The Analysis of CRA Financial Services, LLC's Holdings & P&L


Currently, CRA Financial Services, LLC holds 296 types of securities in its portfolio with a total value $770.1M. In the most recent quarter, they have increased their positions in VTI (+16.7K shares, valued at $5.4M), VYMI (+25.3K shares, valued at $2.4M), DGRW (+23.9K shares, valued at $2.1M); decreased their positions in VIG (-3.9K shares, valued at $835.3K), SDY (-5.6K shares, valued at $816.2K), VB (-2.6K shares, valued at $676.8K); initiated new positions in FMDE (+38.8K shares, valued at $1.4M), JSCP (+13.4K shares, valued at $634.2K), JBND (+7.5K shares, valued at $404.9K).


1M P&L
+108.7K+0.01%
3M P&L
-33.8M-4.31%
HY P&L
-20.5M-2.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A461.2M
67.7%
2Consumer Electronics50.9M
7.5%
3Internet Retail28.6M
4.2%

Top Industries by Stock Count

1N/A177 stocks
64.6%
2Utilities - Regulated Electric6 stocks
2.2%
3Software - Infrastructure6 stocks
2.2%
Stock Holdings
AAPL
APPLE INC
-0.65%
Shares200.5K
Event2026-03-31
Filed2026-04-09
SCHD
SCHWAB STRATEGIC TR
1.14%
Shares1.2M
Event2026-03-31
Filed2026-04-09
SCHG
SCHWAB STRATEGIC TR
2.54%
Shares1.0M
Event2026-03-31
Filed2026-04-09
AMZN
AMAZON COM INC
0.68%
Shares136.2K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TR
INVESCO QQQ TR
0.66%
Shares43.0K
Event2026-03-31
Filed2026-04-09
NVDA
NVIDIA CORPORATION
0.88%
Shares132.4K
Event2026-03-31
Filed2026-04-09
VTI
VANGUARD INDEX FDS
34.48%
Shares65.3K
Event2026-03-31
Filed2026-04-09
IVV
ISHARES TR
5.38%
Shares30.7K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
0.35%
Shares68.2K
Event2026-03-31
Filed2026-04-09
DGRW
WISDOMTREE TR
12.40%
Shares217.1K
Event2026-03-31
Filed2026-04-09
VIG
VANGUARD SPECIALIZED FUNDS
-4.84%
Shares76.3K
Event2026-03-31
Filed2026-04-09
MSFT
MICROSOFT CORP
2.73%
Shares42.4K
Event2026-03-31
Filed2026-04-09
BALT
INNOVATOR ETFS TRUST
6.19%
Shares453.3K
Event2026-03-31
Filed2026-04-09
SPY
STATE STR SPDR S&P 500 ETF T
3.64%
Shares21.7K
Event2026-03-31
Filed2026-04-09
SDY
SPDR SERIES TRUST
-5.64%
Shares93.6K
Event2026-03-31
Filed2026-04-09
ZALT
INNOVATOR ETFS TRUST
4.91%
Shares415.8K
Event2026-03-31
Filed2026-04-09
VB
VANGUARD INDEX FDS
-4.98%
Shares49.3K
Event2026-03-31
Filed2026-04-09
VYMI
VANGUARD WHITEHALL FDS
32.07%
Shares104.1K
Event2026-03-31
Filed2026-04-09
VO
VANGUARD INDEX FDS
-5.12%
Shares32.3K
Event2026-03-31
Filed2026-04-09
SCHF
SCHWAB STRATEGIC TR
4.19%
Shares352.4K
Event2026-03-31
Filed2026-04-09
META
META PLATFORMS INC
0.95%
Shares15.2K
Event2026-03-31
Filed2026-04-09
FBND
FIDELITY MERRIMACK STR TR
32.72%
Shares182.2K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
1.01%
Shares28.2K
Event2026-03-31
Filed2026-04-09
BROADCOM INC
BROADCOM INC
0.35%
Shares24.8K
Event2026-03-31
Filed2026-04-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.74%
Shares12.3K
Event2026-03-31
Filed2026-04-09
JPST
J P MORGAN EXCHANGE TRADED F
