Stephen J. Garry & Associates, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $24.1B, Vanguard Bd Index Fd Inc Total with a value of $9.19B, Vanguard Index Fds S&P 500 ETF with a value of $8.91B, Ishares Gold Trust with a value of $7.64B, and Vanguard Bd Index Fd Inc Inter with a value of $7.55B.

Examining the 13F form we can see an increase of $108B in the current position value.

Stephen J. Garry & Associates, LLC is based out at Garden City, NY

Below you can find more details about Stephen J. Garry & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $103 Billion
Technology: $2.14 Billion
Financial Services: $655 Million
Consumer Cyclical: $500 Million
Utilities: $486 Million
Communication Services: $265 Million
Industrials: $206 Million
Healthcare: $23.4 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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