CRA Financial Services, LLC Buys iShares 20+ Year Treasury Bond ETF, SPDR Gold Shares ETF, Invesco S&P 500 Equal Weight ETF, Sells The Toronto-Dominion Bank, Autodesk Inc, OceanFirst Financial Corp

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Apr 16, 2021
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Investment company CRA Financial Services, LLC (Current Portfolio) buys iShares 20+ Year Treasury Bond ETF, SPDR Gold Shares ETF, Invesco S&P 500 Equal Weight ETF, Tesla Inc, Vanguard Short-Term Corporate Bond ETF, sells The Toronto-Dominion Bank, Autodesk Inc, OceanFirst Financial Corp, iShares Short-Term National Muni Bond ETF, Technology Select Sector SPDR ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, CRA Financial Services, LLC. As of 2021Q1, CRA Financial Services, LLC owns 181 stocks with a total value of $257 million. These are the details of the buys and sells.

For the details of CRA Financial Services, LLC's stock buys and sells,go to https://www.gurufocus.com/guru/cra+financial+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CRA Financial Services, LLC
  1. Apple Inc (AAPL) - 187,786 shares, 8.92% of the total portfolio. Shares added by 0.32%
  2. Amazon.com Inc (AMZN) - 6,415 shares, 7.72% of the total portfolio. Shares added by 1.23%
  3. SPDR Dividend ETF (SDY) - 121,083 shares, 5.56% of the total portfolio. Shares added by 1.07%
  4. Vanguard Dividend Appreciation FTF (VIG) - 89,634 shares, 5.13% of the total portfolio. Shares added by 4.66%
  5. Microsoft Corp (MSFT) - 50,178 shares, 4.60% of the total portfolio. Shares reduced by 1.92%
New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

CRA Financial Services, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $82.07 and $82.92, with an estimated average price of $82.61. The stock is now traded at around $82.560000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,745 shares as of 2021-03-31.

New Purchase: ARK Innovation ETF (ARKK)

CRA Financial Services, LLC initiated holding in ARK Innovation ETF. The purchase prices were between $110.26 and $156.58, with an estimated average price of $135.31. The stock is now traded at around $124.380000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,472 shares as of 2021-03-31.

New Purchase: iShares Select Dividend ETF (DVY)

CRA Financial Services, LLC initiated holding in iShares Select Dividend ETF. The purchase prices were between $93.95 and $114.59, with an estimated average price of $104.85. The stock is now traded at around $117.750000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,582 shares as of 2021-03-31.

New Purchase: Industrial Select Sector SPDR (XLI)

CRA Financial Services, LLC initiated holding in Industrial Select Sector SPDR. The purchase prices were between $84.51 and $98.77, with an estimated average price of $91.33. The stock is now traded at around $101.140000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,886 shares as of 2021-03-31.

New Purchase: Duke Energy Corp (DUK)

CRA Financial Services, LLC initiated holding in Duke Energy Corp. The purchase prices were between $85.59 and $97.58, with an estimated average price of $91.24. The stock is now traded at around $100.620000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,901 shares as of 2021-03-31.

New Purchase: Target Corp (TGT)

CRA Financial Services, LLC initiated holding in Target Corp. The purchase prices were between $169.82 and $200.95, with an estimated average price of $187.23. The stock is now traded at around $208.650000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,257 shares as of 2021-03-31.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

CRA Financial Services, LLC added to a holding in iShares 20+ Year Treasury Bond ETF by 348.40%. The purchase prices were between $133.74 and $156.95, with an estimated average price of $144.6. The stock is now traded at around $139.260000. The impact to a portfolio due to this purchase was 0.57%. The holding were 14,008 shares as of 2021-03-31.

Added: SPDR Gold Shares ETF (GLD)

CRA Financial Services, LLC added to a holding in SPDR Gold Shares ETF by 213.26%. The purchase prices were between $157.49 and $182.87, with an estimated average price of $168.06. The stock is now traded at around $166.350000. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,464 shares as of 2021-03-31.

Added: Invesco S&P 500 Equal Weight ETF (RSP)

CRA Financial Services, LLC added to a holding in Invesco S&P 500 Equal Weight ETF by 55.04%. The purchase prices were between $125.12 and $142.17, with an estimated average price of $134.4. The stock is now traded at around $147.150000. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,228 shares as of 2021-03-31.

Added: Tesla Inc (TSLA)

CRA Financial Services, LLC added to a holding in Tesla Inc by 47.58%. The purchase prices were between $563 and $883.09, with an estimated average price of $754.2. The stock is now traded at around $739.780000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,771 shares as of 2021-03-31.

Added: Clorox Co (CLX)

CRA Financial Services, LLC added to a holding in Clorox Co by 158.45%. The purchase prices were between $178.17 and $222.18, with an estimated average price of $192.39. The stock is now traded at around $190.730000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,675 shares as of 2021-03-31.

Added: PayPal Holdings Inc (PYPL)

CRA Financial Services, LLC added to a holding in PayPal Holdings Inc by 55.04%. The purchase prices were between $226.09 and $304.79, with an estimated average price of $253.25. The stock is now traded at around $269.870000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,155 shares as of 2021-03-31.

Sold Out: Autodesk Inc (ADSK)

CRA Financial Services, LLC sold out a holding in Autodesk Inc. The sale prices were between $253.1 and $320.13, with an estimated average price of $288.65.



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