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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, SCHD, AMZN, SCHG, QQQ, and represent 24.91% of CRA Financial Services's stock portfolio.
Added to shares of these 10 stocks: JAAA, PDEC, VOO, SCHD, DGRW, FBND, SPY, PMAR, JPST, SCHG.
Started 13 new stock positions in MELI, BK, VDE, CABA, JBBB, SCHX, ADP, NSC, NVS, FNDX. DFIV, EFA, VEU.
Reduced shares in these 10 stocks: CGXU, VCIT, SDY, VIG, ABBV, SHOP, PAUG, BTC, BAPR, .
Sold out of its positions in SPXL, GIS, BTC, UNOV, BAPR, IWO, NOC, SHOP, TGT.
CRA Financial Services was a net buyer of stock by $28M.
CRA Financial Services has $584M in assets under management (AUM), dropping by 0.28%.
Central Index Key (CIK): 0001765594

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Portfolio Holdings for CRA Financial Services

CRA Financial Services holds 271 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.7	$45M		203k	222.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.4	$32M	+5%	1.1M	27.96	View chart
Amazon (AMZN)	4.4	$26M		135k	190.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.2	$25M	+4%	982k	25.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$19M	+2%	40k	468.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$16M	-2%	83k	193.99	View chart
Microsoft Corporation (MSFT)	2.7	$16M		42k	375.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$15M	+2%	26k	561.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.4	$14M	-4%	103k	135.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$13M	+3%	60k	221.75	View chart
NVIDIA Corporation (NVDA)	2.3	$13M	+5%	122k	108.38	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.2	$13M	+13%	165k	79.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$11M	+5%	43k	258.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$10M		67k	154.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$9.5M	+16%	17k	559.38	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.5	$8.6M	+7%	274k	31.38	View chart
Meta Platforms Cl A (META)	1.4	$8.2M	+2%	14k	576.34	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.3	$7.4M	+14%	250k	29.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$7.1M	+33%	14k	513.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.1	$6.3M	+68%	168k	37.60	View chart
Home Depot (HD)	1.0	$6.0M		17k	366.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$5.8M		11k	532.58	View chart
Visa Com Cl A (V)	1.0	$5.7M	+3%	16k	350.47	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.9	$5.3M	+4%	172k	30.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$5.1M	+11%	30k	173.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$5.0M	-3%	253k	19.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$4.6M	+34%	91k	50.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$4.6M		79k	58.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$4.5M	+47%	99k	45.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$4.3M	+2%	27k	156.23	View chart
Exxon Mobil Corporation (XOM)	0.7	$4.1M	+2%	35k	118.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.7	$4.0M		196k	20.68	View chart
Broadcom (AVGO)	0.7	$4.0M	+2%	24k	167.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$3.9M	+214%	77k	50.71	View chart
Mastercard Incorporated Cl A (MA)	0.6	$3.8M	-4%	6.9k	548.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$3.7M	+10%	89k	41.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$3.7M	-18%	45k	81.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.5M		162k	21.53	View chart
Eli Lilly & Co. (LLY)	0.6	$3.4M	-3%	4.1k	825.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$3.3M		9.1k	361.09	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$3.2M	-6%	86k	37.78	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$3.1M		26k	121.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$2.9M	+39%	39k	73.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$2.8M	+3%	145k	19.48	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.7M	+4%	11k	245.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$2.6M	-6%	65k	40.19	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$2.5M		32k	79.37	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$2.5M		69k	35.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.4M	-3%	23k	104.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$2.4M	+7%	121k	19.59	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.3M	+24%	36k	65.21	View chart
Chevron Corporation (CVX)	0.4	$2.3M	+4%	14k	167.29	View chart
Netflix (NFLX)	0.4	$2.3M	+9%	2.5k	932.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$2.3M	+118%	56k	39.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.2M	-5%	85k	26.20	View chart
Nextera Energy (NEE)	0.4	$2.1M	+2%	30k	70.89	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$2.0M	+13%	97k	20.35	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$2.0M	+2%	29k	68.07	View chart
