$347 Million is the total value of Gryphon Financial Partners LLC's 363 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 51.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Sell | ISHARES TRcore s&p500 etf | $67,407,000 | +1.4% | 228,692 | -2.1% | 19.40% | -1.0% |
DISCK | Sell | DISCOVERY INC | $38,065,000 | +10.7% | 1,337,965 | -1.1% | 10.96% | +8.1% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $27,807,000 | +3.7% | 185,271 | -0.0% | 8.00% | +1.2% |
EFA | Sell | ISHARES TRmsci eafe etf | $19,583,000 | -9.9% | 297,932 | -11.1% | 5.64% | -12.1% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $15,139,000 | -15.4% | 148,788 | -15.5% | 4.36% | -17.4% |
PG | Sell | PROCTER AND GAMBLE CO | $14,406,000 | -2.6% | 131,379 | -7.6% | 4.15% | -4.9% |
VXUS | Sell | VANGUARD STAR FDvg tl intl stk f | $11,799,000 | -15.7% | 223,667 | -17.1% | 3.40% | -17.8% |
DY | Sell | DYCOM INDS INC | $10,656,000 | +27.0% | 181,019 | -0.9% | 3.07% | +23.9% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,182,000 | +0.9% | 27,924 | -2.7% | 2.36% | -1.5% |
ABT | Buy | ABBOTT LABS | $7,174,000 | +7.3% | 85,298 | +1.9% | 2.06% | +4.7% |
ACWI | Buy | ISHARES TRmsci acwi etf | $6,946,000 | +3.5% | 94,230 | +1.3% | 2.00% | +1.0% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,505,000 | -8.1% | 127,583 | -9.6% | 1.87% | -10.3% |
SSP | Buy | SCRIPPS E W CO OHIOcl a new | $6,173,000 | -27.1% | 403,689 | +0.2% | 1.78% | -28.8% |
ABBV | Buy | ABBVIE INC | $5,933,000 | -8.4% | 81,588 | +1.5% | 1.71% | -10.6% |
AAPL | Buy | APPLE INC | $5,085,000 | +5.0% | 25,688 | +0.7% | 1.46% | +2.4% |
IXUS | Buy | ISHARES TRcore msci total | $3,677,000 | +2.8% | 62,691 | +1.8% | 1.06% | +0.3% |
MSFT | Buy | MICROSOFT CORP | $3,025,000 | +113.2% | 22,585 | +87.7% | 0.87% | +108.4% |
AMZN | Buy | AMAZON COM INC | $2,939,000 | +65.2% | 1,552 | +55.4% | 0.85% | +61.1% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,788,000 | -47.5% | 94,205 | -48.2% | 0.80% | -48.8% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $2,773,000 | -31.9% | 64,618 | -31.9% | 0.80% | -33.6% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,724,000 | +74.6% | 12,777 | +64.6% | 0.78% | +70.4% |
TRGP | Buy | TARGA RES CORP | $2,519,000 | -5.5% | 64,155 | +0.0% | 0.72% | -7.8% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $2,511,000 | -2.4% | 12,926 | -4.8% | 0.72% | -4.7% |
AMT | Buy | AMERICAN TOWER CORP NEW | $2,080,000 | +28.9% | 10,180 | +24.3% | 0.60% | +25.8% |
FB | Buy | FACEBOOK INCcl a | $1,855,000 | +101.6% | 9,609 | +74.1% | 0.53% | +97.0% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,813,000 | +13.3% | 1,674 | +23.2% | 0.52% | +10.6% |
TIP | Buy | ISHARES TRtips bd etf | $1,733,000 | +2.7% | 15,008 | +0.6% | 0.50% | +0.2% |
V | Buy | VISA INC | $1,682,000 | +61.9% | 9,694 | +45.6% | 0.48% | +58.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,479,000 | +121.1% | 34,968 | +109.0% | 0.43% | +116.2% |
GILD | Buy | GILEAD SCIENCES INC | $1,464,000 | +10.6% | 21,657 | +6.3% | 0.42% | +7.9% |
AGG | Buy | ISHARES TRcore us aggbd et | $1,452,000 | +3.9% | 13,032 | +1.8% | 0.42% | +1.5% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $1,434,000 | +3.5% | 16,649 | +1.0% | 0.41% | +1.0% |
MA | Buy | MASTERCARD INCcl a | $1,384,000 | +16.4% | 5,232 | +3.6% | 0.40% | +13.4% |
