STEPHEN J. GARRY & ASSOCIATES, LLC - Portfolio overview

STEPHEN J. GARRY & ASSOCIATES, LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 18.05%
2. IAU - ISHARES GOLD TR, 11.26%
3. BND - VANGUARD BD INDEX FDS, 8.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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