Great Lakes Retirement, Inc. Portfolio Holdings

Great Lakes Retirement, Inc.

  • $763 Billion
  • Q1 2025

Great Lakes Retirement, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $763 Billion distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $53.6B, Nvidia Corp with a value of $33.5B, First Tr ETF Viii Tcw Opportun with a value of $25.9B, Goldman Sachs Tr Eql Weight Us with a value of $24B, and Amazon Com Inc with a value of $22.1B.

Examining the 13F form we can see an decrease of $11.1B in the current position value, from $774B to 763B.

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 $763 Billion
ETFs: $279 Billion
Technology: $121 Billion
Financial Services: $65.8 Billion
Healthcare: $55.2 Billion
Industrials: $50.1 Billion
Energy: $46.7 Billion
Consumer Cyclical: $41.4 Billion
Communication Services: $35.7 Billion
Other: $31.7 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.57B
$1.32 Billion 0.17% of portfolio
23,955
Q1 2025 New
$2.73B
$598 Million 0.08% of portfolio
10,087
Q1 2025 Added 5.58%
$5.9B
$364 Million 0.05% of portfolio
1,913
Q1 2025 Reduced 1.54%
$4.08B
$295 Million 0.04% of portfolio
4,332
Q4 2024 Reduced 4.92%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $763 Billion
  • Prior Value $774 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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