Great Lakes Retirement, Inc. Incresed Positions in Q3 2025

Great Lakes Retirement, Inc.

  • $916 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.25K
+ 5.52%
$202.38 - $256.87 $1.06M - $1.35M
100K $25.6B
Arista Networks Inc
11.8K
+ 23.18%
N/A
62.9K $9.16B
DHR
Danaher Corp

Healthcare
19.4K
+ 46.14%
$181.46 - $212.2 $3.53M - $4.12M
61.6K $12.2B
DVN
Devon Energy Corp

Energy
57.6K
+ 13.67%
$31.75 - $36.99 $1.83M - $2.13M
479K $16.8B
LMT
Lockheed Martin Corp

Industrials
3.49K
+ 15.37%
$410.74 - $499.21 $1.43M - $1.74M
26.2K $13.1B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
62.7K
+ 2.92%
$25.21 - $25.99 $1.58M - $1.63M
2.21M $57B
ORCL
Oracle Corp

Technology
435
+ 1.45%
$218.96 - $328.33 $95.2K - $143K
30.4K $8.55B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.97K
+ 1.23%
$81.55 - $85.33 $405K - $424K
410K $34.9B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
365
+ 0.04%
$23.82 - $25.84 $8.69K - $9.43K
899K $23.1B
FQAL
Fidelity Covington Tr Quality

ETFs
6.34K
+ 2.65%
$69.69 - $74.72 $442K - $473K
246K $18.4B
MSFT
Microsoft Corp

Technology
346
+ 0.65%
$491.09 - $535.64 $170K - $185K
53.9K $27.9B
SLB
Schlumberger Limited

Energy
33.5K
+ 12.16%
$32.37 - $37.31 $1.08M - $1.25M
309K $10.6B
PANW
Palo Alto Networks Inc

Technology
5.92K
+ 35.34%
$167.06 - $208.19 $988K - $1.23M
22.7K $4.61B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.91K
+ 2.97%
$36.04 - $38.78 $321K - $345K
309K $11.9B
GLW
Corning Inc

Technology
1.1K
+ 3.11%
$51.6 - $82.03 $56.7K - $90.2K
36.4K $2.99B
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 4.41%
$282.78 - $316.06 $357K - $399K
29.9K $9.42B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
17.7K
+ 2.98%
$43.36 - $44.8 $769K - $794K
612K $27.2B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
281
+ 1.54%
$224.68 - $282.71 $63.1K - $79.4K
18.5K $5.18B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.27K
+ 0.8%
$52.12 - $55.33 $118K - $125K
287K $15.9B
VTI
Vanguard Total Stock Market Et

ETFs
544
+ 1.6%
$303.93 - $329.86 $165K - $179K
34.5K $11.3B
KLAC
Kla Corp

Technology
67
+ 1.46%
$843.9 - $1078.6 $56.5K - $72.3K
4.67K $5.04B
CAT
Caterpillar Inc

Industrials
412
+ 5.9%
$390.92 - $477.15 $161K - $197K
7.4K $3.53B
PWR
Quanta Services, Inc.

Industrials
621
+ 4.28%
$372.29 - $421.68 $231K - $262K
15.1K $6.27B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.49K
+ 8.41%
$225.11 - $247.9 $334K - $368K
19.1K $4.73B
URI
United Rentals, Inc.

Industrials
74
+ 2.54%
$774.14 - $975.23 $57.3K - $72.2K
2.99K $2.86B
SCHW
Schwab Charles Corp

Financial Services
340
+ 0.23%
$91.03 - $98.69 $31K - $33.6K
147K $14B
Blackrock Inc
156
+ 3.88%
N/A
4.17K $4.87B
BX
Blackstone Inc.

Financial Services
1.17K
+ 5.62%
$152.77 - $188.68 $179K - $221K
22K $3.77B
Elevation Series Trust
19K
+ 81.92%
N/A
42.2K $1.12B
DD
Du Pont De Nemours, Inc.

Basic Materials
3.05K
+ 10.27%
$69.9 - $78.26 $213K - $239K
32.8K $2.55B
PSX
Phillips 66

Energy
2.1K
+ 15.84%
$118.37 - $139.46 $249K - $293K
15.4K $2.09B
Elevation Series Trust
20.5K
+ 41.48%
N/A
69.9K $1.72B
Jacobs Solutions Inc
1.25K
+ 7.32%
N/A
18.3K $2.75B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
733
+ 5.75%
$201.83 - $230.93 $148K - $169K
13.5K $2.99B
Pimco ETF Tr
4.47K
+ 32.09%
N/A
18.4K $1.86B
ASML
Asml Holding Nv

Technology
113
+ 5.5%
$689.63 - $968.09 $77.9K - $109K
2.17K $2.1B
KIM
Kimco Realty Corp

Real Estate
14.9K
+ 10.45%
$20.74 - $22.79 $309K - $340K
158K $3.44B
LOW
Lowes Companies Inc

Consumer Cyclical
730
+ 8.27%
$215.01 - $273.02 $157K - $199K
9.55K $2.4B
TOL
Toll Brothers, Inc.

Consumer Cyclical
928
+ 7.37%
$113.78 - $148.0 $106K - $137K
13.5K $1.87B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.91K
+ 8.13%
$82.38 - $83.0 $405K - $408K
65.3K $5.42B
SPY
Spdr S&P 500 ETF Trust

ETFs
568
+ 90.73%
$617.65 - $666.84 $351K - $379K
1.19K $795M
DELL
Dell Technologies Inc.

Technology
474
+ 2.72%
$120.96 - $141.77 $57.3K - $67.2K
17.9K $2.54B
GOOG
Alphabet Inc.

Communication Services
917
+ 41.46%
$175.16 - $255.24 $161K - $234K
3.13K $762M
CSX
Csx Corp

Industrials
5.87K
+ 10.53%
$32.05 - $36.52 $188K - $214K
61.6K $2.19B
JNJ
Johnson & Johnson

Healthcare
474
+ 5.66%
$155.17 - $185.42 $73.6K - $87.9K
8.85K $1.64B
COP
Conocophillips

Energy
2.16K
+ 7.19%
$91.0 - $98.99 $196K - $214K
32.2K $3.04B
GPC
Genuine Parts CO

Consumer Cyclical
1.09K
+ 9.14%
$122.23 - $142.77 $133K - $155K
13K $1.8B
DGX
Quest Diagnostics Inc

Healthcare
1.32K
+ 17.17%
N/A
9.03K $1.72B
ABBV
Abb Vie Inc.

Healthcare
192
+ 3.05%
$184.85 - $231.54 $35.5K - $44.5K
6.48K $1.5B
Activity Summary
Buys All Purchases 152 New Holdings 19 Increased Positions 133 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Great Lakes Retirement, Inc. Portfolio

Follow Great Lakes Retirement, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Lakes Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Lakes Retirement, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email