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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 Q1 2025 · Filed May 5, 2025 · Accession 0001213900-25-039607

Total Value
$515.9M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200115,273$64.8M12.56%
2ISHARES TR46432F339145,008$24.8M4.80%
3FIRST TR EXCHNG TRADED FD VI33740U687707,557$24.3M4.70%
4BLACKROCK ETF TRUSTBLK446,232$21.8M4.22%
5BLACKROCK ETF TRUST IIBLK349,510$18.3M3.55%
6ILLINOIS TOOL WKS INC45230810966,003$16.4M3.17%
7RBB FD INC74933W452292,449$14.6M2.84%
8SPDR S&P 500 ETF TRSPY22,421$12.5M2.43%
9ISHARES TR46428772164,734$9.1M1.76%
10MICROSOFT CORPMSFT20,667$7.8M1.50%
11APPLE INCAAPL31,768$7.1M1.37%
12SPDR S&P MIDCAP 400 ETF TRMDY10,295$5.5M1.06%
13VANGUARD INDEX FDS92290836310,595$5.4M1.06%
14INVESCO QQQ TRIVZ10,843$5.1M0.99%
15AMAZON COM INCAMZN25,328$4.8M0.93%
16ISHARES TR46428765523,381$4.7M0.90%
17J P MORGAN EXCHANGE TRADED F46641Q33279,895$4.6M0.88%
18ISHARES TR46428750775,409$4.4M0.85%
19FIRST TR EXCHNG TRADED FD VI33740F516116,088$4.4M0.85%
20VANGUARD INDEX FDS92290876915,600$4.3M0.83%
21PROCTER AND GAMBLE CO74271810924,991$4.3M0.83%
22ISHARES BITCOIN TRUST ETFIBIT82,059$3.8M0.74%
23VANGUARD WHITEHALL FDS92194688557,414$3.7M0.71%
24BAIN CAP SPECIALTY FIN INC05684B107214,859$3.6M0.69%
25ABBVIE INCABBV16,884$3.5M0.69%
26J P MORGAN EXCHANGE TRADED F46654Q20367,557$3.5M0.68%
27NVIDIA CORPORATIONNVDA31,885$3.5M0.67%
28JOHNSON & JOHNSONJNJ20,658$3.4M0.66%
29INVESCO EXCHANGE TRADED FD TIVZ19,735$3.4M0.66%
30CARLYLE SECURED LENDING INCCGBD197,240$3.2M0.62%
31ISHARES TR46428722631,565$3.1M0.61%
32CSX CORPCSX104,867$3.1M0.60%
33BRISTOL-MYERS SQUIBB COCELG-RI48,980$3.0M0.58%
34FEDEX CORPFDX11,451$2.8M0.54%
35ISHARES TR46428715022,104$2.7M0.52%
36EATON CORP PLCETN9,627$2.6M0.51%
37UNITEDHEALTH GROUP INCUNH4,956$2.6M0.50%
38CISCO SYS INCCSCO39,975$2.5M0.48%
39MONDELEZ INTL INC60920710535,339$2.4M0.46%
40ISHARES TR46434V62137,459$2.3M0.45%
41VERIZON COMMUNICATIONS INCVZ49,756$2.3M0.44%
42NORTHROP GRUMMAN CORPNOC4,279$2.2M0.42%
43ALPHABET INCGOOG14,129$2.2M0.42%
44SEI INVTS CO78411710328,074$2.2M0.42%
45ISHARES TR46428746526,237$2.1M0.42%
46ISHARES TR4642876145,895$2.1M0.41%
47PNC FINL SVCS GROUP INC69347510511,872$2.1M0.40%
48COMCAST CORP NEWCCZ56,439$2.1M0.40%
49ISHARES TR46428759811,047$2.1M0.40%
50ABBOTT LABSABLZF15,575$2.1M0.40%
51BANK AMERICA CORP06050510448,848$2.0M0.40%
52NIKE INCNKE31,579$2.0M0.39%
