| |
|
|
| Name: |
CRA Financial Services LLC |
| City: |
NORTHFIELD |
| State: |
NJ |
| Zip: |
08225 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
23 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GBTC |
Grayscale Bitcoin |
41 |
New |
$0.00 |
$2,053,000 |
32,503 |
0.45% |
2,053,000 |
32,503 |
0.006 |
N/A |
|
|
PMAR |
Innovator S&p 500 Power Buf... |
92 |
New |
$0.00 |
$820,000 |
22,267 |
0.18% |
820,000 |
22,267 |
0.05 |
N/A |
|
|
JCPB |
Jpmorgan Core Plus Bond Etf |
98 |
New |
$0.00 |
$775,000 |
16,625 |
0.17% |
775,000 |
16,625 |
0.018 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
106 |
New |
$0.00 |
$646,000 |
12,808 |
0.14% |
646,000 |
12,808 |
0.015 |
N/A |
|
|
BSCP |
Invesco Bulletshares 2025 C... |
130 |
New |
$20.46 |
$464,000 |
22,710 |
0.1% |
464,000 |
22,710 |
0.007 |
N/A |
|
|
BFEB |
Innovator S&p 500 Buffer Et... |
147 |
New |
$0.00 |
$371,000 |
9,448 |
0.08% |
371,000 |
9,448 |
0.034 |
N/A |
|
|
FBTC |
Fidelity Wise Origin Bitcoi... |
150 |
New |
$0.00 |
$365,000 |
5,875 |
0.08% |
365,000 |
5,875 |
0.065 |
N/A |
|
|
BSCQ |
Invesco Bulletshares 2026 C... |
152 |
New |
$19.19 |
$360,000 |
18,758 |
0.08% |
360,000 |
18,758 |
0.007 |
N/A |
|
|
FBND |
Fidelity Total Bond Etf |
166 |
New |
$0.00 |
$325,000 |
7,179 |
0.07% |
325,000 |
7,179 |
0.002 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
181 |
New |
$84.71 |
$290,000 |
3,431 |
0.06% |
290,000 |
3,431 |
0.001 |
Closed - End Fund - E... |
|
|
GE |
General Electric Co |
189 |
New |
$163.38 |
$284,000 |
1,618 |
0.06% |
284,000 |
1,618 |
0 |
Conglomerates |
|
|
VYMI |
Vanguard International High... |
195 |
New |
$0.00 |
$268,000 |
3,902 |
0.06% |
268,000 |
3,902 |
0.004 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
208 |
New |
$0.00 |
$246,000 |
4,225 |
0.05% |
246,000 |
4,225 |
0 |
N/A |
|
|
AXP |
American Express Co |
216 |
New |
$242.30 |
$232,000 |
1,017 |
0.05% |
232,000 |
1,017 |
0 |
Credit Services |
|
|
WM |
Waste Management Inc |
222 |
New |
$211.49 |
$227,000 |
1,066 |
0.05% |
227,000 |
1,066 |
0 |
Waste Management |
|
|
JAAA |
Janus Henderson Aaa Clo Etf |
224 |
New |
$0.00 |
$223,000 |
4,403 |
0.05% |
223,000 |
4,403 |
0.005 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
231 |
New |
$259.92 |
$207,000 |
764 |
0.04% |
207,000 |
764 |
0 |
Closed - End Fund - E... |
|
|
NSC |
Norfolk Southern Corp |
230 |
New |
$249.65 |
$207,000 |
813 |
0.04% |
207,000 |
813 |
0.002 |
Railroads |
|
|
CMI |
Cummins Inc |
233 |
New |
$298.61 |
$202,000 |
685 |
0.04% |
202,000 |
685 |
0 |
Diversified Machinery |
|
|
IWV |
iShares Tr Russell 3000 Indx |
232 |
New |
$297.71 |
$202,000 |
672 |
0.04% |
202,000 |
672 |
0.002 |
Closed - End Fund - E... |
|
|
ATAI |
Atai Life Sciences B.v. |
235 |
New |
$1.89 |
$25,000 |
12,903 |
0.01% |
25,000 |
12,903 |
0.008 |
N/A |
|
|
SEEL |
Seelos Therapeutics Inc |
237 |
New |
$0.11 |
$7,000 |
11,889 |
0% |
7,000 |
11,889 |
0.058 |
Drug Manufacturers - ... |
|
|
WWR |
Westwater Resources Inc |
238 |
New |
$0.19 |
$7,000 |
15,000 |
0% |
7,000 |
15,000 |
0 |
Industrial Metals & M... |
|