Abbvie (ABBV)	0.3	$1.9M	-15%	9.3k	209.51	View chart
Tesla Motors (TSLA)	0.3	$1.9M	-2%	7.5k	259.16	View chart
Capital Group New Geography SHS (CGNG)	0.3	$1.9M	+54%	74k	25.16	View chart
Bank of America Corporation (BAC)	0.3	$1.8M	+2%	44k	41.73	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$1.8M	+15%	57k	32.28	View chart
Procter & Gamble Company (PG)	0.3	$1.8M	-3%	11k	170.41	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$1.8M	+40%	44k	39.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.8M	+2%	47k	37.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.7M	+4%	6.0k	288.14	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$1.7M		17k	96.51	View chart
Walt Disney Company (DIS)	0.3	$1.7M		17k	98.70	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$1.6M	-8%	25k	65.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.6M	-3%	4.4k	370.82	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.6M		2.00	798441.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.6M	+6%	67k	23.43	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	-3%	9.3k	165.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.5M		17k	87.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.5M		8.8k	172.74	View chart
UnitedHealth (UNH)	0.3	$1.5M	-3%	2.9k	523.78	View chart
Costco Wholesale Corporation (COST)	0.3	$1.5M	+13%	1.6k	945.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.5M		2.7k	542.38	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.3	$1.5M		57k	25.79	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$1.4M	+48%	19k	74.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.4M	-4%	37k	38.85	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.4M	+4%	3.3k	419.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M	+21%	5.0k	274.84	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.4M	+45%	19k	71.97	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M		15k	87.79	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.2	$1.3M	+73%	26k	49.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.3M	+2%	9.5k	134.29	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.3M	+45%	17k	75.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.3M	+5%	14k	93.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.3M		6.7k	190.58	View chart
Palo Alto Networks (PANW)	0.2	$1.3M	+3%	7.4k	170.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M		9.8k	128.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.3M		20k	61.78	View chart
McDonald's Corporation (MCD)	0.2	$1.2M	+10%	4.0k	312.33	View chart
Qualcomm (QCOM)	0.2	$1.2M	+2%	7.9k	153.61	View chart
International Business Machines (IBM)	0.2	$1.2M	-7%	4.6k	248.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.1M	-3%	13k	90.54	View chart
Caterpillar (CAT)	0.2	$1.1M	-12%	3.4k	329.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.1M	+13%	60k	18.53	View chart
Merck & Co (MRK)	0.2	$1.1M		12k	89.76	View chart
Pepsi (PEP)	0.2	$1.1M	-6%	7.0k	149.93	View chart
Marvell Technology (MRVL)	0.2	$1.0M	+133%	17k	61.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.0M	+7%	29k	35.82	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.0M	-2%	3.8k	264.73	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.0M		2.2k	446.71	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.2	$1.0M		40k	24.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$997k	+13%	2.8k	352.58	View chart
Coca-Cola Company (KO)	0.2	$994k		14k	71.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$980k		12k	78.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$969k	-14%	26k	37.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$961k	+58%	5.0k	193.02	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$960k		16k	60.48	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$934k	+10%	20k	47.04	View chart
Honeywell International (HON)	0.2	$901k		4.3k	211.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$891k	+7%	27k	32.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$889k	+3%	4.7k	188.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$867k		38k	23.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$863k	-3%	25k	34.62	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$814k	-8%	17k	48.40	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$812k	+22%	49k	16.59	View chart
United Parcel Service CL B (UPS)	0.1	$803k	-3%	7.3k	109.99	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$777k		15k	51.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$769k	+104%	19k	41.21	View chart
Amgen (AMGN)	0.1	$719k	-2%	2.3k	311.55	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$719k		23k	30.74	View chart
Cisco Systems (CSCO)	0.1	$708k		12k	61.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$704k	+117%	7.6k	92.83	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$682k	-8%	23k	29.78	View chart
