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CRA Financial Services

Latest statistics and disclosures from CRA Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SCHG, SCHD, AMZN, QQQ, and represent 23.67% of CRA Financial Services's stock portfolio.
Added to shares of these 10 stocks: BALT, ZALT, ORCL, BSCR, DGRW, VBIL, PJUL, VOO, VXUS, SCHF.
Started 20 new stock positions in JBBB, MFSV, PSX, FETH, NOC, BSJR, MFSM, TQQQ, WEC, RDDT. VGMS, VTC, MS, AMD, BINC, FHEQ, CFG, VCRB, Innovator Etfs Trust, GLW.
Reduced shares in these 10 stocks: BSCP, PAUG, PJAN, VIG, MUB, UAUG, BSMP, EOG, BF.B, TSLA.
Sold out of its positions in BF.B, EOG, BSMP, MUB.
CRA Financial Services was a net buyer of stock by $27M.
CRA Financial Services has $731M in assets under management (AUM), dropping by 11.75%.
Central Index Key (CIK): 0001765594

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Portfolio Holdings for CRA Financial Services

CRA Financial Services holds 294 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.1	$52M		203k	254.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.6	$33M	+2%	1.0M	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.5	$33M		1.2M	27.30	View chart
Amazon (AMZN)	4.1	$30M		136k	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$25M	+2%	42k	600.37	View chart
NVIDIA Corporation (NVDA)	3.3	$24M	+3%	130k	186.58	View chart
Microsoft Corporation (MSFT)	2.9	$21M		41k	517.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$19M	+3%	29k	669.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$18M		81k	215.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$16M		67k	243.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.2	$16M	+8%	183k	88.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$16M	+2%	63k	254.28	View chart
Spdr Series Trust S&p Divid Etf (SDY)	1.9	$14M		101k	140.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$14M	+4%	46k	293.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$14M		20k	666.18	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.7	$13M	+21%	389k	32.82	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.7	$12M	+21%	380k	31.88	View chart
Meta Platforms Cl A (META)	1.5	$11M		15k	734.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$11M	+11%	17k	612.37	View chart
Broadcom (AVGO)	1.1	$8.0M		24k	329.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$7.8M	+14%	334k	23.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.9	$6.9M	-2%	164k	42.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$6.8M		28k	243.55	View chart
Home Depot (HD)	0.9	$6.7M		17k	405.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$6.0M	+10%	118k	50.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.7M	+2%	11k	502.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$5.6M	+13%	121k	46.24	View chart
Visa Com Cl A (V)	0.8	$5.5M		16k	341.39	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.7	$5.5M		160k	34.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$5.5M	-2%	29k	189.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$4.7M		72k	65.26	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$4.5M	+9%	89k	50.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$4.3M	+9%	50k	84.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$4.3M		9.1k	468.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$4.1M	-4%	158k	25.71	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.0M		35k	112.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$4.0M	+7%	47k	84.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$3.9M	+38%	85k	45.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$3.9M	+25%	198k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$3.9M	+49%	197k	19.71	View chart
Mastercard Incorporated Cl A (MA)	0.5	$3.9M		6.8k	568.84	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.7M	+2%	12k	315.43	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.5	$3.4M	+48%	45k	75.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$3.4M	-15%	74k	45.80	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$3.2M	+12%	60k	53.66	View chart
Netflix (NFLX)	0.4	$3.1M		2.6k	1199.01	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$3.1M	-2%	25k	122.45	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$3.0M		79k	38.36	View chart
Eli Lilly & Co. (LLY)	0.4	$3.0M		4.0k	762.96	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$3.0M	+9%	42k	72.26	View chart
Tesla Motors (TSLA)	0.4	$3.0M	-6%	6.7k	444.73	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$2.8M	-19%	67k	42.47	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$2.7M	-2%	31k	87.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.7M		23k	118.83	View chart
Capital Group New Geography SHS (CGNG)	0.4	$2.7M	+10%	87k	30.90	View chart
Chevron Corporation (CVX)	0.4	$2.7M		17k	155.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$2.6M		59k	43.91	View chart
Marvell Technology (MRVL)	0.4	$2.6M	+22%	31k	84.07	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$2.6M		29k	89.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$2.6M	-37%	123k	20.69	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.5M	+6%	67k	37.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.4M		82k	29.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$2.4M	+15%	117k	20.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.4M	+4%	6.7k	355.47	View chart
Bank of America Corporation (BAC)	0.3	$2.3M		44k	51.59	View chart
Nextera Energy (NEE)	0.3	$2.2M		30k	75.49	View chart
