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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.



Here is the complete portfolio of CRA Financial Services, LLC. Also check out:

1. CRA Financial Services, LLC's Undervalued Stocks
2. CRA Financial Services, LLC's Top Growth Companies, and
3. CRA Financial Services, LLC's High Yield stocks
4. Stocks that CRA Financial Services, LLC keeps buying

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