9.10%
Shares139.6K
Event2026-03-31
Filed2026-04-09
XOM
EXXON MOBIL CORP
-0.29%
Shares35.4K
Event2026-03-31
Filed2026-04-09
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.36%
Shares29.4K
Event2026-03-31
Filed2026-04-09
PDEC
INNOVATOR ETFS TRUST
-2.53%
Shares131.8K
Event2026-03-31
Filed2026-04-09
JAAA
JANUS DETROIT STR TR
16.05%
Shares107.2K
Event2026-03-31
Filed2026-04-09
IVVM
BLACKROCK ETF TRUST II
-2.31%
Shares157.7K
Event2026-03-31
Filed2026-04-09
HD
HOME DEPOT INC
-0.38%
Shares16.0K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-5.31%
Shares10.7K
Event2026-03-31
Filed2026-04-09
V
VISA INC
-0.53%
Shares16.2K
Event2026-03-31
Filed2026-04-09
BSCQ
INVESCO EXCH TRD SLF IDX FD
13.75%
Shares237.2K
Event2026-03-31
Filed2026-04-09
BSCR
INVESCO EXCH TRD SLF IDX FD
14.03%
Shares224.0K
Event2026-03-31
Filed2026-04-09
IJH
ISHARES TR
-7.25%
Shares64.4K
Event2026-03-31
Filed2026-04-09
AVLV
AMERICAN CENTY ETF TR
4.10%
Shares53.4K
Event2026-03-31
Filed2026-04-09
IWF
ISHARES TR
6.48%
Shares9.9K
Event2026-03-31
Filed2026-04-09
VCIT
VANGUARD SCOTTSDALE FDS
-1.16%
Shares48.9K
Event2026-03-31
Filed2026-04-09
PNOV
INNOVATOR ETFS TRUST
-0.24%
Shares99.0K
Event2026-03-31
Filed2026-04-09
FBCG
FIDELITY COVINGTON TRUST
23.94%
Shares79.2K
Event2026-03-31
Filed2026-04-09
CGNG
CAPITAL GROUP NEW GEOGRAPHY
35.69%
Shares123.6K
Event2026-03-31
Filed2026-04-09
SCHB
SCHWAB STRATEGIC TR
-5.59%
Shares154.3K
Event2026-03-31
Filed2026-04-09
CVX
CHEVRON CORPORATION
4.48%
Shares18.6K
Event2026-03-31
Filed2026-04-09
PJUL
INNOVATOR ETFS TRUST
-2.99%
Shares82.7K
Event2026-03-31
Filed2026-04-09
LLY
ELI LILLY & CO
0.10%
Shares4.0K
Event2026-03-31
Filed2026-04-09
TBUX
T ROWE PRICE ETF INC
23.03%
Shares70.5K
Event2026-03-31
Filed2026-04-09
PJAN
INNOVATOR ETFS TRUST
5.16%
Shares75.6K
Event2026-03-31
Filed2026-04-09
JPM
JPMORGAN CHASE & CO
0.15%
Shares11.7K
Event2026-03-31
Filed2026-04-09
VXUS
VANGUARD STAR FDS
52.75%
Shares43.8K
Event2026-03-31
Filed2026-04-09
MA
MASTERCARD INCORPORATED
-2.52%
Shares6.6K
Event2026-03-31
Filed2026-04-09
HDV
ISHARES TR
-3.63%
Shares24.1K
Event2026-03-31
Filed2026-04-09
BSCS
INVESCO EXCH TRD SLF IDX FD
25.84%
Shares156.9K
Event2026-03-31
Filed2026-04-09
VBIL
VANGUARD INSTL INDEX FD
-7.29%
Shares42.1K
Event2026-03-31
Filed2026-04-09
POCT
INNOVATOR ETFS TRUST
-1.71%
Shares71.8K
Event2026-03-31
Filed2026-04-09
PAPR
INNOVATOR ETFS TRUST
1.01%
Shares77.6K
Event2026-03-31
Filed2026-04-09
GLD
SPDR GOLD TR
-4.84%
Shares7.0K
Event2026-03-31
Filed2026-04-09
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-0.25%
Shares29.5K
Event2026-03-31
Filed2026-04-09
DLN
WISDOMTREE TR
-0.29%
Shares31.1K
Event2026-03-31
Filed2026-04-09
TCAF
T ROWE PRICE ETF INC
6.02%
Shares77.3K
Event2026-03-31
Filed2026-04-09
PAUG
INNOVATOR ETFS TRUST
-4.89%
Shares63.5K
Event2026-03-31
Filed2026-04-09
PMAR
INNOVATOR ETFS TRUST
15.38%
Shares60.5K
Event2026-03-31
Filed2026-04-09
NFLX
NETFLIX INC.
