Gries Financial LLC Purchases in Q4 2024

Gries Financial LLC

  • $494 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78.5K
+ 694.83%
$96.64 - $101.23 $7.58M - $7.94M
89.8K $8.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
33K
+ 9.42%
$49.03 - $53.35 $1.62M - $1.76M
384K $19.7M
BMY
Bristol Myers Squibb CO

Healthcare
33.8K
+ 194.27%
$51.92 - $59.94 $1.76M - $2.03M
51.2K $2.9M
EOG
Eog Resources Inc

Energy
14.6K
New
$118.22 - $136.54 $1.73M - $1.99M
14.6K $1.79M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.9K
+ 65.85%
$53.94 - $58.15 $1.56M - $1.68M
72.7K $4.1M
NKE
Nike, Inc.

Consumer Cyclical
21.4K
New
$73.36 - $89.13 $1.57M - $1.91M
21.4K $1.62M
CGDV
Capital Group Divid Value ETF

ETFs
43.1K
+ 530.27%
$35.16 - $37.12 $1.51M - $1.6M
51.2K $1.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.6K
+ 49.91%
$57.53 - $60.83 $1.47M - $1.56M
76.9K $4.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.13K
+ 22.36%
$521.84 - $558.82 $1.11M - $1.19M
11.7K $6.28M
AMZN
Amazon Com Inc

Consumer Cyclical
409
+ 1.63%
$180.88 - $232.93 $74K - $95.3K
25.6K $5.61M
BDX
Becton Dickinson & CO

Healthcare
3.79K
New
$220.02 - $243.75 $834K - $924K
3.79K $860K
AAPL
Apple Inc.

Technology
879
+ 2.73%
$221.69 - $259.02 $195K - $228K
33K $8.27M
AVGO
Broadcom Inc.

Technology
2.28K
+ 60.3%
$159.67 - $250.0 $364K - $570K
6.06K $1.41M
CVX
Chevron Corp

Energy
5.24K
+ 213.28%
$141.15 - $162.53 $739K - $851K
7.69K $1.11M
GOOGL
Alphabet Inc.

Communication Services
2.09K
+ 15.7%
$161.86 - $196.66 $338K - $410K
15.4K $2.91M
KRE
Spdr S&P Regional Banking ETF

ETFs
10.6K
New
$54.6 - $68.9 $580K - $731K
10.6K $640K
PAVE
Global X Fds Us Infrastructure

ETFs
14.4K
New
$40.41 - $45.95 $583K - $662K
14.4K $582K
FPE
First Tr Pfd Secs & Income ETF

ETFs
31K
New
$17.65 - $18.18 $547K - $563K
31K $548K
VXF
Vanguard Extended Market ETF

ETFs
2.7K
New
$179.17 - $207.15 $484K - $560K
2.7K $513K
FSK
Fs Kkr Capital Corp

Financial Services
15.6K
+ 27.31%
$19.71 - $22.22 $308K - $347K
72.8K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
New
$213.65 - $479.86 $222K - $498K
1.04K $419K
FDX
Fedex Corp

Industrials
1.25K
+ 16.63%
$260.5 - $305.15 $326K - $382K
8.78K $2.47M
CSCO
Cisco Systems, Inc.

Technology
2.55K
+ 5.97%
$52.45 - $60.02 $134K - $153K
45.3K $2.68M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
12.8K
+ 6.83%
$16.4 - $17.85 $210K - $229K
200K $3.51M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.76K
New
$172.07 - $207.36 $302K - $364K
1.76K $346K
JPM
Jpmorgan Chase & CO

Financial Services
647
+ 10.13%
$205.18 - $250.29 $133K - $162K
7.03K $1.69M
GOOG
Alphabet Inc.

Communication Services
744
+ 10.41%
$163.08 - $198.16 $121K - $147K
7.89K $1.5M
NTRA
Natera, Inc.

Healthcare
1.8K
New
$117.67 - $174.0 $212K - $314K
1.8K $285K
RSG
Republic Services, Inc.

Industrials
1.32K
New
$198.0 - $218.75 $262K - $289K
1.32K $265K
BAC
Bank Of America Corp

Financial Services
711
+ 1.36%
$39.22 - $47.77 $27.9K - $34K
53K $2.33M
RBLX
Roblox Corp

Communication Services
4.2K
New
$39.86 - $61.45 $168K - $258K
4.2K $243K
SAP
Sap Se

Technology
964
New
$218.13 - $255.54 $210K - $246K
964 $237K
GDDY
Go Daddy Inc.

Technology
1.21K
New
$153.16 - $209.03 $185K - $252K
1.21K $237K
PSTG
Pure Storage, Inc.

Technology
3.83K
New
$48.19 - $66.6 $185K - $255K
3.83K $235K
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
New
$118.38 - $133.06 $225K - $253K
1.9K $228K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.63K
New
$111.62 - $139.44 $181K - $227K
1.63K $221K
MEDP
Medpace Holdings, Inc.

Healthcare
637
New
$308.93 - $363.58 $197K - $232K
637 $211K
NTRS
Northern Trust Corp

Financial Services
2.04K
New
$88.4 - $111.16 $181K - $227K
2.04K $209K
HUBS
Hubspot Inc

Technology
301
New
$514.07 - $757.4 $155K - $228K
301 $209K
MDT
Medtronic PLC

Healthcare
2.59K
New
$79.61 - $92.24 $207K - $239K
2.59K $207K
CCL
Carnival Corp

Consumer Cyclical
8.24K
New
$17.34 - $26.8 $143K - $221K
8.24K $205K
SSO
Proshares Ultra S&P 500

ETFs
2.18K
New
$87.92 - $99.73 $192K - $217K
2.18K $201K
MCK
Mckesson Corp

Healthcare
354
New
$482.27 - $628.5 $171K - $222K
354 $201K
IVW
Ishares S&P 500 Growth ETF

ETFs
640
+ 2.72%
$94.43 - $105.47 $60.4K - $67.5K
24.1K $2.45M
DELL
Dell Technologies Inc.

Technology
1.74K
New
$111.96 - $144.21 $195K - $252K
1.74K $200K
LYFT
Lyft, Inc.

Technology
15.5K
New
$12.36 - $18.59 $192K - $288K
15.5K $199K
ETN
Eaton Corp PLC

Industrials
580
+ 5.47%
$326.96 - $377.52 $190K - $219K
11.2K $3.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.14K
+ 14.9%
$87.25 - $95.52 $186K - $204K
16.5K $1.46M
IWM
Ishares Russell 2000 ETF

ETFs
834
+ 3.71%
$216.13 - $242.4 $180K - $202K
23.3K $5.15M
Activity Summary
Buys All Purchases 164 New Holdings 34 Increased Positions 130 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gries Financial LLC Portfolio

Follow Gries Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gries Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gries Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email