MUB | Buy | ISHARES TRnational mun etf | $1,302,000 | +2.4% | 11,513 | +0.6% | 0.38% | 0.0% |
OKE | Sell | ONEOK INC NEW | $1,282,000 | -1.6% | 18,622 | -0.2% | 0.37% | -3.9% |
ADBE | Buy | ADOBE INC | $1,214,000 | +48.6% | 4,121 | +34.5% | 0.35% | +44.8% |
SIX | Buy | SIX FLAGS ENTMT CORP NEW | $1,199,000 | +1.3% | 24,136 | +0.6% | 0.34% | -1.1% |
EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $1,150,000 | +1.9% | 45,730 | +0.2% | 0.33% | -0.6% |
C | New | CITIGROUP INC | $1,065,000 | – | 15,196 | +100.0% | 0.31% | – |
WFC | Buy | WELLS FARGO CO NEW | $1,064,000 | +203.1% | 22,491 | +209.5% | 0.31% | +194.2% |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $1,043,000 | +2.6% | 24,300 | 0.0% | 0.30% | 0.0% | |
UNH | Buy | UNITEDHEALTH GROUP INC | $989,000 | +65.7% | 4,052 | +68.0% | 0.28% | +61.9% |
JPM | Sell | JPMORGAN CHASE & CO | $974,000 | -13.5% | 8,718 | -21.6% | 0.28% | -15.7% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $909,000 | -2.4% | 15,903 | +1.1% | 0.26% | -4.7% |
PFE | Sell | PFIZER INC | $872,000 | -0.5% | 20,133 | -2.4% | 0.25% | -2.7% |
KMI | Sell | KINDER MORGAN INC DEL | $853,000 | +4.2% | 40,832 | -0.2% | 0.25% | +1.7% |
XOM | Buy | EXXON MOBIL CORP | $849,000 | +3.7% | 11,085 | +9.4% | 0.24% | +0.8% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $836,000 | +0.5% | 28,952 | +1.2% | 0.24% | -1.6% |
WMB | Sell | WILLIAMS COS INC DEL | $812,000 | -5.9% | 28,975 | -3.6% | 0.23% | -8.2% |
NKE | Buy | NIKE INCcl b | $809,000 | +70.0% | 9,639 | +70.4% | 0.23% | +66.4% |
GS | New | GOLDMAN SACHS GROUP INC | $807,000 | – | 3,944 | +100.0% | 0.23% | – |
MELI | Sell | MERCADOLIBRE INC | $777,000 | +10.8% | 1,271 | -7.9% | 0.22% | +8.2% |
IJR | Sell | ISHARES TRcore s&p scp etf | $747,000 | +1.4% | 9,539 | -0.1% | 0.22% | -0.9% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $734,000 | +5.9% | 11,466 | +0.3% | 0.21% | +3.4% |
ORCL | New | ORACLE CORP | $702,000 | – | 12,303 | +100.0% | 0.20% | – |
NVDA | Buy | NVIDIA CORP | $699,000 | +45.6% | 4,257 | +59.5% | 0.20% | +41.5% |
JNJ | Buy | JOHNSON &JOHNSON | $684,000 | +7.4% | 4,915 | +7.9% | 0.20% | +4.8% |
DVY | Sell | ISHARES TRselect divid etf | $674,000 | +0.3% | 6,769 | -1.0% | 0.19% | -2.0% |
MAR | New | MARRIOTT INTL INC NEWcl a | $663,000 | – | 4,722 | +100.0% | 0.19% | – |
GE | Buy | GENERAL ELECTRIC CO | $659,000 | +203.7% | 62,726 | +188.6% | 0.19% | +196.9% |
BKNG | Buy | BOOKING HLDGS INC | $645,000 | +92.5% | 344 | +79.2% | 0.19% | +87.9% |
IVW | ISHARES TRs&p 500 grwt etf | $641,000 | +3.9% | 3,577 | 0.0% | 0.18% | +1.6% | |
CQP | CHENIERE ENERGY PARTNERS LP | $631,000 | +0.6% | 14,948 | 0.0% | 0.18% | -1.6% | |
T | Buy | AT&T INC | $624,000 | +10.2% | 18,613 | +3.3% | 0.18% | +7.8% |
PPG | Buy | PPG INDS INC | $613,000 | +16.1% | 5,255 | +12.5% | 0.18% | +12.8% |
RJF | RAYMOND JAMES FINANCIAL INC | $610,000 | +5.2% | 7,212 | 0.0% | 0.18% | +2.9% | |
CVX | Buy | CHEVRON CORP NEW | $612,000 | +7.4% | 4,918 | +6.4% | 0.18% | +4.8% |
CRM | Sell | SALESFORCE COM INC | $606,000 | -5.8% | 3,997 | -1.5% | 0.17% | -8.4% |
GOOG | Buy | ALPHABET INCcap stk cl c | $594,000 | +73.2% | 549 | +88.0% | 0.17% | +69.3% |
SCHW | Buy | THE CHARLES SCHWAB CORPORATI | $594,000 | +42.1% | 14,791 | +51.1% | 0.17% | +39.0% |
