Gries Financial LLC Incresed Positions in Q2 2025

Gries Financial LLC

  • $472 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
392
+ 0.34%
$498.8 - $620.9 $196K - $243K
116K $71.8M
MSFT
Microsoft Corp

Technology
1.52K
+ 7.35%
$354.56 - $497.45 $539K - $756K
22.2K $11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.2K
+ 2.74%
$43.53 - $54.46 $531K - $665K
458K $25M
NVDA
Nvidia Corp

Technology
8.32K
+ 26.1%
$94.31 - $157.99 $785K - $1.31M
40.2K $6.35M
LHX
L3 Harris Technologies, Inc.

Industrials
7.42K
+ 164.42%
$200.21 - $256.99 $1.48M - $1.91M
11.9K $2.99M
AVGO
Broadcom Inc.

Technology
1.7K
+ 27.27%
$146.29 - $275.65 $249K - $469K
7.95K $2.19M
IQLT
Ishares Msci Intl Quality Fact

ETFs
22.5K
+ 62.9%
$35.9 - $43.76 $807K - $984K
58.2K $2.52M
ETN
Eaton Corp PLC

Industrials
572
+ 5.94%
$246.52 - $356.99 $141K - $204K
10.2K $3.64M
ORCL
Oracle Corp

Technology
1.71K
+ 23.26%
$122.82 - $218.63 $209K - $373K
9.04K $1.98M
HSY
Hershey CO

Consumer Defensive
5.5K
+ 70.68%
$151.29 - $173.13 $831K - $952K
13.3K $2.2M
NFLX
Netflix Inc

Communication Services
43
+ 2.59%
$855.86 - $1339.13 $36.8K - $57.6K
1.71K $2.28M
VTI
Vanguard Total Stock Market Et

ETFs
579
+ 3.71%
$243.75 - $303.93 $141K - $176K
16.2K $4.92M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.39K
+ 108.23%
$90.21 - $112.66 $757K - $946K
16.1K $1.47M
BDX
Becton Dickinson & CO

Healthcare
4.16K
+ 118.4%
$165.15 - $226.42 $686K - $941K
7.67K $1.32M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.01K
+ 8.89%
$45.88 - $54.4 $276K - $327K
73.6K $4M
SEIC
Sei Investments CO

Financial Services
1.77K
+ 6.32%
$66.45 - $89.86 $118K - $159K
29.8K $2.68M
VGT
Vanguard Information Technolog

ETFs
541
+ 49.32%
$470.37 - $663.28 $254K - $359K
1.64K $1.09M
META
Meta Platforms, Inc.

Communication Services
83
+ 3.33%
$484.66 - $738.09 $40.2K - $61.3K
2.57K $1.9M
HAS
Hasbro, Inc.

Consumer Cyclical
1.55K
+ 6.58%
$50.71 - $73.82 $78.5K - $114K
25.1K $1.85M
GE
General Electric CO

Industrials
981
+ 54.74%
$166.81 - $257.39 $164K - $252K
2.77K $713K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.15K
+ 9.71%
$149.76 - $186.42 $173K - $215K
13K $2.43M
CGDV
Capital Group Divid Value ETF

ETFs
2.92K
+ 5.7%
$31.93 - $39.49 $93.4K - $115K
54.2K $2.14M
VUG
Vanguard Growth ETF

ETFs
456
+ 31.45%
$329.49 - $438.4 $150K - $200K
1.91K $835K
BAC
Bank Of America Corp

Financial Services
512
+ 1.05%
$34.39 - $47.46 $17.6K - $24.3K
49.4K $2.34M
NKE
Nike, Inc.

Consumer Cyclical
789
+ 2.5%
$53.27 - $72.04 $42K - $56.8K
32.4K $2.3M
BMO
Bank Of Montreal

Financial Services
422
+ 2.73%
$87.54 - $110.63 $36.9K - $46.7K
15.9K $1.76M
TFLO
Ishares Treasury Floating Rate

ETFs
5.26K
+ 51.39%
$50.47 - $50.66 $266K - $267K
15.5K $784K
CRWD
Crowd Strike Holdings, Inc.

Technology
313
+ 47.21%
$321.63 - $509.31 $101K - $159K
976 $497K
MA
Mastercard Inc

Financial Services
380
+ 17.59%
$479.92 - $590.74 $182K - $224K
2.54K $1.43M
IBM
International Business Machines Corp

Technology
259
+ 7.93%
$221.03 - $294.78 $57.2K - $76.3K
3.53K $1.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38
+ 0.14%
$72.96 - $90.39 $2.77K - $3.43K
26.3K $2.35M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.33K
+ 11.85%
$78.98 - $90.1 $105K - $120K
12.5K $1.13M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.95K
+ 5.13%
N/A
60.4K $3.77M
DE
Deere & CO

Industrials
249
+ 21.65%
$412.99 - $531.48 $103K - $132K
1.4K $711K
BK
Bank Of New York Mellon Corp

Financial Services
477
+ 2.71%
$73.31 - $91.62 $35K - $43.7K
18.1K $1.65M
EMR
Emerson Electric CO

Industrials
21
+ 0.3%
$94.15 - $133.33 $1.98K - $2.8K
7.09K $945K
LYFT
Lyft, Inc.

Technology
7.76K
+ 64.41%
$9.97 - $17.21 $77.3K - $134K
19.8K $312K
TROW
Price T Rowe Group Inc

Financial Services
1.07K
+ 8.26%
$80.27 - $98.06 $86K - $105K
14K $1.36M
CTAS
Cintas Corp

Industrials
355
+ 8.12%
$190.11 - $227.66 $67.5K - $80.8K
4.73K $1.05M
SCHW
Schwab Charles Corp

Financial Services
1.3K
+ 48.8%
$69.06 - $91.24 $89.8K - $119K
3.96K $361K
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 3.91%
$908.13 - $1056.85 $62.7K - $72.9K
1.83K $1.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
240
+ 16.21%
$141.37 - $228.57 $33.9K - $54.9K
1.72K $389K
RTX
Raytheon Technologies Corp

Industrials
69
+ 0.71%
$113.75 - $148.48 $7.85K - $10.2K
9.78K $1.43M
LMT
Lockheed Martin Corp

Industrials
128
+ 3.32%
$430.82 - $486.45 $55.1K - $62.3K
3.99K $1.85M
ABT
Abbott Laboratories

Healthcare
512
+ 3.29%
$123.95 - $138.08 $63.5K - $70.7K
16.1K $2.19M
WMT
Walmart Inc.

Consumer Defensive
776
+ 24.27%
$81.79 - $99.98 $63.5K - $77.6K
3.97K $388K
IGRO
Ishares Tr International Divid

ETFs
335
+ 2.84%
$66.32 - $80.17 $22.2K - $26.9K
12.1K $955K
GTES
Gates Industrial Corp PLC

Industrials
55
+ 0.28%
$15.56 - $23.13 $856 - $1.27K
19.4K $447K
MO
Altria Group, Inc.

Consumer Defensive
1.71K
+ 19.73%
$55.56 - $60.91 $94.9K - $104K
10.4K $607K
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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