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 51–100 of 323
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NKE | NIKE INC | 35K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 78K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 3K | $1M+ | SH |
| CGBD | CARLYLE SECURED LENDING INC | 188K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 56K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 50K | $1M+ | SH |
| IWD | ISHARES TR | 11K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 51K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 20K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 35K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 19K | $1M+ | SH |
| NFLX | NETFLIX INC | 2K | $1M+ | SH |
| ABT | ABBOTT LABS | 16K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 28K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 48K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 20K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 21K | $1M+ | SH |
| BMO | BANK MONTREAL QUE | 16K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 20K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| EZU | ISHARES INC | 31K | $1M+ | SH |
| SJM | SMUCKER J M CO | 17K | $1M+ | SH |
| KO | COCA COLA CO | 28K | $1M+ | SH |
| USHY | ISHARES TR | 47K | $1M+ | SH |
| ESS | ESSEX PPTY TR INC | 7K | $1M+ | SH |
| SPLG | SPDR SERIES TRUST | 22K | $1M+ | SH |
| JBHT | HUNT J B TRANS SVCS INC | 13K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 20K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 13K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 21K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 12K | $1M+ | SH |
| SEIC | SEI INVTS CO | 19K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| DOX | AMDOCS LTD | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| CI | THE CIGNA GROUP | 5K | $1M+ | SH |
| EOG | EOG RES INC | 14K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 23K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 103K | $1M+ | SH |
| MMM | 3M CO | 10K | $1M+ | SH |
| AGG | ISHARES TR | 15K | $1M+ | SH |
| CPT | CAMDEN PPTY TR | 14K | $1M+ | SH |
| FLOT | ISHARES TR | 29K | $1M+ | SH |
| IEFA | ISHARES TR | 17K | $1M+ | SH |
| IWR | ISHARES TR | 15K | $1M+ | SH |