CIK 2055216
Grantvest Financial Group LLC
Institutional 13F holdings & portfolio
Holdings
164
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–164 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GFEB | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| GE | GE AEROSPACE | 685 | $100K–$500K | SH |
| XHLF | BONDBLOXX ETF TRUST | 4K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| PMAY | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 234 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| CPSD | CALAMOS ETF TR | 7K | $100K–$500K | SH |
| CPSO | CALAMOS ETF TR | 7K | $100K–$500K | SH |
| CVRT | CALAMOS ETF TR | 5K | $100K–$500K | SH |
| LODI | ETF SER SOLUTIONS | 7K | $100K–$500K | SH |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| YSEP | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |