Gleason Group, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $546 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $125M, Vanguard Total Stock Market Et with a value of $72.6M, Vanguard Extended Market ETF with a value of $68.2M, Vanguard Value ETF with a value of $42.8M, and Vanguard Star Fd Vanguard Tota with a value of $42.1M.

Examining the 13F form we can see an increase of $53.5M in the current position value, from $492M to 546M. Also it can be appreciated an additional of 3 stocks purchases and 1 closed positions.

Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $546 Million
ETFs: $495 Million
Financial Services: $9.52 Million
Consumer Defensive: $8.97 Million
Industrials: $7.69 Million
Consumer Cyclical: $6.58 Million
Technology: $5.11 Million
Healthcare: $4.41 Million
Energy: $4.03 Million
Other: $4.67 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $546 Million
  • Prior Value $492 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 97 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 48 stocks
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