVV | iShares Core S&P 500 ETF | 26,402 | 14,835.5 | +2.29% | 2.540 | +0.06% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
SDY | SPDR Dividend ETF | 103,399 | 14,029.1 | -4.22% | 2.400 | -0.10% | 0.070 | +5.40% | +6.45% | 20,375.5 | ||
VB | Vanguard Small Cap ETF | 60,284 | 13,368.0 | +3.30% | 2.290 | +0.07% | 0.020 | +15.73% | +1.97% | 58,767.7 |
CRA Financial Services, LLC's Historical Top Holdings Breakdowns
CRA Financial Services, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.46% | 50.48 ($50.78) 51.04 | $50.56 | -0.43% | Add 214.5% | 77,143 | 52,614 | |
PDEC |
Innovator U.S. Equity Power Buffer ETF - December
Innovator U.S. Equity Power Buffer ETF - December
| 2025-03-31 | Add Add | +0.44% | 37.32 ($38.55) 39.45 | $40.23 | 4.36% | Add 68.24% | 168,433 | 68,318 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.31% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Add 33.43% | 13,838 | 3,467 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.29% | 27.01 ($27.88) 28.54 | $27.35 | -1.90% | Add 5.64% | 1,128,909 | 60,274 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-03-31 | Add Add | +0.27% | 78 ($81.92) 84.37 | $85.22 | 4.03% | Add 13.65% | 164,546 | 19,767 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.25% | 44.41 ($45.29) 45.98 | $45.63 | 0.75% | Add 47.63% | 99,178 | 31,997 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.23% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Add 16.56% | 16,985 | 2,413 | |
PMAR |
Innovator U.S. Equity Power Buffer ETF - March
Innovator U.S. Equity Power Buffer ETF - March
| 2025-03-31 | Add Add | +0.21% | 39.51 ($40.48) 41 | $42.44 | 4.84% | Add 118.45% | 56,407 | 30,585 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.20% | 50.39 ($50.51) 50.66 | $50.50 | -0.02% | Add 34.83% | 90,762 | 23,445 | |
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 2025-03-31 | Reduce Reduce | -0.19% | 24.48 ($25.57) 26.59 | $27.21 | 6.41% | Reduce -77.93% | 13,040 | -46,051 |
CRA Financial Services, LLC Total Holding History ($B)
CRA Financial Services, LLC's Asset Allocation
CRA Financial Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CRA Financial Services, LLC's Hypothetical Growth since 2025-03-31
CRA Financial Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CRA Financial Services, LLC's Holdings Heat Map
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CRA Financial Services, LLC's Holdings Bubble Chart
CRA Financial Services, LLC News
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