6.79%
Shares27.9K
Event2026-03-31
Filed2026-04-09
FENI
FIDELITY COVINGTON TRUST
241.41%
Shares71.3K
Event2026-03-31
Filed2026-04-09
NEE
NEXTERA ENERGY INC
-3.76%
Shares28.2K
Event2026-03-31
Filed2026-04-09
IJR
ISHARES TR
-5.97%
Shares20.6K
Event2026-03-31
Filed2026-04-09
ORCL
ORACLE CORP
6.01%
Shares16.9K
Event2026-03-31
Filed2026-04-09
CAT
CATERPILLAR INC
0.98%
Shares3.5K
Event2026-03-31
Filed2026-04-09
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares28.4K
Event2026-03-31
Filed2026-04-09
TSLA
TESLA INC
-6.28%
Shares6.4K
Event2026-03-31
Filed2026-04-09
BSCT
INVESCO EXCH TRD SLF IDX FD
61.44%
Shares121.4K
Event2026-03-31
Filed2026-04-09
BAC
BANK AMERICA CORP
1.38%
Shares45.1K
Event2026-03-31
Filed2026-04-09
SCHM
SCHWAB STRATEGIC TR
-15.75%
Shares66.7K
Event2026-03-31
Filed2026-04-09
JNJ
JOHNSON & JOHNSON
0.25%
Shares8.4K
Event2026-03-31
Filed2026-04-09
AVUV
AMERICAN CENTY ETF TR
-4.29%
Shares18.4K
Event2026-03-31
Filed2026-04-09
WMT
WALMART INC
0.31%
Shares16.0K
Event2026-03-31
Filed2026-04-09
VYM
VANGUARD WHITEHALL FDS
13.14%
Shares13.2K
Event2026-03-31
Filed2026-04-09
VIOO
VANGUARD ADMIRAL FDS INC
0.89%
Shares17.0K
Event2026-03-31
Filed2026-04-09
ABBV
ABBVIE INC
-3.38%
Shares8.9K
Event2026-03-31
Filed2026-04-09
VGT
VANGUARD WORLD FD
-2.11%
Shares2.7K
Event2026-03-31
Filed2026-04-09
VCRM
VANGUARD MUN BD FDS
1.37%
Shares25.2K
Event2026-03-31
Filed2026-04-09
IVE
ISHARES TR
4.22%
Shares8.8K
Event2026-03-31
Filed2026-04-09
FBTC
FIDELITY WISE ORIGIN BITCOIN
9.30%
Shares31.2K
Event2026-03-31
Filed2026-04-09
VANGUARD WELLESLEY INCOME FD
VANGUARD WELLESLEY INCOME FD
229.93%
Shares29.2K
Event2026-03-31
Filed2026-04-09
DVY
ISHARES TR
2.36%
Shares11.7K
Event2026-03-31
Filed2026-04-09
XLE
SELECT SECTOR SPDR TR
1.02%
Shares27.3K
Event2026-03-31
Filed2026-04-09
COST
COSTCO WHOLESALE CORPORATION
2.92%
Shares1.7K
Event2026-03-31
Filed2026-04-09
QQQM
INVESCO EXCH TRADED FD TR II
7.54%
Shares6.8K
Event2026-03-31
Filed2026-04-09
SCHA
SCHWAB STRATEGIC TR
-8.79%
Shares52.8K
Event2026-03-31
Filed2026-04-09
DIS
DISNEY WALT CO
-3.98%
Shares15.8K
Event2026-03-31
Filed2026-04-09
JCPB
J P MORGAN EXCHANGE TRADED F
35.11%
Shares31.2K
Event2026-03-31
Filed2026-04-09
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-04-09
VCRB
VANGUARD MALVERN FDS
12.82%
Shares18.6K
Event2026-03-31
Filed2026-04-09
DGRO
ISHARES TR
0.11%
Shares20.4K
Event2026-03-31
Filed2026-04-09
LMT
LOCKHEED MARTIN CORP
1.74%
Shares2.3K
Event2026-03-31
Filed2026-04-09
VUG
VANGUARD INDEX FDS
-20.89%
Shares3.2K
Event2026-03-31
Filed2026-04-09
PANW
PALO ALTO NETWORKS INC
5.18%
Shares8.8K
Event2026-03-31
Filed2026-04-09
VSDM
VANGUARD MUN BD FDS
3.27%
Shares18.3K
Event2026-03-31
Filed2026-04-09
FMDE
FIDELITY COVINGTON TRUST
New
Shares38.8K
Event2026-03-31
Filed2026-04-09
PYLD
PIMCO ETF TR
14.61%
Shares52.8K
Event2026-03-31
Filed2026-04-09
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-09
VTV
VANGUARD INDEX FDS
