Gries Financial LLC Incresed Positions in Q1 2025

Gries Financial LLC

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
30.2K
+ 582.75%
$56.12 - $68.15 $1.69M - $2.06M
35.3K $2.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
62.4K
+ 16.27%
$48.06 - $53.73 $3M - $3.36M
446K $21.8M
NOC
Northrop Grumman Corp

Industrials
3.32K
+ 348.06%
$433.45 - $513.82 $1.44M - $1.71M
4.28K $2.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.5K
+ 11.96%
$168.16 - $186.21 $2.6M - $2.88M
145K $24.8M
UNH
Unitedhealth Group Inc

Healthcare
3.17K
+ 176.72%
$461.52 - $548.18 $1.46M - $1.73M
4.96K $2.6M
LMT
Lockheed Martin Corp

Industrials
3.11K
+ 419.11%
$423.19 - $506.29 $1.32M - $1.58M
3.86K $1.72M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
16.4K
+ 39.99%
N/A
57.4K $3.58M
ORCC
Owl Rock Capital Corp

Financial Services
74.8K
+ 636.0%
N/A
86.5K $1.16M
JNJ
Johnson & Johnson

Healthcare
2.01K
+ 10.78%
$142.06 - $167.7 $286K - $337K
20.7K $3.43M
ABBV
Abb Vie Inc.

Healthcare
844
+ 5.26%
$169.2 - $216.66 $143K - $183K
16.9K $3.54M
DGRO
Ishares Core Dividend Growth E

ETFs
6.37K
+ 20.49%
$60.46 - $64.42 $385K - $410K
37.5K $2.31M
NKE
Nike, Inc.

Consumer Cyclical
10.2K
+ 47.55%
$63.29 - $81.72 $644K - $832K
31.6K $2M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.77K
+ 28.97%
$82.81 - $92.93 $395K - $443K
21.2K $1.81M
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 3.91%
$37.81 - $46.49 $70.9K - $87.1K
49.8K $2.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
148
+ 4.83%
$442.66 - $534.52 $65.5K - $79.1K
3.21K $1.71M
FDX
Fedex Corp

Industrials
2.67K
+ 30.42%
$230.33 - $281.53 $615K - $752K
11.5K $2.79M
ABT
Abbott Laboratories

Healthcare
62
+ 0.4%
$111.1 - $140.22 $6.89K - $8.69K
15.6K $2.07M
FSK
Fs Kkr Capital Corp

Financial Services
17.6K
+ 24.12%
$20.47 - $24.06 $360K - $423K
90.4K $1.89M
KO
Coca Cola CO

Consumer Defensive
660
+ 2.55%
$60.81 - $72.32 $40.1K - $47.7K
26.6K $1.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.16K
+ 14.16%
$87.68 - $94.52 $189K - $204K
17.4K $1.63M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
249
+ 3.73%
$208.48 - $244.03 $51.9K - $60.8K
6.92K $1.69M
PGR
Progressive Corp

Financial Services
569
+ 26.9%
$235.61 - $291.22 $134K - $166K
2.68K $759K
JPM
Jpmorgan Chase & CO

Financial Services
837
+ 11.9%
$225.19 - $279.95 $188K - $234K
7.87K $1.93M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.57K
+ 81.18%
$53.6 - $58.97 $245K - $269K
10.2K $557K
CVX
Chevron Corp

Energy
243
+ 3.16%
$146.71 - $167.97 $35.7K - $40.8K
7.93K $1.33M
MDT
Medtronic PLC

Healthcare
1.88K
+ 72.47%
$79.84 - $94.5 $150K - $178K
4.47K $402K
MMM
3 M CO

Industrials
45
+ 0.46%
$129.7 - $155.12 $5.84K - $6.98K
9.79K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.01%
$74.85 - $84.89 $150 - $170
26.2K $2.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.04K
+ 3.95%
$56.17 - $59.71 $170K - $181K
79.9K $4.57M
RBLX
Roblox Corp

Communication Services
1.89K
+ 45.0%
$53.77 - $75.47 $102K - $143K
6.1K $355K
VXF
Vanguard Extended Market ETF

ETFs
926
+ 34.28%
$170.36 - $201.04 $158K - $186K
3.63K $624K
VRSN
Verisign Inc

Technology
78
+ 4.81%
$205.1 - $254.74 $16K - $19.9K
1.7K $431K
INTC
Intel Corp

Technology
2.05K
+ 10.98%
$19.1 - $27.39 $39.1K - $56.1K
20.7K $469K
VUG
Vanguard Growth ETF

ETFs
365
+ 33.64%
$369.1 - $427.61 $135K - $156K
1.45K $537K
GE
General Electric CO

Industrials
187
+ 11.65%
$168.59 - $212.13 $31.5K - $39.7K
1.79K $358K
T
At&T Inc.

Communication Services
180
+ 1.18%
$21.56 - $28.28 $3.88K - $5.09K
15.5K $437K
NFLX
Netflix Inc

Communication Services
8
+ 0.48%
$828.4 - $1058.6 $6.63K - $8.47K
1.66K $1.55M
DE
Deere & CO

Industrials
50
+ 4.55%
$408.57 - $509.27 $20.4K - $25.5K
1.15K $539K
MSCI
Msci Inc.

Financial Services
208
+ 16.29%
$541.46 - $628.34 $113K - $131K
1.49K $839K
VV
Vanguard Large Cap ETF

ETFs
445
+ 10.52%
$253.32 - $282.66 $113K - $126K
4.67K $1.2M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
14.6K
+ 7.27%
$16.48 - $19.07 $240K - $278K
215K $3.57M
CB
Chubb LTD

Financial Services
57
+ 3.74%
$257.71 - $301.99 $14.7K - $17.2K
1.58K $478K
AXS
Axis Capital Holdings LTD

Financial Services
43
+ 1.13%
$85.54 - $100.24 $3.68K - $4.31K
3.86K $386K
ECL
Ecolab Inc.

Basic Materials
87
+ 9.36%
$229.72 - $269.82 $20K - $23.5K
1.02K $257K
VGT
Vanguard Information Technolog

ETFs
195
+ 21.62%
$542.38 - $646.34 $106K - $126K
1.1K $594K
VLO
Valero Energy Corp

Energy
102
+ 5.47%
$121.76 - $142.99 $12.4K - $14.6K
1.97K $259K
EVRG
Evergy, Inc.

Utilities
65
+ 1.9%
$59.9 - $69.52 $3.89K - $4.52K
3.48K $240K
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 0.06%
$40.81 - $45.34 $326 - $363
14.3K $625K
DHR
Danaher Corp

Healthcare
253
+ 23.78%
$201.62 - $250.59 $51K - $63.4K
1.32K $269K
Activity Summary
Buys All Purchases 118 New Holdings 39 Increased Positions 79 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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