CRA Financial Services, LLC Buys SPDR S&P Dividend, The Toronto-Dominion Bank, OceanFirst Financial Corp, Sells SPDR Select Sector Fund - Industrial, iShares Silver Trust, Duke Energy Corp

Investment company CRA Financial Services, LLC (Current Portfolio) buys SPDR S&P Dividend, The Toronto-Dominion Bank, OceanFirst Financial Corp, UnitedHealth Group Inc, Fiserv Inc, sells SPDR Select Sector Fund - Industrial, iShares Silver Trust, Duke Energy Corp, Dow Inc, iShares MSCI EAFE during the 3-months ended 2019Q2, according to the most recent filings of the investment company, CRA Financial Services, LLC. As of 2019Q2, CRA Financial Services, LLC owns 138 stocks with a total value of $165 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/portfolioportfolio

These are the top 5 holdings of CRA Financial Services, LLC
  1. SPDR S&P Dividend (SDY) - 122,399 shares, 7.48% of the total portfolio. Shares added by 71.87%
  2. Amazon.com Inc (AMZN) - 5,287 shares, 6.06% of the total portfolio.
  3. Apple Inc (AAPL) - 45,144 shares, 5.41% of the total portfolio. Shares reduced by 0.99%
  4. Vanguard Div Appreciation (VIG) - 73,468 shares, 5.12% of the total portfolio. Shares reduced by 1.82%
  5. Vanguard Small-Cap (VB) - 48,117 shares, 4.56% of the total portfolio. Shares reduced by 0.92%
New Purchase: OceanFirst Financial Corp (OCFC)

CRA Financial Services, LLC initiated holding in OceanFirst Financial Corp. The purchase prices were between $23.82 and $25.72, with an estimated average price of $24.58. The stock is now traded at around $25.80. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,225 shares as of .

New Purchase: Fiserv Inc (FISV)

CRA Financial Services, LLC initiated holding in Fiserv Inc. The purchase prices were between $82.68 and $91.69, with an estimated average price of $87.57. The stock is now traded at around $94.17. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,794 shares as of .

New Purchase: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

CRA Financial Services, LLC initiated holding in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $118.17 and $124.37, with an estimated average price of $120.06. The stock is now traded at around $124.57. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,650 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury (SCHO)

CRA Financial Services, LLC initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.49. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,966 shares as of .

New Purchase: Oracle Corp (ORCL)

CRA Financial Services, LLC initiated holding in Oracle Corp. The purchase prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $58.11. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,595 shares as of .

New Purchase: Principal Financial Group Inc (PFG)

CRA Financial Services, LLC initiated holding in Principal Financial Group Inc. The purchase prices were between $51.57 and $57.92, with an estimated average price of $55.1. The stock is now traded at around $60.58. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,500 shares as of .

Added: SPDR S&P Dividend (SDY)

CRA Financial Services, LLC added to a holding in SPDR S&P Dividend by 71.87%. The purchase prices were between $95.87 and $102.01, with an estimated average price of $99.98. The stock is now traded at around $102.45. The impact to a portfolio due to this purchase was 3.13%. The holding were 122,399 shares as of .

Added: The Toronto-Dominion Bank (TD)

CRA Financial Services, LLC added to a holding in The Toronto-Dominion Bank by 175.67%. The purchase prices were between $54.65 and $58.36, with an estimated average price of $56.26. The stock is now traded at around $58.98. The impact to a portfolio due to this purchase was 0.53%. The holding were 23,407 shares as of .

Added: UnitedHealth Group Inc (UNH)

CRA Financial Services, LLC added to a holding in UnitedHealth Group Inc by 56.31%. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $251.13. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,801 shares as of .

Added: Schwab U.S. Mid Cap (SCHM)

CRA Financial Services, LLC added to a holding in Schwab U.S. Mid Cap by 27.00%. The purchase prices were between $53.41 and $57.55, with an estimated average price of $56.11. The stock is now traded at around $58.44. The impact to a portfolio due to this purchase was 0.11%. The holding were 14,847 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

CRA Financial Services, LLC added to a holding in iShares Core MSCI EAFE by 28.16%. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $61.84. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,643 shares as of .

Added: Paychex Inc (PAYX)

CRA Financial Services, LLC added to a holding in Paychex Inc by 20.84%. The purchase prices were between $80.4 and $87.8, with an estimated average price of $84.31. The stock is now traded at around $85.05. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,093 shares as of .

Sold Out: SPDR Select Sector Fund - Industrial (XLI)

CRA Financial Services, LLC sold out a holding in SPDR Select Sector Fund - Industrial. The sale prices were between $72.05 and $78.75, with an estimated average price of $76.04.

Sold Out: iShares Silver Trust (SLV)

CRA Financial Services, LLC sold out a holding in iShares Silver Trust. The sale prices were between $13.46 and $14.46, with an estimated average price of $13.96.

Sold Out: Duke Energy Corp (DUK)

CRA Financial Services, LLC sold out a holding in Duke Energy Corp. The sale prices were between $85.53 and $91.12, with an estimated average price of $88.4.

Sold Out: Dow Inc (DOW)

CRA Financial Services, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.

Sold Out: Westwater Resources Inc (WWR)

CRA Financial Services, LLC sold out a holding in Westwater Resources Inc. The sale prices were between $3.81 and $9.5, with an estimated average price of $6.59.



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