Gleason Group, Inc. Portfolio Holdings

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.