Gries Financial LLC Purchases in Q2 2025

Gries Financial LLC

  • $472 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NWL
Newell Brands Inc.

Consumer Defensive
14.1K
New
$4.48 - $6.27 $63.3K - $88.6K
14.1K $76K
VRSN
Verisign Inc

Technology
47
+ 2.77%
$234.49 - $288.8 $11K - $13.6K
1.75K $503K
EEM
Ishares Msci Emerging Markets

ETFs
159
+ 1.11%
$38.52 - $48.28 $6.12K - $7.68K
14.5K $697K
TSLA
Tesla, Inc.

Consumer Cyclical
65
+ 8.33%
$221.86 - $362.89 $14.4K - $23.6K
845 $268K
PANW
Palo Alto Networks Inc

Technology
35
+ 2.13%
$152.44 - $204.64 $5.34K - $7.16K
1.68K $343K
GWRE
Guidewire Software, Inc.

Technology
11
+ 0.88%
$172.73 - $257.37 $1.9K - $2.83K
1.27K $298K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.05%
$224.16 - $285.86 $224 - $286
1.92K $548K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
461
+ 8.17%
$45.98 - $56.15 $21.2K - $25.9K
6.1K $342K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
681
+ 3.38%
N/A
20.8K $1.79M
NTRA
Natera, Inc.

Healthcare
42
+ 2.35%
$132.23 - $171.87 $5.55K - $7.22K
1.83K $309K
CFG
Citizens Financial Group Inc

Financial Services
674
+ 10.51%
$34.27 - $44.75 $23.1K - $30.2K
7.09K $317K
EMB
Ishares Tr

ETFs
210
+ 1.67%
$86.54 - $92.62 $18.2K - $19.5K
12.8K $1.18M
ESS
Essex Property Trust, Inc.

Real Estate
133
+ 2.09%
N/A
6.51K $1.78M
SAP
Sap Se

Technology
12
+ 1.37%
$237.53 - $309.8 $2.85K - $3.72K
888 $270K
XLF
Financial Sector Spdr

ETFs
451
+ 10.94%
$43.92 - $52.37 $19.8K - $23.6K
4.57K $239K
ECL
Ecolab Inc.

Basic Materials
57
+ 5.61%
$225.65 - $270.95 $12.9K - $15.4K
1.07K $289K
MSCI
Msci Inc.

Financial Services
20
+ 1.35%
$506.56 - $576.74 $10.1K - $11.5K
1.51K $867K
CRM
Salesforce, Inc.

Technology
77
+ 4.71%
$236.26 - $291.15 $18.2K - $22.4K
1.71K $467K
WEC
Wec Energy Group, Inc.

Utilities
1.08K
+ 6.15%
$102.24 - $109.76 $110K - $118K
18.5K $1.93M
RGLD
Royal Gold Inc

Basic Materials
23
+ 1.8%
$155.48 - $186.71 $3.58K - $4.29K
1.3K $231K
GM
General Motors CO

Consumer Cyclical
89
+ 1.24%
$42.48 - $50.46 $3.78K - $4.49K
7.26K $357K
AXS
Axis Capital Holdings LTD

Financial Services
42
+ 1.09%
$87.23 - $106.93 $3.66K - $4.49K
3.9K $404K
RSG
Republic Services, Inc.

Industrials
46
+ 3.82%
$227.2 - $258.07 $10.5K - $11.9K
1.25K $308K
BFST
Business First Bancshares, Inc.

Financial Services
2
+ 0.0%
$21.5 - $24.92 $43 - $49.8
54.6K $1.35M
ROL
Rollins Inc

Consumer Cyclical
103
+ 2.22%
$50.65 - $58.58 $5.22K - $6.03K
4.74K $267K
KR
Kroger CO

Consumer Defensive
46
+ 1.54%
$64.62 - $74.0 $2.97K - $3.4K
3.03K $217K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.19%
$131.84 - $157.76 $527 - $631
2.17K $341K
CI
Cigna Corp

Healthcare
16
+ 0.29%
$301.89 - $340.04 $4.83K - $5.44K
5.53K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 1.79%
$335.24 - $380.78 $12.4K - $14.1K
2.1K $769K
ADT
Adt Inc.

Industrials
967
+ 8.25%
$7.54 - $8.6 $7.29K - $8.32K
12.7K $107K
DHR
Danaher Corp

Healthcare
95
+ 7.21%
$174.64 - $205.16 $16.6K - $19.5K
1.41K $278K
GDDY
Go Daddy Inc.

Technology
49
+ 4.13%
$162.11 - $192.36 $7.94K - $9.43K
1.24K $222K
NVO
Novo Nordisk A S

Healthcare
136
+ 3.9%
$58.08 - $81.05 $7.9K - $11K
3.63K $250K
IEMG
Ishares Inc

ETFs
49
+ 0.55%
N/A
8.88K $476K
CB
Chubb LTD

Financial Services
76
+ 4.8%
$274.32 - $302.46 $20.8K - $23K
1.66K $480K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14
+ 0.17%
$82.21 - $83.12 $1.15K - $1.16K
8.46K $700K
J P Morgan Exchange Traded F
11.6K
New
N/A
11.6K $0
Blackrock Inc
46
+ 9.31%
N/A
540 $0
Blackrock ETF Trust
34K
New
N/A
34K $0
Blackrock ETF Trust Ii
29.6K
+ 8.46%
N/A
379K $0
First Tr Exchng Traded Fd Vi
26.9K
+ 51.89%
N/A
78.8K $0
Lam Research Corp
1.64K
+ 13.93%
N/A
13.4K $0
Blue Owl Technology Fin Corp
18.7K
New
N/A
18.7K $0
Ge Vernova Inc
679
New
N/A
679 $0
DUK
Duke Energy Corp

Utilities
45
+ 2.46%
$112.46 - $124.05 $5.06K - $5.58K
1.87K $220K
VNQ
Vanguard Specialized Funds Van

ETFs
95
+ 1.2%
$79.79 - $91.42 $7.58K - $8.68K
8K $712K
OGE
Oge Energy Corp.

Utilities
750
+ 2.69%
$42.23 - $46.38 $31.7K - $34.8K
28.7K $1.27M
CL
Colgate Palmolive CO

Consumer Defensive
510
+ 2.5%
$87.57 - $96.0 $44.7K - $49K
20.9K $1.9M
IYH
Ishares Tr

ETFs
5
+ 0.1%
$53.97 - $60.17 $270 - $301
4.9K $276K
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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