-21.60%
Shares6.9K
Event2026-03-31
Filed2026-04-09
PG
PROCTER & GAMBLE CO
-1.59%
Shares9.3K
Event2026-03-31
Filed2026-04-09
BSCU
INVESCO EXCH TRD SLF IDX FD
53.81%
Shares75.7K
Event2026-03-31
Filed2026-04-09
CRWD
CROWDSTRIKE HLDGS INC
3.98%
Shares3.2K
Event2026-03-31
Filed2026-04-09
DFUS
DIMENSIONAL ETF TRUST
0.00%
Shares17.8K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC
MERCK & CO INC
-3.13%
Shares10.4K
Event2026-03-31
Filed2026-04-09
PLTR
PALANTIR TECHNOLOGIES INC
5.27%
Shares8.2K
Event2026-03-31
Filed2026-04-09
IBM
INTERNATIONAL BUSINESS MACHS
-0.31%
Shares4.9K
Event2026-03-31
Filed2026-04-09
IWD
ISHARES TR
3.09%
Shares5.5K
Event2026-03-31
Filed2026-04-09
GBTC
GRAYSCALE BITCOIN TRUST ETF
-1.12%
Shares22.1K
Event2026-03-31
Filed2026-04-09
MCD
MCDONALDS CORP
-6.49%
Shares3.7K
Event2026-03-31
Filed2026-04-09
MAXJ
ISHARES TR
-2.18%
Shares40.3K
Event2026-03-31
Filed2026-04-09
PFEB
INNOVATOR ETFS TRUST
-2.71%
Shares27.3K
Event2026-03-31
Filed2026-04-09
RTX
RTX CORPORATION
0.50%
Shares5.6K
Event2026-03-31
Filed2026-04-09
XLU
SELECT SECTOR SPDR TR
0.00%
Shares23.0K
Event2026-03-31
Filed2026-04-09
AVSC
AMERICAN CENTY ETF TR
3.82%
Shares16.9K
Event2026-03-31
Filed2026-04-09
VNQ
VANGUARD INDEX FDS
-21.73%
Shares11.5K
Event2026-03-31
Filed2026-04-09
KO
COCA COLA CO
0.47%
Shares13.4K
Event2026-03-31
Filed2026-04-09
FHEQ
FIDELITY GREENWOOD STREET TR
-1.44%
Shares34.2K
Event2026-03-31
Filed2026-04-09
IVW
ISHARES TR
1.94%
Shares8.7K
Event2026-03-31
Filed2026-04-09
PJUN
INNOVATOR ETFS TRUST
0.00%
Shares23.3K
Event2026-03-31
Filed2026-04-09
QCOM
QUALCOMM INC
0.85%
Shares7.5K
Event2026-03-31
Filed2026-04-09
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares24.2K
Event2026-03-31
Filed2026-04-09
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares19.2K
Event2026-03-31
Filed2026-04-09
CSCO
CISCO SYS INC
2.48%
Shares12.0K
Event2026-03-31
Filed2026-04-09
ZSEP
INNOVATOR ETFS TRUST
0.00%
Shares34.8K
Event2026-03-31
Filed2026-04-09
PEP
PEPSICO INC
-2.91%
Shares5.9K
Event2026-03-31
Filed2026-04-09
HON
HONEYWELL INTL INC
20.50%
Shares4.0K
Event2026-03-31
Filed2026-04-09
VGMS
VANGUARD MALVERN FDS
94.09%
Shares17.1K
Event2026-03-31
Filed2026-04-09
NOCT
INNOVATOR ETFS TRUST
-12.21%
Shares15.3K
Event2026-03-31
Filed2026-04-09
TD
TORONTO DOMINION BK ONT
-2.69%
Shares9.1K
Event2026-03-31
Filed2026-04-09
CEG
CONSTELLATION ENERGY CORP
-6.92%
Shares3.0K
Event2026-03-31
Filed2026-04-09
BINC
BLACKROCK ETF TRUST II
1.06%
Shares16.0K
Event2026-03-31
Filed2026-04-09
BAUG
INNOVATOR ETFS TRUST
0.00%
Shares16.9K
Event2026-03-31
Filed2026-04-09
FESM
FIDELITY COVINGTON TRUST
279.90%
Shares21.6K
Event2026-03-31
Filed2026-04-09
BA
BOEING CO
19.59%
Shares4.1K
Event2026-03-31
Filed2026-04-09
ITA
ISHARES TR
1.39%
Shares3.7K
Event2026-03-31
Filed2026-04-09
FELV
FIDELITY COVINGTON TRUST
0.07%
Shares22.9K
Event2026-03-31
Filed2026-04-09
VHT
VANGUARD WORLD FD
-0.17%
Shares2.9K
Event2026-03-31
Filed2026-04-09
IWM
ISHARES TR
-4.09%
Shares3.1K
Event2026-03-31
Filed2026-04-09
COP
CONOCOPHILLIPS
1.26%
Shares5.8K
Event2026-03-31
Filed2026-04-09
MTUM
ISHARES TR
-0.32%
Shares3.1K
Event2026-03-31
Filed2026-04-09
JEPI
J P MORGAN EXCHANGE TRADED F
0.10%
Shares13.1K
Event2026-03-31
Filed2026-04-09
UAUG
INNOVATOR ETFS TRUST
0.00%
Shares18.6K
Event2026-03-31
Filed2026-04-09
IEFA
ISHARES TR
-16.30%
Shares8.0K
Event2026-03-31
Filed2026-04-09
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares11.3K
Event2026-03-31
Filed2026-04-09
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares16.6K
Event2026-03-31
Filed2026-04-09
AMGN
AMGEN INC
0.55%
Shares2.0K
Event2026-03-31
Filed2026-04-09
UBER
UBER TECHNOLOGIES INC
16.03%
Shares9.8K
Event2026-03-31
Filed2026-04-09
USIG
ISHARES TR
0.78%
Shares13.6K
Event2026-03-31
Filed2026-04-09
GS
GOLDMAN SACHS GROUP INC
-3.18%
Shares822
Event2026-03-31
Filed2026-04-09
GE AEROSPACE
GE AEROSPACE
-1.44%
Shares2.4K
Event2026-03-31
Filed2026-04-09
NAPR
INNOVATOR ETFS TRUST
13.97%
Shares12.4K
Event2026-03-31
Filed2026-04-09
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-09
DE
DEERE & CO
-0.34%
Shares1.2K
Event2026-03-31
Filed2026-04-09
MCK
MCKESSON CORP
-0.26%
Shares761
Event2026-03-31
Filed2026-04-09
JSCP
J P MORGAN EXCHANGE TRADED F
New
Shares13.4K
Event2026-03-31
Filed2026-04-09
MO
ALTRIA GROUP INC
-1.28%
Shares9.5K
Event2026-03-31
Filed2026-04-09
NJUL
INNOVATOR ETFS TRUST
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-09
XBOC
INNOVATOR ETFS TRUST
-8.60%
Shares18.3K
Event2026-03-31
Filed2026-04-09
ISHARES GOLD TR
ISHARES GOLD TR
-0.44%
Shares6.8K
Event2026-03-31
Filed2026-04-09
FQAL
FIDELITY COVINGTON TRUST
-0.61%
Shares8.2K
Event2026-03-31
Filed2026-04-09
VRT
VERTIV HOLDINGS CO
-0.94%
Shares2.3K
Event2026-03-31
Filed2026-04-09
MU
MICRON TECHNOLOGY INC
-2.32%
Shares1.7K
Event2026-03-31
Filed2026-04-09
PFF
ISHARES TR
16.72%
Shares19.0K
Event2026-03-31
Filed2026-04-09
SSO
PROSHARES TR
13.80%
Shares10.8K
Event2026-03-31
Filed2026-04-09
XLK
SELECT SECTOR SPDR TR
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-09
UNH
UNITEDHEALTH GROUP INC
-10.71%
Shares2.0K
Event2026-03-31
Filed2026-04-09
EPD
ENTERPRISE PRODS PARTNERS L
-0.36%
Shares14.5K
Event2026-03-31
Filed2026-04-09
IJK
ISHARES TR
-0.18%
Shares5.4K
Event2026-03-31
Filed2026-04-09
JEPQ
J P MORGAN EXCHANGE TRADED F
0.45%
Shares9.8K
Event2026-03-31
Filed2026-04-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-09
PM
PHILIP MORRIS INTL INC
4.37%
Shares3.3K
Event2026-03-31
Filed2026-04-09
IVOO
VANGUARD ADMIRAL FDS INC
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-09
VTC
VANGUARD SCOTTSDALE FDS
3.79%
Shares6.8K
Event2026-03-31
Filed2026-04-09
VEU
VANGUARD INTL EQUITY INDEX F
-14.14%
Shares7.0K
Event2026-03-31
Filed2026-04-09
NJAN
INNOVATOR ETFS TRUST
42.07%
Shares9.7K
Event2026-03-31
Filed2026-04-09
GEV
GE VERNOVA INC
1.41%
Shares577
Event2026-03-31
