CRA FINANCIAL SERVICES, L.L.C.
Adviser information for CRA FINANCIAL SERVICES, L.L.C. last updated from Form ADV on March 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,813 | $1.0B |
| Non-Discretionary | 641 | $174.7M |
| Total | 3,454 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 901 | $246.9M |
| HNW Individuals | 259 | $725.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 81 | $167.0M |
| Charitable organizations | 10 | $12.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 21 | $49.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
332 TILTON ROADNORTHFIELD
NJ
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 609-380-3500, Fax: 609-641-1715
Websites
www.facebook.com/crafinancialllc/
twitter.com/crafinancialllc
www.linkedin.com/company/crafinancialllc/
www.crafinancial.com
www.instagram.com/joe_mccaffrey32/?hl=en
www.facebook.com/joemccaffrey.financial.planner
www.linkedin.com/in/joe-mccaffrey-cra/
www.linkedin.com/in/robert-t-martin-cfa-cfp%c2%ae-mba-4b77a012/
www.linkedin.com/in/gordon-s-shearer-jr-cfp%c2%ae-mt-b79a6623/
www.linkedin.com/in/matthew-reynolds-58190b196/
www.linkedin.com/in/jeff-hilliard-cfp%c2%ae-crpc%c2%ae-0702bb3/
www.linkedin.com/in/phillip-tompkins-cfp%c2%ae-5b16b9193?trk=people-guest_people_search-card
www.instagram.com/joe_mccaffrey32/?hl=en
Chief Compliance Officer
DONNA SAVASTANI
CLIENT SERVICE PERSONNEL
332 TILTON ROAD
NORTHFIELD
NJ
United States
Tel:
609-380-3500
Fax:
609-641-1715
D*********@***************M
(Full email address available in API data)
Regulatory Contact
THOMAS EDWARD REYNOLDS
CO-MANAGING MEMBER
332 TILTON ROAD
NORTHFIELD
NJ
United States
Tel:
609-380-3500
Fax:
609-641-1715
T*********@***************M
(Full email address available in API data)
Industry Affiliates
| CAPALDI REYNOLDS & PELOSI PA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REYNOLDS, THOMAS, EDWARD | Individual | – | MANAGING MEMBER | 08/1999 | 25-50% |
| REYNOLDS, MATTHEW, JOHN | Individual | – | MANAGING MEMBER | 08/1999 | 25-50% |
| SAVASTANI, DONNA | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2018 | < 5% |
| MARTIN, ROBERT, THOMAS | Individual | – | MEMBER | 09/2018 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 515K | 5K | – |
| ABBVIE INC | COM | 2M | 11K | – |
| ADAMS DIVERSIFIED EQUITY FD | COM | 215K | 10K | – |
| ADOBE INC | COM | 281K | 505 | – |
| ALPHABET INC | CAP STK CL C | 5M | 27K | – |
| ALPHABET INC | CAP STK CL A | 12M | 64K | – |
| ALTRIA GROUP INC | COM | 252K | 6K | – |
| AMAZON COM INC | COM | 26M | 134K | – |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 705K | 14K | – |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 1M | 18K | – |
| AMERICAN CENTY ETF TR | SUSTAINABLE EQTY | 315K | 5K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 1M | 16K | – |
| AMERICAN CENTY ETF TR | US EQT ETF | 229K | 3K | – |
| AMERICAN EXPRESS CO | COM | 235K | 1K | – |
| AMERICAN INTL GROUP INC | COM NEW | 373K | 5K | – |
| AMGEN INC | COM | 725K | 2K | – |
| APPLE INC | COM | 42M | 202K | – |
| AT&T INC | COM | 241K | 13K | – |
| ATAI LIFE SCIENCES NV | SHS | 17K | 13K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 278K | 1K | – |
| BANK AMERICA CORP | COM | 2M | 43K | – |
| BECTON DICKINSON & CO | COM | 203K | 869 | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4M | 11K | – |
| BLACKROCK ETF TRUST II | ISHARES LARG CAP | 4M | 141K | – |
| BLACKROCK INC | COM | 276K | 350 | – |
| BLACKSTONE INC | COM | 315K | 3K | – |
| BOEING CO | COM | 549K | 3K | – |
| BOSTON SCIENTIFIC CORP | COM | 210K | 3K | – |
| BP PLC | SPONSORED ADR | 274K | 8K | – |
| BROADCOM INC | COM | 4M | 2K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 467K | 11K | – |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 206K | 6K | – |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 515K | 20K | – |
| CATERPILLAR INC | COM | 1M | 4K | – |
| CHEVRON CORP NEW | COM | 2M | 13K | – |
| CISCO SYS INC | COM | 561K | 12K | – |
| COCA COLA CO | COM | 880K | 14K | – |
| COINBASE GLOBAL INC | COM CL A | 319K | 1K | – |
| COMCAST CORP NEW | CL A | 682K | 17K | – |
| CONOCOPHILLIPS | COM | 529K | 5K | – |
| CONSTELLATION ENERGY CORP | COM | 544K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 1M | 1K | – |
| CROWDSTRIKE HLDGS INC | CL A | 364K | 951 | – |
| CVS HEALTH CORP | COM | 304K | 5K | – |
| CYBIN INC | COM | 11K | 40K | – |
| DANAHER CORPORATION | COM | 237K | 949 | – |
| DEERE & CO | COM | 448K | 1K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 934K | 16K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 443K | 7K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 812K | 25K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 361K | 9K | – |
| DISNEY WALT CO | COM | 2M | 17K | – |
| DNP SELECT INCOME FD INC | COM | 190K | 23K | – |
| DUKE ENERGY CORP NEW | COM NEW | 317K | 3K | – |
| ELI LILLY & CO | COM | 4M | 4K | – |
| EOG RES INC | COM | 239K | 2K | – |
| EXELON CORP | COM | 246K | 7K | – |
| EXXON MOBIL CORP | COM | 4M | 34K | – |
