Gries Financial LLC Purchases in Q2 2025

Gries Financial LLC

  • $472 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMCR
Amcor PLC

Consumer Cyclical
26.6K
New
$8.57 - $9.81 $228K - $261K
26.6K $244K
NTRS
Northern Trust Corp

Financial Services
1.91K
New
$84.45 - $126.79 $161K - $242K
1.91K $242K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.29K
New
$67.83 - $92.33 $223K - $304K
3.29K $239K
HWM
Howmet Aerospace Inc.

Industrials
1.27K
New
$112.33 - $186.13 $143K - $237K
1.27K $236K
WWD
Woodward, Inc.

Industrials
966
New
$157.29 - $247.55 $152K - $239K
966 $236K
ZS
Zscaler, Inc.

Technology
747
New
$174.67 - $315.32 $130K - $236K
747 $234K
IBM
International Business Machines Corp

Technology
259
+ 7.93%
$221.03 - $294.78 $57.2K - $76.3K
3.53K $1.04M
TFC
Truist Financial Corp

Financial Services
5.27K
New
$34.79 - $42.99 $183K - $227K
5.27K $226K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.02K
New
$57.41 - $74.81 $173K - $226K
3.02K $224K
DASH
Door Dash, Inc.

Communication Services
904
New
$163.16 - $246.51 $147K - $223K
904 $222K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.24K
New
$54.19 - $67.22 $176K - $218K
3.24K $217K
TOST
Toast, Inc.

Technology
4.9K
New
$30.03 - $45.23 $147K - $222K
4.9K $216K
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
New
N/A
1.19K $215K
VEEV
Veeva Systems Inc

Healthcare
730
New
$209.39 - $289.94 $153K - $212K
730 $210K
VOT
Vanguard Mid Cap Growth Index

ETFs
735
New
$216.28 - $284.39 $159K - $209K
735 $209K
WFC
Wells Fargo & Company

Financial Services
2.59K
New
$60.98 - $80.12 $158K - $208K
2.59K $207K
TPR
Tapestry, Inc.

Consumer Cyclical
2.37K
New
$60.6 - $87.81 $143K - $208K
2.37K $207K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.03K
New
$55.86 - $68.61 $169K - $208K
3.03K $207K
ADBE
Adobe Inc.

Technology
534
New
$340.0 - $420.68 $182K - $225K
534 $206K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
772
New
$201.28 - $266.34 $155K - $206K
772 $205K
EFA
Ishares Tr Msci Eafe ETF

ETFs
38
+ 0.14%
$72.96 - $90.39 $2.77K - $3.43K
26.3K $2.35M
FIS
Fidelity National Information Services, Inc.

Technology
2.52K
New
$68.14 - $82.13 $171K - $207K
2.52K $204K
CNC
Centene Corp

Healthcare
3.73K
New
$53.4 - $64.29 $199K - $240K
3.73K $202K
SBAC
Sba Communications Corp

Real Estate
856
New
$208.57 - $243.4 $179K - $208K
856 $201K
ARW
Arrow Electronics Inc

Technology
1.58K
New
$90.32 - $128.28 $143K - $203K
1.58K $201K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.33K
+ 11.85%
$78.98 - $90.1 $105K - $120K
12.5K $1.13M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.95K
+ 5.13%
N/A
60.4K $3.77M
DE
Deere & CO

Industrials
249
+ 21.65%
$412.99 - $531.48 $103K - $132K
1.4K $711K
BK
Bank Of New York Mellon Corp

Financial Services
477
+ 2.71%
$73.31 - $91.62 $35K - $43.7K
18.1K $1.65M
LYFT
Lyft, Inc.

Technology
7.76K
+ 64.41%
$9.97 - $17.21 $77.3K - $134K
19.8K $312K
EMR
Emerson Electric CO

Industrials
21
+ 0.3%
$94.15 - $133.33 $1.98K - $2.8K
7.09K $945K
TROW
Price T Rowe Group Inc

Financial Services
1.07K
+ 8.26%
$80.27 - $98.06 $86K - $105K
14K $1.36M
CTAS
Cintas Corp

Industrials
355
+ 8.12%
$190.11 - $227.66 $67.5K - $80.8K
4.73K $1.05M
SCHW
Schwab Charles Corp

Financial Services
1.3K
+ 48.8%
$69.06 - $91.24 $89.8K - $119K
3.96K $361K
F
Ford Motor CO

Consumer Cyclical
13.9K
New
$8.69 - $10.85 $121K - $151K
13.9K $150K
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 3.91%
$908.13 - $1056.85 $62.7K - $72.9K
1.83K $1.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
240
+ 16.21%
$141.37 - $228.57 $33.9K - $54.9K
1.72K $389K
RTX
Raytheon Technologies Corp

Industrials
69
+ 0.71%
$113.75 - $148.48 $7.85K - $10.2K
9.78K $1.43M
LMT
Lockheed Martin Corp

Industrials
128
+ 3.32%
$430.82 - $486.45 $55.1K - $62.3K
3.99K $1.85M
ABT
Abbott Laboratories

Healthcare
512
+ 3.29%
$123.95 - $138.08 $63.5K - $70.7K
16.1K $2.19M
WMT
Walmart Inc.

Consumer Defensive
776
+ 24.27%
$81.79 - $99.98 $63.5K - $77.6K
3.97K $388K
IGRO
Ishares Tr International Divid

ETFs
335
+ 2.84%
$66.32 - $80.17 $22.2K - $26.9K
12.1K $955K
GTES
Gates Industrial Corp PLC

Industrials
55
+ 0.28%
$15.56 - $23.13 $856 - $1.27K
19.4K $447K
MO
Altria Group, Inc.

Consumer Defensive
1.71K
+ 19.73%
$55.56 - $60.91 $94.9K - $104K
10.4K $607K
PGR
Progressive Corp

Financial Services
461
+ 17.18%
$255.27 - $288.74 $118K - $133K
3.15K $839K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 0.55%
$166.82 - $194.23 $10.2K - $11.8K
11.1K $2.16M
VTV
Vanguard Value ETF

ETFs
386
+ 14.54%
$153.67 - $176.74 $59.3K - $68.2K
3.04K $537K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
200
+ 10.62%
$153.22 - $199.8 $30.6K - $40K
2.08K $390K
CAT
Caterpillar Inc

Industrials
18
+ 1.5%
$273.94 - $388.21 $4.93K - $6.99K
1.22K $472K
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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