Gryphon Financial Partners LLC Top Holdings and 13F Report (2025) About Gryphon Financial Partners LLCInvestment ActivityGryphon Financial Partners LLC has $693.55 million in total holdings as of March 31, 2025.Gryphon Financial Partners LLC owns shares of 283 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 11.83% of the portfolio was purchased this quarter.About 5.15% of the portfolio was sold this quarter.This quarter, Gryphon Financial Partners LLC has purchased 255 new stocks and bought additional shares in 159 stocks.Gryphon Financial Partners LLC sold shares of 63 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $170,626,291Apple $34,011,368Vanguard Total Stock Market ETF $26,710,339AbbVie $18,117,110Microsoft $17,405,618 Largest New Holdings this Quarter 46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $6,490,070 Holding55405W104 - MYR Group $1,588,802 Holding690370101 - Overstock.com $1,570,113 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $1,032,832 Holding49845K101 - KLAVIYO INC $864,559 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 25,874 shares (about $14.47M)SPDR S&P 500 ETF Trust 18,500 shares (about $10.35M)JPMorgan Chase & Co. 27,076 shares (about $6.64M)Invesco BulletShares 2027 Corporate Bond ETF 331,295 shares (about $6.49M)SPDR S&P 500 ETF Trust 11,600 shares (about $6.49M) Largest Sales this Quarter Dycom Industries 154,552 shares (about $23.54M)iShares MSCI ACWI ETF 40,204 shares (about $4.68M)Alphabet 5,331 shares (about $824.40K)Visa 1,236 shares (about $433.14K)Huntington Bancshares 22,115 shares (about $331.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGryphon Financial Partners 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$170,626,291$732,716 ▲0.4%303,66024.6%ETFAAPLApple$34,011,368$573,761 ▲1.7%153,1154.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$26,710,339$273,466 ▼-1.0%97,1853.9%ETFABBVAbbVie$18,117,110$81,922 ▲0.5%86,4702.6%MedicalMSFTMicrosoft$17,405,618$1,000,409 ▲6.1%46,3672.5%Computer and TechnologyMETAMeta Platforms$15,860,223$203,462 ▲1.3%27,5172.3%Computer and TechnologyABTAbbott Laboratories$15,286,150$90,334 ▲0.6%115,2372.2%MedicalSPYSPDR S&P 500 ETF Trust$14,865,058$14,473,490 ▲3,696.3%26,5742.1%FinanceBRK.BBerkshire Hathaway$14,846,734$141,666 ▲1.0%27,8772.1%FinanceSHOPShopify$13,882,875$14,799 ▲0.1%145,4012.0%Computer and TechnologyTRGPTarga Resources$12,767,734$9,021 ▲0.1%63,6891.8%EnergyPGProcter & Gamble$11,904,383$121,169 ▼-1.0%69,8531.7%Consumer StaplesWBDWarner Bros. Discovery$11,546,736$2,039 ▲0.0%1,076,1171.7%Consumer DiscretionaryAMZNAmazon.com$10,794,967$894,983 ▲9.0%56,7381.6%Retail/WholesaleNVDANVIDIA$10,778,183$1,273,900 ▲13.4%99,4481.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,740,288$10,348,715 ▲2,642.9%19,2001.5%FinanceACWIiShares MSCI ACWI ETF$9,835,712$4,679,316 ▼-32.2%84,5071.4%ManufacturingSPYSPDR S&P 500 ETF Trust$6,880,497$6,488,924 ▲1,657.1%12,3001.0%FinanceJPMJPMorgan Chase & Co.