CRA Financial Services, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$545M
Signature - Title
Donna Savastani - Chief Compliance Officer
Location
Northfield, NJ
Summary
This page shows a list of all the recent 13F filings made by CRA Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CRA Financial Services, LLC reported 267 stock holdings with total value $545M as of Q3 2024. Top holdings included AAPL, SCHD, AMZN, SCHG, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 267 $545M +$33.6M -$6.66M +$26.9M AAPL, SCHD, AMZN, SCHG, QQQ 13F-HR 10/10/2024, 04:08 PM
Q2 2024 251 $496M +$35.7M -$8.4M +$27.3M AAPL, SCHD, AMZN, SCHG, MSFT 13F-HR 7/11/2024, 06:54 PM
Q1 2024 240 $460M +$28.5M -$4.92M +$23.6M AAPL, SCHD, AMZN, SCHG, VIG 13F-HR 4/17/2024, 02:30 PM
Q4 2023 217 $409M +$16.4M -$9.77M +$6.67M AAPL, SCHD, AMZN, SCHG, VIG 13F-HR 1/31/2024, 06:17 PM
Q3 2023 203 $363M +$15.7M -$7.44M +$8.29M AAPL, SCHD, AMZN, SCHG, VIG 13F-HR 10/13/2023, 01:36 PM
Q2 2023 208 $370M +$15.2M -$10.3M +$4.83M AAPL, SCHD, AMZN, VIG, SCHG 13F-HR 7/11/2023, 01:10 PM
Q1 2023 204 $337M +$18M -$8.65M +$9.35M AAPL, SCHD, VIG, SDY, AMZN 13F-HR 4/6/2023, 01:30 PM
Q4 2022 204 $306M +$25.4M -$11.6M +$13.8M AAPL, SCHD, SDY, VIG, AMZN 13F-HR 1/24/2023, 02:26 PM
Q3 2022 191 $278M +$16.8M -$7.98M +$8.83M AAPL, AMZN, SCHD, SDY, VIG 13F-HR 10/21/2022, 09:46 PM
Q2 2022 203 $292M +$39.6M -$12.8M +$26.8M AAPL, SCHD, AMZN, SDY, VIG 13F-HR 7/21/2022, 02:47 PM
Q1 2022 207 $332M +$27.3M -$9.03M +$18.3M AAPL, AMZN, MSFT, SCHD, VIG 13F-HR 4/15/2022, 11:50 AM
Q4 2021 206 $336M +$17.8M -$5.74M +$12.1M AAPL, AMZN, MSFT, VIG, SDY 13F-HR 1/20/2022, 04:35 PM
Q3 2021 194 $295M +$15.3M -$3.98M +$11.4M AAPL, AMZN, VIG, MSFT, SDY 13F-HR 10/12/2021, 04:12 PM
Q2 2021 188 $287M +$14.2M -$2.87M +$11.3M AAPL, AMZN, SDY, VIG, MSFT 13F-HR 7/22/2021, 06:17 PM
Q1 2021 174 $258M +$13.1M -$2.32M +$10.8M AAPL, AMZN, SDY, VIG, MSFT 13F-HR 4/16/2021, 03:22 PM
Q4 2020 158 $238M +$12.8M -$5.84M +$6.92M AAPL, AMZN, SDY, VIG, MSFT 13F-HR 1/26/2021, 06:39 PM
Q3 2020 144 $209M +$31.3M -$11.5M +$19.8M AAPL, AMZN, SDY, VIG, MSFT 13F-HR 10/14/2020, 03:59 PM
Q2 2020 140 $189M +$11.5M -$10.2M +$1.3M AAPL, AMZN, SDY, MSFT, VIG 13F-HR 7/22/2020, 04:10 PM
Q1 2020 127 $156M +$15.5M -$9.65M +$5.88M AAPL, AMZN, SDY, VIG, MSFT 13F-HR 4/14/2020, 04:27 PM
Q4 2019 148 $183M +$6.82M -$2.62M +$4.2M SDY, AAPL, AMZN, VIG, VB 13F-HR 1/27/2020, 06:14 PM
Q3 2019 139 $165M +$2.83M -$6.04M -$3.21M SDY, AAPL, AMZN, VIG, VB 13F-HR 11/7/2019, 09:36 AM
Q2 2019 141 $166M +$10.8M -$2.85M +$7.9M SDY, AMZN, AAPL, VIG, VB 13F-HR 7/24/2019, 02:44 PM
Q1 2019 141 $153M +$4.81M -$7.88M -$3.06M AMZN, AAPL, VIG, VB, SDY 13F-HR 4/12/2019, 05:36 PM
Q4 2018 133 $139M $0 $0 AMZN, VIG, AAPL, VB, SDY 13F-HR 2/7/2019, 07:02 PM