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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

GRIES FINANCIAL LLC

Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001213900-25-005821

Total Value
$563.0M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200116,344$68.5M12.16%
2FIRST TR EXCHNG TRADED FD VI33740U687717,448$25.1M4.46%
3ISHARES TR46432F339129,522$23.1M4.10%
4BLACKROCK ETF TRUSTBLK383,786$19.7M3.49%
5BLACKROCK ETF TRUST IIBLK340,789$17.7M3.15%
6ILLINOIS TOOL WKS INC45230810965,960$16.7M2.97%
7RBB FD INC74933W452320,882$16.0M2.84%
8SPDR S&P 500 ETF TRSPY22,470$13.2M2.34%
9ISHARES TR46428772176,871$12.3M2.18%
10BLACKSTONE SECD LENDING FDBX297,195$9.6M1.71%
11MICROSOFT CORPMSFT21,631$9.1M1.62%
12ISHARES TR46428722689,760$8.7M1.54%
13APPLE INCAAPL33,024$8.3M1.47%
14NVIDIA CORPORATIONNVDA51,484$6.9M1.23%
15INVESCO QQQ TRIVZ13,457$6.9M1.22%
16VANGUARD INDEX FDS92290836311,662$6.3M1.12%
17SPDR S&P MIDCAP 400 ETF TRMDY10,273$5.9M1.04%
18AMAZON COM INCAMZN25,560$5.6M1.00%
19ISHARES TR46428765523,300$5.1M0.91%
20ISHARES TR46428750776,309$4.8M0.84%
21FIRST TR EXCHNG TRADED FD VI33740F516121,858$4.7M0.84%
22VANGUARD INDEX FDS92290876915,679$4.5M0.81%
23J P MORGAN EXCHANGE TRADED F46641Q33276,860$4.4M0.79%
24PROCTER AND GAMBLE CO74271810925,423$4.3M0.76%
25J P MORGAN EXCHANGE TRADED F46654Q20372,688$4.1M0.73%
26EATON CORP PLCETN11,174$3.7M0.66%
27CARLYLE SECURED LENDING INCCGBD197,990$3.5M0.63%
28BAIN CAP SPECIALTY FIN INC05684B107200,289$3.5M0.62%
29INVESCO EXCHANGE TRADED FD TIVZ19,495$3.4M0.61%
30CSX CORPCSX105,723$3.4M0.61%
31ISHARES TR46434V80395,950$3.3M0.59%
32ISHARES TR46428743237,380$3.3M0.58%
33ISHARES TR46428710111,295$3.3M0.58%
34SPDR SER TR78464A656126,128$3.2M0.57%
35SPDR SER TR78464A85442,602$2.9M0.52%
36ALPHABET INCGOOG15,375$2.9M0.52%
37BRISTOL-MYERS SQUIBB COCELG-RI51,247$2.9M0.51%
38ABBVIE INCABBV16,040$2.9M0.51%
39ISHARES TR46428715021,540$2.8M0.49%
40JOHNSON & JOHNSONJNJ18,647$2.7M0.48%
41HOME DEPOT INCHD6,903$2.7M0.48%
42CISCO SYS INCCSCO45,286$2.7M0.48%
43VANGUARD WHITEHALL FDS92194688541,014$2.6M0.46%
44MORGAN STANLEYMS-PQ20,493$2.6M0.46%
45SEI INVTS CO78411710330,413$2.5M0.45%
46FEDEX CORPFDX8,780$2.5M0.44%
47ISHARES TR46428730924,148$2.5M0.44%
48GOLDMAN SACHS GROUP INCGSCE4,276$2.4M0.43%
49PNC FINL SVCS GROUP INC69347510512,674$2.4M0.43%
50ISHARES TR4642876145,928$2.4M0.42%
51KELLANOVABEKE29,108$2.4M0.42%
52PARKER-HANNIFIN CORPPH3,699$2.4M0.42%