| FEDEX CORP | COM | 384K | 1K | – |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 2M | 30K | – |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 874K | 21K | – |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | 237K | 9K | – |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 779K | 27K | – |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 1M | 25K | – |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 328K | 6K | – |
| FISERV INC | COM | 424K | 3K | – |
| FORD MTR CO DEL | COM | 275K | 22K | – |
| GENERAL DYNAMICS CORP | COM | 272K | 937 | – |
| GENERAL ELECTRIC CO | COM NEW | 265K | 2K | – |
| GOLDMAN SACHS GROUP INC | COM | 343K | 757 | – |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 2M | 31K | – |
| HOME DEPOT INC | COM | 6M | 17K | – |
| HONEYWELL INTL INC | COM | 967K | 5K | – |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 575K | 10K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 209K | 6K | – |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 580K | 12K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 27K | – |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 593K | 13K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 29K | – |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | 351K | 9K | – |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 464K | 10K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 3M | 85K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 2M | 47K | – |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | 549K | 13K | – |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | 251K | 8K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 2M | 45K | – |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | 430K | 12K | – |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 304K | 11K | – |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 418K | 9K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 277K | 7K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 822K | 24K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 2M | 53K | – |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | 657K | 16K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 967K | 27K | – |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 235K | 6K | – |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | 378K | 9K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 410K | 11K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 2M | 48K | – |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 2M | 67K | – |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 218K | 5K | – |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | 248K | 8K | – |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 5M | 186K | – |
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | 736K | 25K | – |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 6M | 216K | – |
| INTEL CORP | COM | 255K | 8K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 781K | 5K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 279K | 4K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 452K | 2K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 389K | 16K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 MUNI | 223K | 9K | – |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 227K | 13K | – |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 549K | 28K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 842K | 44K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 1M | 64K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 454K | 20K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 3M | 151K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 265K | 12K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 334K | 16K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 822K | 27K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 4M | 23K | – |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 487K | 13K | – |
| INVESCO QQQ TR | UNIT SER 1 | 18M | 37K | – |
| ISHARES TR | CORE S&P TTL STK | 353K | 3K | – |
| ISHARES TR | SELECT DIVID ETF | 997K | 8K | – |
| ISHARES TR | CORE S&P500 ETF | 13M | 24K | – |
| ISHARES TR | S&P 500 GRWT ETF | 316K | 3K | – |
| ISHARES TR | S&P 500 VAL ETF | 901K | 5K | – |
| ISHARES TR | RUS MD CP GR ETF | 288K | 3K | – |
| ISHARES TR | RUS MID CAP ETF | 250K | 3K | – |
| ISHARES TR | CORE S&P MCP ETF | 5M | 80K | – |
| ISHARES TR | RUS 1000 VAL ETF | 794K | 5K | – |
| ISHARES TR | S&P MC 400GR ETF | 497K | 6K | – |
| ISHARES TR | RUS 1000 GRW ETF | 3M | 9K | – |
| ISHARES TR | RUS 2000 GRW ETF | 201K | 764 | – |
| ISHARES TR | RUSSELL 2000 ETF | 704K | 3K | – |
| ISHARES TR | RUSSELL 3000 ETF | 207K | 672 | – |
| ISHARES TR | S&P MC 400VL ETF | 322K | 3K | – |
| ISHARES TR | CORE S&P SCP ETF | 3M | 26K | – |
| ISHARES TR | S&P SML 600 GWT | 321K | 3K | – |
| ISHARES TR | NATIONAL MUN ETF | 287K | 3K | – |
| ISHARES TR | MSCI KLD400 SOC | 250K | 2K | – |
| ISHARES TR | US AER DEF ETF | 503K | 4K | – |
| ISHARES TR | EAFE VALUE ETF | 286K | 5K | – |
| ISHARES TR | EAFE GRWTH ETF | 232K | 2K | – |
| ISHARES TR | CORE HIGH DV ETF | 3M | 27K | – |
| ISHARES TR | MSCI USA MMENTM | 657K | 3K | – |
| ISHARES TR | CORE MSCI EAFE | 812K | 11K | – |
| ISHARES TR | CORE DIV GRWTH | 1M | 20K | – |
| ISHARES TR | ESG AWR MSCI USA | 207K | 2K | – |