53ESSEX PPTY TR INC2971781056,374$2.0M0.38%
54MID-AMER APT CMNTYS INC59522J10311,536$1.9M0.37%
55JPMORGAN CHASE & CO.VYLD7,871$1.9M0.37%
56FIRST TR EXCHNG TRADED FD VI33740U73751,892$1.9M0.37%
57COLGATE PALMOLIVE COCL20,362$1.9M0.37%
58WEC ENERGY GROUP INCWEC17,472$1.9M0.37%
59COCA COLA COKO26,583$1.9M0.37%
60FS KKR CAP CORPFSK90,412$1.9M0.37%
61STARBUCKS CORPSBUX18,724$1.8M0.36%
62CAPITAL GROUP DIVIDEND VALUE14020W10651,307$1.8M0.35%
63THE CIGNA GROUP1255231005,517$1.8M0.35%
64SMUCKER J M CO83269640515,320$1.8M0.35%
65ISHARES TR46428749921,238$1.8M0.35%
66PARKER-HANNIFIN CORPPH2,956$1.8M0.35%
67MCCORMICK & CO INCMKC-V21,807$1.8M0.35%
68SPDR SER TR78464A85427,148$1.8M0.35%
69VANECK ETF TRUST92189F64320,131$1.8M0.34%
70EOG RES INCEOG13,581$1.7M0.34%
71ELI LILLY & COLLY2,102$1.7M0.34%
72LOCKHEED MARTIN CORPLMT3,857$1.7M0.33%
73COGNIZANT TECHNOLOGY SOLUTIOCTSH22,415$1.7M0.33%
74BERKSHIRE HATHAWAY INC DELBRK-A3,214$1.7M0.33%
75AMDOCS LTDDOX18,588$1.7M0.33%
76MARSH & MCLENNAN COS INC5717481026,923$1.7M0.33%
77COSTCO WHSL CORP NEW22160K1051,765$1.7M0.32%
78NATIONAL FUEL GAS CONFG20,950$1.7M0.32%
79PEPSICO INCPEP11,033$1.7M0.32%
80KIMBERLY-CLARK CORPKMB11,577$1.6M0.32%
81ISHARES TR46429B69717,403$1.6M0.32%
82NETFLIX INCNFLX1,662$1.5M0.30%
83DIAMONDBACK ENERGY INCFANG9,451$1.5M0.29%
84BANK NEW YORK MELLON CORP06405810017,616$1.5M0.29%
85BANK MONTREAL QUE06367110115,461$1.5M0.29%
86ATMOS ENERGY CORPATO9,491$1.5M0.28%
87ROBERT HALF INC.RHI26,774$1.5M0.28%
88HASBRO INCHAS23,545$1.4M0.28%
89ISHARES TR46428724213,317$1.4M0.28%
90ASHLAND INCASH24,296$1.4M0.28%
913M COMMM9,785$1.4M0.28%
92META PLATFORMS INCMETA2,489$1.4M0.28%
93ISHARES TR46434V45635,738$1.4M0.27%
94WESTLAKE CORPORATIONWLK13,512$1.4M0.26%
95HERSHEY COHSY7,776$1.3M0.26%
96BUSINESS FIRST BANCSHARES INBFST54,563$1.3M0.26%
97CHEVRON CORP NEWCVX7,934$1.3M0.26%
98LANDSTAR SYS INCLSTR8,762$1.3M0.26%
99RTX CORPORATIONRTX9,711$1.3M0.25%
100OGE ENERGY CORPOGE27,914$1.3M0.25%
101BLUE OWL CAPITAL CORPORATIONOWL86,546$1.3M0.25%
102VANGUARD INDEX FDS9229086374,674$1.2M0.23%
103PRICE T ROWE GROUP INCTROW12,973$1.2M0.23%
104ISHARES TR46428730912,814$1.2M0.23%
105MASTERCARD INCORPORATEDMA2,160$1.2M0.23%
106EXXON MOBIL CORPXOM9,953$1.2M0.23%
107ISHARES TR46434V87823,027$1.2M0.23%
108FLOWERS FOODS INCFLO60,155$1.1M0.22%
109ISHARES TR46428828112,566$1.1M0.22%
110SCHWAB STRATEGIC TR80852479740,692$1.1M0.22%
111SELECT SECTOR SPDR TR81369Y50612,058$1.1M0.22%
112ISHARES TR4642871014,116$1.1M0.22%
