Great Lakes Retirement, Inc. Purchases in Q2 2025

Great Lakes Retirement, Inc.

  • $844 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
176K
+ 96.01%
$79.56 - $82.92 $14M - $14.6M
360K $29.9B
MSFT
Microsoft Corp

Technology
11K
+ 25.75%
$354.56 - $497.45 $3.89M - $5.45M
53.6K $26.6B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
90.3K
+ 28.66%
$67.22 - $81.54 $6.07M - $7.36M
405K $33.1B
APO
Apollo Global Management, Inc.

Financial Services
58.1K
+ 604.89%
$108.68 - $145.07 $6.31M - $8.43M
67.7K $9.61B
AMZN
Amazon Com Inc

Consumer Cyclical
1.5K
+ 1.29%
$167.32 - $223.3 $251K - $335K
118K $25.9B
AMD
Advanced Micro Devices Inc

Technology
1.64K
+ 2.14%
$78.21 - $143.81 $128K - $236K
78.5K $11.1B
GOOGL
Alphabet Inc.

Communication Services
2.06K
+ 1.67%
$144.7 - $178.6 $298K - $368K
125K $22.1B
FDMO
Fidelity Covington Tr Momentum

ETFs
1.8K
+ 0.79%
$58.0 - $75.86 $104K - $136K
229K $17.4B
ORCL
Oracle Corp

Technology
1.04K
+ 3.59%
$122.82 - $218.63 $128K - $227K
30K $6.55B
TXN
Texas Instruments Inc

Technology
11.7K
New
N/A
11.7K $2.42B
NFLX
Netflix Inc

Communication Services
58
+ 1.18%
$855.86 - $1339.13 $49.6K - $77.7K
4.99K $6.68B
SCHW
Schwab Charles Corp

Financial Services
1.47K
+ 1.01%
$69.06 - $91.24 $101K - $134K
147K $13.4B
PWR
Quanta Services, Inc.

Industrials
500
+ 3.57%
$239.47 - $381.26 $120K - $191K
14.5K $5.49B
GLW
Corning Inc

Technology
35.3K
New
$39.07 - $52.59 $1.38M - $1.86M
35.3K $1.86B
CSX
Csx Corp

Industrials
55.7K
New
$26.69 - $32.91 $1.49M - $1.83M
55.7K $1.82B
WFC
Wells Fargo & Company

Financial Services
19K
+ 61.19%
$60.98 - $80.12 $1.16M - $1.52M
50K $4B
KIM
Kimco Realty Corp

Real Estate
83.7K
+ 142.13%
$18.7 - $21.69 $1.57M - $1.82M
143K $3B
META
Meta Platforms, Inc.

Communication Services
284
+ 3.14%
$484.66 - $738.09 $138K - $210K
9.34K $6.89B
Arista Networks Inc
3.78K
+ 8.0%
N/A
51.1K $5.22B
TT
Trane Technologies PLC

Industrials
117
+ 0.78%
$315.21 - $437.41 $36.9K - $51.2K
15.1K $6.58B
BAC
Bank Of America Corp

Financial Services
3.17K
+ 1.35%
$34.39 - $47.46 $109K - $150K
239K $11.3B
JPM
Jpmorgan Chase & CO

Financial Services
352
+ 1.25%
$210.28 - $289.91 $74K - $102K
28.6K $8.29B
VTI
Vanguard Total Stock Market Et

ETFs
1.17K
+ 3.59%
$243.75 - $303.93 $286K - $357K
33.9K $10.3B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.17K
+ 6.84%
$141.37 - $228.57 $165K - $267K
18.3K $4.15B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
44.2K
+ 2.11%
$24.98 - $25.66 $1.11M - $1.14M
2.14M $54.9B
Listed Fds Tr
29.9K
New
N/A
29.9K $1.19B
AXON
Axon Enterprise, Inc.

Industrials
31
+ 0.81%
$497.13 - $827.94 $15.4K - $25.7K
3.87K $3.21B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.67K
+ 17.79%
$171.4 - $227.1 $457K - $606K
17.7K $4.01B
STX
Seagate Technology Holdings PLC

Technology
390
+ 2.23%
$66.54 - $144.33 $26K - $56.3K
17.9K $2.59B
HON
Honeywell International Inc

Industrials
652
+ 1.49%
$182.86 - $232.88 $119K - $152K
44.3K $10.3B
KLAC
Kla Corp

Technology
63
+ 1.39%
$576.53 - $902.94 $36.3K - $56.9K
4.6K $4.12B
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
2.52K
+ 7.81%
$104.4 - $138.37 $263K - $349K
34.8K $4.81B
T
At&T Inc.

Communication Services
34K
New
$26.33 - $28.94 $894K - $983K
34K $983M
ABBV
Abb Vie Inc.

Healthcare
5.02K
+ 393.49%
$170.16 - $206.27 $854K - $1.03M
6.29K $1.17B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7
+ 0.0%
$29.12 - $35.84 $204 - $251
300K $10.8B
WMT
Walmart Inc.

Consumer Defensive
6.43K
+ 30.2%
$81.79 - $99.98 $526K - $643K
27.7K $2.71B
UBER
Uber Technologies, Inc

Technology
8.85K
New
$64.62 - $93.3 $572K - $826K
8.85K $826M
NOW
Service Now, Inc.

Technology
126
+ 4.81%
$721.65 - $1040.18 $90.9K - $131K
2.75K $2.82B
VO
Vanguard Mid Cap ETF

ETFs
1.46K
+ 11.01%
$228.54 - $279.83 $333K - $407K
14.7K $4.12B
GE
General Electric CO

Industrials
2.1K
+ 80.28%
$166.81 - $257.39 $350K - $540K
4.71K $1.21B
AXP
American Express CO

Financial Services
472
+ 4.4%
$231.39 - $318.98 $109K - $151K
11.2K $3.57B
PANW
Palo Alto Networks Inc

Technology
557
+ 3.44%
$152.44 - $204.64 $84.9K - $114K
16.7K $3.43B
IBM
International Business Machines Corp

Technology
393
+ 3.46%
$221.03 - $294.78 $86.9K - $116K
11.7K $3.46B
ECL
Ecolab Inc.

Basic Materials
2.11K
+ 57.34%
$225.65 - $270.95 $476K - $571K
5.78K $1.56B
MCK
Mckesson Corp

Healthcare
831
New
$652.83 - $732.78 $543K - $609K
831 $609M
LMT
Lockheed Martin Corp

Industrials
507
+ 2.29%
$430.82 - $486.45 $218K - $247K
22.7K $10.5B
Elevation Series Trust
23.2K
New
N/A
23.2K $586M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.35K
+ 1.55%
$45.11 - $52.34 $196K - $228K
285K $14.9B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.86K
+ 9.69%
$45.98 - $56.15 $224K - $273K
55.1K $3.09B
Activity Summary
Buys All Purchases 146 New Holdings 17 Increased Positions 129 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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