Gries Financial LLC Incresed Positions in Q4 2024

Gries Financial LLC

  • $494 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78.5K
+ 694.83%
$96.64 - $101.23 $7.58M - $7.94M
89.8K $8.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
33K
+ 9.42%
$49.03 - $53.35 $1.62M - $1.76M
384K $19.7M
BMY
Bristol Myers Squibb CO

Healthcare
33.8K
+ 194.27%
$51.92 - $59.94 $1.76M - $2.03M
51.2K $2.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.9K
+ 65.85%
$53.94 - $58.15 $1.56M - $1.68M
72.7K $4.1M
CGDV
Capital Group Divid Value ETF

ETFs
43.1K
+ 530.27%
$35.16 - $37.12 $1.51M - $1.6M
51.2K $1.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.6K
+ 49.91%
$57.53 - $60.83 $1.47M - $1.56M
76.9K $4.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.13K
+ 22.36%
$521.84 - $558.82 $1.11M - $1.19M
11.7K $6.28M
AMZN
Amazon Com Inc

Consumer Cyclical
409
+ 1.63%
$180.88 - $232.93 $74K - $95.3K
25.6K $5.61M
AAPL
Apple Inc.

Technology
879
+ 2.73%
$221.69 - $259.02 $195K - $228K
33K $8.27M
AVGO
Broadcom Inc.

Technology
2.28K
+ 60.3%
$159.67 - $250.0 $364K - $570K
6.06K $1.41M
GOOGL
Alphabet Inc.

Communication Services
2.09K
+ 15.7%
$161.86 - $196.66 $338K - $410K
15.4K $2.91M
FSK
Fs Kkr Capital Corp

Financial Services
15.6K
+ 27.31%
$19.71 - $22.22 $308K - $347K
72.8K $1.58M
FDX
Fedex Corp

Industrials
1.25K
+ 16.63%
$260.5 - $305.15 $326K - $382K
8.78K $2.47M
CSCO
Cisco Systems, Inc.

Technology
2.55K
+ 5.97%
$52.45 - $60.02 $134K - $153K
45.3K $2.68M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
12.8K
+ 6.83%
$16.4 - $17.85 $210K - $229K
200K $3.51M
JPM
Jpmorgan Chase & CO

Financial Services
647
+ 10.13%
$205.18 - $250.29 $133K - $162K
7.03K $1.69M
GOOG
Alphabet Inc.

Communication Services
744
+ 10.41%
$163.08 - $198.16 $121K - $147K
7.89K $1.5M
BAC
Bank Of America Corp

Financial Services
711
+ 1.36%
$39.22 - $47.77 $27.9K - $34K
53K $2.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
640
+ 2.72%
$94.43 - $105.47 $60.4K - $67.5K
24.1K $2.45M
ETN
Eaton Corp PLC

Industrials
580
+ 5.47%
$326.96 - $377.52 $190K - $219K
11.2K $3.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.14K
+ 14.9%
$87.25 - $95.52 $186K - $204K
16.5K $1.46M
CME
Cme Group Inc.

Financial Services
755
+ 78.56%
$221.17 - $246.02 $167K - $186K
1.72K $398K
IWM
Ishares Russell 2000 ETF

ETFs
834
+ 3.71%
$216.13 - $242.4 $180K - $202K
23.3K $5.15M
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
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
FTNT
Fortinet, Inc.

Technology
742
+ 19.23%
$76.49 - $99.21 $56.8K - $73.6K
4.6K $434K
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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.44K
+ 37.5%
$55.73 - $66.16 $80.3K - $95.3K
5.28K $318K
ABT
Abbott Laboratories

Healthcare
971
+ 6.68%
$111.93 - $119.39 $109K - $116K
15.5K $1.75M
FHN
First Horizon Corp

Financial Services
1.08K
+ 7.39%
$14.91 - $21.42 $16K - $23K
15.6K $315K
CNC
Centene Corp

Healthcare
2.19K
+ 74.16%
$56.71 - $73.94 $124K - $162K
5.14K $311K
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
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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