Grantvest Financial Group LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Matawan, NJ
CIK
0002055216
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 128 123,288 BINC, CSHI, SGOV, BUXX 13F-HR 5/8/2025 000205521625000002
Q4 2024 121 89,533 SGOV, CSHI, AAPL, BUXX 13F-HR 2/11/2025 000205521625000001