Gries Financial LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $472 Million distributed in 295 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $71.8M, Ishares Msci Usa Quality Facto with a value of $25.8M, Blackrock ETF Tr U S Equity Fa with a value of $25M, Spdr S&P 500 ETF Trust with a value of $13.8M, and Microsoft Corp with a value of $11M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $445M to 472M.
Gries Financial LLC is based out at Cleveland, OH
Below you can find more details about Gries Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$472 Million
ETFs: $264 Million
Technology: $42.5 Million
Financial Services: $37.9 Million
Industrials: $34.3 Million
Consumer Defensive: $22.9 Million
Healthcare: $21.5 Million
Consumer Cyclical: $17.1 Million
Communication Services: $14.8 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
