Great Lakes Retirement, Inc. Incresed Positions in Q3 2025

Great Lakes Retirement, Inc.

  • $916 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
539
+ 4.82%
$294.27 - $342.31 $159K - $185K
11.7K $3.9B
ACM
Aecom

Industrials
323
+ 2.03%
$111.08 - $132.99 $35.9K - $43K
16.3K $2.12B
SO
Southern CO

Utilities
2.3K
+ 6.64%
$90.83 - $96.0 $209K - $221K
36.9K $3.49B
WFC
Wells Fargo & Company

Financial Services
1.56K
+ 3.13%
$77.05 - $85.16 $120K - $133K
51.5K $4.32B
STOT
Spdr Doubleline Short Duration

ETFs
6.46K
+ 8.14%
$47.11 - $47.46 $304K - $306K
85.8K $4.06B
QCOM
Qualcomm Inc

Technology
897
+ 4.14%
$145.84 - $173.55 $131K - $156K
22.6K $3.76B
VO
Vanguard Mid Cap ETF

ETFs
387
+ 2.64%
$279.83 - $293.74 $108K - $114K
15.1K $4.42B
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 3.06%
$357.4 - $423.42 $64.3K - $76.2K
6.07K $2.46B
AMGN
Amgen Inc

Healthcare
891
+ 7.85%
$271.18 - $309.22 $242K - $276K
12.2K $3.46B
NEE
Nextera Energy Inc

Utilities
2.59K
+ 19.24%
$69.77 - $77.54 $181K - $201K
16.1K $1.21B
RY
Royal Bank Of Canada

Financial Services
518
+ 4.27%
$128.46 - $148.6 $66.5K - $77K
12.7K $1.86B
SHEL
Shell PLC

Energy
3.19K
+ 10.15%
$69.82 - $73.93 $223K - $236K
34.6K $2.48B
META
Meta Platforms, Inc.

Communication Services
396
+ 4.24%
$695.21 - $791.73 $275K - $314K
9.74K $7.15B
OMC
Omnicom Group Inc.

Communication Services
1.39K
+ 9.14%
$70.41 - $81.53 $98.2K - $114K
16.6K $1.36B
MDT
Medtronic PLC

Healthcare
1.22K
+ 7.32%
$87.67 - $95.74 $107K - $117K
17.9K $1.7B
AMAT
Applied Materials Inc

Technology
185
+ 2.17%
$156.25 - $204.95 $28.9K - $37.9K
8.73K $1.79B
HAL
Halliburton CO

Energy
3.61K
+ 11.76%
$20.5 - $25.11 $73.9K - $90.5K
34.3K $843M
PG
Procter & Gamble CO

Consumer Defensive
2.11K
+ 10.99%
$150.47 - $161.22 $317K - $340K
21.3K $3.27B
SCHO
Schwab Short Term Us Treasury

ETFs
8.38K
+ 8.16%
$24.23 - $24.42 $203K - $205K
111K $2.71B
ITW
Illinois Tool Works Inc

Industrials
483
+ 7.57%
$252.31 - $269.41 $122K - $130K
6.86K $1.79B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.08K
+ 8.22%
$50.05 - $50.36 $204K - $206K
53.7K $2.7B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.43K
+ 8.21%
$59.81 - $60.11 $205K - $206K
45.1K $2.7B
MA
Mastercard Inc

Financial Services
272
+ 4.6%
$550.18 - $598.96 $150K - $163K
6.19K $3.52B
PEP
Pepsico Inc

Consumer Defensive
796
+ 8.29%
$133.81 - $152.16 $107K - $121K
10.4K $1.46B
TMUS
T Mobile Us, Inc.

Communication Services
745
+ 6.38%
$226.02 - $259.01 $168K - $193K
12.4K $2.98B
WMT
Walmart Inc.

Consumer Defensive
301
+ 1.09%
$94.4 - $104.27 $28.4K - $31.4K
28K $2.89B
MCD
Mcdonalds Corp

Consumer Cyclical
343
+ 6.69%
$291.67 - $316.99 $100K - $109K
5.47K $1.66B
TFC
Truist Financial Corp

Financial Services
1.94K
+ 7.12%
$42.83 - $47.07 $83K - $91.3K
29.2K $1.33B
TSCO
Tractor Supply CO

Consumer Cyclical
1K
+ 3.95%
$54.08 - $62.65 $54.1K - $62.7K
26.4K $1.5B
ABT
Abbott Laboratories

Healthcare
1.28K
+ 8.58%
$120.51 - $136.62 $155K - $175K
16.2K $2.17B
WMB
Williams Companies, Inc.

Energy
961
+ 0.65%
$56.52 - $64.01 $54.3K - $61.5K
148K $9.39B
ADI
Analog Devices Inc

Technology
194
+ 1.65%
$220.68 - $255.63 $42.8K - $49.6K
11.9K $2.93B
Lazard Inc
388
+ 1.75%
N/A
22.6K $1.19B
FDHY
Fidelity Covington Trust High

ETFs
2.02K
+ 7.88%
$48.66 - $49.64 $98.2K - $100K
27.6K $1.36B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
154
+ 3.02%
$301.44 - $365.84 $46.4K - $56.3K
5.25K $1.7B
PEG
Public Service Enterprise Group Inc

Utilities
1.44K
+ 4.62%
$79.99 - $90.14 $115K - $130K
32.6K $2.72B
SNY
Sanofi

Healthcare
2.79K
+ 9.19%
$45.07 - $51.35 $126K - $143K
33.1K $1.56B
XOM
Exxon Mobil Corp

Energy
190
+ 1.28%
$105.83 - $117.22 $20.1K - $22.3K
15.1K $1.7B
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.77K
+ 6.48%
$50.19 - $50.91 $88.8K - $90.1K
29.1K $1.47B
ZTS
Zoetis Inc.

Healthcare
1.46K
+ 11.47%
$141.13 - $159.19 $206K - $232K
14.2K $2.07B
VZ
Verizon Communications Inc

Communication Services
1.21K
+ 6.1%
$40.84 - $45.06 $49.4K - $54.5K
21K $925M
ECL
Ecolab Inc.

Basic Materials
154
+ 2.66%
$259.39 - $285.47 $39.9K - $44K
5.94K $1.63B
UBER
Uber Technologies, Inc

Technology
137
+ 1.55%
$86.91 - $99.57 $11.9K - $13.6K
8.99K $881M
Ge Vernova Inc
5
+ 0.83%
N/A
606 $373M
COF
Capital One Financial Corp

Financial Services
263
+ 2.87%
$207.29 - $229.74 $54.5K - $60.4K
9.42K $2B
VIG
Vanguard Dividend Appreciation

ETFs
87
+ 2.63%
N/A
3.4K $733M
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 4.43%
$66.2 - $71.79 $69.6K - $75.5K
24.8K $1.69B
IBM
International Business Machines Corp

Technology
697
+ 5.94%
$234.77 - $292.47 $164K - $204K
12.4K $3.51B
MPC
Marathon Petroleum Corp

Energy
4
+ 0.24%
$158.59 - $198.69 $634 - $795
1.65K $318M
Activity Summary
Buys All Purchases 152 New Holdings 19 Increased Positions 133 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Great Lakes Retirement, Inc. Portfolio

Follow Great Lakes Retirement, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Lakes Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Lakes Retirement, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email