| ISHARES TR | ESG SCRND S&P500 | 222K | 5K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 310K | 5K | – |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 649K | 14K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1M | 23K | – |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 504K | 10K | – |
| JOHNSON & JOHNSON | COM | 1M | 10K | – |
| JPMORGAN CHASE & CO | COM | 2M | 10K | – |
| LINDE PLC | SHS | 333K | 760 | – |
| LOCKHEED MARTIN CORP | COM | 1M | 2K | – |
| LOWES COS INC | COM | 539K | 2K | – |
| MARATHON PETE CORP | COM | 312K | 2K | – |
| MASTERCARD INCORPORATED | CL A | 3M | 7K | – |
| MATINAS BIOPHARMA HLDGS INC | COM | 2K | 10K | – |
| MCDONALDS CORP | COM | 1M | 4K | – |
| MCKESSON CORP | COM | 321K | 550 | – |
| MERCK & CO INC | COM | 2M | 14K | – |
| META PLATFORMS INC | CL A | 7M | 14K | – |
| MICRON TECHNOLOGY INC | COM | 234K | 2K | – |
| MICROSOFT CORP | COM | 18M | 40K | – |
| NETFLIX INC | COM | 2M | 2K | – |
| NEXTERA ENERGY INC | COM | 2M | 31K | – |
| NORTHROP GRUMMAN CORP | COM | 201K | 462 | – |
| NOVO-NORDISK A S | ADR | 375K | 3K | – |
| NVIDIA CORPORATION | COM | 13M | 102K | – |
| ORACLE CORP | COM | 293K | 2K | – |
| PACER FDS TR | US CASH COWS 100 | 237K | 4K | – |
| PALO ALTO NETWORKS INC | COM | 1M | 3K | – |
| PAYCHEX INC | COM | 328K | 3K | – |
| PEPSICO INC | COM | 1M | 8K | – |
| PFIZER INC | COM | 488K | 17K | – |
| PHILIP MORRIS INTL INC | COM | 377K | 4K | – |
| PHILLIPS 66 | COM | 227K | 2K | – |
| PNC FINL SVCS GROUP INC | COM | 212K | 1K | – |
| PPL CORP | COM | 310K | 11K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 12K | – |
| PROSHARES TR | PSHS ULT S&P 500 | 375K | 5K | – |
| PROSHARES TR | PSHS ULTRA QQQ | 281K | 3K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 299K | 4K | – |
| QUALCOMM INC | COM | 2M | 8K | – |
| RTX CORPORATION | COM | 389K | 4K | – |
| SALESFORCE INC | COM | 288K | 1K | – |
| SCHWAB CHARLES CORP | COM | 241K | 3K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3M | 53K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 23M | 231K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 234K | 3K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 3M | 33K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 2M | 32K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 26M | 334K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 5M | 138K | – |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 347K | 7K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 510K | 3K | – |
| SELECT SECTOR SPDR TR | ENERGY | 1M | 11K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 293K | 7K | – |
| SELECT SECTOR SPDR TR | INDL | 349K | 3K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 526K | 2K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 223K | 3K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 830K | 12K | – |
| SELECTIVE INS GROUP INC | COM | 277K | 3K | – |
| SHELL PLC | SPON ADS | 260K | 4K | – |
| SOUTHERN CO | COM | 233K | 3K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1M | 3K | – |
| SPDR GOLD TR | GOLD SHS | 1M | 5K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 8M | 14K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 334K | 624 | – |
| SPDR SER TR | S&P DIVID ETF | 15M | 115K | – |
| STARBUCKS CORP | COM | 225K | 3K | – |
| STRYKER CORPORATION | COM | 229K | 672 | – |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | 319K | 6K | – |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 1M | 32K | – |
| TARGET CORP | COM | 341K | 2K | – |
| TESLA INC | COM | 2M | 8K | – |
| TORONTO DOMINION BK ONT | COM NEW | 495K | 9K | – |
| TRAVELERS COMPANIES INC | COM | 247K | 1K | – |
| UBER TECHNOLOGIES INC | COM | 233K | 3K | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | 8K | – |
| UNITEDHEALTH GROUP INC | COM | 2M | 3K | – |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 2M | 17K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 459K | 5K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 5K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 1M | 12K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 8M | 35K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 1M | 4K | – |
| VANGUARD INDEX FDS | VALUE ETF | 1M | 8K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 12M | 56K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3M | 39K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 17M | 93K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 477K | 8K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1M | 10K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 836K | 12K | – |
| VANGUARD WORLD FD | ENERGY ETF | 260K | 2K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 1M | 5K | – |
| VANGUARD WORLD FD | INF TECH ETF | 1M | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 380K | 9K | – |
| VISA INC | COM CL A | 4M | 17K | – |
| WALMART INC | COM | 1M | 16K | – |
| WASTE MGMT INC DEL | COM | 227K | 1K | – |
| WEC ENERGY GROUP INC | COM | 239K | 3K | – |
| WESTWATER RES INC | COM NEW | 7K | 15K | – |
| WISDOMTREE TR | US LARGECAP DIVD | 2M | 30K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 8M | 105K | – |