Notify me when CRA Financial Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 292 | $764,164,016 | +$47,210,684 | -$25,684,690 | +$21,525,994 | AAPL, SCHG, SCHD, AMZN, QQQ | 13F-HR | 15 Jan 2026, 18:25 |
| Q3 2025 | 294 | $730,984,748 | +$35,024,607 | -$8,274,400 | +$26,750,207 | AAPL, SCHG, SCHD, AMZN, QQQ | 13F-HR | 16 Oct 2025, 12:30 |
| Q2 2025 | 278 | $654,143,279 | +$29,751,463 | -$6,074,018 | +$23,677,445 | AAPL, SCHD, SCHG, AMZN, QQQ | 13F-HR | 14 Jul 2025, 16:00 |
| Q1 2025 | 271 | $584,414,109 | +$37,880,219 | -$9,455,521 | +$28,424,698 | AAPL, SCHD, AMZN, SCHG, QQQ | 13F-HR | 16 Apr 2025, 17:04 |
| Q4 2024 | 267 | $582,768,765 | +$80,509,586 | -$10,693,126 | +$69,816,460 | AAPL, AMZN, SCHD, SCHG, QQQ | 13F-HR | 31 Jan 2025, 14:08 |
| Q3 2024 | 267 | $545,022,928 | +$33,568,024 | -$6,656,852 | +$26,911,172 | AAPL, SCHD, AMZN, SCHG, QQQ | 13F-HR | 10 Oct 2024, 16:08 |
| Q2 2024 | 251 | $495,550,162 | +$35,686,889 | -$8,396,498 | +$27,290,391 | AAPL, SCHD, AMZN, SCHG, MSFT | 13F-HR | 11 Jul 2024, 18:54 |
| Q1 2024 | 240 | $460,359,900 | +$28,499,469 | -$4,918,359 | +$23,581,110 | AAPL, SCHD, AMZN, SCHG, VIG | 13F-HR | 17 Apr 2024, 14:30 |
| Q4 2023 | 217 | $408,665,781 | +$16,437,489 | -$9,771,521 | +$6,665,968 | AAPL, SCHD, AMZN, SCHG, VIG | 13F-HR | 31 Jan 2024, 18:17 |
| Q3 2023 | 203 | $363,327,743 | +$15,728,786 | -$7,436,416 | +$8,292,370 | AAPL, SCHD, AMZN, SCHG, VIG | 13F-HR | 13 Oct 2023, 13:36 |
| Q2 2023 | 208 | $370,020,450 | +$15,151,202 | -$10,325,651 | +$4,825,551 | AAPL, SCHD, AMZN, VIG, SCHG | 13F-HR | 11 Jul 2023, 13:10 |
| Q1 2023 | 204 | $336,754,896 | +$18,000,925 | -$8,649,975 | +$9,350,950 | AAPL, SCHD, VIG, SDY, AMZN | 13F-HR | 06 Apr 2023, 13:30 |
| Q4 2022 | 204 | $305,535,723 | +$25,408,343 | -$11,606,472 | +$13,801,871 | AAPL, SCHD, SDY, VIG, AMZN | 13F-HR | 24 Jan 2023, 14:26 |
| Q3 2022 | 191 | $277,909,000 | +$16,815,692 | -$7,984,999 | +$8,830,693 | AAPL, AMZN, SCHD, SDY, VIG | 13F-HR | 21 Oct 2022, 21:46 |
| Q2 2022 | 203 | $291,812,000 | +$39,606,765 | -$12,814,681 | +$26,792,084 | AAPL, SCHD, AMZN, SDY, VIG | 13F-HR | 21 Jul 2022, 14:47 |
| Q1 2022 | 207 | $332,444,000 | +$27,310,068 | -$9,026,100 | +$18,283,968 | AAPL, AMZN, MSFT, SCHD, VIG | 13F-HR | 15 Apr 2022, 11:50 |
| Q4 2021 | 206 | $336,381,000 | +$17,792,396 | -$5,741,800 | +$12,050,596 | AAPL, AMZN, MSFT, VIG, SDY | 13F-HR | 20 Jan 2022, 16:35 |
| Q3 2021 | 194 | $295,291,000 | +$15,336,035 | -$3,978,227 | +$11,357,808 | AAPL, AMZN, VIG, MSFT, SDY | 13F-HR | 12 Oct 2021, 16:12 |
| Q2 2021 | 188 | $287,269,000 | +$14,190,162 | -$2,871,268 | +$11,318,894 | AAPL, AMZN, SDY, VIG, MSFT | 13F-HR | 22 Jul 2021, 18:17 |
| Q1 2021 | 174 | $258,284,000 | +$13,077,041 | -$2,321,521 | +$10,755,520 | AAPL, AMZN, SDY, VIG, MSFT | 13F-HR | 16 Apr 2021, 15:22 |
| Q4 2020 | 158 | $237,836,000 | +$12,755,554 | -$5,837,489 | +$6,918,065 | AAPL, AMZN, SDY, VIG, MSFT | 13F-HR | 26 Jan 2021, 18:39 |
| Q3 2020 | 144 | $209,221,000 | +$31,348,912 | -$11,537,322 | +$19,811,590 | AAPL, AMZN, SDY, VIG, MSFT | 13F-HR | 14 Oct 2020, 15:59 |
| Q2 2020 | 140 | $189,365,000 | +$11,497,514 | -$10,194,461 | +$1,303,053 | AAPL, AMZN, SDY, MSFT, VIG | 13F-HR | 22 Jul 2020, 16:10 |
| Q1 2020 | 127 | $156,243,000 | +$15,533,085 | -$9,654,088 | +$5,878,997 | AAPL, AMZN, SDY, VIG, MSFT | 13F-HR | 14 Apr 2020, 16:27 |
| Q4 2019 | 148 | $183,115,000 | +$6,822,960 | -$2,618,219 | +$4,204,741 | SDY, AAPL, AMZN, VIG, VB | 13F-HR | 27 Jan 2020, 18:14 |
| Q3 2019 | 139 | $165,316,000 | +$2,829,682 | -$6,037,557 | -$3,207,875 | SDY, AAPL, AMZN, VIG, VB | 13F-HR | 07 Nov 2019, 09:36 |
| Q2 2019 | 141 | $166,459,000 | +$10,753,197 | -$2,848,480 | +$7,904,717 | SDY, AMZN, AAPL, VIG, VB | 13F-HR | 24 Jul 2019, 14:44 |
| Q1 2019 | 141 | $153,478,000 | +$4,812,270 | -$7,876,251 | -$3,063,981 | AMZN, AAPL, VIG, VB, SDY | 13F-HR | 12 Apr 2019, 17:36 |
| Q4 2018 | 133 | $138,541,000 | $0 | $0 | $0 | AMZN, VIG, AAPL, VB, SDY | 13F-HR | 07 Feb 2019, 19:02 |