Great Lakes Retirement, Inc. Purchases in Q2 2025

Great Lakes Retirement, Inc.

  • $844 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
73
+ 1.45%
$177.93 - $313.14 $13K - $22.9K
5.09K $1.6B
WMB
Williams Companies, Inc.

Energy
1.11K
+ 0.76%
$54.33 - $62.87 $60.5K - $70K
147K $9.25B
TJX
Tjx Companies Inc

Consumer Cyclical
4.14K
New
$119.13 - $135.03 $494K - $560K
4.14K $512M
PH
Parker Hannifin Corp

Industrials
57
+ 1.1%
$517.23 - $700.54 $29.5K - $39.9K
5.23K $3.65B
CAT
Caterpillar Inc

Industrials
291
+ 4.35%
$273.94 - $388.21 $79.7K - $113K
6.98K $2.71B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.92K
+ 10.86%
$82.21 - $83.12 $487K - $492K
60.4K $5.01B
AMP
Ameriprise Financial Inc

Financial Services
254
+ 3.56%
$422.19 - $533.73 $107K - $136K
7.4K $3.95B
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 2.25%
$4164.15 - $5789.24 $33.3K - $46.3K
363 $2.1B
ASML
Asml Holding Nv

Technology
168
+ 8.9%
$595.37 - $815.24 $100K - $137K
2.06K $1.65B
URI
United Rentals, Inc.

Industrials
41
+ 1.43%
$551.94 - $753.4 $22.6K - $30.9K
2.92K $2.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
626
New
$496.48 - $617.85 $311K - $387K
626 $388M
ACM
Aecom

Industrials
698
+ 4.58%
$87.19 - $113.06 $60.9K - $78.9K
15.9K $1.8B
DE
Deere & CO

Industrials
309
+ 5.44%
$412.99 - $531.48 $128K - $164K
5.99K $3.05B
STOT
Spdr Doubleline Short Duration

ETFs
7.8K
+ 10.91%
$46.87 - $47.35 $366K - $369K
79.3K $3.76B
QCOM
Qualcomm Inc

Technology
1.61K
+ 8.02%
$124.66 - $159.48 $201K - $257K
21.7K $3.45B
COF
Capital One Financial Corp

Financial Services
201
+ 2.24%
$150.57 - $212.76 $30.3K - $42.8K
9.16K $1.95B
Jacobs Solutions Inc
1.22K
+ 7.65%
N/A
17.1K $2.25B
FIS
Fidelity National Information Services, Inc.

Technology
1.88K
+ 7.58%
$68.14 - $82.13 $128K - $154K
26.6K $2.17B
Ge Vernova Inc
601
New
N/A
601 $318M
RY
Royal Bank Of Canada

Financial Services
779
+ 6.86%
$108.36 - $131.55 $84.4K - $102K
12.1K $1.6B
GLD
Spdr Gold Trust

ETFs
1.03K
New
$273.71 - $316.29 $281K - $325K
1.03K $313M
KR
Kroger CO

Consumer Defensive
2.49K
+ 7.9%
$64.62 - $74.0 $161K - $184K
34K $2.44B
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
6.69K
New
$32.52 - $44.71 $218K - $299K
6.69K $299M
Elevation Series Trust
12.1K
+ 32.3%
N/A
49.4K $1.22B
Aim ETF Products Trust
11K
New
N/A
11K $290M
Aim ETF Products Trust
10.9K
New
N/A
10.9K $290M
TSLA
Tesla, Inc.

Consumer Cyclical
891
New
$221.86 - $362.89 $198K - $323K
891 $283M
CSCO
Cisco Systems, Inc.

Technology
1.46K
+ 6.57%
$53.19 - $69.38 $77.7K - $101K
23.7K $1.65B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.95K
+ 11.06%
$49.82 - $50.25 $246K - $248K
49.6K $2.5B
SCHO
Schwab Short Term Us Treasury

ETFs
10.1K
+ 10.9%
$24.19 - $24.45 $244K - $247K
103K $2.5B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.1K
+ 10.88%
$59.8 - $60.07 $245K - $246K
41.7K $2.51B
DIS
Walt Disney CO

Communication Services
419
+ 5.86%
$81.72 - $124.01 $34.2K - $52K
7.57K $943M
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
New
$149.23 - $184.95 $185K - $229K
1.24K $227M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.1K
+ 9.57%
$90.5 - $114.3 $99.5K - $126K
12.6K $1.44B
DGX
Quest Diagnostics Inc

Healthcare
781
+ 11.28%
N/A
7.71K $1.38B
ISRG
Intuitive Surgical Inc

Healthcare
91
+ 2.78%
$451.58 - $565.94 $41.1K - $51.5K
3.37K $1.83B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.96K
+ 0.67%
$42.72 - $44.24 $169K - $175K
594K $26.1B
DHR
Danaher Corp

Healthcare
2.43K
+ 6.13%
$174.64 - $205.16 $425K - $499K
42.1K $8.33B
SYK
Stryker Corp

Healthcare
144
+ 2.81%
$337.37 - $395.63 $48.6K - $57K
5.26K $2.09B
MA
Mastercard Inc

Financial Services
160
+ 2.78%
$479.92 - $590.74 $76.8K - $94.5K
5.92K $3.32B
CRM
Salesforce, Inc.

Technology
430
+ 4.15%
$236.26 - $291.15 $102K - $125K
10.8K $2.95B
MCO
Moodys Corp

Financial Services
103
+ 3.23%
$396.7 - $501.59 $40.9K - $51.7K
3.29K $1.65B
SO
Southern CO

Utilities
1.83K
+ 5.59%
$84.91 - $92.56 $155K - $169K
34.6K $3.17B
GPC
Genuine Parts CO

Consumer Cyclical
1.12K
+ 10.36%
$105.54 - $129.09 $118K - $144K
11.9K $1.46B
PYPL
Pay Pal Holdings, Inc.

Financial Services
113
+ 0.68%
$57.41 - $74.81 $6.49K - $8.45K
16.8K $1.25B
Lazard Inc
1.29K
+ 6.16%
N/A
22.2K $1.06B
BSX
Boston Scientific Corp

Healthcare
81
+ 0.35%
$89.7 - $107.41 $7.27K - $8.7K
23K $2.47B
PEG
Public Service Enterprise Group Inc

Utilities
1.18K
+ 3.93%
$77.13 - $84.18 $91.1K - $99.4K
31.2K $2.63B
ABT
Abbott Laboratories

Healthcare
778
+ 5.49%
$123.95 - $138.08 $96.4K - $107K
15K $2.03B
Activity Summary
Buys All Purchases 146 New Holdings 17 Increased Positions 129 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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