Filed2026-04-09
BJUL
INNOVATOR ETFS TRUST
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-09
GLW
CORNING INC
10.92%
Shares3.7K
Event2026-03-31
Filed2026-04-09
BITB
BITWISE BITCOIN ETF TR
11.85%
Shares13.4K
Event2026-03-31
Filed2026-04-09
BN
BROOKFIELD CORP
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-09
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-09
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
-23.53%
Shares22.9K
Event2026-03-31
Filed2026-04-09
SCHX
SCHWAB STRATEGIC TR
16.99%
Shares18.8K
Event2026-03-31
Filed2026-04-09
BSJQ
INVESCO EXCH TRD SLF IDX FD
13.23%
Shares20.6K
Event2026-03-31
Filed2026-04-09
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-09
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
1.77%
Shares3.4K
Event2026-03-31
Filed2026-04-09
ASML
ASML HLDG NV
0.30%
Shares339
Event2026-03-31
Filed2026-04-09
UMAR
INNOVATOR ETFS TRUST
4.65%
Shares11.3K
Event2026-03-31
Filed2026-04-09
BFEB
INNOVATOR ETFS TRUST
-2.40%
Shares9.4K
Event2026-03-31
Filed2026-04-09
MDY
STATE STR SPDR S&P MIDCAP 40
-4.12%
Shares722
Event2026-03-31
Filed2026-04-09
MPC
MARATHON PETE CORP
0.39%
Shares1.8K
Event2026-03-31
Filed2026-04-09
CGXU
CAPITAL GROUP INTL FOCUS EQT
-2.58%
Shares14.8K
Event2026-03-31
Filed2026-04-09
RSPH
INVESCO EXCHANGE TRADED FD T
0.03%
Shares14.5K
Event2026-03-31
Filed2026-04-09
AMD
ADVANCED MICRO DEVICES INC
0.91%
Shares2.1K
Event2026-03-31
Filed2026-04-09
CMI
CUMMINS INC
13.15%
Shares800
Event2026-03-31
Filed2026-04-09
ABT
ABBOTT LABORATORIES
-13.42%
Shares4.2K
Event2026-03-31
Filed2026-04-09
DFIV
DIMENSIONAL ETF TRUST
0.00%
Shares8.1K
Event2026-03-31
Filed2026-04-09
OSEA
HARBOR ETF TRUST
-7.70%
Shares14.6K
Event2026-03-31
Filed2026-04-09
LOW
LOWES COS INC
0.51%
Shares1.8K
Event2026-03-31
Filed2026-04-09
SFLR
INNOVATOR ETFS TRUST
-6.10%
Shares11.8K
Event2026-03-31
Filed2026-04-09
BLACKSTONE INC
BLACKSTONE INC
28.09%
Shares3.5K
Event2026-03-31
Filed2026-04-09
FNDX
SCHWAB STRATEGIC TR
0.23%
Shares14.6K
Event2026-03-31
Filed2026-04-09
JBND
J P MORGAN EXCHANGE TRADED F
New
Shares7.5K
Event2026-03-31
Filed2026-04-09
PPL
PPL CORP
0.68%
Shares10.5K
Event2026-03-31
Filed2026-04-09
XLV
SELECT SECTOR SPDR TR
-7.23%
Shares2.7K
Event2026-03-31
Filed2026-04-09
VXF
VANGUARD INDEX FDS
2.39%
Shares1.9K
Event2026-03-31
Filed2026-04-09
XLI
SELECT SECTOR SPDR TR
0.08%
Shares2.4K
Event2026-03-31
Filed2026-04-09
BDEC
INNOVATOR ETFS TRUST
-3.27%
Shares8.1K
Event2026-03-31
Filed2026-04-09
AIG
AMERICAN INTL GROUP INC
1.33%
Shares5.1K
Event2026-03-31
Filed2026-04-09
QLD
PROSHARES TR
10.06%
Shares6.3K
Event2026-03-31
Filed2026-04-09
VDE
VANGUARD WORLD FD
-0.36%
Shares2.2K
Event2026-03-31
Filed2026-04-09
LINDE PLC
LINDE PLC
1.93%
Shares741
Event2026-03-31
Filed2026-04-09
IWR
ISHARES TR
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-09
UPS
UNITED PARCEL SVCS INC
-1.31%
Shares3.7K
Event2026-03-31
Filed2026-04-09
BNOV
INNOVATOR ETFS TRUST
