Great Lakes Retirement, Inc. Incresed Positions in Q1 2025

Great Lakes Retirement, Inc.

  • $763 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
16.7K
+ 302.74%
$423.19 - $506.29 $7.05M - $8.44M
22.2K $9.91B
DVN
Devon Energy Corp

Energy
149K
+ 56.87%
$33.15 - $38.55 $4.95M - $5.76M
412K $15.4B
UNH
Unitedhealth Group Inc

Healthcare
10.7K
+ 81.7%
$461.52 - $548.18 $4.92M - $5.84M
23.7K $12.4B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
64.8K
+ 3.19%
$24.73 - $25.62 $1.6M - $1.66M
2.1M $53.6B
ORCL
Oracle Corp

Technology
15.3K
+ 111.99%
$139.81 - $186.47 $2.14M - $2.85M
28.9K $4.05B
TRGP
Targa Resources Corp.

Energy
7.62K
+ 216.84%
$178.44 - $217.22 $1.36M - $1.66M
11.1K $2.23B
SLB
Schlumberger Limited

Energy
8.73K
+ 3.39%
$38.4 - $43.74 $335K - $382K
267K $11.2B
TUA
Simpl Exch Traded Fds Sht Term
55.9K
+ 50.33%
N/A
167K $3.67B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
16.6K
+ 2.9%
$42.4 - $44.11 $705K - $734K
590K $25.9B
NOW
Service Now, Inc.

Technology
1.66K
+ 172.35%
$783.83 - $1170.39 $1.3M - $1.94M
2.62K $2.09B
SCHW
Schwab Charles Corp

Financial Services
3.14K
+ 2.21%
$71.24 - $83.64 $224K - $263K
145K $11.4B
LLY
Eli Lilly & CO

Healthcare
203
+ 1.87%
$725.72 - $929.72 $147K - $189K
11.1K $9.15B
TYA
Simplify Exchange Traded Fds S

ETFs
50.5K
+ 80.31%
N/A
113K $1.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.54K
+ 3.11%
$79.17 - $82.04 $439K - $455K
184K $15B
AMGN
Amgen Inc

Healthcare
391
+ 3.83%
$258.59 - $327.36 $101K - $128K
10.6K $3.31B
TMUS
T Mobile Us, Inc.

Communication Services
270
+ 2.48%
$211.3 - $272.83 $57.1K - $73.7K
11.2K $2.98B
COST
Costco Wholesale Corp

Consumer Defensive
255
+ 2.73%
$890.62 - $1076.86 $227K - $275K
9.6K $9.08B
SHEL
Shell PLC

Energy
1.7K
+ 6.26%
$62.84 - $73.29 $107K - $124K
28.8K $2.11B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.84K
+ 3.34%
$50.03 - $50.27 $392K - $394K
243K $12.2B
IBM
International Business Machines Corp

Technology
294
+ 2.66%
$217.4 - $264.74 $63.9K - $77.8K
11.3K $2.82B
SO
Southern CO

Utilities
776
+ 2.43%
$80.96 - $92.96 $62.8K - $72.1K
32.7K $3.01B
COP
Conocophillips

Energy
2.04K
+ 7.92%
$88.6 - $105.85 $181K - $216K
27.8K $2.92B
DE
Deere & CO

Industrials
204
+ 3.72%
$408.57 - $509.27 $83.3K - $104K
5.69K $2.67B
ABT
Abbott Laboratories

Healthcare
464
+ 3.38%
$111.1 - $140.22 $51.6K - $65.1K
14.2K $1.88B
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 6.58%
$37.81 - $46.49 $83.4K - $103K
35.7K $1.62B
NFLX
Netflix Inc

Communication Services
78
+ 1.61%
$828.4 - $1058.6 $64.6K - $82.6K
4.93K $4.6B
XOM
Exxon Mobil Corp

Energy
903
+ 6.79%
$105.44 - $118.93 $95.2K - $107K
14.2K $1.69B
KR
Kroger CO

Consumer Defensive
831
+ 2.71%
$58.36 - $67.72 $48.5K - $56.3K
31.5K $2.13B
JPM
Jpmorgan Chase & CO

Financial Services
383
+ 1.37%
$225.19 - $279.95 $86.2K - $107K
28.3K $6.93B
SNY
Sanofi

Healthcare
799
+ 2.9%
$48.15 - $59.42 $38.5K - $47.5K
28.4K $1.57B
PAYX
Paychex Inc

Industrials
235
+ 1.63%
$136.06 - $154.52 $32K - $36.3K
14.6K $2.26B
KLAC
Kla Corp

Technology
18
+ 0.4%
$636.62 - $777.63 $11.5K - $14K
4.54K $3.09B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.79K
+ 1.74%
$49.78 - $53.19 $239K - $255K
281K $14.3B
PSX
Phillips 66

Energy
935
+ 8.57%
$113.93 - $131.55 $107K - $123K
11.8K $1.46B
SJNK
Spdr Bloomberg Short Term High

ETFs
9.78K
+ 3.26%
$25.08 - $25.64 $245K - $251K
309K $7.79B
QCOM
Qualcomm Inc

Technology
1.31K
+ 6.96%
$151.94 - $175.86 $199K - $230K
20.1K $3.08B
SYK
Stryker Corp

Healthcare
372
+ 7.83%
$355.18 - $399.9 $132K - $149K
5.12K $1.91B
MA
Mastercard Inc

Financial Services
137
+ 2.44%
$504.67 - $576.31 $69.1K - $79K
5.76K $3.16B
Ge Healthcare Technologies I
1.45K
+ 5.05%
N/A
30.3K $2.44B
JNJ
Johnson & Johnson

Healthcare
57
+ 0.75%
$142.06 - $167.7 $8.1K - $9.56K
7.61K $1.26B
VO
Vanguard Mid Cap ETF

ETFs
878
+ 7.12%
$251.87 - $277.95 $221K - $244K
13.2K $3.42B
UNP
Union Pacific Corp

Industrials
407
+ 5.37%
$225.21 - $254.42 $91.7K - $104K
7.98K $1.89B
ASML
Asml Holding Nv

Technology
298
+ 18.75%
$662.63 - $776.99 $197K - $232K
1.89K $1.25B
PG
Procter & Gamble CO

Consumer Defensive
554
+ 3.25%
$158.56 - $176.26 $87.8K - $97.6K
17.6K $3B
BDX
Becton Dickinson & CO

Healthcare
578
+ 14.49%
$222.79 - $249.08 $129K - $144K
4.57K $1.05B
CSCO
Cisco Systems, Inc.

Technology
1.17K
+ 5.56%
$58.74 - $64.87 $68.9K - $76.1K
22.3K $1.37B
IVV
Ishares Core S&P 500 ETF

ETFs
241
+ 25.21%
$554.06 - $615.85 $134K - $148K
1.2K $673M
GE
General Electric CO

Industrials
132
+ 5.32%
$168.59 - $212.13 $22.3K - $28K
2.61K $523M
MCO
Moodys Corp

Financial Services
281
+ 9.68%
$437.8 - $527.48 $123K - $148K
3.19K $1.48B
Activity Summary
Buys All Purchases 139 New Holdings 18 Increased Positions 121 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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