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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.7 Billion 6.75% of portfolio
2,014,851
Q3 2024 Added 2.48%
$0
$25.9 Billion 3.32% of portfolio
572,963
Q3 2024 Added 590,583.5%
$0
$24.5 Billion 3.14% of portfolio
316,156
Q3 2024 Added 0.41%
$0
$19.9 Billion 2.56% of portfolio
299,863
Q3 2024 Reduced 0.13%
$0
$15.9 Billion 2.03% of portfolio
244,359
Q3 2024 Added 0.24%
$0
$15.3 Billion 1.96% of portfolio
231,528
Q3 2024 Reduced 0.3%
$0
$14.8 Billion 1.89% of portfolio
279,050
Q3 2024 Added 0.28%
$0
$14.6 Billion 1.87% of portfolio
174,439
Q3 2024 Added 268,267.69%
$0
$12 Billion 1.54% of portfolio
173,375
Q3 2024 Added 1.8%
$0
$11.7 Billion 1.51% of portfolio
233,993
Q3 2024 Added 2.08%
$0
$10.4 Billion 1.33% of portfolio
302,607
Q3 2024 Added 0.48%
$0
$9.07 Billion 1.16% of portfolio
31,924
Q3 2024 Added 2.16%
$0
$7.62 Billion 0.98% of portfolio
296,061
Q3 2024 Added 3.83%
$0
$4.62 Billion 0.59% of portfolio
55,603
Q3 2024 New
$0
$4.46 Billion 0.57% of portfolio
66,095
Q3 2024 Reduced 1.76%
$0
$3.69 Billion 0.47% of portfolio
7,553
Q3 2024 Added 4.57%
$0
$3.46 Billion 0.44% of portfolio
72,883
Q3 2024 New
$0
$3.1 Billion 0.4% of portfolio
11,744
Q3 2024 Added 5.68%
$0
$2.31 Billion 0.3% of portfolio
47,234
Q3 2024 New
$0
$2.33 Billion 0.3% of portfolio
38,840
Q3 2024 Added 145.81%
$0
$2.3 Billion 0.29% of portfolio
45,617
Q3 2024 New
$0
$1.54 Billion 0.2% of portfolio
44,526
Q3 2024 Reduced 2.32%
$0
$1.36 Billion 0.17% of portfolio
18,157
Q3 2024 Reduced 3.17%
$0
$1.28 Billion 0.16% of portfolio
25,403
Q3 2024 Added 936.43%
$0
$1.16 Billion 0.15% of portfolio
23,448
Q3 2024 New
$0
$1.18 Billion 0.15% of portfolio
20,393
Q3 2024 Added 68.48%
$0
$1.19 Billion 0.15% of portfolio
9,957
Q3 2024 Reduced 4.64%
$0
$835 Million 0.11% of portfolio
58,105
Q3 2024 Added 31.47%
$0
$705 Million 0.09% of portfolio
23,986
Q3 2024 Reduced 1.95%
$0
$679 Million 0.09% of portfolio
3,416
Q3 2024 Added 11.42%
$0
$703 Million 0.09% of portfolio
7,346
Q1 2024 Reduced 19.1%
$0
$615 Million 0.08% of portfolio
7,465
Q3 2024 Added 65.08%
$0
$618 Million 0.08% of portfolio
4,817
Q4 2022 New
$0
$567 Million 0.07% of portfolio
982
Q3 2024 Reduced 36.07%
$0
$557 Million 0.07% of portfolio
1,053
Q3 2024 Reduced 2.5%
$0
$446 Million 0.06% of portfolio
3,197
Q2 2024 New
$0
$360 Million 0.05% of portfolio
11,178
Q3 2024 Reduced 2.14%
$0
$352 Million 0.05% of portfolio
11,074
Q3 2024 Reduced 1.92%
$0
$357 Million 0.05% of portfolio
10,679
Q3 2024 Reduced 2.26%
$0
$317 Million 0.04% of portfolio
19,343
Q3 2024 Reduced 1.51%
$0
$345 Million 0.04% of portfolio
9,952
Q3 2024 New
$0
$323 Million 0.04% of portfolio
3,157
Q2 2024 New
$0
$350 Million 0.04% of portfolio
8,277
Q3 2024 Reduced 2.01%
$0
$262 Million 0.03% of portfolio
4,424
Q2 2024 New
$0
$236 Million 0.03% of portfolio
3,961
Q2 2024 New
$0
$272 Million 0.03% of portfolio
1,918
Q4 2023 New

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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