53BANK AMERICA CORP06050510452,964$2.3M0.41%
54COMCAST CORP NEWCCZ61,038$2.3M0.41%
55ZOETIS INCZTS13,918$2.3M0.40%
56ROBERT HALF INC.RHI32,173$2.3M0.40%
57AMGEN INCAMGN7,973$2.1M0.37%
58ISHARES TR46428759811,054$2.0M0.36%
59ISHARES TR46428746526,235$2.0M0.35%
60COLGATE PALMOLIVE COCL21,615$2.0M0.35%
61ESSEX PPTY TR INC2971781056,840$2.0M0.35%
62VANECK ETF TRUST92189F64320,942$1.9M0.34%
63VERIZON COMMUNICATIONS INCVZ47,882$1.9M0.34%
64MID-AMER APT CMNTYS INC59522J10312,358$1.9M0.34%
65ISHARES TR46434V62131,088$1.9M0.34%
66ENBRIDGE INCENNPF44,039$1.9M0.33%
67HONEYWELL INTL INC4385161068,230$1.9M0.33%
68STARBUCKS CORPSBUX20,278$1.9M0.33%
69ISHARES TR46435U71339,950$1.8M0.33%
70WEC ENERGY GROUP INCWEC19,591$1.8M0.33%
71COGNIZANT TECHNOLOGY SOLUTIOCTSH23,827$1.8M0.33%
72CAPITAL GROUP DIVIDEND VALUE14020W10651,178$1.8M0.32%
73EOG RES INCEOG14,598$1.8M0.32%
74PEPSICO INCPEP11,585$1.8M0.31%
75MCCORMICK & CO INCMKC-V23,071$1.8M0.31%
76ABBOTT LABSABLZF15,513$1.8M0.31%
77DIAMONDBACK ENERGY INCFANG10,446$1.7M0.30%
78JPMORGAN CHASE & CO.VYLD7,034$1.7M0.30%
79ELI LILLY & COLLY2,170$1.7M0.30%
80KIMBERLY-CLARK CORPKMB12,742$1.7M0.30%
81AMDOCS LTDDOX19,471$1.7M0.29%
82COSTCO WHSL CORP NEW22160K1051,774$1.6M0.29%
83NIKE INCNKE21,402$1.6M0.29%
84PRICE T ROWE GROUP INCTROW14,302$1.6M0.29%
85COCA COLA COKO25,923$1.6M0.29%
86BANK NEW YORK MELLON CORP06405810020,947$1.6M0.29%
87BANK MONTREAL QUE06367110116,512$1.6M0.28%
88THE CIGNA GROUP1255231005,790$1.6M0.28%
89LANDSTAR SYS INCLSTR9,261$1.6M0.28%
90FS KKR CAP CORPFSK72,845$1.6M0.28%
91META PLATFORMS INCMETA2,666$1.6M0.28%
92ALPHABET INCGOOG7,891$1.5M0.27%
93ISHARES TR46428724213,855$1.5M0.26%
94NETFLIX INCNFLX1,654$1.5M0.26%
95ISHARES TR46428749916,467$1.5M0.26%
96MARSH & MCLENNAN COS INC5717481026,674$1.4M0.25%
97BROADCOM INCAVGO6,064$1.4M0.25%
98BERKSHIRE HATHAWAY INC DELBRK-A3,066$1.4M0.25%
99HASBRO INCHAS24,707$1.4M0.25%
100NATIONAL FUEL GAS CONFG22,588$1.4M0.24%
101ISHARES TR46429B69715,244$1.4M0.24%
102ATMOS ENERGY CORPATO9,679$1.3M0.24%
103MASTERCARD INCORPORATEDMA2,505$1.3M0.23%
104CONAGRA BRANDS INCCAG46,494$1.3M0.23%
105OGE ENERGY CORPOGE30,877$1.3M0.23%
1063M COMMM9,740$1.3M0.22%
107ORACLE CORPORCL-PD7,422$1.2M0.22%
108FLOWERS FOODS INCFLO59,753$1.2M0.22%
109ISHARES TR46429B65523,768$1.2M0.21%
110TRACTOR SUPPLY COTSCO22,344$1.2M0.21%
111ISHARES TR46434V87823,027$1.2M0.21%
112VANGUARD INDEX FDS9229086374,229$1.1M0.20%
113RTX CORPORATIONRTX9,765$1.1M0.20%
