Gries Financial LLC Purchases in Q4 2024

Gries Financial LLC

  • $494 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
755
+ 78.56%
$221.17 - $246.02 $167K - $186K
1.72K $398K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.87K
+ 7.71%
$34.42 - $35.88 $236K - $246K
96K $3.33M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.92K
+ 20.83%
$83.09 - $89.28 $159K - $171K
11.1K $944K
V
Visa Inc.

Financial Services
126
+ 3.9%
$273.87 - $320.91 $34.5K - $40.4K
3.36K $1.06M
PATH
Ui Path, Inc.

Technology
12.8K
New
$11.95 - $15.5 $152K - $198K
12.8K $162K
ZI
Zoom Info Technologies Inc.

Technology
14K
New
$9.44 - $13.08 $132K - $183K
14K $146K
PNC
Pnc Financial Services Group, Inc.

Financial Services
214
+ 1.72%
$178.39 - $215.0 $38.2K - $46K
12.7K $2.44M
EMR
Emerson Electric CO

Industrials
280
+ 3.88%
$108.13 - $134.33 $30.3K - $37.6K
7.5K $929K
META
Meta Platforms, Inc.

Communication Services
161
+ 6.43%
$554.08 - $632.68 $89.2K - $102K
2.67K $1.57M
CRM
Salesforce, Inc.

Technology
187
+ 15.53%
$270.87 - $367.87 $50.7K - $68.8K
1.39K $465K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.07K
+ 5.32%
N/A
41K $2.56M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 37.42%
$46.94 - $51.62 $108K - $118K
8.42K $420K
RTX
Raytheon Technologies Corp

Industrials
1.46K
+ 17.62%
$114.45 - $127.21 $167K - $186K
9.77K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
463
+ 59.97%
$288.47 - $316.54 $134K - $147K
1.24K $358K
RHI
Robert Half International Inc.

Industrials
359
+ 1.13%
$65.55 - $76.8 $23.5K - $27.6K
32.2K $2.27M
VTI
Vanguard Total Stock Market Et

ETFs
24
+ 0.15%
$280.04 - $302.45 $6.72K - $7.26K
15.7K $4.54M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.5%
$4100.99 - $5300.34 $12.3K - $15.9K
123 $611K
MA
Mastercard Inc

Financial Services
33
+ 1.33%
$491.3 - $536.15 $16.2K - $17.7K
2.51K $1.32M
CB
Chubb LTD

Financial Services
405
+ 36.13%
$271.57 - $301.89 $110K - $122K
1.53K $421K
ABT
Abbott Laboratories

Healthcare
971
+ 6.68%
$111.93 - $119.39 $109K - $116K
15.5K $1.75M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.44K
+ 37.5%
$55.73 - $66.16 $80.3K - $95.3K
5.28K $318K
CNC
Centene Corp

Healthcare
2.19K
+ 74.16%
$56.71 - $73.94 $124K - $162K
5.14K $311K
FHN
First Horizon Corp

Financial Services
1.08K
+ 7.39%
$14.91 - $21.42 $16K - $23K
15.6K $315K
VRSN
Verisign Inc

Technology
317
+ 24.33%
$176.68 - $206.96 $56K - $65.6K
1.62K $335K
MSFT
Microsoft Corp

Technology
640
+ 3.05%
$406.35 - $454.46 $260K - $291K
21.6K $9.12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
354
+ 0.84%
$66.77 - $71.52 $23.6K - $25.3K
42.6K $2.94M
CFG
Citizens Financial Group Inc

Financial Services
1.47K
+ 23.31%
$39.92 - $48.46 $58.5K - $71K
7.76K $339K
PANW
Palo Alto Networks Inc

Technology
1.09K
+ 144.36%
$181.96 - $405.9 $198K - $441K
1.84K $334K
ITOT
Ishares Core S&P Total U.S. St

ETFs
80
+ 0.37%
$124.26 - $134.12 $9.94K - $10.7K
21.5K $2.77M
INTC
Intel Corp

Technology
5.65K
+ 43.49%
$19.07 - $26.23 $108K - $148K
18.6K $373K
C
Citigroup Inc

Financial Services
336
+ 5.95%
$61.31 - $72.5 $20.6K - $24.4K
5.99K $421K
GM
General Motors CO

Consumer Cyclical
277
+ 4.38%
$44.82 - $60.2 $12.4K - $16.7K
6.61K $351K
FLS
Flowserve Corp

Industrials
520
+ 8.88%
$51.87 - $62.0 $27K - $32.2K
6.37K $366K
PYPL
Pay Pal Holdings, Inc.

Financial Services
503
+ 17.82%
$77.25 - $91.3 $38.9K - $45.9K
3.33K $283K
CPRT
Copart Inc

Consumer Cyclical
368
+ 4.36%
$51.36 - $63.8 $18.9K - $23.5K
8.81K $505K
GTES
Gates Industrial Corp PLC

Industrials
190
+ 0.99%
$17.3 - $22.93 $3.29K - $4.36K
19.5K $400K
DFS
Discover Financial Services

Financial Services
13
+ 0.76%
$136.3 - $182.67 $1.77K - $2.37K
1.72K $297K
TRV
Travelers Companies, Inc.

Financial Services
209
+ 22.02%
$225.97 - $266.66 $47.2K - $55.7K
1.16K $278K
AXS
Axis Capital Holdings LTD

Financial Services
251
+ 7.04%
$78.26 - $94.05 $19.6K - $23.6K
3.82K $338K
NFG
National Fuel Gas CO

Energy
846
+ 3.89%
$58.89 - $64.23 $49.8K - $54.3K
22.6K $1.37M
HPE
Hewlett Packard Enterprise CO

Technology
1.86K
+ 14.23%
$19.31 - $23.95 $35.8K - $44.5K
14.9K $318K
PH
Parker Hannifin Corp

Industrials
57
+ 1.57%
$621.74 - $709.46 $35.4K - $40.4K
3.7K $2.35M
XEL
Xcel Energy Inc

Utilities
647
+ 21.03%
$62.16 - $72.92 $40.2K - $47.2K
3.72K $251K
SMAR
Smartsheet Inc

Technology
855
+ 16.58%
$55.35 - $56.51 $47.3K - $48.3K
6.01K $336K
TRMB
Trimble Inc.

Technology
256
+ 7.33%
$60.21 - $75.4 $15.4K - $19.3K
3.75K $264K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
504
+ 8.17%
$209.89 - $233.24 $106K - $118K
6.67K $1.42M
TNL
Travel & Leisure Co.

Consumer Cyclical
265
+ 5.51%
$45.26 - $56.28 $12K - $14.9K
5.07K $255K
NEE
Nextera Energy Inc

Utilities
1.38K
+ 26.81%
$69.77 - $85.43 $95.9K - $117K
6.5K $466K
CTSH
Cognizant Technology Solutions Corp

Technology
446
+ 1.91%
$74.37 - $82.32 $33.2K - $36.7K
23.8K $1.83M
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
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