Raytheon Technologies Corp (RTX)	0.1	$672k	+2%	5.1k	132.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$670k	-14%	8.9k	75.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$668k		3.4k	199.48	View chart
Abbott Laboratories (ABT)	0.1	$659k	-4%	5.0k	132.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$653k		3.2k	202.13	View chart
Fiserv (FI)	0.1	$631k		2.9k	220.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$617k	+21%	7.3k	84.40	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$603k	+36%	10k	59.75	View chart
Lowe's Companies (LOW)	0.1	$597k	+10%	2.6k	233.23	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$581k		12k	47.70	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$571k	-9%	3.7k	153.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$557k	-14%	19k	29.75	View chart
Deere & Company (DE)	0.1	$553k		1.2k	469.16	View chart
Boeing Company (BA)	0.1	$552k		3.2k	170.54	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$551k	-5%	9.2k	60.03	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$548k		9.1k	59.94	View chart
Constellation Energy (CEG)	0.1	$543k		2.7k	201.63	View chart
Philip Morris International (PM)	0.1	$538k		3.4k	158.73	View chart
Altria (MO)	0.1	$522k	+67%	8.7k	60.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$504k		13k	40.41	View chart
Comcast Corp Cl A (CMCSA)	0.1	$502k	-10%	14k	36.90	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$494k	-19%	12k	42.45	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$489k		11k	46.63	View chart
ConocoPhillips (COP)	0.1	$483k	-2%	4.6k	105.03	View chart
Enterprise Products Partners (EPD)	0.1	$480k	+111%	14k	34.14	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$473k		9.5k	49.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$465k	+92%	18k	26.35	View chart
Uber Technologies (UBER)	0.1	$458k	+67%	6.3k	72.86	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$458k	+3%	5.5k	83.28	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$457k		4.6k	98.70	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$446k	+31%	11k	41.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$444k	+19%	7.1k	62.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$440k		2.1k	206.49	View chart
American Intl Group Com New (AIG)	0.1	$437k		5.0k	86.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$433k	+4%	3.0k	146.01	View chart
Goldman Sachs (GS)	0.1	$432k		790.00	546.43	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$427k	+20%	14k	31.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$423k	NEW	7.0k	60.66	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$419k	-16%	8.0k	52.41	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$419k		16k	26.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$410k		3.4k	121.97	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$409k	+33%	9.1k	44.88	View chart
PPL Corporation (PPL)	0.1	$408k	+4%	11k	36.11	View chart
Ge Aerospace Com New (GE)	0.1	$400k		2.0k	200.14	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$392k	-2%	13k	30.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$390k	+7%	2.8k	139.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$385k		6.5k	58.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$380k	+94%	4.1k	92.79	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$371k	-7%	8.9k	41.86	View chart
McKesson Corporation (MCK)	0.1	$370k		550.00	672.99	View chart
Paychex (PAYX)	0.1	$366k		2.4k	154.28	View chart
Blackrock (BLK)	0.1	$363k	+10%	384.00	946.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$362k	+8%	679.00	533.48	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$360k	+5%	2.7k	131.06	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$357k		4.3k	82.79	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$354k	-16%	7.6k	46.37	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$353k		9.3k	38.19	View chart
Boston Scientific Corporation (BSX)	0.1	$352k	+18%	3.5k	100.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$349k		4.1k	85.08	View chart
Public Service Enterprise (PEG)	0.1	$345k		4.2k	82.30	View chart
Brown Forman Corp CL B (BF.B)	0.1	$340k	-23%	10k	33.94	View chart
Wec Energy Group (WEC)	0.1	$333k		3.1k	108.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$330k	+37%	6.5k	50.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$330k	-3%	6.6k	49.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$327k		2.7k	119.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$326k		5.7k	57.14	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$326k	-16%	7.6k	43.18	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$326k		14k	23.19	View chart
Waste Management (WM)	0.1	$324k	+23%	1.4k	231.49	View chart
Oracle Corporation (ORCL)	0.1	$322k	+17%	2.3k	139.82	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$322k		4.3k	74.73	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$319k	-77%	13k	24.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$318k	NEW	8.1k	39.36	View chart