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-09
IJJ
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-09
BJAN
INNOVATOR ETFS TRUST
-21.30%
Shares6.7K
Event2026-03-31
Filed2026-04-09
PNC
PNC FINL SVCS GROUP INC
-2.49%
Shares1.7K
Event2026-03-31
Filed2026-04-09
IWP
ISHARES TR
10.83%
Shares2.7K
Event2026-03-31
Filed2026-04-09
BP
BP PLC
-3.27%
Shares7.4K
Event2026-03-31
Filed2026-04-09
FDX
FEDEX CORP
-2.15%
Shares958
Event2026-03-31
Filed2026-04-09
T
AT&T INC
New
Shares11.6K
Event2026-03-31
Filed2026-04-09
ITOT
ISHARES TR
-0.38%
Shares2.4K
Event2026-03-31
Filed2026-04-09
SHEL
SHELL PLC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-09
ACLC
AMERICAN CENTY ETF TR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-09
BNDX
VANGUARD CHARLOTTE FDS
New
Shares6.8K
Event2026-03-31
Filed2026-04-09
COWZ
PACER FDS TR
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-09
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-2.18%
Shares941
Event2026-03-31
Filed2026-04-09
AXP
AMERICAN EXPRESS CO
-1.85%
Shares1.1K
Event2026-03-31
Filed2026-04-09
CGGR
CAPITAL GROUP GROWTH ETF
29.49%
Shares8.0K
Event2026-03-31
Filed2026-04-09
PEG
PUBLIC SVC ENTERPRISE GROUP
2.10%
Shares3.9K
Event2026-03-31
Filed2026-04-09
BSJR
INVESCO EXCH TRD SLF IDX FD
New
Shares14.2K
Event2026-03-31
Filed2026-04-09
XLF
SELECT SECTOR SPDR TR
0.20%
Shares6.4K
Event2026-03-31
Filed2026-04-09
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-09
TRV
TRAVELERS COMPANIES INC
3.69%
Shares1.1K
Event2026-03-31
Filed2026-04-09
MFSM
MFS ACTIVE EXCHANGE TRADED F
-7.41%
Shares12.5K
Event2026-03-31
Filed2026-04-09
IJT
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-09
EXC
EXELON CORP
-0.29%
Shares6.2K
Event2026-03-31
Filed2026-04-09
FENY
FIDELITY COVINGTON TRUST
-5.36%
Shares8.8K
Event2026-03-31
Filed2026-04-09
BLACKROCK INC
BLACKROCK INC
-14.21%
Shares308
Event2026-03-31
Filed2026-04-09
PSX
PHILLIPS 66
New
Shares1.6K
Event2026-03-31
Filed2026-04-09
BJUN
INNOVATOR ETFS TRUST
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-09
BK
BANK NEW YORK MELLON CORP
6.07%
Shares2.3K
Event2026-03-31
Filed2026-04-09
NOC
NORTHROP GRUMMAN CORP
3.07%
Shares403
Event2026-03-31
Filed2026-04-09
NSC
NORFOLK SOUTHN CORP
-0.42%
Shares954
Event2026-03-31
Filed2026-04-09
IEMG
ISHARES INC
25.06%
Shares3.9K
Event2026-03-31
Filed2026-04-09
BIV
VANGUARD BD INDEX FDS
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-09
SPTM
SPDR SERIES TRUST
-0.03%
Shares3.4K
Event2026-03-31
Filed2026-04-09
VZ
VERIZON COMMUNICATIONS INC
New
Shares5.4K
Event2026-03-31
Filed2026-04-09
SCHW
SCHWAB CHARLES CORP
-3.09%
Shares2.9K
Event2026-03-31
Filed2026-04-09
CFG
CITIZENS FINL GROUP INC
-0.09%
Shares4.5K
Event2026-03-31
Filed2026-04-09
DSI
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-09
XBAP
INNOVATOR ETFS TRUST
-11.83%
Shares6.8K
Event2026-03-31
Filed2026-04-09
SO
SOUTHERN CO
-0.99%
Shares2.7K
Event2026-03-31
Filed2026-04-09
