Great Lakes Retirement, Inc. Portfolio Holdings

Great Lakes Retirement, Inc.

  • $780 Billion
  • Q3 2024

Great Lakes Retirement, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $780 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $52.7B, Nvidia Corp with a value of $41.4B, First Tr ETF Viii Tcw Opportun with a value of $25.9B, Goldman Sachs Tr Eql Weight Us with a value of $24.5B, and Amazon Com Inc with a value of $21.8B.

Examining the 13F form we can see an increase of $50.7B in the current position value, from $729B to 780B.

Great Lakes Retirement, Inc. is based out at Sandusky, OH

Below you can find more details about Great Lakes Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $780 Billion
ETFs: $278 Billion
Technology: $141 Billion
Financial Services: $66.3 Billion
Healthcare: $57.2 Billion
Industrials: $56.3 Billion
Consumer Cyclical: $50.3 Billion
Communication Services: $35.4 Billion
Energy: $33.1 Billion
Other: $31.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$363B
$41.4 Billion 5.31% of portfolio
340,804
Q3 2024 Reduced 7.73%
$2.11T
$21.8 Billion 2.8% of portfolio
117,248
Q3 2024 Added 6.8%
$1.08T
$20.3 Billion 2.6% of portfolio
122,364
Q3 2024 Added 1.95%
$3.58T
$20.1 Billion 2.58% of portfolio
86,245
Q3 2024 Added 3.08%
$3.13T
$17.7 Billion 2.27% of portfolio
41,184
Q3 2024 Added 3.83%
$503B
$12.8 Billion 1.64% of portfolio
46,635
Q3 2024 Added 7.06%
$61B
$12.5 Billion 1.61% of portfolio
15,497
Q3 2024 Added 1.34%
$234B
$11.9 Billion 1.52% of portfolio
72,379
Q3 2024 Added 3.97%
$67.4B
$10.7 Billion 1.37% of portfolio
234,482
Q3 2024 Added 5.7%
$180B
$10.1 Billion 1.3% of portfolio
36,460
Q3 2024 Added 5.49%
$738B
$9.75 Billion 1.25% of portfolio
11,010
Q3 2024 Reduced 18.32%
$364B
$9.26 Billion 1.19% of portfolio
233,398
Q3 2024 Added 4.32%
$138B
$9.23 Billion 1.18% of portfolio
142,450
Q3 2024 Added 5.25%
$145B
$8.81 Billion 1.13% of portfolio
42,600
Q3 2024 Added 4.46%
$398B
$8.4 Billion 1.08% of portfolio
9,476
Q3 2024 Added 0.55%
$14.6B
$7.69 Billion 0.99% of portfolio
106,769
Q3 2024 Added 20,511.78%
$62.1B
$6.73 Billion 0.86% of portfolio
160,409
Q3 2024 Added 5.15%
$90.8B
$5.96 Billion 0.76% of portfolio
15,320
Q3 2024 Added 0.17%
$725B
$5.9 Billion 0.76% of portfolio
27,978
Q3 2024 Added 0.69%
$26.2B
$5.82 Billion 0.75% of portfolio
148,674
Q3 2024 Added 3.56%
$1.33T
$5.13 Billion 0.66% of portfolio
8,961
Q3 2024 Added 47.34%
$72.7B
$4.64 Billion 0.6% of portfolio
26,921
Q3 2024 Added 917.04%
$130B
$4.32 Billion 0.55% of portfolio
11,262
Q3 2024 Added 2.76%
$79B
$4.13 Billion 0.53% of portfolio
8,335
Q3 2024 Added 0.83%
$44.5B
$4.07 Billion 0.52% of portfolio
13,657
Q3 2024 Added 2.97%
$94.9B
$3.66 Billion 0.47% of portfolio
4,721
Q3 2024 Reduced 2.38%
$347B
$3.5 Billion 0.45% of portfolio
4,939
Q3 2024 Added 1.5%
$60.5B
$3.41 Billion 0.44% of portfolio
7,249
Q3 2024 Added 0.9%
$91.1B
$3.27 Billion 0.42% of portfolio
5,183
Q3 2024 Added 0.12%
$172B
$3.28 Billion 0.42% of portfolio
10,182
Q3 2024 Added 0.86%
$194B
$3.17 Billion 0.41% of portfolio
18,647
Q3 2024 Added 65.88%
$145B
$3.19 Billion 0.41% of portfolio
5,454
Q3 2024 Added 2.38%
$219B
$2.97 Billion 0.38% of portfolio
4,794
Q3 2024 Added 2.04%
$382B
$2.95 Billion 0.38% of portfolio
17,009
Q3 2024 Added 153.03%
$25.7B
$2.95 Billion 0.38% of portfolio
14,873
Q3 2024 Reduced 0.46%
$95.2B
$2.89 Billion 0.37% of portfolio
32,016
Q3 2024 Added 67.61%
$221B
$2.88 Billion 0.37% of portfolio
10,627
Q3 2024 Added 1.7%
$1T
$2.83 Billion 0.36% of portfolio
16,299
Q3 2024 Added 2.38%
$497B
$2.78 Billion 0.36% of portfolio
5,627
Q3 2024 Added 1.81%
$116B
$2.77 Billion 0.36% of portfolio
12,045
Q3 2024 Reduced 0.19%
$125B
$2.8 Billion 0.36% of portfolio
18,306
Q3 2024 Added 3.25%
$1.6B
$2.63 Billion 0.34% of portfolio
45,712
Q3 2024 Added 2.53%
$87.5B
$2.67 Billion 0.34% of portfolio
2,542
Q3 2024 Added 13.63%
$145B
$2.62 Billion 0.34% of portfolio
24,884
Q3 2024 Reduced 10.98%
$41.8B
$2.62 Billion 0.34% of portfolio
29,357
Q3 2024 Added 0.43%
$307B
$2.61 Billion 0.33% of portfolio
9,526
Q3 2024 Added 3.39%
$89.7B
$2.61 Billion 0.33% of portfolio
10,501
Q3 2024 Added 2.04%
$82.8B
$2.49 Billion 0.32% of portfolio
13,462
Q3 2024 Reduced 1.83%
$115B
$2.49 Billion 0.32% of portfolio
7,285
Q3 2024 Added 12.63%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $780 Billion
  • Prior Value $729 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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