Abbvie (ABBV)	0.3	$2.2M	+2%	9.6k	231.54	View chart
Oracle Corporation (ORCL)	0.3	$2.2M	+239%	7.8k	281.24	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$2.2M	+9%	22k	99.81	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$2.1M	-2%	24k	89.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.0M		2.7k	746.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.0M	+15%	6.2k	328.17	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.3	$2.0M	+11%	41k	49.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.0M	-5%	4.2k	479.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.0M	+7%	20k	99.53	View chart
Walt Disney Company (DIS)	0.3	$1.9M		17k	114.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.9M		46k	41.06	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.3	$1.9M	+8%	25k	75.25	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$1.9M	-2%	17k	110.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.9M	-2%	67k	27.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.7M	+16%	8.3k	206.50	View chart
Palo Alto Networks (PANW)	0.2	$1.7M	+4%	8.3k	203.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.7M		8.9k	186.49	View chart
Caterpillar (CAT)	0.2	$1.7M		3.5k	477.15	View chart
Procter & Gamble Company (PG)	0.2	$1.7M		11k	153.65	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M		16k	103.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.6M		37k	43.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M	+3%	6.4k	247.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.6M	+191%	21k	73.46	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	+2%	1.7k	925.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.6M	+12%	11k	140.94	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.5M	+7%	8.5k	182.42	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		8.3k	185.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.5M	+5%	3.1k	490.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.5M	+10%	11k	142.10	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754200.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.5M	-10%	3.2k	463.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.4M	+4%	21k	68.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.4M		15k	91.42	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.4M	+4%	18k	76.70	View chart
International Business Machines (IBM)	0.2	$1.4M	+4%	4.8k	282.17	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.3M	+11%	69k	18.81	View chart
Qualcomm (QCOM)	0.2	$1.3M		7.7k	166.36	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.2M	-4%	14k	89.34	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.2M	+4%	17k	72.44	View chart
McDonald's Corporation (MCD)	0.2	$1.2M		3.9k	303.90	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.2	$1.2M		42k	28.05	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.2M		2.3k	499.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.1M		29k	39.69	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.1M	+7%	22k	47.55	View chart
Constellation Energy (CEG)	0.1	$1.1M	+18%	3.2k	329.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.1M	+9%	5.2k	203.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.0M	-2%	12k	87.21	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M		8.5k	120.72	View chart
Merck & Co (MRK)	0.1	$959k	-15%	11k	83.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$958k	-6%	23k	41.15	View chart
Pepsi (PEP)	0.1	$955k	+2%	6.8k	140.44	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$945k	-5%	36k	26.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$933k		24k	38.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$902k		39k	23.06	View chart
Coca-Cola Company (KO)	0.1	$900k		14k	66.32	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$890k	+9%	16k	57.25	View chart
Raytheon Technologies Corp (RTX)	0.1	$883k		5.3k	167.32	View chart
UnitedHealth (UNH)	0.1	$846k	-14%	2.4k	345.30	View chart
Uber Technologies (UBER)	0.1	$839k	+6%	8.6k	97.97	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$833k		19k	44.69	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$832k		49k	16.90	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$830k	+45%	17k	48.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$822k		3.2k	256.45	View chart
Vanguard World Health Car Etf (VHT)	0.1	$818k	-12%	3.2k	259.56	View chart
Cisco Systems (CSCO)	0.1	$801k	+3%	12k	68.42	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$799k	NEW	26k	30.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$799k		3.3k	241.99	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$794k	+36%	30k	26.84	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$771k	NEW	9.8k	78.41	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$766k		23k	33.53	View chart
Honeywell International (HON)	0.1	$761k	-15%	3.6k	210.49	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$760k		3.6k	209.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$745k	-4%	8.5k	87.31	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$743k		23k	32.80	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$741k		9.3k	79.95	View chart
Abbott Laboratories (ABT)	0.1	$733k	+6%	5.5k	133.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$729k	-25%	19k	39.31	View chart
Boeing Company (BA)	0.1	$723k	-2%	3.4k	215.81	View chart
Ge Aerospace Com New (GE)	0.1	$719k	+15%	2.4k	300.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$713k	+191%	17k	42.95	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$707k		14k	52.22	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$689k	+16%	11k	62.22	View chart
