Great Lakes Retirement, Inc. Purchases in Q1 2025

Great Lakes Retirement, Inc.

  • $763 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
16.7K
+ 302.74%
$423.19 - $506.29 $7.05M - $8.44M
22.2K $9.91B
DVN
Devon Energy Corp

Energy
149K
+ 56.87%
$33.15 - $38.55 $4.95M - $5.76M
412K $15.4B
UNH
Unitedhealth Group Inc

Healthcare
10.7K
+ 81.7%
$461.52 - $548.18 $4.92M - $5.84M
23.7K $12.4B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
64.8K
+ 3.19%
$24.73 - $25.62 $1.6M - $1.66M
2.1M $53.6B
ZTS
Zoetis Inc.

Healthcare
11.8K
New
$156.48 - $175.67 $1.84M - $2.07M
11.8K $1.94B
ORCL
Oracle Corp

Technology
15.3K
+ 111.99%
$139.81 - $186.47 $2.14M - $2.85M
28.9K $4.05B
TRGP
Targa Resources Corp.

Energy
7.62K
+ 216.84%
$178.44 - $217.22 $1.36M - $1.66M
11.1K $2.23B
SLB
Schlumberger Limited

Energy
8.73K
+ 3.39%
$38.4 - $43.74 $335K - $382K
267K $11.2B
TSCO
Tractor Supply CO

Consumer Cyclical
24K
New
$51.66 - $57.94 $1.24M - $1.39M
24K $1.32B
TUA
Simpl Exch Traded Fds Sht Term
55.9K
+ 50.33%
N/A
167K $3.67B
KIM
Kimco Realty Corp

Real Estate
58.9K
New
$20.15 - $23.42 $1.19M - $1.38M
58.9K $1.25B
UTHR
United Therapeutics Corp

Healthcare
4.01K
New
$304.42 - $380.78 $1.22M - $1.53M
4.01K $1.24B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
16.6K
+ 2.9%
$42.4 - $44.11 $705K - $734K
590K $25.9B
DGX
Quest Diagnostics Inc

Healthcare
6.93K
New
N/A
6.93K $1.17B
PYPL
Pay Pal Holdings, Inc.

Financial Services
16.7K
New
$65.15 - $91.81 $1.09M - $1.53M
16.7K $1.09B
NOW
Service Now, Inc.

Technology
1.66K
+ 172.35%
$783.83 - $1170.39 $1.3M - $1.94M
2.62K $2.09B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5.02K
New
$203.38 - $274.79 $1.02M - $1.38M
5.02K $1.04B
Linde PLC
651
+ 4.27%
N/A
15.9K $7.4B
Aim ETF Products Trust
36.2K
New
N/A
36.2K $1.02B
ECL
Ecolab Inc.

Basic Materials
3.68K
New
$229.72 - $269.82 $844K - $992K
3.68K $934M
SCHW
Schwab Charles Corp

Financial Services
3.14K
+ 2.21%
$71.24 - $83.64 $224K - $263K
145K $11.4B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.73K
New
$402.49 - $513.76 $696K - $888K
1.73K $838M
LLY
Eli Lilly & CO

Healthcare
203
+ 1.87%
$725.72 - $929.72 $147K - $189K
11.1K $9.15B
TYA
Simplify Exchange Traded Fds S

ETFs
50.5K
+ 80.31%
N/A
113K $1.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.54K
+ 3.11%
$79.17 - $82.04 $439K - $455K
184K $15B
AMGN
Amgen Inc

Healthcare
391
+ 3.83%
$258.59 - $327.36 $101K - $128K
10.6K $3.31B
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
19.4K
New
N/A
19.4K $622M
SIXJ
Aim ETF Prods Tr Allianzim U S
20.2K
New
$29.68 - $31.19 $600K - $631K
20.2K $605M
TMUS
T Mobile Us, Inc.

Communication Services
270
+ 2.48%
$211.3 - $272.83 $57.1K - $73.7K
11.2K $2.98B
COST
Costco Wholesale Corp

Consumer Defensive
255
+ 2.73%
$890.62 - $1076.86 $227K - $275K
9.6K $9.08B
Simplify Exchange Traded Fun
16.3K
New
N/A
16.3K $416M
SHEL
Shell PLC

Energy
1.7K
+ 6.26%
$62.84 - $73.29 $107K - $124K
28.8K $2.11B
EMR
Emerson Electric CO

Industrials
3.65K
New
$108.64 - $131.17 $396K - $478K
3.65K $400M
AUGZ
Listed Fds Tr Trueshares Struc

Technology
10.6K
New
$36.95 - $40.02 $391K - $424K
10.6K $396M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.84K
+ 3.34%
$50.03 - $50.27 $392K - $394K
243K $12.2B
Aim ETF Products Trust
15.4K
New
N/A
15.4K $394M
IBM
International Business Machines Corp

Technology
294
+ 2.66%
$217.4 - $264.74 $63.9K - $77.8K
11.3K $2.82B
SO
Southern CO

Utilities
776
+ 2.43%
$80.96 - $92.96 $62.8K - $72.1K
32.7K $3.01B
COP
Conocophillips

Energy
2.04K
+ 7.92%
$88.6 - $105.85 $181K - $216K
27.8K $2.92B
DE
Deere & CO

Industrials
204
+ 3.72%
$408.57 - $509.27 $83.3K - $104K
5.69K $2.67B
ABT
Abbott Laboratories

Healthcare
464
+ 3.38%
$111.1 - $140.22 $51.6K - $65.1K
14.2K $1.88B
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 6.58%
$37.81 - $46.49 $83.4K - $103K
35.7K $1.62B
NFLX
Netflix Inc

Communication Services
78
+ 1.61%
$828.4 - $1058.6 $64.6K - $82.6K
4.93K $4.6B
XOM
Exxon Mobil Corp

Energy
903
+ 6.79%
$105.44 - $118.93 $95.2K - $107K
14.2K $1.69B
KR
Kroger CO

Consumer Defensive
831
+ 2.71%
$58.36 - $67.72 $48.5K - $56.3K
31.5K $2.13B
JPM
Jpmorgan Chase & CO

Financial Services
383
+ 1.37%
$225.19 - $279.95 $86.2K - $107K
28.3K $6.93B
SNY
Sanofi

Healthcare
799
+ 2.9%
$48.15 - $59.42 $38.5K - $47.5K
28.4K $1.57B
PAYX
Paychex Inc

Industrials
235
+ 1.63%
$136.06 - $154.52 $32K - $36.3K
14.6K $2.26B
KLAC
Kla Corp

Technology
18
+ 0.4%
$636.62 - $777.63 $11.5K - $14K
4.54K $3.09B
Activity Summary
Buys All Purchases 139 New Holdings 18 Increased Positions 121 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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