Gr Financial Group, LLC Portfolio Holdings

Gr Financial Group, LLC

  • $571 Billion
  • Q3 2024

Gr Financial Group, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $571 Billion distributed in 16 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 $285B, Spdr S&P 500 ETF Trust with a value of $278B, Apple Inc. with a value of $2.37B, Raytheon Technologies Corp with a value of $1.48B, and Costco Wholesale Corp with a value of $995M.

Examining the 13F form we can see an increase of $118B in the current position value, from $454B to 571B.

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 $571 Billion
ETFs: $564 Billion
Technology: $3.3 Billion
Industrials: $1.48 Billion
Consumer Defensive: $995 Million
Healthcare: $502 Million
Communication Services: $300 Million
Consumer Cyclical: $272 Million
Financial Services: $271 Million
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174B
$1.48 Billion 0.26% of portfolio
12,176
Q3 2024 Added 0.31%
$177B
$311 Million 0.05% of portfolio
1,507
Q3 2024 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $571 Billion
  • Prior Value $454 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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