Gries Financial LLC Purchases in Q1 2025

Gries Financial LLC

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
30.2K
+ 582.75%
$56.12 - $68.15 $1.69M - $2.06M
35.3K $2.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
62.4K
+ 16.27%
$48.06 - $53.73 $3M - $3.36M
446K $21.8M
SJM
J M Smucker CO

Consumer Defensive
15.3K
New
$100.41 - $118.41 $1.54M - $1.81M
15.3K $1.81M
NOC
Northrop Grumman Corp

Industrials
3.32K
+ 348.06%
$433.45 - $513.82 $1.44M - $1.71M
4.28K $2.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.5K
+ 11.96%
$168.16 - $186.21 $2.6M - $2.88M
145K $24.8M
UNH
Unitedhealth Group Inc

Healthcare
3.17K
+ 176.72%
$461.52 - $548.18 $1.46M - $1.73M
4.96K $2.6M
ASH
Ashland Global Holdings Inc

Basic Materials
24.3K
New
$55.87 - $73.16 $1.36M - $1.78M
24.3K $1.44M
IQLT
Ishares Msci Intl Quality Fact

ETFs
35.7K
New
$36.91 - $41.03 $1.32M - $1.47M
35.7K $1.42M
LMT
Lockheed Martin Corp

Industrials
3.11K
+ 419.11%
$423.19 - $506.29 $1.32M - $1.58M
3.86K $1.72M
WLK
Westlake Corp

Basic Materials
13.5K
New
$99.12 - $119.16 $1.34M - $1.61M
13.5K $1.35M
BFST
Business First Bancshares, Inc.

Financial Services
54.6K
New
$23.34 - $27.96 $1.27M - $1.53M
54.6K $1.33M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
16.4K
+ 39.99%
N/A
57.4K $3.58M
ORCC
Owl Rock Capital Corp

Financial Services
74.8K
+ 636.0%
N/A
86.5K $1.16M
JNJ
Johnson & Johnson

Healthcare
2.01K
+ 10.78%
$142.06 - $167.7 $286K - $337K
20.7K $3.43M
ABBV
Abb Vie Inc.

Healthcare
844
+ 5.26%
$169.2 - $216.66 $143K - $183K
16.9K $3.54M
AVEM
American Centy ETF Tr Avantis

ETFs
8.19K
New
$57.11 - $62.4 $468K - $511K
8.19K $492K
XLE
Energy Sector Spdr

ETFs
4.32K
+ 55.91%
$85.7 - $93.96 $371K - $406K
12.1K $1.13M
VTV
Vanguard Value ETF

ETFs
2.66K
New
$167.73 - $179.21 $445K - $476K
2.66K $458K
IAU
Ishares Gold Trust

ETFs
7.55K
New
$49.74 - $58.96 $376K - $445K
7.55K $445K
DGRO
Ishares Core Dividend Growth E

ETFs
6.37K
+ 20.49%
$60.46 - $64.42 $385K - $410K
37.5K $2.31M
HAL
Halliburton CO

Energy
15.4K
New
$24.15 - $29.9 $371K - $459K
15.4K $389K
NKE
Nike, Inc.

Consumer Cyclical
10.2K
+ 47.55%
$63.29 - $81.72 $644K - $832K
31.6K $2M
SNOW
Snowflake Inc.

Technology
2.46K
New
$146.16 - $192.78 $360K - $474K
2.46K $359K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.77K
+ 28.97%
$82.81 - $92.93 $395K - $443K
21.2K $1.81M
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 3.91%
$37.81 - $46.49 $70.9K - $87.1K
49.8K $2.26M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.78K
New
$119.38 - $161.42 $332K - $449K
2.78K $331K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
148
+ 4.83%
$442.66 - $534.52 $65.5K - $79.1K
3.21K $1.71M
FDX
Fedex Corp

Industrials
2.67K
+ 30.42%
$230.33 - $281.53 $615K - $752K
11.5K $2.79M
FSK
Fs Kkr Capital Corp

Financial Services
17.6K
+ 24.12%
$20.47 - $24.06 $360K - $423K
90.4K $1.89M
ABT
Abbott Laboratories

Healthcare
62
+ 0.4%
$111.1 - $140.22 $6.89K - $8.69K
15.6K $2.07M
KMI
Kinder Morgan, Inc.

Energy
10.7K
New
$26.1 - $31.22 $278K - $332K
10.7K $303K
ADP
Automatic Data Processing Inc

Industrials
964
New
$286.85 - $318.64 $277K - $307K
964 $294K
KO
Coca Cola CO

Consumer Defensive
660
+ 2.55%
$60.81 - $72.32 $40.1K - $47.7K
26.6K $1.9M
XLV
Select Sector Spdr Fund Health

ETFs
1.91K
New
$137.61 - $149.68 $263K - $286K
1.91K $279K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
24.9K
New
$11.13 - $11.61 $277K - $289K
24.9K $278K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.16K
+ 14.16%
$87.68 - $94.52 $189K - $204K
17.4K $1.63M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
249
+ 3.73%
$208.48 - $244.03 $51.9K - $60.8K
6.92K $1.69M
TXN
Texas Instruments Inc

Technology
1.35K
New
N/A
1.35K $263K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.54K
New
$96.88 - $111.25 $246K - $282K
2.54K $253K
PGR
Progressive Corp

Financial Services
569
+ 26.9%
$235.61 - $291.22 $134K - $166K
2.68K $759K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.93K
New
$74.75 - $89.13 $219K - $262K
2.93K $245K
JPM
Jpmorgan Chase & CO

Financial Services
837
+ 11.9%
$225.19 - $279.95 $188K - $234K
7.87K $1.93M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.57K
+ 81.18%
$53.6 - $58.97 $245K - $269K
10.2K $557K
CVS
Cvs Health Corp

Healthcare
3.54K
New
$44.22 - $68.64 $157K - $243K
3.54K $239K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.56K
New
$29.06 - $32.62 $220K - $247K
7.56K $237K
INDA
Ishares Msci India Index Fund

ETFs
4.52K
New
$47.8 - $53.4 $216K - $241K
4.52K $232K
MLM
Martin Marietta Materials Inc

Basic Materials
477
New
$460.39 - $552.64 $220K - $264K
477 $228K
DUK
Duke Energy Corp

Utilities
1.83K
New
$105.87 - $121.97 $193K - $223K
1.83K $222K
IYF
Ishares Tr

ETFs
1.96K
New
$107.69 - $119.37 $211K - $234K
1.96K $221K
Activity Summary
Buys All Purchases 118 New Holdings 39 Increased Positions 79 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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