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CIK: 0001765594
Total reported value
$867.6M
$867.6M
267 檔
16.5%
According to the latest 13F quarterly dataset, CRA Financial Services, LLC managed an equity portfolio of $867.6M at the end of Q3 2024, spanning 267 distinct U.S. exchange-listed positions.
In Q3 2024, CRA Financial Services, LLC displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.59% | +0.11% | -0.29% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.37% | -0.27% | +3.78% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.58% | +0.08% | -0.02% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.39% | +0.15% | -0.50% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.40% | +0.45% | +2.21% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.30% | -0.08% | -2.11% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.19% | +1.52% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.93% | -0.16% | -1.94% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | +0.10% | +0.56% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.52% | +0.01% | +3.45% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.10% | +8.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +0.28% | +1.17% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.97% | -0.04% | +22.78% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.84% | -0.01% | +9.66% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.05% | +6.96% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.11% | +0.59% | |
| 17 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.34% | -0.17% | +9.34% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.04% | -0.20% | |
| 19 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.03% | -0.13% | +3.26% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.97% | -0.01% | -6.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.06% | +2.75% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | -0.01% | -1.46% | |
| 23 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.86% | -0.04% | +9.70% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.01% | +11.57% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.15% | -2.03% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.11% | +55.52% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | — | -4.19% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.08% | +21.72% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.09% | +938.46% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.22% | -2.47% | |
| 31 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.68% | — | +18.81% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.09% | +2.43% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.05% | -0.20% | |
| 34 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.03% | +75.53% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | +0.05% | -0.68% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | +0.03% | +3.97% | |
| 37 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.02% | -3.23% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-Other | 0.57% | -0.05% | -1.62% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.01% | -3.80% | |
| 40 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.11% | +43.21% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.49% | — | -2.55% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.05% | -0.80% | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.03% | +6.30% | |
| 44 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.43% | -0.01% | -0.07% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | -0.12% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | +0.73% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.38% | -0.10% | +62.92% | |
| 48 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.37% | +0.03% | -4.53% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.37% | +0.02% | +68.92% | |
| 50 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.36% | -0.81% | +65.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | +22.78% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +55.52% | Add |
| 3 | PAUG | Innovator U.s. Equity Power | +0.3% | +75.53% | Add |
| 4 | MAXJ | Ishares Lg Cap Max Buff Jun | +0.3% | NEW | New buy |
| 5 | ZSEP | Innovator Edp ETF - 1 Yr Sep | +0.2% | NEW | New buy |
| 6 | VO | Vanguard Mid-cap ETF | +0.1% | +9.66% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.78% | Add |
| 8 | PJUL | Innovator U.s. Equity Power | +0.1% | +43.21% | Add |
| 9 | FBND | Fidelity Total Bond ETF | +0.1% | +65.32% | Add |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.1% | +68.92% | Add |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +62.92% | Add |
| 12 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +78.46% | Add |
| 13 | CGXU | Cap Group Intl Focus | +0.1% | +120.43% | Add |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +21.72% | Add |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +11.57% | Add |
| 16 | OSEA | Harbor Intl Compounders ETF | +0.1% | NEW | New buy |
| 17 | HD | Home Depot Inc | +0.1% | -0.20% | Trim |
| 18 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +41.07% | Add |
| 19 | AVLV | Avantis US Large Cap Value | +0.1% | +35.55% | Add |
| 20 | ETHE | Grayscale Ethereum Staking E | +0.1% | NEW | New buy |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +3.45% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +0.59% | Add |
| 23 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +18.81% | Add |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +42.13% | Add |
| 25 | PFF | Ishares Preferred & Income S | +0.1% | NEW | New buy |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.75% | Add |
| 27 | BSJP | Invesco Bulletshares 2025 Hy | +0.1% | +69.44% | Add |
| 28 | BSJO | Invesco Bulletshares 2024 Hy | +0.1% | +115.37% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.96% | Add |
| 30 | IVVM | Ishar Lc Md Qur Ld Etf-us In | 0% | +9.70% | Add |
| 31 | BALT | Inn Defined Wealth Shield | 0% | +9.34% | Add |
| 32 | NEE | Nextera Energy Inc | 0% | -0.80% | Trim |
| 33 | TSLA | Tesla Inc | 0% | -6.76% | Trim |
| 34 | AAPL | Apple Inc | 0% | -0.29% | Trim |
| 35 | ABBV | Abbvie Inc | 0% | -0.12% | Trim |
| 36 | AVGO | Broadcom Inc | 0% | +938.46% | Add |
| 37 | MA | Mastercard Inc - A | 0% | -0.20% | Trim |
| 38 | SDY | Ss Spdr S&p Dividend ETF | 0% | -1.94% | Trim |
| 39 | ZALT | Innovator US Eq 10 Buffer | 0% | +3.26% | Add |
| 40 | VDE | Vanguard Energy ETF | -0.1% | EXIT | Sold out |
| 41 | NVDA | Nvidia CORP | -0.1% | +8.33% | Add |
| 42 | QCOM | Qualcomm Inc | -0.1% | -2.38% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.56% | Add |
| 44 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.11% | Trim |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +2.21% | Add |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | -2.03% | Trim |
| 47 | SCHG | Schwab US Large-cap Growth | -0.3% | -0.50% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | +1.17% | Add |
| 49 | MSFT | Microsoft CORP | -0.4% | +1.52% | Add |
| 50 | AMZN | Amazon.com Inc | -0.7% | -0.02% | Trim |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 267 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHD, AMZN) accounted for 16.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
MAXJ
市值: $1.3M
Top Position Liquidated / Trimmed
VDE
前期市值: $260.5K
During Q3 2024, CRA Financial Services, LLC's top holdings by market value included AAPL (8.6%)、SCHD (5.4%)、AMZN (4.6%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q3 2024, CRA Financial Services, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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