Gries Financial LLC New Holdings in Q1 2025

Gries Financial LLC

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
15.3K
New
$100.41 - $118.41 $1.54M - $1.81M
15.3K $1.81M
ASH
Ashland Global Holdings Inc

Basic Materials
24.3K
New
$55.87 - $73.16 $1.36M - $1.78M
24.3K $1.44M
IQLT
Ishares Msci Intl Quality Fact

ETFs
35.7K
New
$36.91 - $41.03 $1.32M - $1.47M
35.7K $1.42M
WLK
Westlake Corp

Basic Materials
13.5K
New
$99.12 - $119.16 $1.34M - $1.61M
13.5K $1.35M
HSY
Hershey CO

Consumer Defensive
7.78K
New
$144.74 - $186.36 $1.13M - $1.45M
7.78K $1.33M
BFST
Business First Bancshares, Inc.

Financial Services
54.6K
New
$23.34 - $27.96 $1.27M - $1.53M
54.6K $1.33M
AVEM
American Centy ETF Tr Avantis

ETFs
8.19K
New
$57.11 - $62.4 $468K - $511K
8.19K $492K
VTV
Vanguard Value ETF

ETFs
2.66K
New
$167.73 - $179.21 $445K - $476K
2.66K $458K
IAU
Ishares Gold Trust

ETFs
7.55K
New
$49.74 - $58.96 $376K - $445K
7.55K $445K
HAL
Halliburton CO

Energy
15.4K
New
$24.15 - $29.9 $371K - $459K
15.4K $389K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.78K
New
$119.38 - $161.42 $332K - $449K
2.78K $331K
KMI
Kinder Morgan, Inc.

Energy
10.7K
New
$26.1 - $31.22 $278K - $332K
10.7K $303K
ADP
Automatic Data Processing Inc

Industrials
964
New
$286.85 - $318.64 $277K - $307K
964 $294K
XLV
Select Sector Spdr Fund Health

ETFs
1.91K
New
$137.61 - $149.68 $263K - $286K
1.91K $279K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
24.9K
New
$11.13 - $11.61 $277K - $289K
24.9K $278K
TXN
Texas Instruments Inc

Technology
1.35K
New
N/A
1.35K $263K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.54K
New
$96.88 - $111.25 $246K - $282K
2.54K $253K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.93K
New
$74.75 - $89.13 $219K - $262K
2.93K $245K
CVS
Cvs Health Corp

Healthcare
3.54K
New
$44.22 - $68.64 $157K - $243K
3.54K $239K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.56K
New
$29.06 - $32.62 $220K - $247K
7.56K $237K
INDA
Ishares Msci India Index Fund

ETFs
4.52K
New
$47.8 - $53.4 $216K - $241K
4.52K $232K
MLM
Martin Marietta Materials Inc

Basic Materials
477
New
$460.39 - $552.64 $220K - $264K
477 $228K
DUK
Duke Energy Corp

Utilities
1.83K
New
$105.87 - $121.97 $193K - $223K
1.83K $222K
IYF
Ishares Tr

ETFs
1.96K
New
$107.69 - $119.37 $211K - $234K
1.96K $221K
HUM
Humana Inc

Healthcare
835
New
$249.11 - $303.11 $208K - $253K
835 $220K
NTNX
Nutanix, Inc.

Technology
3.08K
New
$61.28 - $77.44 $189K - $238K
3.08K $214K
DIS
Walt Disney CO

Communication Services
2.12K
New
$96.87 - $114.0 $206K - $242K
2.12K $209K
RGLD
Royal Gold Inc

Basic Materials
1.28K
New
$132.55 - $163.51 $169K - $209K
1.28K $208K
SCHW
Schwab Charles Corp

Financial Services
2.66K
New
$71.24 - $83.64 $190K - $223K
2.66K $208K
URA
Global X Uranium ETF

ETFs
9.01K
New
$22.92 - $30.98 $207K - $279K
9.01K $206K
XLF
Financial Sector Spdr

ETFs
4.12K
New
$47.32 - $52.19 $195K - $215K
4.12K $205K
KR
Kroger CO

Consumer Defensive
2.98K
New
$58.36 - $67.72 $174K - $202K
2.98K $201K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15K
New
$12.18 - $12.91 $183K - $194K
15K $186K
DNP
Dnp Select Income Fund Inc

Financial Services
15.8K
New
$8.93 - $9.92 $141K - $157K
15.8K $156K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
17.2K
New
$8.25 - $8.79 $142K - $152K
17.2K $151K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
22.6K
New
$4.18 - $4.41 $94.6K - $99.8K
22.6K $94K
First Tr Exchng Traded Fd Vi
51.9K
New
N/A
51.9K $0
Ishares Bitcoin Trust ETF
82.1K
New
N/A
82.1K $0
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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