Gr Financial Group, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $649 Billion distributed in 21 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 $287B, Spdr S&P 500 ETF Trust with a value of $259B, Pimco ETF Tr with a value of $83.3B, Meta Platforms, Inc. with a value of $3.54B, and Apple Inc. with a value of $3.52B.

Examining the 13F form we can see an increase of $57.4B in the current position value, from $591B to 649B.

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 $649 Billion
ETFs: $549 Billion
Technology: $6.34 Billion
Communication Services: $3.54 Billion
Consumer Cyclical: $2.21 Billion
Industrials: $1.06 Billion
Consumer Defensive: $1.04 Billion
Healthcare: $470 Million
Financial Services: $269 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $649 Billion
  • Prior Value $591 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Gr Financial Group, LLC Portfolio

Follow Gr Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gr Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gr Financial Group, LLC with notifications on news.