Gries Financial LLC Sells in Q1 2025

Gries Financial LLC

  • $445 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
-279K
- 93.87%
$31.3 - $34.5 $8.73M - $9.62M
18.2K $589K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-58.2K
- 64.83%
$95.85 - $99.25 $5.58M - $5.78M
31.6K $3.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.07K
- 0.92%
$554.06 - $615.85 $593K - $660K
115K $64.8M
NVDA
Nvidia Corp

Technology
-19.6K
- 38.07%
$106.98 - $149.43 $2.1M - $2.93M
31.9K $3.46M
IYW
Ishares Dj Us Tech ETF

ETFs
-12.1K
- 15.79%
$140.44 - $166.79 $1.7M - $2.02M
64.7K $9.09M
HEFA
Ishares Currency Hedged Msci E

ETFs
-79.5K
- 82.82%
$34.83 - $37.52 $2.77M - $2.98M
16.5K $598K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-31K
- 82.86%
$85.29 - $92.57 $2.64M - $2.87M
6.41K $583K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-101K
- 80.14%
$25.21 - $26.38 $2.55M - $2.67M
25K $660K
MS
Morgan Stanley

Financial Services
-18.4K
- 89.56%
$111.68 - $141.08 $2.05M - $2.59M
2.14K $249K
HD
Home Depot, Inc.

Consumer Cyclical
-4.84K
- 70.11%
$347.25 - $424.87 $1.68M - $2.06M
2.06K $756K
GS
Goldman Sachs Group Inc

Financial Services
-3.22K
- 75.33%
$524.81 - $672.19 $1.69M - $2.17M
1.06K $576K
AMGN
Amgen Inc

Healthcare
-7.18K
- 90.0%
$258.59 - $327.36 $1.86M - $2.35M
797 $248K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.61K
- 19.42%
$468.34 - $539.52 $1.22M - $1.41M
10.8K $5.08M
MSFT
Microsoft Corp

Technology
-964
- 4.46%
$375.39 - $447.2 $362K - $431K
20.7K $7.76M
IFRA
Ishares Tr

ETFs
-28.4K
- 71.18%
$44.8 - $49.25 $1.27M - $1.4M
11.5K $518K
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.3K
- 46.94%
$92.45 - $106.69 $1.05M - $1.21M
12.8K $1.19M
AAPL
Apple Inc.

Technology
-1.26K
- 3.8%
$209.68 - $247.1 $263K - $310K
31.8K $7.06M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.5K
- 36.28%
$64.88 - $72.1 $1M - $1.11M
27.1K $1.79M
ETN
Eaton Corp PLC

Industrials
-1.55K
- 13.84%
$271.83 - $371.23 $421K - $574K
9.63K $2.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.07K
- 9.15%
$507.05 - $563.67 $541K - $601K
10.6K $5.44M
RHI
Robert Half International Inc.

Industrials
-5.4K
- 16.78%
$51.96 - $71.3 $281K - $385K
26.8K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-232
- 0.91%
$190.26 - $242.06 $44.1K - $56.2K
25.3K $4.82M
GOOGL
Alphabet Inc.

Communication Services
-1.25K
- 8.1%
$154.33 - $206.19 $192K - $257K
14.1K $2.18M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-13.8K
- 58.1%
$50.87 - $51.09 $703K - $706K
9.96K $508K
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 0.22%
$551.42 - $612.93 $27K - $30K
22.4K $12.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.13K
- 7.06%
$51.45 - $58.51 $264K - $300K
67.6K $3.5M
PH
Parker Hannifin Corp

Industrials
-743
- 20.09%
$591.65 - $707.05 $440K - $525K
2.96K $1.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-36.7K
- 46.72%
$11.22 - $11.8 $412K - $434K
41.9K $470K
GOOG
Alphabet Inc.

Communication Services
-1.03K
- 13.07%
$156.06 - $207.71 $161K - $214K
6.86K $1.07M
TROW
Price T Rowe Group Inc

Financial Services
-1.33K
- 9.29%
$91.57 - $116.93 $122K - $155K
13K $1.19M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-802
- 6.33%
$168.84 - $202.89 $135K - $163K
11.9K $2.09M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-750
- 0.38%
$16.18 - $18.56 $12.1K - $13.9K
197K $3.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-900
- 1.18%
$57.21 - $65.8 $51.5K - $59.2K
75.4K $4.4M
SEIC
Sei Investments CO

Financial Services
-2.34K
- 7.69%
$72.08 - $86.58 $169K - $203K
28.1K $2.18M
CSX
Csx Corp

Industrials
-856
- 0.81%
$29.11 - $33.67 $24.9K - $28.8K
105K $3.09M
BAC
Bank Of America Corp

Financial Services
-4.12K
- 7.77%
$39.61 - $47.74 $163K - $196K
48.8K $2.04M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.66K
- 35.6%
$50.48 - $50.68 $286K - $287K
10.2K $518K
LSTR
Landstar System Inc

Industrials
-499
- 5.39%
$146.63 - $177.82 $73.2K - $88.7K
8.76K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
-79
- 0.5%
$271.18 - $303.12 $21.4K - $23.9K
15.6K $4.29M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-14.3K
- 46.3%
$17.53 - $17.87 $251K - $256K
16.6K $292K
COP
Conocophillips

Energy
-2.84K
- 35.87%
$88.6 - $105.85 $252K - $301K
5.08K $533K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 0.56%
$360.07 - $417.26 $11.9K - $13.8K
5.9K $2.13M
KRE
Spdr S&P Regional Banking ETF

ETFs
-3.76K
- 35.44%
$55.11 - $65.5 $207K - $246K
6.85K $389K
TSLA
Tesla, Inc.

Consumer Cyclical
-258
- 24.86%
$222.15 - $428.22 $57.3K - $110K
780 $202K
CSCO
Cisco Systems, Inc.

Technology
-5.31K
- 11.73%
$58.74 - $64.87 $312K - $345K
40K $2.47M
ORCL
Oracle Corp

Technology
-92
- 1.24%
$139.81 - $186.47 $12.9K - $17.2K
7.33K $1.02M
CMCSA
Comcast Corp

Communication Services
-4.6K
- 7.53%
$33.19 - $38.23 $153K - $176K
56.4K $2.08M
FANG
Diamondback Energy, Inc.

Energy
-995
- 9.53%
$139.9 - $180.18 $139K - $179K
9.45K $1.51M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.31K
- 39.33%
$45.72 - $51.73 $151K - $171K
5.11K $235K
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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