Notify me when Grant/GrossMendelsohn, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 134 | $179,868,759 | +$23,271,018 | -$31,829,850 | -$8,558,832 | TFLO, GLD, TCAF, JEPI, ORCL | 13F-HR | 01 May 2025, 10:34 |
| Q4 2024 | 139 | $191,256,264 | +$34,747,702 | -$66,611,108 | -$31,863,406 | TFLO, GLD, TCAF, JEPI, ORCL | 13F-HR | 15 Jan 2025, 09:25 |
| Q3 2024 | 148 | $232,048,441 | +$13,849,995 | -$12,350,077 | +$1,499,918 | TFLO, GGM, GLD, TCAF, JEPI | 13F-HR | 15 Oct 2024, 06:13 |
| Q2 2024 | 136 | $218,566,399 | +$26,435,276 | -$23,966,537 | +$2,468,739 | TFLO, GGM, GLD, JAAA, TCAF | 13F-HR | 22 Jul 2024, 09:56 |
| Q1 2024 | 130 | $214,229,246 | +$30,222,027 | -$64,370,421 | -$34,148,394 | TFLO, GGM, GLD, JAAA, JEPI | 13F-HR | 25 Apr 2024, 09:18 |
| Q4 2023 | 137 | $238,440,081 | +$42,071,737 | -$48,573,955 | -$6,502,218 | TFLO, GGM, GLD, VGLT, JAAA | 13F-HR | 30 Jan 2024, 14:26 |
| Q3 2023 | 139 | $231,050,542 | +$13,474,402 | -$16,732,109 | -$3,257,707 | TFLO, TOST, GLD, JAAA, AGG | 13F-HR | 24 Oct 2023, 15:45 |
| Q2 2023 | 141 | $246,646,813 | +$89,346,955 | -$27,091,206 | +$62,255,749 | TFLO, TOST, VGLT, AGG, GLD | 13F-HR | 19 Jul 2023, 09:39 |
| Q1 2023 | 60 | $175,194,000 | +$41,497,821 | -$61,728,718 | -$20,230,897 | TFLO, TOST, AGG, GLD, XLV | 13F-HR | 01 May 2023, 09:55 |
| Q4 2022 | 134 | $193,877,681 | +$25,418,894 | -$20,516,086 | +$4,902,808 | TFLO, TOST, XLV, XLP, FVD | 13F-HR | 10 Jan 2023, 16:19 |
| Q3 2022 | 135 | $165,414,000 | +$10,781,963 | -$9,284,055 | +$1,497,908 | JAAA, XLV, XLU, XLP, FVD | 13F-HR | 02 Nov 2022, 09:39 |
| Q2 2022 | 131 | $179,095,000 | +$20,921,917 | -$18,461,187 | +$2,460,730 | TOST, JAAA, XLU, XLV, XLP | 13F-HR | 20 Jul 2022, 13:27 |
| Q1 2022 | 138 | $199,597,000 | +$118,540,876 | -$37,258,029 | +$81,282,847 | TOST, JAAA, XLU, XLP, FVD | 13F-HR | 25 Apr 2022, 13:10 |
| Q4 2021 | 96 | $126,041,000 | +$11,165,570 | -$12,413,928 | -$1,248,358 | XLV, JEPI, VNQ, FVD, VCR | 13F-HR | 13 Jan 2022, 14:39 |
| Q3 2021 | 96 | $125,703,000 | +$26,451,729 | -$23,059,138 | +$3,392,591 | FDN, JEPI, VNQ, XLV, FVD | 13F-HR | 27 Oct 2021, 10:30 |
| Q2 2021 | 91 | $117,590,000 | +$32,090,400 | -$40,016,860 | -$7,926,460 | XLY, FDN, XLV, VNQ, FVD | 13F-HR | 05 Aug 2021, 15:32 |
| Q1 2021 | 86 | $125,187,000 | +$28,886,654 | -$10,231,940 | +$18,654,714 | XLI, XLY, VB, FDN, XLB | 13F-HR | 04 May 2021, 16:45 |
| Q4 2020 | 70 | $96,920,000 | $0 | $0 | $0 | XLY, XLI, VGT, VB, FDN | 13F-HR | 15 Jan 2021, 12:50 |