$6,736,373$6,641,688 ▲7,014.5%27,4621.0%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$6,490,070$6,490,070 ▲New Holding331,2950.9%ETFIVWiShares S&P 500 Growth ETF$5,841,836$280,906 ▼-4.6%62,9300.8%ETFBRK.ABerkshire Hathaway$5,589,092$3,193,767 ▲133.3%70.8%FinanceGOOGLAlphabet$5,354,639$824,397 ▼-13.3%34,6260.8%Computer and TechnologyMAMastercard$5,232,315$209,928 ▲4.2%9,5460.8%Business ServicesWMTWalmart$4,836,120$457,565 ▲10.5%55,0870.7%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$4,178,386$45,455 ▼-1.1%71,6090.6%ETFAVGOBroadcom$4,049,070$215,312 ▲5.6%24,1840.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$3,795,130$121,941 ▼-3.1%46,4350.5%FinanceIWRiShares Russell Mid-Cap ETF$3,636,372$88,387 ▲2.5%42,7460.5%ETFUNHUnitedHealth Group$3,446,860$361,394 ▲11.7%6,5810.5%MedicalVVisa$3,398,571$433,144 ▼-11.3%9,6980.5%Business ServicesIXUSiShares Core MSCI Total International Stock ETF$3,394,528$12,566 ▼-0.4%48,6250.5%ManufacturingLLYEli Lilly and Company$3,328,051$3,163,713 ▲1,925.1%4,0300.5%MedicalCOSTCostco Wholesale$3,256,857$281,807 ▲9.5%3,4440.5%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$3,223,590$304,277 ▲10.4%32,5880.5%FinanceGOOGAlphabet$3,104,315$611,958 ▲24.6%19,8700.4%Computer and TechnologyHDHome Depot$3,061,496$21,988 ▲0.7%8,3540.4%Retail/WholesaleXOMExxon Mobil$2,968,564$27,472 ▲0.9%24,9610.4%EnergyJNJJohnson & Johnson$2,747,961$91,543 ▼-3.2%16,5700.4%MedicalIVEiShares S&P 500 Value ETF$2,731,719$91,483 ▲3.5%14,3330.4%ETFIJRiShares Core S&P Small-Cap ETF$2,677,544$21,437 ▲0.8%25,6050.4%ETFMCDMcDonald's$2,602,417$111,206 ▲4.5%8,3310.4%Retail/WholesaleCVXChevron$2,515,136$62,903 ▲2.6%15,0340.4%EnergyTSLATesla$2,503,956$138,648 ▲5.9%9,6620.4%Auto/Tires/TrucksFMAOFarmers & Merchants Bancorp$2,395,4240.0%100,1850.3%FinanceIWFiShares Russell 1000 Growth ETF$2,364,932$49,473 ▲2.1%6,5490.3%ETFAMTAmerican Tower$2,340,231$195,400 ▲9.1%10,7550.3%FinanceEEMiShares MSCI Emerging Markets ETF$2,331,320$13,503 ▲0.6%53,3480.3%FinanceRIVNRivian Automotive$2,327,702$12,736 ▼-0.5%186,9640.3%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$2,294,062$60,838 ▲2.7%13,4240.3%ETFIWBiShares Russell 1000 ETF$2,270,797$61,348 ▼-2.6%7,4030.3%ETFIWMiShares Russell 2000 ETF$2,248,574$4,389 ▼-0.2%11,2720.3%FinanceVGTVanguard Information Technology ETF$2,213,9960.0%4,0820.3%ETFDVYiShares Select Dividend ETF$2,189,058$88,497 ▼-3.9%16,3010.3%ETFDYDycom Industries$2,098,788$23,544,450 ▼-91.8%13,7770.3%ConstructionBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,033,1280.0%104,3700.3%ETFNFLXNetflix$1,904,732$206,975 ▲12.2%2,0430.3%Consumer DiscretionaryCMCSAComcast$1,782,592$155,794 ▲9.6%48,3080.3%Consumer DiscretionaryWMWaste Management$1,745,350$50,238 ▲3.0%7,5390.3%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$1,692,716$13,762 ▲0.8%31,3640.2%ETFVEAVanguard FTSE Developed Markets ETF$1,643,750$19,671 ▼-1.2%32,3380.2%ETFIWDiShares Russell 1000 Value ETF$1,623,313$17,688 ▲1.1%8,6270.2%ETFMYRGMYR Group$1,588,802$1,588,802 ▲New Holding14,0490.2%UtilitiesHONHoneywell International$1,586,083$15,035 ▼-0.9%7,4900.2%Multi-Sector ConglomeratesOSTKOverstock.com$1,570,113$1,570,113 ▲New Holding270,7090.2%Retail/WholesaleCSCOCisco Systems$1,541,049$28,511 ▲1.9%24,9720.2%Computer and TechnologyCOPConocoPhillips$1,494,279$60,069 ▲4.2%14,2290.2%EnergyQQQInvesco QQQ$1,493,521$40,796 ▼-2.7%3,1850.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$1,492,672$488 ▲0.0%12,2340.2%ETFNEENextEra Energy$1,469,221$128,030 ▲9.5%20,7250.2%UtilitiesAMGNAmgen$1,438,104$43,928 ▲3.2%4,6160.2%MedicalBNDVanguard Total Bond Market ETF$1,395,948$113,777 ▲8.9%19,0050.2%ETFPEPPepsiCo$1,375,130$43,484 ▼-3.1%9,1710.2%Consumer StaplesMRKMerck & Co., Inc.$1,369,033$1,304,854 ▲2,033.1%15,2520.2%MedicalVBVanguard Small-Cap ETF$1,338,483$209,554 ▲18.6%6,0360.2%ETFGEGE Aerospace$1,319,632$196,954 ▲17.5%6,5930.2%IndustrialsTXNTexas Instruments$1,315,262$98,838 ▲8.1%7,3190.2%Computer and TechnologyHBANHuntington Bancshares$1,291,788$331,945 ▼-20.4%86,0620.2%FinanceLMTLockheed Martin$1,255,751$45,119 ▲3.7%2,8110.2%AerospaceKOCoca-Cola$1,228,959$102,777 ▲9.1%17,1590.2%Consumer StaplesACNAccenture$1,225,355$134,174 ▲12.3%3,9270.2%Computer and TechnologyPANWPalo Alto Networks$1,222,636$205,792 ▲20.2%7,1650.2%Computer and TechnologyLINDE PLC$1,221,595$161,141 ▲15.2%2,6230.2%SHSSPYGSPDR Portfolio S&P 500 Growth ETF$1,209,328$2,491 ▲0.2%15,0470.2%ETFALLAllstate$1,196,466$5,798 ▲0.5%5,7780.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,174,080$19,203 ▲1.7%2,2010.2%ETFAEPAmerican Electric Power$1,164,426$26,226 ▲2.3%10,6560.2%UtilitiesORCLOracle$1,155,459$12,024 ▼-1.0%8,2640.2%Computer and TechnologyNOWServiceNow$1,112,208$152,063 ▲15.8%1,3970.2%Computer and TechnologyWFCWells Fargo & Company$1,101,069$162,034 ▲17.3%15,3370.2%FinanceBIPBrookfield Infrastructure Partners$1,085,8460.0%36,4500.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,032,832$1,032,832 ▲New Holding12,6320.1%ETFCBChubb$1,024,889$146,456 ▼-12.5%3,3940.1%FinanceVFHVanguard Financials ETF$1,022,0660.0%8,5550.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,008,603$128,715 ▲14.6%25,4120.1%ETFMSMorgan Stanley$995,280$217,116 ▲27.9%8,5310.1%FinanceSPGIS&P Global$992,218$96,021 ▲10.7%1,9530.1%Business ServicesCHENIERE ENERGY PARTNERS LP$987,1660.0%14,9480.1%COM UNITIWPiShares Russell Mid-Cap Growth ETF$983,487$187,157 ▲23.5%8,3710.1%ETFTMOThermo Fisher Scientific$981,463$134,877 ▲15.9%1,9720.1%MedicalShowing 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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