113ALPHABET INCGOOG6,860$1.1M0.21%
114VISA INCV3,011$1.1M0.20%
115BROADCOM INCAVGO6,245$1.0M0.20%
116ORACLE CORPORCL-PD7,330$1.0M0.20%
117LOWES COS INC5486611074,380$1.0M0.20%
118ISHARES TR4642876223,288$1.0M0.20%
119L3HARRIS TECHNOLOGIES INCLHX4,511$944,1970.18%
120ISHARES TR46435G10211,208$937,1010.18%
121CINTAS CORPCTAS4,370$898,1660.17%
122ZIMMER BIOMET HOLDINGS INCZBH7,755$877,7110.17%
123VANGUARD ADMIRAL FDS INC9219325052,618$875,6690.17%
124LAM RESEARCH CORPLRCX11,762$855,0970.17%
125ISHARES TR46435G52411,782$853,4880.17%
126MSCI INCMSCI1,485$839,7680.16%
127INTERNATIONAL BUSINESS MACHSINTR3,267$812,2780.16%
128ISHARES TR46432F83411,629$811,8200.16%
129BECTON DICKINSON & COBDX3,510$804,0010.16%
130MERCK & CO INCMRK8,854$794,7090.15%
131EMERSON ELEC COEMR7,071$775,2640.15%
132PROGRESSIVE CORP7433151032,684$759,5990.15%
133HOME DEPOT INCHD2,063$756,2220.15%
134VANGUARD INDEX FDS9229085537,904$715,6610.14%
135BRUNSWICK CORPBC-PC13,169$709,1510.14%
136FIRST TR EXCHNG TRADED FD VI33740F43320,069$705,8270.14%
137THERMO FISHER SCIENTIFIC INCTMO1,414$703,6060.14%
138ISHARES TR4642874578,444$698,6010.14%
139PFIZER INCPFE26,657$675,5010.13%
140SPOTIFY TECHNOLOGY S ASPOT1,209$664,9860.13%
141SPDR SER TR78464A65625,045$660,6870.13%
142ISHARES TR4642882575,575$648,8740.13%
143ISHARES TR46428723414,306$625,1660.12%
144VANGUARD INDEX FDS9229086523,627$624,7870.12%
145ISHARES TR46432F3963,066$619,7310.12%
146ISHARES TR46434V80316,489$598,3990.12%
147VANGUARD WORLD FD92204A7021,097$594,9590.12%
148BLACKSTONE SECD LENDING FDBX18,232$589,9880.11%
149ISHARES TR4642874326,408$583,3200.11%
150GOLDMAN SACHS GROUP INCGSCE1,055$576,4240.11%
151BOOKING HOLDINGS INCBKNG125$575,8640.11%
152ISHARES TR4642874814,900$575,7010.11%
153VANGUARD INTL EQUITY INDEX F9220427184,856$561,3540.11%
154PACER FDS TR69374H88110,188$557,8950.11%
155DEERE & CODE1,150$539,7520.10%
156VANGUARD INDEX FDS9229087361,450$537,6890.10%
157CONOCOPHILLIPSCOP5,082$533,7120.10%
158GLOBAL X FDS37954Y67314,091$531,6530.10%
159ALTRIA GROUP INCMO8,657$519,5930.10%
160ISHARES TR46435U71311,514$518,9330.10%
161ISHARES TR46434V86010,237$518,6060.10%
162ISHARES U S ETF TR46431W50710,062$511,8540.10%
163ISHARES TR46429B6559,958$508,3560.10%
164SCHWAB STRATEGIC TR80852420122,830$504,0860.10%
165COPART INCCPRT8,740$494,5960.10%
166AMERICAN CENTY ETF TR0250726048,187$492,6120.10%
167ISHARES TR4642876481,917$489,8290.09%
