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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 : 15     View All Holdings Currently Viewing:  Unchanged 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
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 97 - $239.01 $885,000 4,059 0.19% 91,000 0 0.003    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 120 - $118.23 $548,000 4,763 0.12% 42,000 0 0.001    Closed - End Fund - Debt
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 124 - $128.42 $517,000 5,000 0.11% 62,000 0 0    Drug Manufacturers - ...
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 126 - $0.00 $508,000 10,062 0.11% 6,000 0 0.012    N/A
   (BAC.PL)1 Year Chart         BAC.PL Bank of America Corporation... 138 - $1,177.90 $441,000 366 0.1% 34,000 0 0    N/A
   (SIHY)1 Year Chart         SIHY Harbor Scientific Alpha Hig... 140 - $0.00 $426,000 9,418 0.09% 22,000 0 0.359    N/A
   (BNL)1 Year Chart         BNL Broadstone Net Lease Inc 155 - $15.24 $361,000 20,938 0.08% 62,000 0 0.014    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 156 - $245.74 $360,000 1,549 0.08% 37,000 0 0.001    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 159 - $205.54 $348,000 1,808 0.08% 52,000 0 0.001    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 165 - $131.39 $321,000 2,570 0.07% 25,000 0 0.002    Closed - End Fund - E...
   (PNNT)1 Year Chart         PNNT Pennant Investment Corp 169 - $7.28 $304,000 43,935 0.07% 15,000 0 0.062    Closed - End Fund - E...
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 170 - $4.20 $300,000 15,037 0.07% 4,000 0 0.012    N/A
   (UTWO)1 Year Chart         UTWO Us Treasury 2 Year Note Etf 188 - $0.00 $237,000 4,895 0.05% 2,000 0 0.055    N/A
   (DRH)1 Year Chart         DRH DiamondRock Hospitality Com... 201 - $8.51 $216,000 22,953 0.05% 32,000 0 0.01    REIT - Hotel/Motel
   (JSPR)1 Year Chart         JSPR Jasper Therapeutics Ord Shs 214 - $15.12 $19,000 23,845 0% 2,000 0 0.023    N/A
      15 Records Found
  1    
Page 1 of 1
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