Notify me when GRIES FINANCIAL LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 323 | $632,732,582 | +$100,940,491 | -$47,900,208 | +$53,040,283 | IVV, DYNF, GAUG, QUAL, BINC | 13F-HR | 22 Oct 2025, 13:31 |
| Q2 2025 | 295 | $549,585,506 | +$47,261,536 | -$46,117,204 | +$1,144,332 | IVV, QUAL, GNOV, DYNF, BINC | 13F-HR | 14 Jul 2025, 16:11 |
| Q1 2025 | 276 | $515,873,292 | +$44,268,691 | -$76,937,480 | -$32,668,789 | IVV, QUAL, GNOV, DYNF, BINC | 13F-HR | 05 May 2025, 13:34 |
| Q4 2024 | 276 | $563,016,429 | +$59,509,707 | -$30,730,039 | +$28,779,668 | IVV, GNOV, QUAL, DYNF, BINC | 13F-HR | 23 Jan 2025, 12:10 |
| Q3 2024 | 273 | $534,323,337 | +$61,796,235 | -$37,959,817 | +$23,836,418 | IVV, QUAL, GNOV, TBIL, DYNF | 13F-HR | 18 Oct 2024, 14:08 |
| Q2 2024 | 244 | $486,275,733 | +$29,266,040 | -$142,163,931 | -$112,897,891 | IVV, TBIL, QUAL, GNOV, ITW | 13F-HR | 02 Aug 2024, 14:09 |
| Q1 2024 | 274 | $598,371,501 | +$152,908,653 | -$40,923,119 | +$111,985,534 | IVV, QUAL, TBIL, CTAS, GNOV | Restatement | 15 May 2024, 15:30 |
| Q4 2023 | 214 | $455,098,919 | +$69,274,822 | -$18,765,433 | +$50,509,389 | IVV, TBIL, QUAL, CTAS, GNOV | 13F-HR | 13 Feb 2024, 15:08 |
| Q3 2023 | 179 | $371,160,118 | +$52,048,815 | -$31,499,380 | +$20,549,435 | IVV, TBIL, QUAL, CTAS, BXSL | 13F-HR | 14 Nov 2023, 19:17 |
| Q2 2023 | 158 | $362,305,034 | +$34,854,782 | -$27,549,642 | +$7,305,140 | IVV, TBIL, QUAL, CTAS, BXSL | 13F-HR | 14 Aug 2023, 19:35 |
| Q1 2023 | 164 | $338,391,616 | +$77,234,871 | -$49,049,557 | +$28,185,314 | IVV, TBIL, CTAS, QUAL, BXSL | 13F-HR | 21 Jun 2023, 17:35 |
| Q4 2022 | 150 | $301,256,000 | +$82,626,789 | -$37,131,253 | +$45,495,536 | IVV, TBIL, BXSL, SPY, MTUM | 13F-HR | 10 Jan 2023, 09:42 |
| Q3 2022 | 144 | $236,364,000 | +$58,058,218 | -$19,956,256 | +$38,101,962 | IVV, PGR, SPY, BXSL, COMT | 13F-HR | 31 Oct 2022, 11:00 |
| Q2 2022 | 120 | $210,203,000 | +$20,299,500 | -$55,953,932 | -$35,654,432 | IVV, PGR, SPY, ACWI, MDY | 13F-HR | 15 Aug 2022, 18:21 |
| Q1 2022 | 148 | $271,763,000 | +$56,626,480 | -$25,623,151 | +$31,003,329 | IVV, PGR, COMT, SPY, MDY | 13F-HR | 29 Apr 2022, 11:31 |
| Q4 2021 | 157 | $244,704,000 | +$22,709,314 | -$110,896,054 | -$88,186,740 | IVV, PGR, SPY, COMT, MDY | 13F-HR | 02 Feb 2022, 16:04 |
| Q3 2021 | 156 | $318,721,000 | +$66,893,886 | -$55,324,490 | +$11,569,396 | IVV, AVLR, PGR, CTAS, AAPL | 13F-HR | 12 Nov 2021, 09:57 |
| Q2 2021 | 163 | $310,463,000 | +$20,098,837 | -$36,678,950 | -$16,580,113 | IVV, AVLR, PGR, AAPL, CTAS | 13F-HR | 09 Aug 2021, 14:55 |
| Q1 2021 | 165 | $312,380,000 | $0 | $0 | $0 | IVV, AVLR, PGR, AAPL, CTAS | 13F-HR | 17 May 2021, 12:10 |