Goldman Sachs (GS)	0.1	$668k	+2%	839.00	795.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$646k	-6%	9.4k	68.46	View chart
Lowe's Companies (LOW)	0.1	$640k		2.5k	251.31	View chart
Altria (MO)	0.1	$622k	+7%	9.4k	66.06	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$617k	-5%	8.7k	71.11	View chart
Amgen (AMGN)	0.1	$604k		2.1k	282.20	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$601k	+11%	11k	56.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$600k		2.1k	281.84	View chart
McKesson Corporation (MCK)	0.1	$587k	-2%	760.00	772.54	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$575k		11k	52.65	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$556k		8.1k	68.58	View chart
Deere & Company (DE)	0.1	$542k		1.2k	457.09	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$527k		4.7k	112.14	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$519k		5.4k	95.89	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$517k	-2%	9.7k	53.02	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$511k		4.6k	110.38	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$508k		11k	47.25	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$507k		10k	49.66	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$505k		4.2k	120.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$504k		13k	39.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$498k		7.0k	71.37	View chart
Philip Morris International (PM)	0.1	$494k	-2%	3.0k	162.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$488k		2.9k	170.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$482k	-4%	16k	29.39	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$482k	NEW	6.1k	78.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$480k	+42%	8.4k	57.10	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$477k		14k	34.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$469k	+5%	1.7k	279.29	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$467k		16k	29.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$463k		15k	31.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$462k		10k	45.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$461k		6.3k	72.77	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.1	$454k	NEW	8.8k	51.77	View chart
Blackrock (BLK)	0.1	$452k	+2%	388.00	1165.87	View chart
Enterprise Products Partners (EPD)	0.1	$452k		15k	31.27	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$452k	-7%	13k	36.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$449k	+10%	753.00	596.03	View chart
Duke Energy Corp Com New (DUK)	0.1	$429k	+2%	3.5k	123.75	View chart
ConocoPhillips (COP)	0.1	$429k		4.5k	94.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$423k		16k	26.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$421k		7.0k	59.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$417k		3.0k	139.17	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$413k	NEW	7.8k	53.24	View chart
Coinbase Global Com Cl A (COIN)	0.1	$410k	-15%	1.2k	337.49	View chart
PPL Corporation (PPL)	0.1	$405k		11k	37.16	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$404k		8.4k	47.93	View chart
United Parcel Service CL B (UPS)	0.1	$402k	-33%	4.8k	83.53	View chart
American Intl Group Com New (AIG)	0.1	$396k		5.0k	78.54	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$396k	+6%	13k	29.62	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$394k		2.6k	154.21	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$393k	-3%	7.4k	53.19	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$385k		8.9k	43.50	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$385k		2.6k	150.86	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$384k		2.8k	137.20	View chart
Wells Fargo & Company (WFC)	0.1	$382k	+3%	4.6k	83.83	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$375k	+2%	16k	23.40	View chart
Fiserv (FI)	0.1	$373k		2.9k	128.93	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$373k		8.1k	46.12	View chart
Boston Scientific Corporation (BSX)	0.1	$373k		3.8k	97.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$365k		3.8k	96.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$357k		2.5k	145.62	View chart
American Express Company (AXP)	0.0	$357k	+3%	1.1k	332.16	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$354k		6.6k	53.87	View chart
Marathon Petroleum Corp (MPC)	0.0	$353k		1.8k	192.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$351k		11k	33.02	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$350k		2.7k	129.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$349k		2.4k	142.41	View chart
Linde SHS (LIN)	0.0	$348k	+55%	732.00	474.81	View chart
Public Service Enterprise (PEG)	0.0	$346k		4.1k	83.46	View chart
American Centy Etf Tr Large Cap Equity (ACLC)	0.0	$345k	-2%	4.5k	77.22	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$343k		13k	26.30	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.0	$335k	NEW	14k	24.83	View chart
Ge Vernova (GEV)	0.0	$335k		545.00	615.01	View chart
General Dynamics Corporation (GD)	0.0	$327k		960.00	341.00	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$327k		338.00	968.09	View chart
Fidelity Ethereum SHS (FETH)	0.0	$324k	NEW	7.8k	41.55	View chart
Travelers Companies (TRV)	0.0	$321k		1.2k	279.22	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$319k		7.0k	45.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$316k		4.3k	73.49	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$310k	-3%	5.4k	57.47	View chart
