Gries Financial LLC Purchases and Sells in Q3 2025

Gries Financial LLC

$547 Million
Q3 2025

Top Buys

Incresed Positions

161 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	118K + 25.79%	$54.35 - $59.32 $6.43M - $7.01M	577K $34.1M
JEPQ	130K + 177.35%	$53.81 - $57.52 $7.02M - $7.5M	204K $11.7M
MINT	63.7K + 456.93%	$100.16 - $100.7 $6.38M - $6.41M	77.6K $7.81M
IVV	451 + 0.39%	$620.67 - $670.08 $280K - $302K	116K $77.7M
JEPI	52.7K + 66.0%	$55.61 - $57.37 $2.93M - $3.02M	132K $7.56M
SPY	2.2K + 9.88%	$617.65 - $666.84 $1.36M - $1.47M	24.5K $16.3M

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USHY	47.2K New	$37.14 - $37.85 $1.75M - $1.79M	47.2K $1.78M
PSA	4.78K New	$271.94 - $298.09 $1.3M - $1.42M	4.78K $1.38M
DPZ	2.94K New	$422.75 - $485.53 $1.24M - $1.43M	2.94K $1.27M
CUBE	31K New	$38.71 - $43.34 $1.2M - $1.34M	31K $1.26M
DLB	17.1K New	$70.09 - $76.79 $1.2M - $1.31M	17.1K $1.24M
SPMO	7.33K New	$110.74 - $122.12 $812K - $896K	7.33K $887K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-19.9K - 90.11%	$135.0 - $146.02 $2.69M - $2.91M	2.19K $318K
SEIC	-10.5K - 35.06%	$84.85 - $93.8 $888K - $982K	19.4K $1.64M
LLY	-842 - 42.38%	$625.65 - $812.69 $527K - $684K	1.15K $873K
CMCSA	-2.36K - 2.95%	$31.41 - $36.33 $74.2K - $85.8K	77.7K $2.44M
CGBD	-9.49K - 4.81%	$12.5 - $14.2 $119K - $135K	188K $2.35M
CI	-147 - 2.66%	$262.23 - $334.39 $38.5K - $49.2K	5.39K $1.55M

Activity Summary All Purchases 207 New Holdings 46 Increased Positions 161 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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