Gr Financial Group, LLC Top Holdings and 13F Report (2025) About Gr Financial Group, LLCInvestment ActivityGr Financial Group, LLC has $648.65 million in total holdings as of March 31, 2025.Gr Financial Group, LLC owns shares of 21 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 15.06% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Gr Financial Group, LLC has purchased 24 new stocks and bought additional shares in 13 stocks.Gr Financial Group, LLC sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $287,416,314SPDR S&P 500 ETF Trust $259,065,525PIMCO Multi Sector Bond Active ETF $83,299,226Meta Platforms $3,536,237Apple $3,515,829 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $83,299,226 Holding78464A854 - SPDR Portfolio S&P 500 ETF $1,675,884 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $414,234 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 3,161,261 shares (about $83.30M)iShares Core S&P 500 ETF 9,641 shares (about $5.42M)Meta Platforms 5,098 shares (about $2.94M)SPDR Portfolio S&P 500 ETF 25,485 shares (about $1.68M)Microsoft 3,264 shares (about $1.23M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 17,458 shares (about $9.77M)RTX 4,404 shares (about $583.38K)iShares MSCI ACWI ETF 984 shares (about $114.53K)NVIDIA 437 shares (about $47.36K)Costco Wholesale 24 shares (about $22.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGr Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$287,416,314$5,417,277 ▲1.9%511,50844.3%ETFSPYSPDR S&P 500 ETF Trust$259,065,525$9,765,841 ▼-3.6%463,12139.9%FinancePYLDPIMCO Multi Sector Bond Active ETF$83,299,226$83,299,226 ▲New Holding3,161,26112.8%ETFMETAMeta Platforms$3,536,237$2,938,506 ▲491.6%6,1350.5%Computer and TechnologyAAPLApple$3,515,829$982,024 ▲38.8%15,8280.5%Computer and TechnologyMSFTMicrosoft$1,791,710$1,225,255 ▲216.3%4,7730.3%Computer and TechnologyAMZNAmazon.com$1,683,600$1,134,133 ▲206.4%8,8490.3%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$1,675,884$1,675,884 ▲New Holding25,4850.3%ETFRTXRTX$1,057,614$583,383 ▼-35.6%7,9840.2%AerospaceCOSTCostco Wholesale$1,040,361$22,699 ▼-2.1%1,1000.2%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$627,111$119,679 ▲23.6%8,7140.1%SHSTSLATesla$528,353$101,836 ▲23.9%2,0390.1%Auto/Tires/TrucksLLYEli Lilly and Company$469,555$825 ▲0.2%5690.1%MedicalARK 21SHARES BITCOIN ETF$448,455$85,729 ▲23.6%5,4560.1%SHS BEN INTISHARES BITCOIN TRUST ETF$442,575$150,349 ▲51.4%9,4550.1%SHS BEN INTAGGiShares Core U.S. Aggregate Bond ETF$414,234$414,234 ▲New Holding4,1880.1%FinanceMSTRStrategy$408,702$146,418 ▲55.8%1,4180.1%Computer and TechnologyNVDANVIDIA$344,723$47,357 ▼-12.1%3,1810.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$344,401$114,529 ▼-25.0%2,9590.1%ManufacturingTXNTexas Instruments$274,493$2,156 ▲0.8%1,5280.0%Computer and TechnologyBRK.BBerkshire Hathaway$268,645$20,788 ▲8.4%5040.0%FinanceXLKTechnology Select Sector SPDR Fund$0$908,839 ▼-100.0%00.0%ETFUPROProShares UltraPro S&P 500$0$521,086 ▼-100.0%00.0%ETFGOOGAlphabet$0$461,147 ▼-100.0%00.0%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$0$402,466 ▼-100.0%00.0%ETFVANECK BITCOIN ETF$0$318,588 ▼-100.0%00.0%SH BEN INTSOXLDirexion Daily Semiconductors Bull 3x Shares$0$229,408 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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