Gries Financial LLC Purchases in Q1 2025

Gries Financial LLC

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
835
New
$249.11 - $303.11 $208K - $253K
835 $220K
CVX
Chevron Corp

Energy
243
+ 3.16%
$146.71 - $167.97 $35.7K - $40.8K
7.93K $1.33M
NTNX
Nutanix, Inc.

Technology
3.08K
New
$61.28 - $77.44 $189K - $238K
3.08K $214K
DIS
Walt Disney CO

Communication Services
2.12K
New
$96.87 - $114.0 $206K - $242K
2.12K $209K
SCHW
Schwab Charles Corp

Financial Services
2.66K
New
$71.24 - $83.64 $190K - $223K
2.66K $208K
RGLD
Royal Gold Inc

Basic Materials
1.28K
New
$132.55 - $163.51 $169K - $209K
1.28K $208K
URA
Global X Uranium ETF

ETFs
9.01K
New
$22.92 - $30.98 $207K - $279K
9.01K $206K
XLF
Financial Sector Spdr

ETFs
4.12K
New
$47.32 - $52.19 $195K - $215K
4.12K $205K
KR
Kroger CO

Consumer Defensive
2.98K
New
$58.36 - $67.72 $174K - $202K
2.98K $201K
MDT
Medtronic PLC

Healthcare
1.88K
+ 72.47%
$79.84 - $94.5 $150K - $178K
4.47K $402K
MMM
3 M CO

Industrials
45
+ 0.46%
$129.7 - $155.12 $5.84K - $6.98K
9.79K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.01%
$74.85 - $84.89 $150 - $170
26.2K $2.14M
DNP
Dnp Select Income Fund Inc

Financial Services
15.8K
New
$8.93 - $9.92 $141K - $157K
15.8K $156K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
17.2K
New
$8.25 - $8.79 $142K - $152K
17.2K $151K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.04K
+ 3.95%
$56.17 - $59.71 $170K - $181K
79.9K $4.57M
RBLX
Roblox Corp

Communication Services
1.89K
+ 45.0%
$53.77 - $75.47 $102K - $143K
6.1K $355K
VXF
Vanguard Extended Market ETF

ETFs
926
+ 34.28%
$170.36 - $201.04 $158K - $186K
3.63K $624K
VRSN
Verisign Inc

Technology
78
+ 4.81%
$205.1 - $254.74 $16K - $19.9K
1.7K $431K
INTC
Intel Corp

Technology
2.05K
+ 10.98%
$19.1 - $27.39 $39.1K - $56.1K
20.7K $469K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
22.6K
New
$4.18 - $4.41 $94.6K - $99.8K
22.6K $94K
VUG
Vanguard Growth ETF

ETFs
365
+ 33.64%
$369.1 - $427.61 $135K - $156K
1.45K $537K
GE
General Electric CO

Industrials
187
+ 11.65%
$168.59 - $212.13 $31.5K - $39.7K
1.79K $358K
T
At&T Inc.

Communication Services
180
+ 1.18%
$21.56 - $28.28 $3.88K - $5.09K
15.5K $437K
NFLX
Netflix Inc

Communication Services
8
+ 0.48%
$828.4 - $1058.6 $6.63K - $8.47K
1.66K $1.55M
MSCI
Msci Inc.

Financial Services
208
+ 16.29%
$541.46 - $628.34 $113K - $131K
1.49K $839K
DE
Deere & CO

Industrials
50
+ 4.55%
$408.57 - $509.27 $20.4K - $25.5K
1.15K $539K
VV
Vanguard Large Cap ETF

ETFs
445
+ 10.52%
$253.32 - $282.66 $113K - $126K
4.67K $1.2M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
14.6K
+ 7.27%
$16.48 - $19.07 $240K - $278K
215K $3.57M
CB
Chubb LTD

Financial Services
57
+ 3.74%
$257.71 - $301.99 $14.7K - $17.2K
1.58K $478K
AXS
Axis Capital Holdings LTD

Financial Services
43
+ 1.13%
$85.54 - $100.24 $3.68K - $4.31K
3.86K $386K
ECL
Ecolab Inc.

Basic Materials
87
+ 9.36%
$229.72 - $269.82 $20K - $23.5K
1.02K $257K
VGT
Vanguard Information Technolog

ETFs
195
+ 21.62%
$542.38 - $646.34 $106K - $126K
1.1K $594K
VLO
Valero Energy Corp

Energy
102
+ 5.47%
$121.76 - $142.99 $12.4K - $14.6K
1.97K $259K
EVRG
Evergy, Inc.

Utilities
65
+ 1.9%
$59.9 - $69.52 $3.89K - $4.52K
3.48K $240K
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 0.06%
$40.81 - $45.34 $326 - $363
14.3K $625K
DHR
Danaher Corp

Healthcare
253
+ 23.78%
$201.62 - $250.59 $51K - $63.4K
1.32K $269K
CGDV
Capital Group Divid Value ETF

ETFs
129
+ 0.25%
$34.95 - $37.36 $4.51K - $4.82K
51.3K $1.83M
C
Citigroup Inc

Financial Services
228
+ 3.81%
$67.23 - $84.63 $15.3K - $19.3K
6.21K $441K
BERY
Berry Global Group, Inc.

Consumer Cyclical
5
+ 0.15%
$64.35 - $73.03 $322 - $365
3.25K $226K
FTNT
Fortinet, Inc.

Technology
71
+ 1.54%
$92.49 - $114.57 $6.57K - $8.13K
4.67K $449K
IYH
Ishares Tr

ETFs
4
+ 0.08%
$58.32 - $62.76 $233 - $251
4.89K $297K
CAT
Caterpillar Inc

Industrials
143
+ 13.54%
$326.75 - $407.63 $46.7K - $58.3K
1.2K $395K
CINF
Cincinnati Financial Corp

Financial Services
15
+ 0.88%
$133.67 - $147.81 $2.01K - $2.22K
1.72K $254K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8
+ 0.09%
$81.83 - $82.73 $655 - $662
8.44K $698K
RSP
Invesco S&P 500 Equal Weight E

ETFs
240
+ 1.23%
$169.43 - $182.84 $40.7K - $43.9K
19.7K $3.42M
Ishares Bitcoin Trust ETF
82.1K
New
N/A
82.1K $0
Lam Research Corp
728
+ 6.6%
N/A
11.8K $0
First Tr Exchng Traded Fd Vi
554
+ 8.69%
N/A
6.93K $0
First Tr Exchng Traded Fd Vi
51.9K
New
N/A
51.9K $0
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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