Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Gries Financial Llc > Profile

Instuitional Investor - Gries Financial Llc

Fund Profile
Filing Period:
Fund Name: Gries Financial Llc
Portfolio Value $632,732,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 116,116 $77,716,249 12.28%
2.
Blackrock Etf Trust
 576,684 $34,139,673 5.4%
3.
First Tr Exchng Traded Fd Vi
 760,258 $29,353,578 4.64%
4.
Ishares Trust
 VLUE 144,451 $28,095,656 4.44%
5.
Blackrock Etf Trust Ii
 416,114 $22,153,923 3.5%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.