GRIES FINANCIAL LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$598.37M
13F filings
1
Latest filing
May 15, 2024

Top 10 holdings

IVV $61.82M
10.33% of AUM
QUAL $27.25M
4.55% of AUM
TBIL $26.86M
4.49% of AUM
CTAS $23.54M
3.93% of AUM
GNOV $21.43M
3.58% of AUM
ITW $16.53M
2.76% of AUM
SPY $12.65M
2.11% of AUM
MSFT $11.88M
1.98% of AUM
IYW $11.02M
1.84% of AUM
AAPL $9.88M
1.65% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from GRIES FINANCIAL LLC. Reported assets under management total $598.37M.

View live GRIES FINANCIAL LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does GRIES FINANCIAL LLC have under management?
Per GRIES FINANCIAL LLC's most recent SEC Form 13F filing dated May 15, 2024, total assets under management are $598.37M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has GRIES FINANCIAL LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from GRIES FINANCIAL LLC. Filings are due 45 days after quarter-end.
Where does GRIES FINANCIAL LLC's holdings data come from?
Every position shown on this page sources back to GRIES FINANCIAL LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.