Grant/GrossMendelsohn, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Baltimore, MD
CIK
0001810677
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 136 218,647 TFLO, NORTHERN LTS FD TR II, GLD, JAAA 13F-HR 7/22/2024 000121465924012765
Q1 2024 130 214,724 TFLO, NORTHERN LTS FD TR II, GLD, JAAA 13F-HR 4/25/2024 000121465924007533
Q4 2023 137 241,764 TFLO, NORTHERN LTS FD TR II, GLD, VGLT 13F-HR 1/30/2024 000121465924001405
Q3 2023 139 231,050 TFLO, TOST, GLD, JAAA 13F-HR 10/24/2023 000121465923013837
Q2 2023 141 246,646 TFLO, TOST, VGLT, AGG 13F-HR 7/19/2023 000121465923009755
Q1 2023 60 175,194 TFLO, TOST, AGG, GLD 13F-HR 5/1/2023 000121465923006257
Q4 2022 134 193,877 TFLO, TOST, XLV, XLP 13F-HR 1/10/2023 000121465923000456
Q3 2022 135 185,141 TOST, JAAA, XLV, XLU 13F-HR 11/2/2022 000121465922012975
Q2 2022 131 179,095 TOST, JAAA, XLU, XLV 13F-HR 7/20/2022 000121465922009029
Q1 2022 138 199,597 TOST, JAAA, XLU, XLP 13F-HR 4/25/2022 000121465922005729
Q4 2021 96 126,041 XLV, JEPI, VNQ, FVD 13F-HR 1/13/2022 000121465922000645
Q3 2021 96 125,972 FDN, JEPI, VNQ, XLV 13F-HR 10/27/2021 000121465921010795
Q2 2021 91 117,712 XLY, FDN, XLV, VNQ 13F-HR 8/5/2021 000121465921008169
Q1 2021 86 125,269 XLI, XLY, VB, FDN 13F-HR 5/4/2021 000121465921004888
Q4 2020 70 101,318 XLY, XLI, VGT, VB 13F-HR 1/15/2021 000121465921000526