Notify me when GR FINANCIAL GROUP, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 28 | $445,067,514 | +$14,593,805 | -$8,243,494 | +$6,350,311 | IVV, PYLD, XLK, MSFT, AAPL | 13F-HR | 04 Feb 2026, 17:37 |
| Q3 2025 | 27 | $432,567,416 | +$10,966,995 | -$13,849,146 | -$2,882,151 | IVV, PYLD, AAPL, NVDA, MSFT | 13F-HR | 05 Nov 2025, 15:22 |
| Q2 2025 | 25 | $409,013,390 | +$19,033,261 | -$318,887,457 | -$299,854,196 | IVV, PYLD, XLK, AAPL, META | 13F-HR | 11 Aug 2025, 12:04 |
| Q1 2025 | 21 | $648,653,547 | +$97,714,319 | -$13,375,343 | +$84,338,976 | IVV, SPY, PYLD, META, AAPL | 13F-HR | 28 Apr 2025, 11:49 |
| Q4 2024 | 24 | $591,264,067 | +$10,155,734 | -$1,937,008 | +$8,218,726 | IVV, SPY, AAPL, RTX, COST | 13F-HR | 06 Feb 2025, 11:36 |
| Q3 2024 | 16 | $571,202,520 | +$288,083,882 | -$185,024,387 | +$103,059,495 | IVV, SPY, AAPL, RTX, COST | 13F-HR | 28 Oct 2024, 17:04 |
| Q2 2024 | 17 | $453,534,567 | +$42,850,961 | -$40,777,537 | +$2,073,424 | SPY, GLD, XLK, AAPL, RTX | 13F-HR | 07 Aug 2024, 12:38 |
| Q1 2024 | 19 | $431,684,159 | +$212,669,232 | -$89,342,811 | +$123,326,421 | SPY, GLD, XLK, TLT, RTX | 13F-HR | 13 May 2024, 15:12 |
| Q4 2023 | 14 | $281,523,962 | +$20,038,773 | -$137,103,631 | -$117,064,858 | SPY, ACWI, AAPL, RTX, COST | 13F-HR | 14 Feb 2024, 17:44 |
| Q3 2023 | 13 | $357,785,950 | +$69,967,646 | -$20,775,203 | +$49,192,443 | SPY, IJH, IWM, ACWI, AAPL | 13F-HR | 11 Mar 2024, 14:31 |
| Q2 2023 | 14 | $321,855,638 | +$23,596,878 | -$2,647,007 | +$20,949,871 | SPY, ACWI, IJH, IWM, AAPL | 13F-HR | 11 Mar 2024, 14:23 |
| Q1 2023 | 12 | $280,663,936 | +$895,068 | -$35,871,501 | -$34,976,433 | SPY, ACWI, IWM, IJH, RTX | 13F-HR | 11 Mar 2024, 14:16 |
| Q4 2022 | 11 | $297,961,313 | $0 | $0 | $0 | SPY, IJH, ACWI, IWM, RTX | 13F-HR | 11 Mar 2024, 14:05 |