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 $200 Billions or more