Paychex (PAYX)	0.0	$303k		2.4k	126.76	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$301k	+8%	2.0k	148.61	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$297k	-14%	2.1k	141.50	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$291k		7.7k	37.86	View chart
Micron Technology (MU)	0.0	$291k	-6%	1.7k	167.33	View chart
Norfolk Southern (NSC)	0.0	$289k		961.00	300.41	View chart
Cummins (CMI)	0.0	$287k		680.00	422.37	View chart
Advanced Micro Devices (AMD)	0.0	$284k	NEW	1.8k	161.79	View chart
Charles Schwab Corporation (SCHW)	0.0	$281k		2.9k	95.47	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$281k		4.1k	68.96	View chart
salesforce (CRM)	0.0	$280k		1.2k	236.93	View chart
Vanguard World Energy Etf (VDE)	0.0	$279k		2.2k	125.84	View chart
Bank of New York Mellon Corporation (BK)	0.0	$278k		2.5k	108.96	View chart
Verizon Communications (VZ)	0.0	$277k	+21%	6.3k	43.95	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$277k	+3%	3.4k	80.65	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$276k	-3%	2.2k	125.95	View chart
MercadoLibre (MELI)	0.0	$276k	+9%	118.00	2336.94	View chart
Waste Management (WM)	0.0	$274k	+3%	1.2k	220.81	View chart
Exelon Corporation (EXC)	0.0	$274k	+16%	6.1k	45.01	View chart
Southern Company (SO)	0.0	$273k	+3%	2.9k	94.77	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$270k		6.2k	43.92	View chart
Corning Incorporated (GLW)	0.0	$267k	NEW	3.3k	82.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$266k	+17%	3.4k	78.09	View chart
FedEx Corporation (FDX)	0.0	$263k	-6%	1.1k	235.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$262k	-3%	2.4k	108.71	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$261k		1.2k	211.90	View chart
Comcast Corp Cl A (CMCSA)	0.0	$259k	-34%	8.2k	31.42	View chart
BP Sponsored Adr (BP)	0.0	$258k		7.5k	34.46	View chart
Shell Spon Ads (SHEL)	0.0	$258k		3.6k	71.53	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$246k		8.2k	30.07	View chart
PNC Financial Services (PNC)	0.0	$246k	+2%	1.2k	200.93	View chart
Intuitive Surgical Com New (ISRG)	0.0	$245k		548.00	447.23	View chart
Innovator Etfs Trust Equity Dual Dirc	0.0	$244k	NEW	12k	20.93	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$243k	-6%	2.1k	118.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$242k		824.00	293.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$242k		2.1k	113.88	View chart
Starbucks Corporation (SBUX)	0.0	$241k		2.9k	84.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$241k		2.6k	93.38	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$239k	NEW	5.0k	48.17	View chart
Northrop Grumman Corporation (NOC)	0.0	$237k	NEW	389.00	609.32	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$237k	-2%	4.7k	50.63	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$234k		9.5k	24.72	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$233k	NEW	2.3k	103.40	View chart
Selective Insurance (SIGI)	0.0	$231k		2.8k	81.07	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$230k	NEW	10k	22.74	View chart
Pfizer (PFE)	0.0	$229k	-8%	9.0k	25.48	View chart
Citizens Financial (CFG)	0.0	$228k	NEW	4.3k	53.16	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$227k	-9%	600.00	378.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$227k		5.8k	38.89	View chart
Reddit Cl A (RDDT)	0.0	$224k	NEW	975.00	229.99	View chart
Adams Express Company (ADX)	0.0	$223k		10k	22.30	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$220k		5.9k	37.47	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.0	$220k	NEW	8.4k	26.14	View chart
Stryker Corporation (SYK)	0.0	$213k		575.00	369.67	View chart
Ford Motor Company (F)	0.0	$210k		18k	11.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$208k	-11%	6.2k	33.37	View chart
Novartis Sponsored Adr (NVS)	0.0	$207k	-13%	1.6k	128.24	View chart
Wec Energy Group (WEC)	0.0	$206k	NEW	1.8k	114.60	View chart
Morgan Stanley Com New (MS)	0.0	$205k	NEW	1.3k	159.00	View chart
Phillips 66 (PSX)	0.0	$204k	NEW	1.5k	136.02	View chart
DNP Select Income Fund (DNP)	0.0	$204k		20k	10.01	View chart
Adobe Systems Incorporated (ADBE)	0.0	$200k	+4%	568.00	352.75	View chart
Atai Life Sciences Nv SHS (ATAI)	0.0	$68k		13k	5.29	View chart
Cabaletta Bio (CABA)	0.0	$35k	+36%	15k	2.34	View chart
Aclaris Therapeutics (ACRS)	0.0	$34k		18k	1.90	View chart
Westwater Res Com New (WWR)	0.0	$14k		15k	0.95	View chart

Past Filings by CRA Financial Services

SEC 13F filings are viewable for CRA Financial Services going back to 2018

CRA Financial Services 2025 Q3 filed Oct. 16, 2025
CRA Financial Services 2025 Q2 filed July 14, 2025
CRA Financial Services 2025 Q1 filed April 16, 2025
CRA Financial Services 2024 Q4 filed Jan. 31, 2025
CRA Financial Services 2024 Q3 filed Oct. 10, 2024
CRA Financial Services 2024 Q2 filed July 12, 2024
CRA Financial Services 2024 Q1 filed April 17, 2024
CRA Financial Services 2023 Q4 filed Feb. 1, 2024
CRA Financial Services 2023 Q3 filed Oct. 13, 2023
CRA Financial Services 2023 Q2 filed July 11, 2023
CRA Financial Services 2023 Q1 filed April 6, 2023
CRA Financial Services 2022 Q4 filed Jan. 24, 2023
CRA Financial Services 2022 Q3 filed Oct. 24, 2022
CRA Financial Services 2022 Q2 filed July 21, 2022
CRA Financial Services 2022 Q1 filed April 15, 2022
CRA Financial Services 2021 Q4 filed Jan. 20, 2022

View all past filings

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