Gries Financial LLC Portfolio Holdings
Gries Financial LLC
- $472 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 295
- Current Value $472 Million
- Prior Value $445 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 50 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks