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 201–250 of 323
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 7K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| INCY | INCYTE CORP | 5K | $100K–$500K | SH |
| AXS | AXIS CAP HLDGS LTD | 4K | $100K–$500K | SH |
| BNL | BROADSTONE NET LEASE INC | 21K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| HEFA | ISHARES TR | 9K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 15K | $100K–$500K | SH |
| TXRH | TEXAS ROADHOUSE INC | 2K | $100K–$500K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 291 | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 564 | $100K–$500K | SH |
| NTRA | NATERA INC | 2K | $100K–$500K | SH |
| TNL | TRAVEL PLUS LEISURE CO | 5K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| PNNT | PENNANTPARK INVT CORP | 44K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 1K | $100K–$500K | SH |
| ECL | ECOLAB INC | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| BAC-PL | BANK AMERICA CORP | 227 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| IYH | ISHARES TR | 5K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 11K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 458 | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 969 | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 25K | $100K–$500K | SH |
| ROL | ROLLINS INC | 5K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| FSEC | FIDELITY MERRIMACK STR TR | 6K | $100K–$500K | SH |