IAPR
INNOVATOR ETFS TRUST
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-09
KOCT
INNOVATOR ETFS TRUST
-24.70%
Shares7.6K
Event2026-03-31
Filed2026-04-09
SPXL
DIREXION SHARES ETF TRUST
10.97%
Shares1.4K
Event2026-03-31
Filed2026-04-09
AVUS
AMERICAN CENTY ETF TR
-8.30%
Shares2.2K
Event2026-03-31
Filed2026-04-09
AMAT
APPLIED MATLS INC
New
Shares708
Event2026-03-31
Filed2026-04-09
F
FORD MTR CO
12.70%
Shares20.7K
Event2026-03-31
Filed2026-04-09
CRWV
COREWEAVE INC
0.49%
Shares3.1K
Event2026-03-31
Filed2026-04-09
EFG
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-09
PFE
PFIZER INC
2.81%
Shares8.4K
Event2026-03-31
Filed2026-04-09
PMAY
INNOVATOR ETFS TRUST
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-09
VCSH
VANGUARD SCOTTSDALE FDS
-38.92%
Shares2.9K
Event2026-03-31
Filed2026-04-09
TFI
SPDR SERIES TRUST
-4.27%
Shares5.0K
Event2026-03-31
Filed2026-04-09
XLC
SELECT SECTOR SPDR TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-09
SBUX
STARBUCKS CORP
1.89%
Shares2.5K
Event2026-03-31
Filed2026-04-09
SHOP
SHOPIFY INC
4.21%
Shares1.9K
Event2026-03-31
Filed2026-04-09
EFA
ISHARES TR
-9.96%
Shares2.3K
Event2026-03-31
Filed2026-04-09
MFSV
MFS ACTIVE EXCHANGE TRADED F
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-09
LQDW
ISHARES TR
New
Shares9.2K
Event2026-03-31
Filed2026-04-09
IWV
ISHARES TR
0.00%
Shares600
Event2026-03-31
Filed2026-04-09
AEP
AMERICAN ELEC PWR CO INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-09
ADX
ADAMS DIVERSIFIED EQUITY FD
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-09
TQQQ
PROSHARES TR
15.44%
Shares5.2K
Event2026-03-31
Filed2026-04-09
VOT
VANGUARD INDEX FDS
1.09%
Shares833
Event2026-03-31
Filed2026-04-09
ETHE
GRAYSCALE ETHEREUM STAKING E
-3.81%
Shares12.6K
Event2026-03-31
Filed2026-04-09
CITIGROUP INC
CITIGROUP INC
-3.47%
Shares1.9K
Event2026-03-31
Filed2026-04-09
MELI
MERCADOLIBRE INC
2.50%
Shares123
Event2026-03-31
Filed2026-04-09
DNP
DNP SELECT INCOME FD INC
0.34%
Shares20.5K
Event2026-03-31
Filed2026-04-09
CRM
SALESFORCE INC
-1.85%
Shares1.1K
Event2026-03-31
Filed2026-04-09
MS
MORGAN STANLEY
-4.26%
Shares1.3K
Event2026-03-31
Filed2026-04-09
SCHE
SCHWAB STRATEGIC TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-09
DDFS
INNOVATOR ETFS TRUST
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-09
CMCSA
COMCAST CORP NEW
New
Shares7.0K
Event2026-03-31
Filed2026-04-09
WFC
WELLS FARGO & CO
-46.83%
Shares2.4K
Event2026-03-31
Filed2026-04-09
TT
TRANE TECHNOLOGIES PLC
New
Shares467
Event2026-03-31
Filed2026-04-09
ACRS
ACLARIS THERAPEUTICS INC
0.00%
Shares17.8K
Event2026-03-31
Filed2026-04-09
ATAIBECKLEY INC
ATAIBECKLEY INC
New
Shares12.9K
Event2026-03-31
Filed2026-04-09
CABA
CABALETTA BIO INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-09
WWR
WESTWATER RES INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
CRA Financial Services, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo