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 151–200 of 323
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC | 29K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| RBLX | ROBLOX CORP | 5K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 5K | $500K+ | SH |
| SHY | ISHARES TR | 8K | $500K+ | SH |
| IWP | ISHARES TR | 5K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| BLK | BLACKROCK INC | 576 | $500K+ | SH |
| UMAR | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| UAPR | INNOVATOR ETFS TRUST | 20K | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 7K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| COWZ | PACER FDS TR | 10K | $500K+ | SH |
| IEMG | ISHARES INC | 9K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| IFRA | ISHARES TR | 10K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 98 | $500K+ | SH |
| NEAR | ISHARES U S ETF TR | 10K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 13K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 3K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $100K–$500K | SH |
| VRSN | VERISIGN INC | 2K | $100K–$500K | SH |
| GTES | GATES INDL CORP PLC | 19K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 18K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 7K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 919 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 632 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| CME | CME GROUP INC | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 690 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| LYFT | LYFT INC | 18K | $100K–$500K | SH |
| CPRT | COPART INC | 9K | $100K–$500K | SH |