§ 13F · FUND PROFILE
Grant/GrossMendelsohn, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 134Turnover · — · Q1Filed · May 1, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 1, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 352K | $17.8T | 9.9% | — |
| 2 | GLD | SPDR GOLD TR | 49K | $15.1T | 8.4% | — |
| 3 | TCAF | T ROWE PRICE ETF INC | 248K | $7.9T | 4.4% | — |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 107K | $5.9T | 3.3% | — |
| 5 | ORCL | ORACLE CORP | 35K | $4.9T | 2.7% | — |
| 6 | VOO | VANGUARD INDEX FDS | 9K | $4.4T | 2.4% | — |
| 7 | COWZ | PACER FDS TR | 78K | $4.0T | 2.2% | — |
| 8 | AGG | ISHARES TR | 38K | $3.7T | 2.1% | — |
| 9 | SCHG | SCHWAB STRATEGIC TR | 143K | $3.6T | 2.0% | — |
| 10 | SCHV | SCHWAB STRATEGIC TR | 123K | $3.1T | 1.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRANT/GROSSMENDELSOHN, SIGNAL
AC read
Grant/GrossMendelsohn, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed