Gr Financial Group, LLC Top Holdings and 13F Report (2025) About Gr Financial Group, LLCInvestment ActivityGr Financial Group, LLC has $409.01 million in total holdings as of June 30, 2025.Gr Financial Group, LLC owns shares of 25 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 4.65% of the portfolio was purchased this quarter.About 77.97% of the portfolio was sold this quarter.This quarter, Gr Financial Group, LLC has purchased 21 new stocks and bought additional shares in 9 stocks.Gr Financial Group, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $287,370,681PIMCO Multi Sector Bond Active ETF $84,588,903Technology Select Sector SPDR Fund $8,467,373Apple $3,802,948Meta Platforms $2,685,053 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $8,467,373 Holding02079K107 - Alphabet $2,185,711 Holding11135F101 - Broadcom $2,065,507 Holding78463V107 - SPDR Gold Shares $382,928 Holding74347X864 - ProShares UltraPro S&P 500 $279,715 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 33,437 shares (about $8.47M)Alphabet 12,321 shares (about $2.19M)Broadcom 7,493 shares (about $2.07M)NVIDIA 12,413 shares (about $1.96M)ISHARES BITCOIN TRUST ETF 16,905 shares (about $1.03M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 459,337 shares (about $283.81M)iShares Core S&P 500 ETF 48,679 shares (about $30.22M)Meta Platforms 2,497 shares (about $1.84M)Tesla 767 shares (about $243.67K)iShares MSCI ACWI ETF 1,052 shares (about $135.31K) 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$287,370,681$30,224,807 ▼-9.5%462,82970.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$84,588,903$689,032 ▲0.8%3,187,22320.7%ETFXLKTechnology Select Sector SPDR Fund$8,467,373$8,467,373 ▲New Holding33,4372.1%ETFAAPLApple$3,802,948$555,588 ▲17.1%18,5360.9%Computer and TechnologyMETAMeta Platforms$2,685,053$1,842,929 ▼-40.7%3,6380.7%Computer and TechnologyMSFTMicrosoft$2,542,077$168,112 ▲7.1%5,1110.6%Computer and TechnologyNVDANVIDIA$2,463,725$1,961,153 ▲390.2%15,5940.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,337,981$283,805,808 ▼-99.2%3,7840.6%FinanceAMZNAmazon.com$2,334,442$393,132 ▲20.3%10,6410.6%Retail/WholesaleGOOGAlphabet$2,185,711$2,185,711 ▲New Holding12,3210.5%Computer and TechnologyAVGOBroadcom$2,065,507$2,065,507 ▲New Holding7,4930.5%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,613,514$1,034,767 ▲178.8%26,3600.4%SHS BEN INTFIDELITY WISE ORIGIN BITCOIN$1,236,649$417,605 ▲51.0%13,1570.3%SHSRTXRTX$1,141,165$24,678 ▼-2.1%7,8150.3%AerospaceCOSTCostco Wholesale$1,090,348$990 ▲0.1%1,1010.3%Retail/WholesaleLLYEli Lilly and Company$440,116$3,116 ▼-0.7%5650.1%MedicalTSLATesla$404,098$243,666 ▼-37.6%1,2720.1%Auto/Tires/TrucksGLDSPDR Gold Shares$382,928$382,928 ▲New Holding1,2560.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$341,327$74,098 ▼-17.8%3,4410.1%FinanceTXNTexas Instruments$319,442$2,283 ▲0.7%1,5390.1%Computer and TechnologyUPROProShares UltraPro S&P 500$279,715$279,715 ▲New Holding3,0590.1%ETFACWIiShares MSCI ACWI ETF$245,289$135,314 ▼-35.6%1,9070.1%ManufacturingBRK.BBerkshire Hathaway$245,0330.0%5040.1%FinanceQQQInvesco QQQ$217,534$217,534 ▲New Holding3940.1%FinanceSOXLDirexion Daily Semiconductors Bull 3x Shares$211,831$211,831 ▲New Holding8,4360.1%ETFSPLGSPDR Portfolio S&P 500 ETF$0$1,675,884 ▼-100.0%00.0%ETFARK 21SHARES BITCOIN ETF$0$448,455 ▼-100.0%00.0%SHS BEN INTMSTRMicroStrategy$0$408,702 ▼-100.0%00.0%Computer and TechnologyShowing 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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