CIK 1049662
GRIES FINANCIAL LLC
Institutional 13F holdings & portfolio
Holdings
323
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
4
Holdings
13F filings as of Sep 30, 2025 · Showing 1–50 of 323
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 116K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 577K | $1M+ | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 760K | $1M+ | SH |
| QUAL | ISHARES TR | 144K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 416K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 24K | $1M+ | SH |
| TBIL | RBB FD INC | 242K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 23K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 204K | $1M+ | SH |
| IYW | ISHARES TR | 59K | $1M+ | SH |
| AAPL | APPLE INC | 32K | $1M+ | SH |
| MINT | PIMCO ETF TR | 78K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 41K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 132K | $1M+ | SH |
| TLH | ISHARES TR | 63K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 10K | $1M+ | SH |
| IWM | ISHARES TR | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| IJH | ISHARES TR | 74K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 129K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 65K | $1M+ | SH |
| ABBV | ABBVIE INC | 17K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 26K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 58K | $1M+ | SH |
| ETN | EATON CORP PLC | 10K | $1M+ | SH |
| CSX | CSX CORP | 105K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 12K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 13K | $1M+ | SH |
| GNOV | FIRST TR EXCHNG TRADED FD VI | 90K | $1M+ | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 224K | $1M+ | SH |
| CSCO | CISCO SYS INC | 43K | $1M+ | SH |
| FDX | FEDEX CORP | 12K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 4K | $1M+ | SH |
| HSY | HERSHEY CO | 14K | $1M+ | SH |
| ORCL | ORACLE CORP | 10K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 8K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 51K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 13K | $1M+ | SH |
| IQLT | ISHARES TR | 59K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 13K | $1M+ | SH |
| DGRO | ISHARES TR | 37K | $1M+ | SH |
| EFA | ISHARES TR | 26K | $1M+ | SH |