Gries Financial LLC Incresed Positions in Q3 2025

Gries Financial LLC

  • $547 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
118K
+ 25.79%
$54.35 - $59.32 $6.43M - $7.01M
577K $34.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
130K
+ 177.35%
$53.81 - $57.52 $7.02M - $7.5M
204K $11.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
63.7K
+ 456.93%
$100.16 - $100.7 $6.38M - $6.41M
77.6K $7.81M
IVV
Ishares Core S&P 500 ETF

ETFs
451
+ 0.39%
$620.67 - $670.08 $280K - $302K
116K $77.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
52.7K
+ 66.0%
$55.61 - $57.37 $2.93M - $3.02M
132K $7.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.2K
+ 9.88%
$617.65 - $666.84 $1.36M - $1.47M
24.5K $16.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.38K
+ 2.4%
$182.33 - $194.5 $617K - $658K
144K $28.1M
AAPL
Apple Inc.

Technology
1.9K
+ 6.36%
$202.38 - $256.87 $385K - $489K
31.8K $8.1M
NEE
Nextera Energy Inc

Utilities
22.9K
+ 441.88%
$69.77 - $77.54 $1.6M - $1.78M
28.1K $2.12M
NVDA
Nvidia Corp

Technology
797
+ 1.98%
$153.3 - $186.58 $122K - $149K
41K $7.65M
BDX
Becton Dickinson & CO

Healthcare
5.82K
+ 75.89%
$172.41 - $199.66 $1M - $1.16M
13.5K $2.52M
IEFA
Ishares Tr

ETFs
12.8K
+ 302.25%
$81.7 - $87.53 $1.04M - $1.12M
17K $1.48M
GOOG
Alphabet Inc.

Communication Services
2.48K
+ 36.95%
$175.16 - $255.24 $434K - $632K
9.18K $2.24M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20.2K
+ 223.64%
$50.82 - $51.09 $1.02M - $1.03M
29.2K $1.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.12K
+ 20.89%
$181.56 - $190.33 $749K - $785K
23.9K $4.53M
MSFT
Microsoft Corp

Technology
807
+ 3.64%
$491.09 - $535.64 $396K - $432K
23K $11.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
827
+ 10.79%
$546.99 - $602.2 $452K - $498K
8.49K $5.1M
ABBV
Abb Vie Inc.

Healthcare
131
+ 0.76%
$184.85 - $231.54 $24.2K - $30.3K
17.4K $4.02M
TROW
Price T Rowe Group Inc

Financial Services
6.33K
+ 45.05%
$98.67 - $111.52 $624K - $706K
20.4K $2.09M
JPM
Jpmorgan Chase & CO

Financial Services
1.72K
+ 25.77%
$282.78 - $316.06 $486K - $544K
8.39K $2.65M
ORCL
Oracle Corp

Technology
481
+ 5.32%
$218.96 - $328.33 $105K - $158K
9.52K $2.68M
LHX
L3 Harris Technologies, Inc.

Industrials
101
+ 0.85%
$252.18 - $305.41 $25.5K - $30.8K
12K $3.67M
JNJ
Johnson & Johnson

Healthcare
223
+ 1.15%
$155.17 - $185.42 $34.6K - $41.3K
19.7K $3.64M
IWM
Ishares Russell 2000 ETF

ETFs
83
+ 0.36%
$214.92 - $244.84 $17.8K - $20.3K
23.4K $5.67M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.91K
+ 30.41%
$90.62 - $107.71 $445K - $529K
21.1K $2.07M
AVGO
Broadcom Inc.

Technology
463
+ 5.83%
$264.74 - $369.57 $123K - $171K
8.41K $2.77M
BK
Bank Of New York Mellon Corp

Financial Services
2.23K
+ 12.31%
$90.65 - $109.75 $202K - $244K
20.3K $2.21M
GS
Goldman Sachs Group Inc

Financial Services
630
+ 111.31%
$696.56 - $806.32 $439K - $508K
1.2K $952K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.39K
+ 7.46%
$98.52 - $103.93 $433K - $456K
63.2K $6.51M
NOC
Northrop Grumman Corp

Industrials
82
+ 1.89%
$498.9 - $609.32 $40.9K - $50K
4.42K $2.69M
PH
Parker Hannifin Corp

Industrials
477
+ 17.5%
$697.13 - $769.67 $333K - $367K
3.2K $2.43M
HSY
Hershey CO

Consumer Defensive
1.11K
+ 8.35%
$161.95 - $193.45 $179K - $214K
14.4K $2.69M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.54K
+ 50.44%
$236.25 - $257.69 $363K - $396K
4.58K $1.17M
PEP
Pepsico Inc

Consumer Defensive
2.42K
+ 20.59%
$133.81 - $152.16 $323K - $367K
14.1K $1.99M
VUG
Vanguard Growth ETF

ETFs
646
+ 33.89%
$433.97 - $484.08 $280K - $313K
2.55K $1.22M
CSCO
Cisco Systems, Inc.

Technology
5.69K
+ 15.33%
$66.2 - $71.79 $377K - $409K
42.8K $2.93M
CAT
Caterpillar Inc

Industrials
493
+ 40.51%
$390.92 - $477.15 $193K - $235K
1.71K $815K
CSX
Csx Corp

Industrials
733
+ 0.71%
$32.05 - $36.52 $23.5K - $26.8K
105K $3.71M
BAC
Bank Of America Corp

Financial Services
1.92K
+ 3.9%
$44.92 - $52.42 $86.4K - $101K
51.3K $2.65M
INTC
Intel Corp

Technology
2.45K
+ 12.13%
$19.31 - $35.5 $47.4K - $87.1K
22.7K $761K
ATO
Atmos Energy Corp

Utilities
927
+ 10.41%
$151.51 - $170.75 $140K - $158K
9.84K $1.68M
TSLA
Tesla, Inc.

Consumer Cyclical
390
+ 46.15%
$293.94 - $444.72 $115K - $173K
1.24K $549K
SJM
J M Smucker CO

Consumer Defensive
971
+ 6.1%
$102.24 - $113.2 $99.3K - $110K
16.9K $1.84M
WEC
Wec Energy Group, Inc.

Utilities
621
+ 3.35%
$103.66 - $114.59 $64.4K - $71.2K
19.2K $2.2M
ETN
Eaton Corp PLC

Industrials
231
+ 2.26%
$342.99 - $392.76 $79.2K - $90.7K
10.4K $3.9M
META
Meta Platforms, Inc.

Communication Services
362
+ 14.07%
$695.21 - $791.73 $252K - $287K
2.93K $2.15M
LOW
Lowes Companies Inc

Consumer Cyclical
497
+ 11.36%
$215.01 - $273.02 $107K - $136K
4.87K $1.22M
CVX
Chevron Corp

Energy
1.04K
+ 13.64%
$145.57 - $161.83 $151K - $168K
8.66K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
395
+ 18.81%
$357.4 - $423.42 $141K - $167K
2.5K $1.01M
Activity Summary
Buys All Purchases 207 New Holdings 46 Increased Positions 161 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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