114ISHARES TR46428828112,631$1.1M0.20%
115CHEVRON CORP NEWCVX7,691$1.1M0.20%
116SCHWAB STRATEGIC TR80852479740,692$1.1M0.20%
117EXXON MOBIL CORPXOM10,219$1.1M0.20%
118BLUE OWL CAP CORP III69122G10275,470$1.1M0.19%
119LOWES COS INC5486611074,408$1.1M0.19%
120VISA INCV3,355$1.1M0.19%
121ISHARES TR4642876223,288$1.1M0.19%
122L3HARRIS TECHNOLOGIES INCLHX4,725$993,5730.18%
123VANGUARD ADMIRAL FDS INC9219325052,641$966,7640.17%
124MERCK & CO INCMRK9,562$951,2060.17%
125ISHARES TR46435G10211,113$944,2720.17%
126EMERSON ELEC COEMR7,501$929,5990.17%
127INVESCO EXCH TRADED FD TR IIIVZ78,661$906,9610.16%
128UNITEDHEALTH GROUP INCUNH1,791$905,9950.16%
129ZIMMER BIOMET HOLDINGS INCZBH8,196$865,7430.15%
130BECTON DICKINSON & COBDX3,791$860,0640.15%
131VANECK ETF TRUST92189F43729,562$847,5430.15%
132CINTAS CORPCTAS4,588$838,2280.15%
133FIRST TR EXCHNG TRADED FD VI33740F43323,171$834,1560.15%
134INTERNATIONAL BUSINESS MACHSINTR3,790$833,0730.15%
135BRUNSWICK CORPBC-PC12,570$813,0280.14%
136ISHARES TR46435G52411,925$810,4230.14%
137ISHARES TR46434V86015,897$802,2960.14%
138LAM RESEARCH CORPLRCX11,034$796,9860.14%
139ISHARES TR46428734120,704$790,4790.14%
140CONOCOPHILLIPSCOP7,924$785,8230.14%
141PFIZER INCPFE29,246$775,9090.14%
142ISHARES TR46432F83411,629$769,1420.14%
143MSCI INCMSCI1,277$766,2130.14%
144THERMO FISHER SCIENTIFIC INCTMO1,436$747,0500.13%
145VANGUARD INDEX FDS9229085538,320$741,1400.13%
146SPOTIFY TECHNOLOGY S ASPOT1,616$722,9660.13%
147ISHARES TR4642874578,436$691,5680.12%
148SELECT SECTOR SPDR TR81369Y5067,734$662,5330.12%
149ISHARES TR4642882575,575$655,0630.12%
150SPDR SER TR78464A69810,615$640,6150.11%
151ISHARES TR46432F3963,066$634,4170.11%
152ISHARES TR4642874814,900$621,0750.11%
153BOOKING HOLDINGS INCBKNG123$611,1160.11%
154ISHARES TR46428723414,298$597,9370.11%
155GLOBAL X FDS37954Y67314,416$582,5510.10%
156VANGUARD WORLD FD92204A702902$560,8280.10%
157VANGUARD INTL EQUITY INDEX F9220427184,876$558,2040.10%
158BLACKROCK INCBLK538$551,5090.10%
159ISHARES TR4642876481,916$551,4480.10%
160FIRST TR EXCH TRADED FD III33739E10830,977$548,2930.10%
161VANGUARD WORLD FD9219108161,548$531,5990.09%
162SCHWAB STRATEGIC TR80852420122,830$529,1990.09%
163VANGUARD INDEX FDS9229086522,701$513,1360.09%
164ISHARES U S ETF TR46431W50710,062$508,1310.09%
165PROGRESSIVE CORP7433151032,115$506,7750.09%
166COPART INCCPRT8,805$505,3190.09%
167MARVELL TECHNOLOGY INCMRVL4,446$491,0610.09%
