Great Lakes Retirement, Inc. Portfolio Holdings

Great Lakes Retirement, Inc.

  • $780 Billion
  • Q3 2024

Great Lakes Retirement, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $780 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $52.7B, Nvidia Corp with a value of $41.4B, First Tr ETF Viii Tcw Opportun with a value of $25.9B, Goldman Sachs Tr Eql Weight Us with a value of $24.5B, and Amazon Com Inc with a value of $21.8B.

Examining the 13F form we can see an increase of $50.7B in the current position value, from $729B to 780B.

Great Lakes Retirement, Inc. is based out at Sandusky, OH

Below you can find more details about Great Lakes Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $780 Billion
ETFs: $278 Billion
Technology: $141 Billion
Financial Services: $66.3 Billion
Healthcare: $57.2 Billion
Industrials: $56.3 Billion
Consumer Cyclical: $50.3 Billion
Communication Services: $35.4 Billion
Energy: $33.1 Billion
Other: $31.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$216B
$1.73 Billion 0.22% of portfolio
26,191
Q3 2024 Added 3.18%
$138B
$1.69 Billion 0.22% of portfolio
4,687
Q3 2024 Added 3.58%
$141B
$1.75 Billion 0.22% of portfolio
8,652
Q3 2024 Reduced 1.87%
$267B
$1.75 Billion 0.22% of portfolio
30,991
Q3 2024 Added 35.9%
$208B
$1.62 Billion 0.21% of portfolio
3,131
Q3 2024 Reduced 0.16%
$34.1B
$1.67 Billion 0.21% of portfolio
46,129
Q3 2024 Added 1.36%
$250B
$1.53 Billion 0.2% of portfolio
19,008
Q3 2024 Added 3.5%
$215B
$1.56 Billion 0.2% of portfolio
5,127
Q3 2024 Added 1.81%
$120B
$1.59 Billion 0.2% of portfolio
27,661
Q3 2024 Added 0.59%
$44.9B
$1.55 Billion 0.2% of portfolio
3,873
Q3 2024 Added 1.92%
$185B
$1.55 Billion 0.2% of portfolio
3,165
Q3 2024 Reduced 0.47%
$0
$1.54 Billion 0.2% of portfolio
44,526
Q3 2024 Reduced 2.32%
$200B
$1.58 Billion 0.2% of portfolio
13,819
Q3 2024 Added 2.48%
$79.5B
$1.53 Billion 0.2% of portfolio
5,833
Q3 2024 Added 2.14%
$168B
$1.49 Billion 0.19% of portfolio
33,192
Q3 2024 Added 2.53%
$18.1B
$1.46 Billion 0.19% of portfolio
14,166
Q3 2024 Added 0.38%
$441B
$1.52 Billion 0.19% of portfolio
12,972
Q3 2024 Added 7.15%
$53.1B
$1.37 Billion 0.18% of portfolio
10,413
Q3 2024 Added 1.23%
$211B
$1.41 Billion 0.18% of portfolio
8,316
Q3 2024 Added 0.62%
$168B
$1.44 Billion 0.18% of portfolio
11,539
Q3 2024 Reduced 0.66%
$16.3B
$1.4 Billion 0.18% of portfolio
9,969
Q3 2024 Added 2.75%
Ft Vest Us Equity Moderate Buffer ETF June
-
$1.37 Billion 0.18% of portfolio
-
Q3 2024 Reduced 2.16%
$140B
$1.38 Billion 0.18% of portfolio
5,423
Q3 2024 Added 1,327.11%
$31.1B
$1.39 Billion 0.18% of portfolio
6,181
Q3 2024 Added 1.54%
$68.6B
$1.39 Billion 0.18% of portfolio
9,269
Q3 2024 Added 0.44%
$200B
$1.3 Billion 0.17% of portfolio
310
Q3 2024 Added 5.44%
$15.1B
$1.35 Billion 0.17% of portfolio
13,078
Q3 2024 Added 9.94%
$61.8B
$1.3 Billion 0.17% of portfolio
413
Q3 2024 Added 10.13%
$0
$1.36 Billion 0.17% of portfolio
18,157
Q3 2024 Reduced 3.17%
$85.4B
$1.3 Billion 0.17% of portfolio
2,733
Q3 2024 Added 3.17%
$378B
$1.23 Billion 0.16% of portfolio
7,587
Q3 2024 Added 0.76%
$0
$1.28 Billion 0.16% of portfolio
25,403
Q3 2024 Added 936.43%
$56.4B
$1.25 Billion 0.16% of portfolio
5,325
Q3 2024 Added 5.76%
$280B
$1.22 Billion 0.16% of portfolio
8,253
Q3 2024 Reduced 4.37%
$280B
$1.22 Billion 0.16% of portfolio
1,459
Q3 2024 Added 5.65%
$23.3B
$1.16 Billion 0.15% of portfolio
9,067
Q3 2024 Reduced 1.0%
$0
$1.16 Billion 0.15% of portfolio
23,448
Q3 2024 New
$0
$1.18 Billion 0.15% of portfolio
20,393
Q3 2024 Added 68.48%
$0
$1.19 Billion 0.15% of portfolio
9,957
Q3 2024 Reduced 4.64%
$57.5B
$1.06 Billion 0.14% of portfolio
24,699
Q3 2024 Added 1.6%
$240B
$1.11 Billion 0.14% of portfolio
20,845
Q3 2024 Added 0.73%
$103B
$1.08 Billion 0.14% of portfolio
8,669
Q3 2024 Added 4.13%
$145B
$1.08 Billion 0.14% of portfolio
16,673
Q3 2024 Reduced 0.18%
$192B
$988 Million 0.13% of portfolio
8,296
Q3 2024 Added 4.85%
$46.4B
$1.05 Billion 0.13% of portfolio
3,879
Q3 2024 Added 2.73%
Lazard Inc Com
-
$939 Million 0.12% of portfolio
-
Q3 2024 Added 3.46%
$141B
$916 Million 0.12% of portfolio
10,833
Q3 2024 Added 16.53%
$28.3B
$825 Million 0.11% of portfolio
6,228
Q3 2024 Reduced 88.78%
$84.4B
$854 Million 0.11% of portfolio
963
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $780 Billion
  • Prior Value $729 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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