Gries Financial LLC Purchases in Q2 2025

Gries Financial LLC

  • $472 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
392
+ 0.34%
$498.8 - $620.9 $196K - $243K
116K $71.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
58.8K
New
$97.29 - $105.63 $5.72M - $6.22M
58.8K $5.98M
MSFT
Microsoft Corp

Technology
1.52K
+ 7.35%
$354.56 - $497.45 $539K - $756K
22.2K $11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.2K
+ 2.74%
$43.53 - $54.46 $531K - $665K
458K $25M
NVDA
Nvidia Corp

Technology
8.32K
+ 26.1%
$94.31 - $157.99 $785K - $1.31M
40.2K $6.35M
LHX
L3 Harris Technologies, Inc.

Industrials
7.42K
+ 164.42%
$200.21 - $256.99 $1.48M - $1.91M
11.9K $2.99M
CGGR
Capital Group Growth ETF Shs C

ETFs
47.3K
New
$30.53 - $40.65 $1.45M - $1.92M
47.3K $1.92M
JBHT
Hunt J B Transport Services Inc

Industrials
12.7K
New
$124.73 - $152.78 $1.59M - $1.95M
12.7K $1.83M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
30.2K
New
$47.63 - $60.01 $1.44M - $1.81M
30.2K $1.8M
CPT
Camden Property Trust

Real Estate
14K
New
$106.53 - $122.8 $1.49M - $1.72M
14K $1.58M
AVGO
Broadcom Inc.

Technology
1.7K
+ 27.27%
$146.29 - $275.65 $249K - $469K
7.95K $2.19M
IQLT
Ishares Msci Intl Quality Fact

ETFs
22.5K
+ 62.9%
$35.9 - $43.76 $807K - $984K
58.2K $2.52M
ETN
Eaton Corp PLC

Industrials
572
+ 5.94%
$246.52 - $356.99 $141K - $204K
10.2K $3.64M
ORCL
Oracle Corp

Technology
1.71K
+ 23.26%
$122.82 - $218.63 $209K - $373K
9.04K $1.98M
HSY
Hershey CO

Consumer Defensive
5.5K
+ 70.68%
$151.29 - $173.13 $831K - $952K
13.3K $2.2M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
28.4K
New
$23.44 - $28.85 $666K - $819K
28.4K $819K
CMCSA
Comcast Corp

Communication Services
23.6K
+ 41.77%
$32.84 - $36.72 $774K - $866K
80K $2.86M
NFLX
Netflix Inc

Communication Services
43
+ 2.59%
$855.86 - $1339.13 $36.8K - $57.6K
1.71K $2.28M
VTI
Vanguard Total Stock Market Et

ETFs
579
+ 3.71%
$243.75 - $303.93 $141K - $176K
16.2K $4.92M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
16.5K
New
$33.82 - $37.61 $558K - $621K
16.5K $620K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
19.7K
New
$28.35 - $31.3 $560K - $618K
19.7K $618K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.39K
+ 108.23%
$90.21 - $112.66 $757K - $946K
16.1K $1.47M
MRVL
Marvell Technology, Inc.

Technology
7.42K
New
$49.38 - $79.97 $366K - $593K
7.42K $574K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.95K
New
$179.95 - $278.88 $351K - $544K
1.95K $543K
BDX
Becton Dickinson & CO

Healthcare
4.16K
+ 118.4%
$165.15 - $226.42 $686K - $941K
7.67K $1.32M
COF
Capital One Financial Corp

Financial Services
2.39K
New
$150.57 - $212.76 $360K - $509K
2.39K $509K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.01K
+ 8.89%
$45.88 - $54.4 $276K - $327K
73.6K $4M
SEIC
Sei Investments CO

Financial Services
1.77K
+ 6.32%
$66.45 - $89.86 $118K - $159K
29.8K $2.68M
VGT
Vanguard Information Technolog

ETFs
541
+ 49.32%
$470.37 - $663.28 $254K - $359K
1.64K $1.09M
META
Meta Platforms, Inc.

Communication Services
83
+ 3.33%
$484.66 - $738.09 $40.2K - $61.3K
2.57K $1.9M
HAS
Hasbro, Inc.

Consumer Cyclical
1.55K
+ 6.58%
$50.71 - $73.82 $78.5K - $114K
25.1K $1.85M
GE
General Electric CO

Industrials
981
+ 54.74%
$166.81 - $257.39 $164K - $252K
2.77K $713K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.15K
+ 9.71%
$149.76 - $186.42 $173K - $215K
13K $2.43M
INCY
Incyte Corp

Healthcare
4.62K
New
$55.17 - $71.22 $255K - $329K
4.62K $314K
CGDV
Capital Group Divid Value ETF

ETFs
2.92K
+ 5.7%
$31.93 - $39.49 $93.4K - $115K
54.2K $2.14M
VHT
Vanguard Health Care ETF

ETFs
1.23K
New
$236.71 - $261.92 $291K - $322K
1.23K $305K
VUG
Vanguard Growth ETF

ETFs
456
+ 31.45%
$329.49 - $438.4 $150K - $200K
1.91K $835K
BAC
Bank Of America Corp

Financial Services
512
+ 1.05%
$34.39 - $47.46 $17.6K - $24.3K
49.4K $2.34M
NKE
Nike, Inc.

Consumer Cyclical
789
+ 2.5%
$53.27 - $72.04 $42K - $56.8K
32.4K $2.3M
A
Agilent Technologies, Inc.

Healthcare
2.47K
New
$99.29 - $120.52 $245K - $298K
2.47K $291K
BMO
Bank Of Montreal

Financial Services
422
+ 2.73%
$87.54 - $110.63 $36.9K - $46.7K
15.9K $1.76M
FSEC
Fidel Merrimack Str Tr

ETFs
6.25K
New
$42.41 - $44.36 $265K - $277K
6.25K $270K
TFLO
Ishares Treasury Floating Rate

ETFs
5.26K
+ 51.39%
$50.47 - $50.66 $266K - $267K
15.5K $784K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
569
New
$328.01 - $475.68 $187K - $271K
569 $266K
CRWD
Crowd Strike Holdings, Inc.

Technology
313
+ 47.21%
$321.63 - $509.31 $101K - $159K
976 $497K
HOOD
Robinhood Markets, Inc.

Technology
2.81K
New
$34.17 - $93.63 $95.8K - $263K
2.81K $262K
KLAC
Kla Corp

Technology
283
New
$576.53 - $902.94 $163K - $256K
283 $253K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.78K
New
N/A
7.78K $245K
MA
Mastercard Inc

Financial Services
380
+ 17.59%
$479.92 - $590.74 $182K - $224K
2.54K $1.43M
Activity Summary
Buys All Purchases 167 New Holdings 50 Increased Positions 117 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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