168ISHARES INC46434G1039,036$471,8570.08%
169ALTRIA GROUP INCMO8,988$469,9830.08%
170NEXTERA ENERGY INCNEE-PW6,504$466,2720.08%
171DEERE & CODE1,100$466,0700.08%
172SALESFORCE INCCRM1,391$465,0530.08%
173NORTHROP GRUMMAN CORPNOC955$448,1720.08%
174VANGUARD INDEX FDS9229087361,085$445,3270.08%
175FORTINET INCFTNT4,600$434,6080.08%
176CHUBB LIMITEDCB1,526$421,6340.07%
177CITIGROUP INCC-PR5,985$421,2840.07%
178INVESCO EXCHANGE TRADED FD TIVZ8,420$420,6630.07%
179TESLA INCTSLA1,038$419,1860.07%
180GATES INDL CORP PLCG3910810819,467$400,4360.07%
181CME GROUP INCCME1,716$398,5070.07%
182VERTIV HOLDINGS COVRT3,438$390,5910.07%
183CATERPILLAR INCCAT1,056$383,0750.07%
184WALMART INCWMT4,238$382,9310.07%
185VANGUARD INTL EQUITY INDEX F9220428588,685$382,4870.07%
186INTEL CORPINTC18,648$373,8920.07%
187FLOWSERVE CORPFLS6,373$366,5750.07%
188SELECT SECTOR SPDR TR81369Y8031,562$363,1960.06%
189LOCKHEED MARTIN CORPLMT743$361,0530.06%
190ISHARES TR4642876302,195$360,2990.06%
191MCDONALDS CORPMCD1,235$358,0140.06%
192GENERAL MTRS CO37045V1006,605$351,8480.06%
193ARISTA NETWORKS INCANET3,176$351,0430.06%
194AT&T INCT-PC15,274$347,7890.06%
195TAIWAN SEMICONDUCTOR MFG LTD8740391001,757$346,9900.06%
196TEXAS ROADHOUSE INCTXRH1,923$346,9670.06%
197SPDR SER TR78464A7632,570$339,4970.06%
198CITIZENS FINL GROUP INCCIA7,755$339,3590.06%
199FIRST TR EXCHNG TRADED FD VI33740U7119,673$338,9420.06%
200AXIS CAP HLDGS LTDG0692U1093,815$338,0850.06%
201LENNAR CORPLEN-B2,472$337,1070.06%
202SMARTSHEET INC83200N1036,013$336,9080.06%
203NORFOLK SOUTHN CORP6558441081,435$336,7950.06%
204VERISIGN INCVRSN1,620$335,2750.06%
205PALO ALTO NETWORKS INCPANW1,840$334,8060.06%
206BROADSTONE NET LEASE INCBNL20,938$332,0770.06%
207VANGUARD SCOTTSDALE FDS92206C7144,055$329,4690.06%
208CHIPOTLE MEXICAN GRILL INCCMG5,280$318,3840.06%
209HEWLETT PACKARD ENTERPRISE CHPE-PC14,903$318,1790.06%
210PACER FDS TR69374H8815,623$317,5870.06%
211ISHARES TR46432F8424,514$317,2360.06%
212DOCUSIGN INCDOCU3,508$315,5100.06%
213FIRST HORIZON CORPORATIONFHN-PH15,641$315,0100.06%
214VANGUARD WORLD FD92204A8842,008$311,1600.06%
215CENTENE CORP DELCNC5,136$311,1390.06%
216PENNANTPARK INVT CORP70806210443,935$311,0600.06%
217MONDELEZ INTL INC6092071055,176$309,1620.05%
218NOVO-NORDISK A SNONOF3,490$300,2100.05%
219DISCOVER FINL SVCS2547091081,720$297,9560.05%
220NATERA INCNTRA1,804$285,5730.05%
221ISHARES TR4642877624,889$284,9070.05%
