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Home > Institutional Investor > Gr Financial Group, Llc > Profile

Instuitional Investor - Gr Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Gr Financial Group, Llc
Portfolio Value $648,653,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 511,508 $287,416,314 44.31%
2.
Spdr S & P 500 Etf Trust
 SPY 463,121 $259,065,525 39.94%
3.
Pimco Etf Trust
 3,161,261 $83,299,226 12.84%
4.
Meta Platforms Inc.
 META 6,135 $3,536,237 0.55%
5.
Apple Inc.
 AAPL 15,828 $3,515,829 0.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)