Gr Financial Group, LLC Portfolio Holdings

Gr Financial Group, LLC

  • $591 Billion
  • Q4 2024

Gr Financial Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $591 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $295B, Spdr S&P 500 ETF Trust with a value of $282B, Apple Inc. with a value of $2.86B, Raytheon Technologies Corp with a value of $1.43B, and Costco Wholesale Corp with a value of $1.03B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $571B to 591B.

Gr Financial Group, LLC is based out at Tucson, AZ

Below you can find more details about Gr Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $591 Billion
ETFs: $580 Billion
Technology: $4.53 Billion
Industrials: $1.43 Billion
Consumer Cyclical: $1.3 Billion
Communication Services: $1.07 Billion
Consumer Defensive: $1.03 Billion
Healthcare: $438 Million
Financial Services: $211 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$295 Billion 49.97% of portfolio
501,867
Q4 2024 Added 1.63%
$0
$282 Billion 47.64% of portfolio
480,579
Q4 2024 Reduced 0.66%
$3.57T
$2.86 Billion 0.48% of portfolio
11,407
Q4 2024 Added 12.17%
$195B
$1.43 Billion 0.24% of portfolio
12,388
Q4 2024 Added 1.74%
$419B
$1.03 Billion 0.17% of portfolio
1,124
Q4 2024 Added 0.18%
$0
$909 Million 0.15% of portfolio
3,909
Q4 2024 New
$1.94T
$634 Million 0.11% of portfolio
2,888
Q4 2024 Added 98.22%
$2.8T
$636 Million 0.11% of portfolio
1,509
Q4 2024 Added 87.22%
$818B
$665 Million 0.11% of portfolio
1,646
Q4 2024 New
$1.3T
$607 Million 0.1% of portfolio
1,037
Q4 2024 Added 97.9%
Fidelity Wise Origin Bitcoin
-
$575 Million 0.1% of portfolio
-
Q4 2024 New
$0
$521 Million 0.09% of portfolio
5,879
Q4 2024 Added 7.83%
$951B
$461 Million 0.08% of portfolio
2,421
Q4 2024 New
$0
$463 Million 0.08% of portfolio
3,943
Q4 2024 Reduced 0.4%
$270B
$486 Million 0.08% of portfolio
3,618
Q4 2024 Added 59.24%
$785B
$438 Million 0.07% of portfolio
568
Q4 2024 Added 0.18%
$0
$402 Million 0.07% of portfolio
4,353
Q4 2024 Added 1.23%
Ishares Bitcoin Trust ETF
-
$331 Million 0.06% of portfolio
-
Q4 2024 New
$177B
$284 Million 0.05% of portfolio
1,516
Q4 2024 Added 0.6%
Vaneck Bitcoin ETF
-
$319 Million 0.05% of portfolio
-
Q4 2024 New
$2.7B
$264 Million 0.04% of portfolio
910
Q4 2024 New
$0
$229 Million 0.04% of portfolio
8,400
Q4 2024 Added 0.44%
$683B
$211 Million 0.04% of portfolio
465
Q4 2024 Reduced 21.05%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $591 Billion
  • Prior Value $571 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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