13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001765594
Total reported value
$867.6M
$867.6M
267 檔
17.9%
In Q4 2024, CRA Financial Services, LLC's U.S. equity holdings reached a combined market value of $867.6M, distributed across 267 disclosed stock positions.
In Q4 2024, CRA Financial Services, LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 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 | 8.67% | +0.11% | +0.41% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.05% | +0.08% | +0.16% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.01% | -0.27% | +208.43% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.48% | +0.15% | +307.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.39% | +0.45% | +1.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.19% | +0.25% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.87% | -0.08% | -6.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.10% | +4.76% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | +0.10% | +6.14% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.45% | -0.16% | -3.95% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.41% | +0.01% | +0.88% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | +0.28% | +1.81% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.01% | -0.04% | +12.11% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.82% | -0.01% | +5.65% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | +0.05% | -2.91% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.11% | -0.09% | |
| 17 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.38% | -0.17% | +8.21% | |
| 18 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.12% | -0.13% | +13.84% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.04% | -5.98% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.11% | +22.63% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.09% | +0.34% | |
| 22 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.87% | -0.04% | +7.03% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.15% | -0.29% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | — | -2.44% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | -0.01% | +0.95% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.06% | -0.85% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | -0.01% | +102.90% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | -0.01% | +1.95% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | -0.08% | +15.96% | |
| 30 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.69% | — | +8.77% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.04% | +136.58% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | -0.05% | +1.31% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.22% | +1.74% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | +0.05% | +203.01% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.03% | -1.75% | |
| 36 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.03% | -1.08% | |
| 37 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.02% | -1.89% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | +0.02% | +70.67% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.09% | +1.57% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.01% | +7.42% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.52% | -0.81% | +59.59% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.50% | -0.05% | -0.40% | |
| 43 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.11% | -0.14% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.01% | -5.60% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.47% | -0.10% | +33.75% | |
| 46 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.03% | -1.95% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | +4.51% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.43% | — | +181.14% | |
| 49 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.42% | -0.01% | +5.98% | |
| 50 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.38% | -0.07% | +80.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +0.16% | Add |
| 2 | PDEC | Innovator U.s. Equity Power | +0.4% | +136.58% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +4.76% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.2% | +70.67% | Add |
| 5 | TSLA | Tesla Inc | +0.2% | +7.42% | Add |
| 6 | CGNG | Cap Group New Geography Eq | +0.2% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.2% | +0.34% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.81% | Add |
| 9 | POCT | Innovator U.s. Equity Power | +0.2% | +253.66% | Add |
| 10 | VCRM | Vanguard Core Tax-ex Bond | +0.2% | NEW | New buy |
| 11 | FBND | Fidelity Total Bond ETF | +0.2% | +59.59% | Add |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +130.07% | Add |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | +0.2% | +80.83% | Add |
| 14 | VSDM | Vanguard Short Tax-ex Bond | +0.2% | NEW | New buy |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +22.63% | Add |
| 16 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 17 | USIG | Ishares Broad Usd Investment | +0.1% | NEW | New buy |
| 18 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | NEW | New buy |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +214.29% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | +0.1% | +307.53% | Add |
| 21 | ZALT | Innovator US Eq 10 Buffer | +0.1% | +13.84% | Add |
| 22 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +33.75% | Add |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +98.99% | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +50.86% | Add |
| 25 | AAPL | Apple Inc | +0.1% | +0.41% | Add |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -5.91% | Trim |
| 27 | BF-B | Brown-forman Corp-class B | +0.1% | NEW | New buy |
| 28 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | NEW | New buy |
| 29 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 30 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | -0.29% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +4.51% | Add |
| 33 | NFLX | Netflix Inc | +0.1% | -1.19% | Trim |
| 34 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +25.71% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +6.14% | Add |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +12.11% | Add |
| 37 | BALT | Inn Defined Wealth Shield | 0% | +8.21% | Add |
| 38 | V | Visa Inc-class A Shares | 0% | -2.44% | Trim |
| 39 | VCIT | Vanguard Int-term Corporate | 0% | +15.96% | Add |
| 40 | IVVM | Ishar Lc Md Qur Ld Etf-us In | 0% | +7.03% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.87% | Add |
| 42 | VO | Vanguard Mid-cap ETF | 0% | +5.65% | Add |
| 43 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 44 | BSJO | Invesco Bulletshares 2024 Hy | -0.1% | EXIT | Sold out |
| 45 | LLY | Eli Lilly & Co | -0.1% | +1.57% | Add |
| 46 | NEE | Nextera Energy Inc | -0.1% | -5.10% | Trim |
| 47 | SCHF | Schwab Intl Equity ETF | -0.1% | +102.90% | Add |
| 48 | HD | Home Depot Inc | -0.2% | -5.98% | Trim |
| 49 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -6.06% | Trim |
| 50 | SDY | Ss Spdr S&p Dividend ETF | -0.5% | -3.95% | 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 Q4 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, AMZN, SCHD) accounted for 17.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
CGNG
市值: $1.2M
Top Position Liquidated / Trimmed
BSJO
前期市值: $571.7K
During Q4 2024, CRA Financial Services, LLC's top holdings by market value included AAPL (8.7%)、AMZN (5.0%)、SCHD (5.0%). The largest single position, AAPL, represented 8.7% of total portfolio value.
In Q4 2024, CRA Financial Services, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 8 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.