Gries Financial Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationcleveland, OH
- CIK0001049662
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
323 | $632.73M | IVV, DYNF, GAUG, QUAL | 13F-HR | Oct 22, 2025 | 000121390025101113 | ||
295 | $549.59M | IVV, QUAL, GNOV, DYNF | 13F-HR | Jul 14, 2025 | 000121390025063702 | ||
276 | $515.87M | IVV, QUAL, GNOV, DYNF | 13F-HR | May 5, 2025 | 000121390025039607 | ||
276 | $563.02M | IVV, GNOV, QUAL, DYNF | 13F-HR | Jan 23, 2025 | 000121390025005821 | ||
273 | $534.32M | IVV, QUAL, GNOV, TBIL | 13F-HR | Oct 18, 2024 | 000121390024088867 | ||
244 | $486.28M | IVV, TBIL, QUAL, GNOV | 13F-HR | Aug 2, 2024 | 000121390024064624 | ||
275 | $598.37M | IVV, QUAL, TBIL, CIT | RESTATEMENT | May 15, 2024 | 000121390024043516 | ||
214 | $455.1M | IVV, TBIL, QUAL, CIT | 13F-HR | Feb 13, 2024 | 000121390024013205 | ||
179 | $371.16M | IVV, TBIL, QUAL, CIT | 13F-HR | Nov 15, 2023 | 000121390023087162 | ||
158 | $362.31M | IVV, TBIL, QUAL, CIT | 13F-HR | Aug 15, 2023 | 000121390023067345 | ||
164 | $338.39M | IVV, TBIL, CIT, QUAL | 13F-HR | Jun 22, 2023 | 000121390023050627 | ||
150 | $302K | IVV, TBIL, BXSL, SPY | 13F-HR | Jan 10, 2023 | 000104966223000001 | ||
144 | $236.36M | IVV, PGR, SPY, BXSL | 13F-HR | Oct 31, 2022 | 000104966222000003 | ||
120 | $210.2M | IVV, PGR, SPY, ACWI | 13F-HR | Aug 16, 2022 | 000193234222000002 | ||
148 | $271.76M | IVV, PGR, COMT, SPY | 13F-HR | Apr 29, 2022 | 000104966222000002 | ||
157 | $244.7M | IVV, PGR, SPY, COMT | 13F-HR | Feb 2, 2022 | 000104966222000001 | ||
156 | $318.72M | IVV, AVLR, PGR, CIT | 13F-HR | Nov 12, 2021 | 000104966221000004 | ||
163 | $311.76M | IVV, AVLR, PGR, AAPL | 13F-HR | Aug 9, 2021 | 000104966221000003 | ||
165 | $313.4M | IVV, AVLR, PGR, AAPL | 13F-HR | May 17, 2021 | 000104966221000002 |