222PAYPAL HLDGS INCPYPL3,325$283,7890.05%
223TRAVELERS COMPANIES INCTRV1,158$278,9510.05%
224BANK AMERICA CORP060505682227$276,7700.05%
225GE AEROSPACE3696043011,605$267,6980.05%
226REPUBLIC SVCS INC7607591001,322$265,9600.05%
227TRIMBLE INCTRMB3,747$264,7630.05%
228CROWDSTRIKE HLDGS INCCRWD768$262,7790.05%
229SKECHERS U S A INC8305661053,908$262,7740.05%
230APPLIED MATLS INC0382221051,596$259,5310.05%
231DICKS SPORTING GOODS INC2533931021,133$259,2760.05%
232TRAVEL PLUS LEISURE CO8941641025,074$255,9830.05%
233GUIDEWIRE SOFTWARE INCGWRE1,511$254,7240.05%
234OWENS CORNING NEWOC1,482$252,4140.04%
235ISHARES TR4642886532,535$252,3340.04%
236XCEL ENERGY INCXELLL3,724$251,4440.04%
237ROSS STORES INCROST1,654$250,2010.04%
238CINCINNATI FINL CORP1720621011,709$245,5830.04%
239DANAHER CORPORATION2358511021,064$244,2410.04%
240VANGUARD TAX-MANAGED FDS9219438585,094$243,5950.04%
241ROBLOX CORPRBLX4,204$243,2430.04%
242FIDELITY NATL INFORMATION SV31620M1062,982$240,8560.04%
243GODADDY INCGDDY1,205$237,8310.04%
244SAP SESAPGF964$237,3460.04%
245PURE STORAGE INC74624M1023,829$235,2150.04%
246SHERWIN WILLIAMS COSHW673$228,7730.04%
247VALERO ENERGY CORPVLO1,864$228,5080.04%
248WABTEC9297401081,205$228,4560.04%
249PHILIP MORRIS INTL INC7181721091,898$228,4240.04%
250VANGUARD INDEX FDS922908629858$226,6240.04%
251NEUROCRINE BIOSCIENCES INCNBIX1,626$221,9490.04%
252ROLLINS INCROL4,773$221,2290.04%
253ECOLAB INCECL929$217,6830.04%
254FIRST TR EXCHNG TRADED FD VI33740U6796,376$215,0380.04%
255GOLDMAN SACHS ETF TRNVGLF3,080$212,9200.04%
256SPDR SER TR78468R4088,421$212,6300.04%
257MEDPACE HLDGS INCMEDP637$211,6310.04%
258EVERGY INCEVRG3,419$210,4390.04%
259PIMCO ETF TR72201R8332,094$210,1120.04%
260VANGUARD WORLD FD921910873988$210,1080.04%
261BERRY GLOBAL GROUP INC08579W1033,244$209,7890.04%
262HUBSPOT INCHUBS301$209,7280.04%
263NORTHERN TR CORPNTRSO2,043$209,4080.04%
264MEDTRONIC PLCMDT2,594$207,2210.04%
265CARNIVAL CORPCUKPF8,239$205,3160.04%
266INTERNATIONAL PAPER CO4601461033,787$203,8160.04%
267MCKESSON CORPMCK354$201,7480.04%
268PROSHARES TR74347R1072,180$201,6720.04%
269DELL TECHNOLOGIES INCDELL1,744$200,9790.04%
270LYFT INCLYFT15,499$199,9370.04%
271RIVIAN AUTOMOTIVE INCRIVN13,497$179,5100.03%
272BLUE OWL CAPITAL CORPORATIONOWL11,759$177,7960.03%
273UIPATH INCPATH12,756$162,1290.03%
274ZOOMINFO TECHNOLOGIES INCGTM13,958$146,6990.03%
275PLAYTIKA HLDG CORPPLTK13,714$95,1750.02%
276ADT INC DELADT12,059$83,3280.01%