Great Lakes Retirement, Inc. Purchases in Q4 2024

Great Lakes Retirement, Inc.

  • $774 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.37K
+ 3.01%
$49.93 - $50.24 $68.5K - $68.9K
47K $2.36B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.02K
+ 2.63%
$59.74 - $60.03 $60.9K - $61.2K
39.9K $2.38B
Lazard Inc
335
+ 1.8%
N/A
19K $977M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.01K
+ 0.43%
$50.0 - $50.27 $50.7K - $51K
235K $11.8B
SCHO
Schwab Short Term Us Treasury

ETFs
50.1K
+ 106.08%
$24.06 - $48.88 $1.21M - $2.45M
97.3K $2.34B
BDX
Becton Dickinson & CO

Healthcare
314
+ 8.55%
$220.02 - $243.75 $69.1K - $76.5K
3.99K $905M
SYK
Stryker Corp

Healthcare
61
+ 1.3%
$345.14 - $392.15 $21.1K - $23.9K
4.75K $1.71B
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
677
+ 2.67%
$49.63 - $50.41 $33.6K - $34.1K
26.1K $1.3B
FDHY
Fidelity Covington Trust High

ETFs
688
+ 2.93%
$48.24 - $49.25 $33.2K - $33.9K
24.1K $1.17B
FITB
Fifth Third Bancorp

Financial Services
197
+ 2.3%
$41.76 - $48.44 $8.23K - $9.54K
8.75K $373M
SHEL
Shell PLC

Energy
948
+ 3.62%
$60.63 - $70.23 $57.5K - $66.6K
27.1K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
140
+ 2.68%
$385.02 - $431.37 $53.9K - $60.4K
5.37K $2.09B
MCD
Mcdonalds Corp

Consumer Cyclical
97
+ 1.89%
$288.47 - $316.54 $28K - $30.7K
5.22K $1.51B
GE
General Electric CO

Industrials
25
+ 1.02%
$159.95 - $194.23 $4K - $4.86K
2.48K $414M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.65K
+ 1.23%
$25.09 - $25.69 $91.6K - $93.7K
300K $7.57B
FIS
Fidelity National Information Services, Inc.

Technology
114
+ 0.49%
$80.14 - $90.95 $9.14K - $10.4K
23.6K $1.9B
TYA
Simplify Exchange Traded Fds S

ETFs
4.77K
+ 8.21%
N/A
62.9K $772M
COP
Conocophillips

Energy
855
+ 3.44%
$95.12 - $114.72 $81.3K - $98.1K
25.7K $2.55B
PGR
Progressive Corp

Financial Services
37
+ 0.68%
$239.6 - $268.88 $8.87K - $9.95K
5.46K $1.31B
IQV
Iqvia Holdings Inc.

Healthcare
179
+ 6.22%
$190.97 - $236.63 $34.2K - $42.4K
3.06K $600M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.24%
$161.05 - $179.7 $6.44K - $7.19K
17K $2.86B
XOM
Exxon Mobil Corp

Energy
335
+ 2.58%
$105.51 - $125.37 $35.3K - $42K
13.3K $1.43B
UNP
Union Pacific Corp

Industrials
197
+ 2.67%
$223.15 - $249.32 $44K - $49.1K
7.58K $1.73B
ASML
Asml Holding Nv

Technology
130
+ 8.91%
$658.43 - $872.27 $85.6K - $113K
1.59K $1.1B
NEE
Nextera Energy Inc

Utilities
230
+ 2.12%
$69.77 - $85.43 $16K - $19.6K
11.1K $793M
PSX
Phillips 66

Energy
491
+ 4.72%
$110.35 - $138.93 $54.2K - $68.2K
10.9K $1.24B
CAT
Caterpillar Inc

Industrials
116
+ 1.86%
$360.37 - $416.88 $41.8K - $48.4K
6.36K $2.31B
VZ
Verizon Communications Inc

Communication Services
332
+ 1.0%
$39.6 - $45.21 $13.1K - $15K
33.5K $1.34B
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 5.5%
$96.31 - $114.76 $109K - $130K
21.7K $2.18B
GPC
Genuine Parts CO

Consumer Cyclical
142
+ 1.42%
$113.11 - $143.63 $16.1K - $20.4K
10.1K $1.19B
ADBE
Adobe Inc.

Technology
17
+ 0.54%
$437.39 - $552.96 $7.44K - $9.4K
3.15K $1.4B
NXPI
Nxp Semiconductors N.V.

Technology
232
+ 2.65%
$207.27 - $255.58 $48.1K - $59.3K
8.99K $1.88B
NVO
Novo Nordisk A S

Healthcare
575
+ 6.93%
$85.0 - $120.04 $48.9K - $69K
8.87K $763M
DD
Du Pont De Nemours, Inc.

Basic Materials
973
+ 4.08%
$75.95 - $88.05 $73.9K - $85.7K
24.8K $1.89B
QCOM
Qualcomm Inc

Technology
123
+ 0.66%
$150.4 - $178.04 $18.5K - $21.9K
18.8K $2.88B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.68K
+ 2.11%
$80.13 - $83.77 $295K - $308K
178K $14.3B
TOL
Toll Brothers, Inc.

Consumer Cyclical
18
+ 0.16%
$123.8 - $167.8 $2.23K - $3.02K
11.4K $1.44B
AMAT
Applied Materials Inc

Technology
7
+ 0.08%
$161.44 - $213.89 $1.13K - $1.5K
8.66K $1.41B
TMO
Thermo Fisher Scientific Inc.

Healthcare
77
+ 1.61%
$501.29 - $612.85 $38.6K - $47.2K
4.87K $2.54B
LMT
Lockheed Martin Corp

Industrials
52
+ 0.95%
$479.66 - $614.62 $24.9K - $32K
5.51K $2.68B
AMGN
Amgen Inc

Healthcare
38
+ 0.37%
$258.78 - $328.31 $9.83K - $12.5K
10.2K $2.66B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 0.55%
$701.85 - $1046.91 $9.83K - $14.7K
2.56K $1.82B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
855
+ 0.15%
$42.84 - $45.38 $36.6K - $38.8K
574K $24.7B
DHR
Danaher Corp

Healthcare
542
+ 1.49%
$226.16 - $274.52 $123K - $149K
37K $8.49B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
20.2K
+ 1.0%
$24.94 - $26.14 $503K - $527K
2.04M $50.9B
AMD
Advanced Micro Devices Inc

Technology
773
+ 1.07%
$118.88 - $172.8 $91.9K - $134K
73.2K $8.84B
Activity Summary
Buys All Purchases 97 New Holdings 17 Increased Positions 80 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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