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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.3B
$1.85 Billion 0.24% of portfolio
24,751
Q1 2025 Added 4.97%
$41B
$1.8 Billion 0.24% of portfolio
2,877
Q1 2025 Reduced 1.1%
$446B
$1.69 Billion 0.22% of portfolio
14,210
Q1 2025 Added 6.79%
$185B
$1.62 Billion 0.21% of portfolio
35,729
Q1 2025 Added 6.58%
$182B
$1.64 Billion 0.21% of portfolio
355
Q1 2025 Added 8.56%
$62.5B
$1.61 Billion 0.21% of portfolio
8,955
Q1 2025 Added 0.27%
$171B
$1.62 Billion 0.21% of portfolio
3,276
Q1 2025 Added 1.9%
$128B
$1.57 Billion 0.21% of portfolio
28,366
Q1 2025 Added 2.9%
$70.9B
$1.49 Billion 0.2% of portfolio
5,990
Q1 2025 Added 3.31%
$229B
$1.52 Billion 0.2% of portfolio
4,870
Q1 2025 Reduced 6.78%
$155B
$1.54 Billion 0.2% of portfolio
5,426
Q1 2025 Reduced 0.62%
$15.6B
$1.5 Billion 0.2% of portfolio
17,466
Q1 2025 Added 1.82%
$0
$1.5 Billion 0.2% of portfolio
113,372
Q1 2025 Added 80.31%
$110B
$1.44 Billion 0.19% of portfolio
15,890
Q1 2025 Reduced 0.09%
$77.8B
$1.48 Billion 0.19% of portfolio
3,185
Q1 2025 Added 9.68%
$47.7B
$1.46 Billion 0.19% of portfolio
11,839
Q1 2025 Added 8.57%
$13.2B
$1.41 Billion 0.19% of portfolio
15,234
Q1 2025 Added 12.68%
$229B
$1.37 Billion 0.18% of portfolio
22,253
Q1 2025 Added 5.56%
$28.4B
$1.37 Billion 0.18% of portfolio
6,354
Q1 2025 Added 3.17%
$37B
$1.29 Billion 0.17% of portfolio
11,552
Q1 2025 New
$197B
$1.3 Billion 0.17% of portfolio
8,669
Q1 2025 Added 4.42%
$16.1B
$1.3 Billion 0.17% of portfolio
10,781
Q1 2025 Added 6.63%
$162B
$1.28 Billion 0.17% of portfolio
11,362
Q1 2025 Added 0.82%
$24.6B
$1.33 Billion 0.17% of portfolio
47,571
Q1 2025 Added 4.29%
$76.1B
$1.32 Billion 0.17% of portfolio
9,605
Q1 2025 Added 8.97%
$5.57B
$1.32 Billion 0.17% of portfolio
23,955
Q1 2025 New
$412B
$1.26 Billion 0.17% of portfolio
7,608
Q1 2025 Added 0.75%
First Tr Exchng Traded Fd Vi
-
$1.21 Billion 0.16% of portfolio
-
Q1 2025 Reduced 4.65%
$10.6B
$1.21 Billion 0.16% of portfolio
11,486
Q1 2025 Added 0.43%
$0
$1.25 Billion 0.16% of portfolio
24,911
Q1 2025 Reduced 4.48%
$30.7B
$1.23 Billion 0.16% of portfolio
4,347
Q1 2025 Added 7.28%
$118B
$1.24 Billion 0.16% of portfolio
8,552
Q1 2025 Reduced 1.24%
$13B
$1.24 Billion 0.16% of portfolio
4,014
Q1 2025 New
$12.6B
$1.25 Billion 0.16% of portfolio
58,907
Q1 2025 New
$254B
$1.25 Billion 0.16% of portfolio
1,887
Q1 2025 Added 18.75%
$14.9B
$1.17 Billion 0.15% of portfolio
13,939
Q1 2025 Reduced 0.97%
$162B
$1.11 Billion 0.15% of portfolio
2,894
Q1 2025 Reduced 8.07%
$15.6B
$1.17 Billion 0.15% of portfolio
6,926
Q1 2025 New
$0
$1.11 Billion 0.15% of portfolio
23,005
Q1 2025 Reduced 4.69%
$49.1B
$1.04 Billion 0.14% of portfolio
5,020
Q1 2025 New
$56.7B
$1.05 Billion 0.14% of portfolio
4,566
Q1 2025 Added 14.49%
$47.6B
$1.04 Billion 0.14% of portfolio
25,279
Q1 2025 Added 4.06%
$70.5B
$1.09 Billion 0.14% of portfolio
16,692
Q1 2025 New
$20.9B
$989 Million 0.13% of portfolio
4,812
Q1 2025 Reduced 1.29%
Aim ETF Products Trust
-
$1.02 Billion 0.13% of portfolio
-
Q1 2025 New
Elevation Series Trust
-
$926 Million 0.12% of portfolio
-
Q1 2025 Reduced 4.64%
$68B
$934 Million 0.12% of portfolio
3,676
Q1 2025 New
Lazard Inc
-
$905 Million 0.12% of portfolio
-
Q1 2025 Added 10.15%
$162B
$952 Million 0.12% of portfolio
15,987
Q1 2025 Reduced 1.92%

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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