Great Lakes Retirement, Inc. Purchases in Q3 2024

Great Lakes Retirement, Inc.

  • $780 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
178
+ 1.7%
$225.92 - $271.17 $40.2K - $48.3K
10.6K $2.88B
LOW
Lowes Companies Inc

Consumer Cyclical
139
+ 1.77%
$213.3 - $270.78 $29.6K - $37.6K
7.99K $2.17B
AXON
Axon Enterprise, Inc.

Industrials
73
+ 1.92%
$286.16 - $399.6 $20.9K - $29.2K
3.87K $1.55B
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.2K
+ 4.21%
$102.5 - $119.64 $123K - $143K
29.6K $3.54B
VO
Vanguard Mid Cap ETF

ETFs
631
+ 5.68%
$237.84 - $263.83 $150K - $166K
11.7K $3.1B
WFC
Wells Fargo & Company

Financial Services
8.19K
+ 35.9%
$51.58 - $60.97 $422K - $499K
31K $1.75B
AVGO
Broadcom Inc.

Technology
24.3K
+ 917.04%
$136.27 - $1745.86 $3.31M - $42.4M
26.9K $4.64B
COST
Costco Wholesale Corp

Consumer Defensive
52
+ 0.55%
$801.83 - $917.05 $41.7K - $47.7K
9.48K $8.4B
HD
Home Depot, Inc.

Consumer Cyclical
193
+ 3.83%
$333.64 - $405.2 $64.4K - $78.2K
5.23K $2.12B
TMUS
T Mobile Us, Inc.

Communication Services
255
+ 2.38%
$175.14 - $206.36 $44.7K - $52.6K
11K $2.26B
TMO
Thermo Fisher Scientific Inc.

Healthcare
96
+ 2.04%
$531.86 - $624.21 $51.1K - $59.9K
4.79K $2.97B
BAC
Bank Of America Corp

Financial Services
9.67K
+ 4.32%
$36.65 - $44.13 $355K - $427K
233K $9.26B
DELL
Dell Technologies Inc.

Technology
5.25K
+ 37.66%
$87.89 - $145.97 $461K - $766K
19.2K $2.27B
Trueshares Structured Outcome April ETF
10.1K
New
N/A
10.1K $350M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
9.95K
New
$31.91 - $34.68 $318K - $345K
9.95K $345M
MA
Mastercard Inc

Financial Services
100
+ 1.81%
$429.6 - $500.99 $43K - $50.1K
5.63K $2.78B
AMP
Ameriprise Financial Inc

Financial Services
65
+ 0.9%
$391.53 - $469.81 $25.4K - $30.5K
7.25K $3.41B
FITB
Fifth Third Bancorp

Financial Services
7.69K
+ 886.85%
$36.01 - $43.64 $277K - $336K
8.56K $367M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
305
+ 13.63%
$1024.09 - $1201.76 $312K - $367K
2.54K $2.67B
GE
General Electric CO

Industrials
1.54K
+ 169.19%
$156.66 - $189.66 $242K - $293K
2.46K $463M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.77K
+ 2.08%
$49.9 - $50.37 $238K - $240K
234K $11.7B
ACM
Aecom

Industrials
1.18K
+ 9.94%
$82.37 - $103.25 $97.4K - $122K
13.1K $1.35B
PANW
Palo Alto Networks Inc

Technology
817
+ 12.63%
$294.18 - $368.01 $240K - $301K
7.29K $2.49B
WMT
Walmart Inc.

Consumer Defensive
642
+ 3.5%
$66.91 - $81.4 $43K - $52.3K
19K $1.53B
DD
Du Pont De Nemours, Inc.

Basic Materials
1.05K
+ 4.6%
$77.22 - $89.49 $80.9K - $93.8K
23.8K $2.13B
TUA
Simpl Exch Traded Fds Sht Term
6.24K
+ 7.62%
N/A
88.1K $2.03B
JPM
Jpmorgan Chase & CO

Financial Services
192
+ 0.69%
$194.9 - $224.8 $37.4K - $43.2K
28K $5.9B
MCD
Mcdonalds Corp

Consumer Cyclical
91
+ 1.81%
$245.82 - $304.51 $22.4K - $27.7K
5.13K $1.56B
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.94K
+ 65.08%
$72.41 - $86.76 $213K - $255K
7.47K $615M
TYA
Simplify Exchange Traded Fds S

ETFs
13.9K
+ 31.47%
$12.71 - $12.71 $177K - $177K
58.1K $835M
SNY
Sanofi

Healthcare
161
+ 0.59%
$48.54 - $58.53 $7.81K - $9.42K
27.7K $1.59B
KR
Kroger CO

Consumer Defensive
667
+ 2.22%
$50.43 - $57.3 $33.6K - $38.2K
30.7K $1.76B
NEE
Nextera Energy Inc

Utilities
1.54K
+ 16.53%
$69.9 - $84.97 $107K - $131K
10.8K $916M
Lazard Inc Com
624
+ 3.46%
N/A
18.6K $939M
CRM
Salesforce, Inc.

Technology
312
+ 3.39%
$238.42 - $276.53 $74.4K - $86.3K
9.53K $2.61B
PAYX
Paychex Inc

Industrials
45
+ 0.31%
$116.17 - $135.19 $5.23K - $6.08K
14.7K $1.97B
FIS
Fidelity National Information Services, Inc.

Technology
467
+ 2.03%
$72.8 - $85.04 $34K - $39.7K
23.5K $1.97B
TRV
Travelers Companies, Inc.

Financial Services
290
+ 5.76%
$201.87 - $242.35 $58.5K - $70.3K
5.33K $1.25B
QQQ
Invesco Qqq Trust, Series 1

ETFs
330
+ 4.57%
$434.77 - $502.96 $143K - $166K
7.55K $3.69B
NFLX
Netflix Inc

Communication Services
73
+ 1.5%
$598.55 - $722.26 $43.7K - $52.7K
4.94K $3.5B
UNP
Union Pacific Corp

Industrials
188
+ 2.61%
$221.78 - $256.09 $41.7K - $48.1K
7.38K $1.82B
AZO
Autozone Inc

Consumer Cyclical
38
+ 10.13%
$2815.0 - $3212.87 $107K - $122K
413 $1.3B
OMC
Omnicom Group Inc.

Communication Services
53
+ 0.38%
$87.69 - $103.9 $4.65K - $5.51K
14.2K $1.46B
MCO
Moodys Corp

Financial Services
84
+ 3.17%
$421.49 - $494.67 $35.4K - $41.6K
2.73K $1.3B
MDT
Medtronic PLC

Healthcare
43
+ 0.27%
$76.84 - $91.03 $3.3K - $3.91K
16.1K $1.45B
ABT
Abbott Laboratories

Healthcare
335
+ 2.48%
$100.07 - $118.13 $33.5K - $39.6K
13.8K $1.58B
ITW
Illinois Tool Works Inc

Industrials
122
+ 2.14%
$233.14 - $263.97 $28.4K - $32.2K
5.83K $1.53B
VZ
Verizon Communications Inc

Communication Services
820
+ 2.53%
$38.89 - $45.0 $31.9K - $36.9K
33.2K $1.49B
SYK
Stryker Corp

Healthcare
162
+ 3.58%
$315.94 - $371.96 $51.2K - $60.3K
4.69K $1.69B
Activity Summary
Buys All Purchases 146 New Holdings 11 Increased Positions 135 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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