Great Lakes Retirement, Inc. Reduced Holdings in Q1 2025

Great Lakes Retirement, Inc.

  • $763 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-30.7K
- 66.15%
$306.92 - $362.71 $9.42M - $11.1M
15.7K $5.51B
NVDA
Nvidia Corp

Technology
-1.09K
- 0.35%
$106.98 - $149.43 $117K - $163K
309K $33.5B
WMB
Williams Companies, Inc.

Energy
-81.8K
- 35.9%
$54.02 - $61.09 $4.42M - $5M
146K $8.73B
MAR
Marriott International Inc

Consumer Cyclical
-7.35K
- 69.66%
$237.01 - $304.45 $1.74M - $2.24M
3.2K $762M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10.9K
- 74.79%
$161.13 - $209.29 $1.75M - $2.27M
3.67K $606M
FDMO
Fidelity Covington Tr Momentum

ETFs
-570
- 0.25%
$63.36 - $74.35 $36.1K - $42.4K
227K $14.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.5K
- 19.36%
$64.88 - $72.1 $744K - $826K
47.7K $3.14B
Pimco ETF Tr
-7.41K
- 33.86%
N/A
14.5K $1.46B
ADBE
Adobe Inc.

Technology
-254
- 8.07%
$377.84 - $464.11 $96K - $118K
2.89K $1.11B
URI
United Rentals, Inc.

Industrials
-32
- 1.1%
$594.17 - $789.56 $19K - $25.3K
2.88K $1.8B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-3.92K
- 4.93%
$31.51 - $33.34 $123K - $131K
75.5K $2.38B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.77K
- 4.83%
$81.83 - $82.73 $226K - $229K
54.5K $4.51B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-4.22K
- 4.95%
N/A
81.1K $2.69B
AMAT
Applied Materials Inc

Technology
-107
- 1.24%
$145.06 - $195.51 $15.5K - $20.9K
8.55K $1.24B
STOT
Spdr Doubleline Short Duration

ETFs
-3.66K
- 4.87%
$46.74 - $47.25 $171K - $173K
71.5K $3.38B
ADI
Analog Devices Inc

Technology
-42
- 0.36%
$201.56 - $243.82 $8.47K - $10.2K
11.7K $2.37B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-3.1K
- 5.17%
N/A
56.8K $2B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.23K
- 5.6%
$59.78 - $60.03 $133K - $134K
37.6K $2.26B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-2.29K
- 4.88%
$49.92 - $50.3 $115K - $115K
44.7K $2.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-74
- 4.61%
$468.34 - $539.52 $34.7K - $39.9K
1.53K $718M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-1.51K
- 20.75%
$65.49 - $74.67 $98.6K - $112K
5.75K $412M
SCHO
Schwab Short Term Us Treasury

ETFs
-4.77K
- 4.9%
$24.1 - $24.34 $115K - $116K
92.6K $2.25B
First Tr Exchng Traded Fd Vi
-1.78K
- 4.65%
N/A
36.4K $1.21B
IVW
Ishares S&P 500 Growth ETF

ETFs
-92
- 1.29%
$92.45 - $106.69 $8.51K - $9.82K
7.06K $655M
INTU
Intuit Inc

Technology
-88
- 9.01%
$555.63 - $630.23 $48.9K - $55.5K
889 $546M
FDHY
Fidelity Covington Trust High

ETFs
-1.13K
- 4.69%
$47.92 - $49.1 $54.2K - $55.5K
23K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-54
- 5.89%
$507.05 - $563.67 $27.4K - $30.4K
863 $444M
Listed Fd Tr
-776
- 4.42%
N/A
16.8K $602M
BMI
Badger Meter Inc

Technology
-30
- 1.54%
$189.49 - $221.51 $5.68K - $6.65K
1.91K $364M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-1.17K
- 4.48%
$49.52 - $50.2 $57.9K - $58.7K
24.9K $1.25B
OMC
Omnicom Group Inc.

Communication Services
-137
- 0.97%
$79.43 - $88.34 $10.9K - $12.1K
13.9K $1.17B
Elevation Series Trust
-1.82K
- 4.64%
N/A
37.3K $926M
DHI
Horton D R Inc

Consumer Cyclical
-54
- 2.0%
$125.29 - $147.65 $6.77K - $7.97K
2.65K $336M
FITB
Fifth Third Bancorp

Financial Services
-71
- 0.81%
$37.48 - $44.96 $2.66K - $3.19K
8.68K $344M
Listed Fd Tr
-424
- 4.4%
N/A
9.2K $303M
NOVZ
Listed Fds Tr Trueshares Struc
-374
- 4.53%
N/A
7.88K $306M
JULZ
Listed Fds Tr Trueshares Struc

Technology
-340
- 4.36%
N/A
7.45K $299M
Elevation Series Trust
-1.13K
- 4.5%
N/A
24.1K $599M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
-447
- 4.28%
$29.97 - $32.52 $13.4K - $14.5K
10K $303M
NDAQ
Nasdaq, Inc.

Financial Services
-172
- 2.46%
$72.17 - $83.76 $12.4K - $14.4K
6.82K $518M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
-386
- 4.1%
$32.81 - $35.43 $12.7K - $13.7K
9.03K $300M
Listed Fd Tr
-313
- 3.9%
N/A
7.71K $293M
IYY
Ishares Tr

ETFs
-20
- 0.83%
$134.05 - $149.75 $2.68K - $3K
2.39K $325M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-200
- 1.54%
N/A
12.8K $449M
MCD
Mcdonalds Corp

Consumer Cyclical
-354
- 6.78%
$279.74 - $321.29 $99K - $114K
4.87K $1.52B
SPGI
S&P Global Inc.

Financial Services
-35
- 0.79%
$478.26 - $543.77 $16.7K - $19K
4.39K $2.23B
UL
Unilever PLC

Consumer Defensive
-313
- 1.92%
$54.72 - $60.29 $17.1K - $18.9K
16K $952M
BK
Bank Of New York Mellon Corp

Financial Services
-225
- 2.94%
$75.42 - $88.95 $17K - $20K
7.43K $623M
ROP
Roper Technologies Inc

Industrials
-8
- 1.24%
$502.71 - $593.81 $4.02K - $4.75K
638 $376M
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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