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CIK: 0001765594
Total reported value
$867.6M
$867.6M
271 檔
16.8%
The Q1 2025 SEC filing reveals that CRA Financial Services, LLC held a total portfolio value of $867.6M, covering 271 public equity positions.
In Q1 2025, CRA Financial Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.71% | +0.11% | +0.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.40% | -0.27% | +5.64% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.40% | +0.08% | +0.74% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.21% | +0.15% | +4.85% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.19% | +0.45% | +2.81% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.75% | -0.08% | -2.74% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.19% | +1.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.10% | +2.29% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.40% | -0.16% | -4.22% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.29% | +0.01% | +3.30% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.10% | +5.04% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.25% | -0.04% | +13.65% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.88% | -0.01% | +5.57% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.28% | +0.22% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | +0.05% | +16.56% | |
| 16 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.47% | -0.17% | +7.16% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.11% | +2.48% | |
| 18 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.27% | -0.13% | +14.26% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.11% | +33.43% | |
| 20 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.08% | -0.04% | +68.24% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.04% | +0.73% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.06% | +1.96% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | — | +3.77% | |
| 24 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.90% | -0.04% | +4.17% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.88% | -0.01% | +11.50% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.85% | -0.01% | -3.32% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.79% | +0.02% | +34.83% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.01% | -0.82% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.77% | -0.81% | +47.63% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.15% | +2.79% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.22% | +2.45% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.69% | — | +0.09% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.09% | +2.96% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.67% | -0.45% | +214.50% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.05% | -4.64% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.02% | +10.41% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.63% | -0.08% | -18.82% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | +0.05% | +0.86% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.09% | -3.12% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.03% | +1.10% | |
| 41 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.03% | -6.91% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.54% | -0.05% | -0.93% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.49% | -0.02% | +39.20% | |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.48% | -0.10% | +3.69% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +4.83% | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.11% | -6.19% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.43% | -0.01% | +0.53% | |
| 48 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.03% | -1.33% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.01% | -3.14% | |
| 50 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.41% | -0.07% | +7.36% |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 271 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHD, AMZN) accounted for 16.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $45.0M
During Q1 2025, CRA Financial Services, LLC's top holdings by market value included AAPL (7.7%)、SCHD (5.4%)、AMZN (4.4%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q1 2025, CRA Financial Services, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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