GG
| |
Gleason Group, Inc.13F | |
| Gleason Group, Inc. | |
| Last update 2025-07-17 | 191 Stocks (7 new) |
| Value $923.00 Mil | Turnover 34 % |
Gleason Group, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 354,949 | 201,621.6 | +40.54% | 21.850 | +6.30% | 0.030 | +19.59% | +7.78% | 660,834.1 | ||
VTI | Vanguard Total Stock Market ETF | 411,678 | 125,121.3 | +50.60% | 13.560 | +4.56% | 0.030 | +19.82% | +7.35% | 476,615.2 | ||
VXF | Vanguard Extended Market Index ETF | 591,032 | 113,897.8 | +43.80% | 12.340 | +3.76% | 0.540 | +22.95% | +5.13% | 21,536.8 | ||
VXUS | Vanguard Total International Stock | 1,118,929 | 77,306.8 | +52.32% | 8.380 | +2.88% | 0.080 | +13.52% | +18.48% | 92,038.5 | ||
VUG | Vanguard Growth ETF | 141,219 | 61,910.2 | +43.27% | 6.710 | +2.03% | 0.040 | +27.48% | +9.52% | 167,127.0 | ||
VTV | Vanguard Value ETF | 342,437 | 60,522.3 | +43.53% | 6.560 | +1.99% | 0.050 | +10.43% | +6.13% | 132,881.1 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,279,519 | 31,271.4 | -2.00% | 3.390 | -0.10% | 0.060 | +19.93% | +7.89% | 56,889.6 | ||
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 305,954 | 30,879.9 | +544.55% | 3.350 | +2.83% | 3.000 | +2.13% | +2.27% | 1,030.9 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 620,673 | 30,431.6 | +633.99% | 3.300 | +2.85% | 0.090 | +0.55% | -1.63% | 35,362.2 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 405,898 | 24,276.8 | New Holding | 2.630 | +2.63% | 0.080 | +0.86% | +4.09% | 31,611.5 |
Gleason Group, Inc.'s Historical Top Holdings Breakdowns
Gleason Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +6.30% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Add 40.54% | 354,949 | 102,386 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +4.56% | 243.75 ($281.15) 303.93 | $309.09 | 9.94% | Add 50.6% | 411,678 | 138,317 | |
VXF | Vanguard Extended Market Index ETF | 2025-06-30 | Add Add | +3.76% | 150.43 ($177.5) 192.71 | $198.49 | 11.83% | Add 43.8% | 591,032 | 180,028 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | Add Add | +2.88% | 55.54 ($64.89) 69.09 | $69.11 | 6.50% | Add 52.32% | 1,118,929 | 384,355 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Add Add | +2.85% | 48.13 ($48.86) 49.85 | $48.51 | -0.72% | Add 633.99% | 620,673 | 536,112 | |
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 2025-06-30 | Add Add | +2.83% | 99.34 ($100.18) 100.94 | $101.09 | 0.91% | Add 544.55% | 305,954 | 258,486 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | New Buy New Buy | +2.63% | 58.63 ($59.2) 59.97 | $59.23 | 0.05% | New holding | 405,898 | 405,898 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2025-06-30 | New Buy New Buy | +2.07% | 53.54 ($55.47) 58.71 | $54.41 | -1.91% | New holding | 339,624 | 339,624 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +2.03% | 329.49 ($394.63) 438.4 | $448.39 | 13.62% | Add 43.27% | 141,219 | 42,650 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +1.99% | 153.67 ($168.97) 176.74 | $177.66 | 5.14% | Add 43.53% | 342,437 | 103,848 |
Gleason Group, Inc. Total Holding History ($B)
Gleason Group, Inc.'s Asset Allocation
Gleason Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Gleason Group, Inc.'s Hypothetical Growth since 2025-06-30
Gleason Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Gleason Group, Inc.'s Holdings Heat Map
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Gleason Group, Inc.'s Holdings Bubble Chart
Gleason Group, Inc. News
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