CRA Financial Services

CRA Financial Services as of March 31, 2025

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