168CHUBB LIMITEDCB1,583$478,0500.09%
169ISHARES INC46434G1038,832$476,6600.09%
170INVESCO EXCH TRADED FD TR IIIVZ41,914$470,2750.09%
171INTEL CORPINTC20,695$469,9830.09%
172BLACKROCK INCBLK494$467,5610.09%
173VANGUARD INDEX FDS9229087442,655$458,6250.09%
174FORTINET INCFTNT4,671$449,6300.09%
175ISHARES GOLD TRIAU7,552$445,2660.09%
176CITIGROUP INCC-PR6,213$441,0610.09%
177SALESFORCE INCCRM1,636$439,0210.09%
178AT&T INCT-PC15,454$437,0390.08%
179VERISIGN INCVRSN1,698$431,0710.08%
180CME GROUP INCCME1,585$420,4850.08%
181MEDTRONIC PLCMDT4,474$402,0480.08%
182CATERPILLAR INCCAT1,199$395,4300.08%
183HALLIBURTON COHAL15,358$389,6320.08%
184SPDR SER TR78464A6986,853$389,5930.08%
185AXIS CAP HLDGS LTDG0692U1093,858$386,7260.07%
186VANGUARD INTL EQUITY INDEX F9220428588,505$384,9360.07%
187NEXTERA ENERGY INCNEE-PW5,410$383,5150.07%
188SNOWFLAKE INCSNOW2,460$359,5540.07%
189GE AEROSPACE3696043011,792$358,6690.07%
190BROADSTONE NET LEASE INCBNL20,938$356,7840.07%
191GATES INDL CORP PLCG3910810819,363$356,4730.07%
192ROBLOX CORPRBLX6,096$355,3360.07%
193ARISTA NETWORKS INCANET4,578$354,7030.07%
194SPDR SER TR78464A7632,570$348,6980.07%
195GENERAL MTRS CO37045V1007,167$337,0640.07%
196VANGUARD SCOTTSDALE FDS92206C7144,055$334,7000.06%
197FIRST TR EXCHNG TRADED FD VI33740U7119,673$334,0570.06%
198AIRBNB INCABNB2,779$331,9790.06%
199ISHARES TR4642876302,162$326,3940.06%
200SELECT SECTOR SPDR TR81369Y8031,578$325,8250.06%
201ISHARES TR46432F8424,275$323,3950.06%
202NORFOLK SOUTHN CORP6558441081,337$316,6680.06%
203TEXAS ROADHOUSE INCTXRH1,883$313,7640.06%
204PENNANTPARK INVT CORP70806210443,935$308,8630.06%
205KINDER MORGAN INC DELEP-PC10,650$303,8440.06%
206FIRST HORIZON CORPORATIONFHN-PH15,616$303,2630.06%
207MCDONALDS CORPMCD956$298,6260.06%
208ISHARES TR4642877624,893$297,9490.06%
209AUTOMATIC DATA PROCESSING INADP964$294,5310.06%
210DISCOVER FINL SVCS2547091081,716$292,9210.06%
211FIRST TR EXCH TRADED FD III33739E10816,636$292,6270.06%
212REPUBLIC SVCS INC7607591001,203$291,3180.06%
213FLOWSERVE CORPFLS5,868$286,5930.06%
214PHILIP MORRIS INTL INC7181721091,789$283,9680.06%
215CHIPOTLE MEXICAN GRILL INCCMG5,642$283,2850.05%
216PALO ALTO NETWORKS INCPANW1,646$280,8730.05%
217WALMART INCWMT3,198$280,7790.05%
218BANK AMERICA CORP060505682227$280,2470.05%
219SELECT SECTOR SPDR TR81369Y2091,914$279,4630.05%
220NUVEEN AMT FREE QLTY MUN INCNU24,852$278,3420.05%
221TRAVELERS COMPANIES INCTRV1,033$273,1870.05%
