Great Lakes Retirement, Inc. Portfolio Holdings

Great Lakes Retirement, Inc.

  • $774 Billion
  • Q4 2024

Great Lakes Retirement, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $774 Billion distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $50.9B, Nvidia Corp with a value of $41.6B, Amazon Com Inc with a value of $25.3B, First Tr ETF Viii Tcw Opportun with a value of $24.7B, and Goldman Sachs Tr Eql Weight Us with a value of $24B.

Examining the 13F form we can see an decrease of $5.79B in the current position value, from $780B to 774B.

Great Lakes Retirement, Inc. is based out at Sandusky, OH

Below you can find more details about Great Lakes Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $774 Billion
ETFs: $279 Billion
Technology: $135 Billion
Financial Services: $73.9 Billion
Healthcare: $47.9 Billion
Consumer Cyclical: $47.1 Billion
Industrials: $45.7 Billion
Energy: $40.4 Billion
Communication Services: $38.4 Billion
Other: $29.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$234B
$1.7 Billion 0.22% of portfolio
27,139
Q4 2024 Added 3.62%
$148B
$1.71 Billion 0.22% of portfolio
4,748
Q4 2024 Added 1.3%
$149B
$1.73 Billion 0.22% of portfolio
7,577
Q4 2024 Added 2.67%
$204B
$1.68 Billion 0.22% of portfolio
3,215
Q4 2024 Added 1.58%
Ishares Tr
-
$1.67 Billion 0.22% of portfolio
-
Q4 2024 New
$86.2B
$1.61 Billion 0.21% of portfolio
2,824
Q4 2024 Reduced 66.12%
$186B
$1.63 Billion 0.21% of portfolio
327
Q4 2024 Added 5.48%
$77.1B
$1.59 Billion 0.21% of portfolio
8,931
Q4 2024 Reduced 3.65%
$225B
$1.55 Billion 0.2% of portfolio
13,714
Q4 2024 Reduced 0.76%
$50.2B
$1.55 Billion 0.2% of portfolio
4,052
Q4 2024 Added 4.46%
$213B
$1.51 Billion 0.2% of portfolio
5,224
Q4 2024 Added 1.89%
$14.9B
$1.44 Billion 0.19% of portfolio
11,437
Q4 2024 Added 0.16%
$100B
$1.46 Billion 0.19% of portfolio
8,814
Q4 2024 Added 1.67%
$33.1B
$1.5 Billion 0.19% of portfolio
45,612
Q4 2024 Reduced 1.12%
$14.5B
$1.44 Billion 0.19% of portfolio
13,520
Q4 2024 Added 3.38%
$19.3B
$1.49 Billion 0.19% of portfolio
17,154
Q4 2024 Reduced 3.48%
$204B
$1.4 Billion 0.18% of portfolio
3,148
Q4 2024 Added 0.54%
$154B
$1.41 Billion 0.18% of portfolio
8,659
Q4 2024 Added 0.08%
$165B
$1.36 Billion 0.18% of portfolio
11,270
Q4 2024 Reduced 2.33%
$446B
$1.43 Billion 0.18% of portfolio
13,307
Q4 2024 Added 2.58%
$91B
$1.37 Billion 0.18% of portfolio
2,904
Q4 2024 Added 6.26%
$28.9B
$1.37 Billion 0.18% of portfolio
23,843
Q4 2024 Reduced 2.74%
$65.1B
$1.41 Billion 0.18% of portfolio
441
Q4 2024 Added 6.78%
$30.8B
$1.37 Billion 0.18% of portfolio
6,159
Q4 2024 Reduced 0.36%
$134B
$1.33 Billion 0.17% of portfolio
27,567
Q4 2024 Reduced 0.34%
$0
$1.3 Billion 0.17% of portfolio
26,080
Q4 2024 Added 2.67%
$57.3B
$1.33 Billion 0.17% of portfolio
5,507
Q4 2024 Added 3.42%
$146B
$1.31 Billion 0.17% of portfolio
5,460
Q4 2024 Added 0.68%
First Tr Exchng Traded Fd Vi
-
$1.29 Billion 0.17% of portfolio
-
Q4 2024 New
$168B
$1.34 Billion 0.17% of portfolio
33,524
Q4 2024 Added 1.0%
$207B
$1.27 Billion 0.16% of portfolio
8,302
Q4 2024 Reduced 0.17%
$56.7B
$1.24 Billion 0.16% of portfolio
10,904
Q4 2024 Added 4.72%
$17.9B
$1.21 Billion 0.16% of portfolio
14,076
Q4 2024 Reduced 0.64%
$251B
$1.25 Billion 0.16% of portfolio
21,080
Q4 2024 Added 1.13%
$120B
$1.27 Billion 0.16% of portfolio
15,904
Q4 2024 Reduced 1.44%
$0
$1.17 Billion 0.15% of portfolio
24,136
Q4 2024 Added 2.93%
$292B
$1.14 Billion 0.15% of portfolio
7,857
Q4 2024 Reduced 4.8%
$16.4B
$1.19 Billion 0.15% of portfolio
10,111
Q4 2024 Added 1.42%
$290B
$1.1 Billion 0.14% of portfolio
1,589
Q4 2024 Added 8.91%
$397B
$1.09 Billion 0.14% of portfolio
7,551
Q4 2024 Reduced 0.47%
$23.4B
$1.08 Billion 0.14% of portfolio
8,944
Q4 2024 Reduced 1.36%
$62.2B
$1.05 Billion 0.14% of portfolio
24,293
Q4 2024 Reduced 1.64%
Lazard Inc
-
$977 Million 0.13% of portfolio
-
Q4 2024 Added 1.8%
$206B
$1.02 Billion 0.13% of portfolio
962
Q4 2024 New
$0
$1.01 Billion 0.13% of portfolio
19,450
Q4 2024 Reduced 4.62%
$20.5B
$891 Million 0.12% of portfolio
4,875
Q4 2024 Added 46.66%
$70.6B
$905 Million 0.12% of portfolio
3,988
Q4 2024 Added 8.55%
$83.3B
$920 Million 0.12% of portfolio
975
Q4 2024 Added 1.25%
$146B
$924 Million 0.12% of portfolio
16,300
Q4 2024 Reduced 2.24%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $774 Billion
  • Prior Value $780 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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