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  Name: GRIES FINANCIAL LLC
  City: CLEVELAND
  State: OH
  Zip: 44114
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $455,099,000
  Total Value Change : $83,936,000
  Securities Held Change : 35
   
All Securities Held : 214
  New Positions : 49
  Closed Positions : 14
  Increased Positions : 75
  Unchanged Positions : 15
  Decreased Positions : 75

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 224 Closed $57.77 $0 0 0% -211,000 -4,251 0    N/A
   (BCE)1 Year Chart         BCE BCE Inc (USA) 217 Closed $33.94 $0 0 0% -1,765,000 -46,250 0    Telecom Services - Do...
   (HRL)1 Year Chart         HRL Hormel Foods Corp 223 Closed $35.63 $0 0 0% -1,401,000 -36,838 0    Meat Products
   (IFF)1 Year Chart         IFF International Flavors & Fra... 216 Closed $97.18 $0 0 0% -1,543,000 -22,631 0    Specialty Chemicals
   (OGS)1 Year Chart         OGS One Gas, Inc. 222 Closed $64.15 $0 0 0% -1,614,000 -23,645 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 228 Closed $60.24 $0 0 0% -379,000 -2,367 0    Discount, Variety Stores
   (CUBE)1 Year Chart         CUBE Cubesmart 215 Closed $42.69 $0 0 0% -1,625,000 -42,628 0    REIT - Retail
   (MCD)1 Year Chart         MCD McDonalds Corp 221 Closed $275.00 $0 0 0% -271,000 -1,027 0    Restaurants
   (WFC.PL)1 Year Chart         WFC.PL Wells Fargo & Co. Prfd L 227 Closed $1,169.00 $0 0 0% -222,000 -199 0    N/A
   (PSEC)1 Year Chart         PSEC Prospect Capital Corp 220 Closed $5.47 $0 0 0% -105,000 -17,308 0    Asset Management
   (TU)1 Year Chart         TU TELUS Corporation (USA) 226 Closed $16.10 $0 0 0% -1,926,000 -117,856 0    Wireless Communications
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 219 Closed $512.81 $0 0 0% -278,000 -551 0    Health Care Plans
   (XVV)1 Year Chart         XVV Ishares Esg Screened S&p 50... 225 Closed $0.00 $0 0 0% -319,000 -9,829 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 218 Closed $246.86 $0 0 0% -299,000 -1,242 0    Business Software & S...
      14 Records Found
  1    
Page 1 of 1
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