222DANAHER CORPORATION2358511021,317$269,9850.05%
223CITIZENS FINL GROUP INCCIA6,414$262,7820.05%
224XCEL ENERGY INCXELLL3,693$261,4270.05%
225VALERO ENERGY CORPVLO1,966$259,6500.05%
226VANGUARD TAX-MANAGED FDS9219438585,093$258,8770.05%
227ECOLAB INCECL1,016$257,5760.05%
228CINCINNATI FINL CORP1720621011,724$254,6690.05%
229INVESCO EXCHANGE TRADED FD TIVZ2,537$253,3960.05%
230NATERA INCNTRA1,788$252,8410.05%
231ROLLINS INCROL4,634$250,3750.05%
232MORGAN STANLEYMS-PQ2,139$249,5570.05%
233AMGEN INCAMGN797$248,3050.05%
234VERTIV HOLDINGS COVRT3,431$247,7040.05%
235TRIMBLE INCTRMB3,773$247,6970.05%
236TAIWAN SEMICONDUCTOR MFG LTD8740391001,481$245,8460.05%
237SS&C TECHNOLOGIES HLDGS INCSSNC2,934$245,0770.05%
238TEXAS INSTRS INC8825081041,353$243,1030.05%
239NOVO-NORDISK A SNONOF3,490$242,3460.05%
240EVERGY INCEVRG3,484$240,2220.05%
241CVS HEALTH CORPCVS3,540$239,8350.05%
242TRAVEL PLUS LEISURE CO8941641025,156$238,6710.05%
243PACER FDS TR69374H8737,558$237,3970.05%
244GUIDEWIRE SOFTWARE INCGWRE1,257$235,5120.05%
245SAP SESAPGF876$235,1530.05%
246INVESCO EXCHANGE TRADED FD TIVZ5,108$235,0700.05%
247CROWDSTRIKE HLDGS INCCRWD663$233,7610.05%
248ISHARES TR46429B5984,517$232,5350.05%
249FIRST TR EXCHNG TRADED FD VI33740U6796,930$229,4520.04%
250SHERWIN WILLIAMS COSHW656$229,0020.04%
251LENNAR CORPLEN-B1,988$228,1830.04%
252MARTIN MARIETTA MATLS INC573284106477$228,0680.04%
253BERRY GLOBAL GROUP INC08579W1033,249$226,8130.04%
254VANGUARD WORLD FD92204A8841,522$225,8500.04%
255DUKE ENERGY CORP NEWDUKB1,826$222,7170.04%
256VANGUARD INDEX FDS922908629858$221,8960.04%
257ISHARES TR4642877881,962$221,4120.04%
258HUMANA INCHUM835$220,9410.04%
259NUTANIX INCNTNX3,078$214,8750.04%
260DOCUSIGN INCDOCU2,639$214,8150.04%
261GODADDY INCGDDY1,186$213,6460.04%
262WABTEC9297401081,174$212,9050.04%
263DICKS SPORTING GOODS INC2533931021,042$210,0260.04%
264DISNEY WALT CO2546871062,124$209,6580.04%
265ROYAL GOLD INCRGLD1,276$208,6390.04%
266SCHWAB CHARLES CORPSCHW-PJ2,664$208,5380.04%
267GLOBAL X FDS37954Y8719,010$206,5090.04%
268SELECT SECTOR SPDR TR81369Y6054,123$205,3670.04%
269TESLA INCTSLA780$202,1450.04%
270KROGER COKR2,981$201,7840.04%
271NUVEEN AMT FREE MUN CR INC FNU15,033$186,1090.04%
272DNP SELECT INCOME FD INC23325P10415,806$156,3210.03%
273WESTERN AST INFL LKD OPP & I95766R10417,248$151,6100.03%
274LYFT INCLYFT12,045$142,9740.03%
275ADT INC DELADT11,724$95,4330.02%
276WESTERN ASSET HIGH INCOM FD95766J10222,639$94,6310.02%