Gries Financial LLC Incresed Positions in Q4 2024

Gries Financial LLC

  • $494 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
80
+ 0.37%
$124.26 - $134.12 $9.94K - $10.7K
21.5K $2.77M
INTC
Intel Corp

Technology
5.65K
+ 43.49%
$19.07 - $26.23 $108K - $148K
18.6K $373K
C
Citigroup Inc

Financial Services
336
+ 5.95%
$61.31 - $72.5 $20.6K - $24.4K
5.99K $421K
GM
General Motors CO

Consumer Cyclical
277
+ 4.38%
$44.82 - $60.2 $12.4K - $16.7K
6.61K $351K
FLS
Flowserve Corp

Industrials
520
+ 8.88%
$51.87 - $62.0 $27K - $32.2K
6.37K $366K
PYPL
Pay Pal Holdings, Inc.

Financial Services
503
+ 17.82%
$77.25 - $91.3 $38.9K - $45.9K
3.33K $283K
CPRT
Copart Inc

Consumer Cyclical
368
+ 4.36%
$51.36 - $63.8 $18.9K - $23.5K
8.81K $505K
GTES
Gates Industrial Corp PLC

Industrials
190
+ 0.99%
$17.3 - $22.93 $3.29K - $4.36K
19.5K $400K
DFS
Discover Financial Services

Financial Services
13
+ 0.76%
$136.3 - $182.67 $1.77K - $2.37K
1.72K $297K
TRV
Travelers Companies, Inc.

Financial Services
209
+ 22.02%
$225.97 - $266.66 $47.2K - $55.7K
1.16K $278K
NFG
National Fuel Gas CO

Energy
846
+ 3.89%
$58.89 - $64.23 $49.8K - $54.3K
22.6K $1.37M
HPE
Hewlett Packard Enterprise CO

Technology
1.86K
+ 14.23%
$19.31 - $23.95 $35.8K - $44.5K
14.9K $318K
PH
Parker Hannifin Corp

Industrials
57
+ 1.57%
$621.74 - $709.46 $35.4K - $40.4K
3.7K $2.35M
XEL
Xcel Energy Inc

Utilities
647
+ 21.03%
$62.16 - $72.92 $40.2K - $47.2K
3.72K $251K
SMAR
Smartsheet Inc

Technology
855
+ 16.58%
$55.35 - $56.51 $47.3K - $48.3K
6.01K $336K
TRMB
Trimble Inc.

Technology
256
+ 7.33%
$60.21 - $75.4 $15.4K - $19.3K
3.75K $264K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
504
+ 8.17%
$209.89 - $233.24 $106K - $118K
6.67K $1.42M
TNL
Travel & Leisure Co.

Consumer Cyclical
265
+ 5.51%
$45.26 - $56.28 $12K - $14.9K
5.07K $255K
NEE
Nextera Energy Inc

Utilities
1.38K
+ 26.81%
$69.77 - $85.43 $95.9K - $117K
6.5K $466K
CTSH
Cognizant Technology Solutions Corp

Technology
446
+ 1.91%
$74.37 - $82.32 $33.2K - $36.7K
23.8K $1.83M
OGE
Oge Energy Corp.

Utilities
514
+ 1.69%
$39.65 - $44.08 $20.4K - $22.7K
30.9K $1.27M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
105
+ 5.78%
$174.04 - $205.27 $18.3K - $21.6K
1.92K $346K
MSCI
Msci Inc.

Financial Services
5
+ 0.39%
$569.09 - $635.99 $2.85K - $3.18K
1.28K $766K
GWRE
Guidewire Software, Inc.

Technology
252
+ 20.02%
$168.58 - $207.12 $42.5K - $52.2K
1.51K $254K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
48
+ 1.59%
$201.32 - $217.44 $9.66K - $10.4K
3.07K $634K
K
Kellogg CO

Consumer Defensive
107
+ 0.37%
$80.34 - $81.29 $8.6K - $8.7K
29.1K $2.36M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
32
+ 2.73%
$180.39 - $205.43 $5.77K - $6.57K
1.21K $228K
T
At&T Inc.

Communication Services
112
+ 0.74%
$21.22 - $23.88 $2.38K - $2.67K
15.3K $347K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.12%
$132.86 - $160.16 $266 - $320
1.71K $245K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.1%
$278.19 - $315.36 $556 - $631
1.92K $551K
NSC
Norfolk Southern Corp

Industrials
107
+ 8.06%
$230.6 - $277.0 $24.7K - $29.6K
1.44K $336K
ROST
Ross Stores, Inc.

Consumer Cyclical
34
+ 2.1%
$138.59 - $156.61 $4.71K - $5.32K
1.65K $250K
ESS
Essex Property Trust, Inc.

Real Estate
13
+ 0.19%
N/A
6.84K $1.87M
EVRG
Evergy, Inc.

Utilities
45
+ 1.33%
$59.06 - $65.0 $2.66K - $2.93K
3.42K $210K
RSP
Invesco S&P 500 Equal Weight E

ETFs
423
+ 2.22%
$174.22 - $187.62 $73.7K - $79.4K
19.5K $3.42M
First Tr Exchng Traded Fd Vi
94.8K
+ 15.22%
N/A
717K $0
Blackrock ETF Trust Ii
262K
+ 334.81%
N/A
341K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
270
+ 2.5%
$183.23 - $199.79 $49.5K - $53.9K
11.1K $2.05M
COP
Conocophillips

Energy
413
+ 5.5%
$95.12 - $114.72 $39.3K - $47.4K
7.92K $785K
PLTK
Playtika Holding Corp.

Communication Services
881
+ 6.87%
$6.72 - $8.62 $5.92K - $7.59K
13.7K $95K
DGRO
Ishares Core Dividend Growth E

ETFs
582
+ 1.91%
$60.73 - $64.94 $35.3K - $37.8K
31.1K $1.91M
BERY
Berry Global Group, Inc.

Consumer Cyclical
25
+ 0.78%
$64.2 - $72.31 $1.61K - $1.81K
3.24K $209K
HD
Home Depot, Inc.

Consumer Cyclical
240
+ 3.6%
$385.02 - $431.37 $92.4K - $104K
6.9K $2.69M
ROL
Rollins Inc

Consumer Cyclical
90
+ 1.92%
$46.35 - $51.59 $4.17K - $4.64K
4.77K $221K
PFE
Pfizer Inc

Healthcare
1.85K
+ 6.76%
$24.8 - $30.19 $46K - $55.9K
29.2K $775K
NVO
Novo Nordisk A S

Healthcare
826
+ 31.01%
$85.0 - $120.04 $70.2K - $99.2K
3.49K $300K
IFRA
Ishares Tr

ETFs
207
+ 0.52%
$45.94 - $51.71 $9.51K - $10.7K
40K $1.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.26%
$442.29 - $483.08 $3.54K - $3.86K
3.07K $1.39M
SHW
Sherwin Williams CO

Basic Materials
21
+ 3.22%
$338.75 - $399.71 $7.11K - $8.39K
673 $228K
Activity Summary
Buys All Purchases 164 New Holdings 34 Increased Positions 130 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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