Gries Financial LLC Purchases in Q4 2024

Gries Financial LLC

  • $494 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OGE
Oge Energy Corp.

Utilities
514
+ 1.69%
$39.65 - $44.08 $20.4K - $22.7K
30.9K $1.27M
MSCI
Msci Inc.

Financial Services
5
+ 0.39%
$569.09 - $635.99 $2.85K - $3.18K
1.28K $766K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
105
+ 5.78%
$174.04 - $205.27 $18.3K - $21.6K
1.92K $346K
GWRE
Guidewire Software, Inc.

Technology
252
+ 20.02%
$168.58 - $207.12 $42.5K - $52.2K
1.51K $254K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
48
+ 1.59%
$201.32 - $217.44 $9.66K - $10.4K
3.07K $634K
K
Kellogg CO

Consumer Defensive
107
+ 0.37%
$80.34 - $81.29 $8.6K - $8.7K
29.1K $2.36M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
32
+ 2.73%
$180.39 - $205.43 $5.77K - $6.57K
1.21K $228K
T
At&T Inc.

Communication Services
112
+ 0.74%
$21.22 - $23.88 $2.38K - $2.67K
15.3K $347K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.12%
$132.86 - $160.16 $266 - $320
1.71K $245K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.1%
$278.19 - $315.36 $556 - $631
1.92K $551K
ROST
Ross Stores, Inc.

Consumer Cyclical
34
+ 2.1%
$138.59 - $156.61 $4.71K - $5.32K
1.65K $250K
ESS
Essex Property Trust, Inc.

Real Estate
13
+ 0.19%
N/A
6.84K $1.87M
EVRG
Evergy, Inc.

Utilities
45
+ 1.33%
$59.06 - $65.0 $2.66K - $2.93K
3.42K $210K
Lam Research Corp
11K
New
N/A
11K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
423
+ 2.22%
$174.22 - $187.62 $73.7K - $79.4K
19.5K $3.42M
Blackrock ETF Trust Ii
262K
+ 334.81%
N/A
341K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
270
+ 2.5%
$183.23 - $199.79 $49.5K - $53.9K
11.1K $2.05M
Arista Networks Inc
3.18K
New
N/A
3.18K $0
First Tr Exchng Traded Fd Vi
6.38K
New
N/A
6.38K $0
Blackrock Inc
538
New
N/A
538 $0
First Tr Exchng Traded Fd Vi
94.8K
+ 15.22%
N/A
717K $0
First Tr Exchng Traded Fd Vi
9.67K
New
N/A
9.67K $0
COP
Conocophillips

Energy
413
+ 5.5%
$95.12 - $114.72 $39.3K - $47.4K
7.92K $785K
DGRO
Ishares Core Dividend Growth E

ETFs
582
+ 1.91%
$60.73 - $64.94 $35.3K - $37.8K
31.1K $1.91M
PLTK
Playtika Holding Corp.

Communication Services
881
+ 6.87%
$6.72 - $8.62 $5.92K - $7.59K
13.7K $95K
BERY
Berry Global Group, Inc.

Consumer Cyclical
25
+ 0.78%
$64.2 - $72.31 $1.61K - $1.81K
3.24K $209K
HD
Home Depot, Inc.

Consumer Cyclical
240
+ 3.6%
$385.02 - $431.37 $92.4K - $104K
6.9K $2.69M
ROL
Rollins Inc

Consumer Cyclical
90
+ 1.92%
$46.35 - $51.59 $4.17K - $4.64K
4.77K $221K
NVO
Novo Nordisk A S

Healthcare
826
+ 31.01%
$85.0 - $120.04 $70.2K - $99.2K
3.49K $300K
PFE
Pfizer Inc

Healthcare
1.85K
+ 6.76%
$24.8 - $30.19 $46K - $55.9K
29.2K $775K
IFRA
Ishares Tr

ETFs
207
+ 0.52%
$45.94 - $51.71 $9.51K - $10.7K
40K $1.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.26%
$442.29 - $483.08 $3.54K - $3.86K
3.07K $1.39M
EEM
Ishares Msci Emerging Markets

ETFs
843
+ 6.27%
$41.82 - $47.36 $35.3K - $39.9K
14.3K $597K
SHW
Sherwin Williams CO

Basic Materials
21
+ 3.22%
$338.75 - $399.71 $7.11K - $8.39K
673 $228K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.84K
+ 3.14%
$25.25 - $26.34 $96.8K - $101K
126K $3.19M
DHR
Danaher Corp

Healthcare
110
+ 11.53%
$226.16 - $274.52 $24.9K - $30.2K
1.06K $244K
TSCO
Tractor Supply CO

Consumer Cyclical
18.2K
+ 437.63%
$52.59 - $303.74 $957K - $5.52M
22.3K $1.19M
GE
General Electric CO

Industrials
27
+ 1.71%
$159.95 - $194.23 $4.32K - $5.24K
1.61K $267K
IYH
Ishares Tr

ETFs
4
+ 0.08%
$57.53 - $65.24 $230 - $261
4.89K $284K
IEFA
Ishares Tr

ETFs
11
+ 0.24%
$70.06 - $77.43 $771 - $852
4.51K $317K
LHX
L3 Harris Technologies, Inc.

Industrials
398
+ 9.2%
$208.94 - $264.22 $83.2K - $105K
4.73K $993K
UNH
Unitedhealth Group Inc

Healthcare
172
+ 10.62%
$485.52 - $625.25 $83.5K - $108K
1.79K $905K
LQD
Ishares Iboxx $ Investment Gra

ETFs
378
+ 2.8%
$106.56 - $113.11 $40.3K - $42.8K
13.9K $1.48M
CTAS
Cintas Corp

Industrials
307
+ 7.17%
$182.7 - $226.47 $56.1K - $69.5K
4.59K $838K
IGRO
Ishares Tr International Divid

ETFs
473
+ 4.13%
$67.76 - $74.48 $32.1K - $35.2K
11.9K $810K
LMT
Lockheed Martin Corp

Industrials
50
+ 7.22%
$479.66 - $614.62 $24K - $30.7K
743 $361K
PG
Procter & Gamble CO

Consumer Defensive
523
+ 2.1%
$161.05 - $179.7 $84.2K - $94K
25.4K $4.26M
MAA
Mid America Apartment Communities Inc.

Real Estate
23
+ 0.19%
$149.17 - $165.2 $3.43K - $3.8K
12.4K $1.91M
NOC
Northrop Grumman Corp

Industrials
5
+ 0.53%
$466.52 - $543.88 $2.33K - $2.72K
955 $448K
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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