Grant/GrossMendelsohn, LLC - Portfolio overview

Grant/GrossMendelsohn, LLC has 134 reported holdings in this dataset, with the latest filing dated 2025-05-01.

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. TFLO - ISHARES TR, 9.92%
2. GLD - SPDR GOLD TR, 8.41%
3. TCAF - T ROWE PRICE ETF INC, 4.38%

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

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