Gries Financial LLC Incresed Positions in Q3 2024

Gries Financial LLC

  • $478 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
119K
+ 51.15%
$44.24 - $49.47 $5.25M - $5.87M
351K $17.4M
PG
Procter & Gamble CO

Consumer Defensive
21.9K
+ 728.89%
$160.76 - $177.82 $3.52M - $3.89M
24.9K $4.31M
IVV
Ishares Core S&P 500 ETF

ETFs
328
+ 0.28%
$520.18 - $576.82 $171K - $189K
118K $67.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.01K
+ 59.16%
$434.77 - $502.96 $2.18M - $2.52M
13.5K $6.58M
NVDA
Nvidia Corp

Technology
20.4K
+ 63.9%
$98.91 - $134.91 $2.01M - $2.75M
52.2K $6.34M
CSCO
Cisco Systems, Inc.

Technology
36.6K
+ 592.72%
$44.74 - $53.22 $1.64M - $1.95M
42.7K $2.27M
AAPL
Apple Inc.

Technology
5.34K
+ 19.94%
$207.23 - $234.82 $1.11M - $1.25M
32.1K $7.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.11K
+ 2.27%
$162.64 - $179.3 $506K - $558K
140K $25.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.77K
+ 41.05%
$475.2 - $527.7 $1.32M - $1.46M
9.53K $5.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.1K
+ 90.7%
$60.84 - $67.51 $1.22M - $1.36M
42.2K $2.85M
OEF
Ishares S&P 100 ETF

ETFs
4.32K
+ 58.54%
$266.03 - $266.03 $1.15M - $1.15M
11.7K $3.11M
AMZN
Amazon Com Inc

Consumer Cyclical
6.08K
+ 31.87%
$161.02 - $200.0 $979K - $1.22M
25.2K $4.69M
HEFA
Ishares Currency Hedged Msci E

ETFs
27.3K
+ 44.17%
$32.34 - $35.85 $883K - $978K
89.1K $3.16M
RHI
Robert Half International Inc.

Industrials
13K
+ 69.2%
$59.34 - $68.28 $772K - $888K
31.8K $2.14M
LLY
Eli Lilly & CO

Healthcare
1.06K
+ 93.21%
$772.14 - $960.02 $816K - $1.01M
2.19K $1.94M
LOW
Lowes Companies Inc

Consumer Cyclical
2.96K
+ 228.42%
$213.3 - $270.78 $631K - $801K
4.25K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.71K
+ 127.02%
$405.19 - $478.57 $693K - $819K
3.06K $1.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.38K
+ 21.52%
$162.83 - $179.16 $550K - $605K
19.1K $3.42M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.09K
+ 72.31%
$85.84 - $85.84 $781K - $781K
21.7K $1.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
158
+ 0.7%
$517.38 - $573.86 $81.7K - $90.7K
22.6K $13M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
20.5K
+ 40.35%
$28.11 - $29.42 $575K - $602K
71.2K $2.09M
MA
Mastercard Inc

Financial Services
1.17K
+ 89.86%
$429.6 - $500.99 $503K - $586K
2.47K $1.22M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.6K
+ 41.28%
$50.63 - $51.11 $639K - $645K
43.2K $2.2M
COST
Costco Wholesale Corp

Consumer Defensive
669
+ 60.27%
$801.83 - $917.05 $536K - $614K
1.78K $1.58M
UNH
Unitedhealth Group Inc

Healthcare
984
+ 154.96%
$488.01 - $604.18 $480K - $595K
1.62K $946K
ABBV
Abb Vie Inc.

Healthcare
1.19K
+ 8.05%
$163.84 - $199.33 $195K - $237K
16K $3.16M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
9.9K
+ 34.06%
$62.4 - $62.4 $617K - $617K
38.9K $2.43M
META
Meta Platforms, Inc.

Communication Services
833
+ 49.82%
$453.41 - $572.44 $378K - $477K
2.51K $1.43M
JPM
Jpmorgan Chase & CO

Financial Services
2.65K
+ 70.68%
$194.9 - $224.8 $516K - $595K
6.39K $1.35M
DOX
Amdocs LTD

Technology
4.8K
+ 31.14%
$78.13 - $87.85 $375K - $421K
20.2K $1.77M
PH
Parker Hannifin Corp

Industrials
92
+ 2.59%
$501.01 - $635.92 $46.1K - $58.5K
3.64K $2.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.91K
+ 52.16%
$79.92 - $88.19 $393K - $433K
14.3K $1.26M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.3K
+ 2.51%
$89.91 - $101.33 $117K - $132K
53K $5.2M
VTI
Vanguard Total Stock Market Et

ETFs
698
+ 4.67%
$255.18 - $283.2 $178K - $198K
15.7K $4.43M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
120
+ 1.17%
$523.84 - $572.02 $62.9K - $68.6K
10.4K $5.9M
CAT
Caterpillar Inc

Industrials
978
+ 155.24%
$316.8 - $391.12 $310K - $383K
1.61K $628K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.96K
+ 186.34%
$175.46 - $203.3 $345K - $399K
3.02K $611K
IYW
Ishares Dj Us Tech ETF

ETFs
2.05K
+ 2.66%
$133.16 - $158.73 $272K - $325K
79.1K $12M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.16K
+ 85.49%
$285.48 - $330.24 $330K - $381K
2.51K $806K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.93K
+ 8.29%
$54.98 - $59.51 $216K - $234K
51.3K $3.05M
GOOGL
Alphabet Inc.

Communication Services
3.1K
+ 30.36%
$148.65 - $191.18 $460K - $592K
13.3K $2.2M
MMM
3 M CO

Industrials
51
+ 0.53%
$99.69 - $139.42 $5.08K - $7.11K
9.74K $1.33M
SJNK
Spdr Bloomberg Short Term High

ETFs
12.6K
+ 115.76%
$24.8 - $25.75 $312K - $324K
23.5K $604K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
23.4K
+ 41.55%
$11.52 - $12.52 $269K - $292K
79.5K $982K
IFRA
Ishares Tr

ETFs
3.25K
+ 8.9%
$41.55 - $46.97 $135K - $153K
39.7K $1.87M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
16.3K
+ 9.54%
$15.41 - $17.22 $252K - $281K
187K $3.11M
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 5.62%
$62.69 - $73.01 $87.8K - $102K
26.3K $1.89M
IWD
Ishares Russell 1000 Val ETF

ETFs
733
+ 7.29%
$173.36 - $189.8 $127K - $139K
10.8K $2.05M
IBM
International Business Machines Corp

Technology
483
+ 14.37%
$175.1 - $223.38 $84.6K - $108K
3.85K $850K
Activity Summary
Buys All Purchases 155 New Holdings 47 Increased Positions 108 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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