Verizon Communications (VZ)	0.1	$314k	+3%	6.9k	45.36	View chart
Travelers Companies (TRV)	0.1	$313k		1.2k	264.46	View chart
American Centy Etf Tr Large Cap Equity (ACLC)	0.1	$312k	+2%	4.8k	65.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$312k		5.7k	54.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$311k		2.5k	124.50	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$311k		11k	29.27	View chart
salesforce (CRM)	0.1	$310k		1.2k	268.46	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$309k	+7%	2.6k	117.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$309k	-11%	2.5k	121.99	View chart
Vanguard World Energy Etf (VDE)	0.0	$288k	NEW	2.2k	129.69	View chart
Wells Fargo & Company (WFC)	0.0	$279k	+32%	3.9k	71.79	View chart
Southern Company (SO)	0.0	$276k		3.0k	91.95	View chart
Starbucks Corporation (SBUX)	0.0	$276k		2.8k	98.09	View chart
American Express Company (AXP)	0.0	$270k		1.0k	269.05	View chart
Selective Insurance (SIGI)	0.0	$270k		2.9k	91.54	View chart
Automatic Data Processing (ADP)	0.0	$269k	NEW	880.00	305.58	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$269k		7.7k	34.91	View chart
FedEx Corporation (FDX)	0.0	$266k	-3%	1.1k	243.86	View chart
Pfizer (PFE)	0.0	$264k	-4%	10k	25.34	View chart
Shell Spon Ads (SHEL)	0.0	$264k		3.6k	73.28	View chart
Marathon Petroleum Corp (MPC)	0.0	$263k		1.8k	145.70	View chart
Exelon Corporation (EXC)	0.0	$262k	-5%	5.7k	46.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$259k	+41%	1.6k	166.00	View chart
General Dynamics Corporation (GD)	0.0	$255k		937.00	272.58	View chart
BP Sponsored Adr (BP)	0.0	$253k	-3%	7.5k	33.79	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$252k		2.4k	105.44	View chart
At&t (T)	0.0	$245k	-10%	8.7k	28.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.0	$245k	-37%	10k	24.48	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$245k		9.6k	25.55	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$244k		6.0k	40.50	View chart
EOG Resources (EOG)	0.0	$244k	+4%	1.9k	128.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$238k	NEW	11k	22.08	View chart
Charles Schwab Corporation (SCHW)	0.0	$237k	-11%	3.0k	78.28	View chart
Intuitive Surgical Com New (ISRG)	0.0	$237k	+20%	478.00	495.27	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$236k		2.7k	88.88	View chart
Coinbase Global Com Cl A (COIN)	0.0	$235k		1.4k	172.23	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$234k	NEW	4.8k	48.67	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$233k	-5%	2.3k	102.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$230k		2.5k	92.39	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$227k	+7%	6.6k	34.25	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$227k	-8%	3.3k	68.01	View chart
Ishares Tr Esg Select Scre (XVV)	0.0	$226k		5.3k	42.79	View chart
Xcel Energy (XEL)	0.0	$225k		3.2k	70.79	View chart
Norfolk Southern (NSC)	0.0	$223k	NEW	941.00	236.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$219k		6.1k	35.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$219k		5.7k	38.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$215k	+4%	879.00	244.76	View chart
Cummins (CMI)	0.0	$215k		685.00	313.44	View chart
Linde SHS (LIN)	0.0	$215k	-30%	461.00	465.64	View chart
Bank of New York Mellon Corporation (BK)	0.0	$214k	NEW	2.6k	83.87	View chart
Stryker Corporation (SYK)	0.0	$214k		574.00	372.25	View chart
Adobe Systems Incorporated (ADBE)	0.0	$214k	+3%	557.00	383.53	View chart
PNC Financial Services (PNC)	0.0	$213k		1.2k	175.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$213k		2.1k	100.00	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$213k		2.2k	96.45	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$212k	+3%	3.3k	63.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$212k		1.7k	121.90	View chart
MercadoLibre (MELI)	0.0	$211k	NEW	108.00	1950.87	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$211k	NEW	8.9k	23.61	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$210k	-11%	14k	15.22	View chart
DNP Select Income Fund (DNP)	0.0	$210k	-8%	21k	9.89	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$210k		660.00	317.64	View chart
Novartis Sponsored Adr (NVS)	0.0	$209k	NEW	1.9k	111.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$206k	NEW	2.5k	81.73	View chart
Adams Express Company (ADX)	0.0	$190k		10k	18.99	View chart
Ford Motor Company (F)	0.0	$171k	-11%	17k	10.03	View chart
Atai Life Sciences Nv SHS (ATAI)	0.0	$18k		13k	1.36	View chart
Cabaletta Bio (CABA)	0.0	$15k	NEW	11k	1.39	View chart
Westwater Res Com New (WWR)	0.0	$8.3k		15k	0.55	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 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
CRA Financial Services 2021 Q3 filed Oct. 12, 2021
CRA Financial Services 2021 Q2 filed July 23, 2021

View all past filings

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