VFH | VANGUARD WORLD FDSfinancials etf | $580,000 | +7.0% | 8,400 | 0.0% | 0.17% | +4.4% | |
CSCO | Sell | CISCO SYS INC | $572,000 | -68.9% | 10,463 | -69.3% | 0.16% | -69.6% |
MRK | Sell | MERCK &CO INC | $539,000 | -3.1% | 6,436 | -3.6% | 0.16% | -5.5% |
KO | Sell | COCA COLA CO | $530,000 | -56.0% | 10,405 | -59.5% | 0.15% | -56.9% |
COST | Buy | COSTCO WHSL CORP NEW | $529,000 | +9.1% | 2,003 | +0.2% | 0.15% | +6.3% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $524,000 | -4.7% | 2,835 | -1.3% | 0.15% | -6.8% |
PYPL | New | PAYPAL HLDGS INC | $513,000 | – | 4,483 | +100.0% | 0.15% | – |
LBTYK | New | LIBERTY GLOBAL PLC | $515,000 | – | 19,403 | +100.0% | 0.15% | – |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $515,000 | -47.1% | 5,997 | -53.1% | 0.15% | -48.4% |
COP | Buy | CONOCOPHILLIPS | $487,000 | +38.0% | 7,987 | +51.3% | 0.14% | +34.6% |
PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $486,000 | +1.2% | 19,965 | +1.8% | 0.14% | -1.4% |
IEFA | ISHARES TRcore msci eafe | $478,000 | +1.1% | 7,779 | 0.0% | 0.14% | -0.7% | |
EQIX | New | EQUINIX INC | $464,000 | – | 920 | +100.0% | 0.13% | – |
ILMN | New | ILLUMINA INC | $466,000 | – | 1,267 | +100.0% | 0.13% | – |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $457,000 | -6.7% | 2,692 | +0.2% | 0.13% | -9.0% |
CME | New | CME GROUP INC | $439,000 | – | 2,262 | +100.0% | 0.13% | – |
ET | Buy | ENERGY TRANSFER LP | $421,000 | -8.3% | 29,893 | +0.1% | 0.12% | -10.4% |
IVE | ISHARES TRs&p 500 val etf | $410,000 | +3.5% | 3,515 | 0.0% | 0.12% | +0.9% | |
PEP | Buy | PEPSICO INC | $411,000 | +52.8% | 3,143 | +43.1% | 0.12% | +49.4% |
GM | New | GENERAL MTRS CO | $402,000 | – | 10,424 | +100.0% | 0.12% | – |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $397,000 | -0.5% | 2,165 | -0.3% | 0.11% | -3.4% |
SPGI | Sell | S&P GLOBAL INC | $391,000 | -27.1% | 1,716 | -32.6% | 0.11% | -28.5% |
VNQ | VANGUARD INDEX FDSreal estate etf | $393,000 | +0.5% | 4,500 | 0.0% | 0.11% | -1.7% | |
ZTS | New | ZOETIS INCcl a | $385,000 | – | 3,392 | +100.0% | 0.11% | – |
PSXP | Sell | PHILLIPS 66 PARTNERS LP | $379,000 | -8.0% | 7,691 | -2.3% | 0.11% | -10.7% |
OEF | ISHARES TRs&p 100 etf | $378,000 | +3.6% | 2,915 | 0.0% | 0.11% | +0.9% | |
NOW | Sell | SERVICENOW INC | $379,000 | +10.5% | 1,382 | -0.7% | 0.11% | +7.9% |
GWRE | Buy | GUIDEWIRE SOFTWARE INC | $377,000 | +54.5% | 3,724 | +48.1% | 0.11% | +51.4% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $370,000 | -32.6% | 6,747 | -22.3% | 0.11% | -34.0% |
NFLX | New | NETFLIX INC | $372,000 | – | 1,013 | +100.0% | 0.11% | – |
MS | New | MORGAN STANLEY | $370,000 | – | 8,437 | +100.0% | 0.11% | – |
LBRDK | New | LIBERTY BROADBAND CORP | $371,000 | – | 3,559 | +100.0% | 0.11% | – |
IWS | ISHARES TRrus mdcp val etf | $370,000 | +2.5% | 4,156 | 0.0% | 0.11% | +0.9% | |
GLIBA | New | GCI LIBERTY INC | $367,000 | – | 5,968 | +100.0% | 0.11% | – |
BA | Buy | BOEING CO | $360,000 | +22.0% | 988 | +27.5% | 0.10% | +19.5% |
TRV | Buy | TRAVELERS COMPANIES INC | $347,000 | +52.2% | 2,327 | +39.8% | 0.10% | +49.3% |
ALGN | New | ALIGN TECHNOLOGY INC | $347,000 | – | 1,266 | +100.0% | 0.10% | – |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $341,000 | +3.6% | 5,112 | +0.1% | 0.10% | +1.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $339,000 | +5.0% | 1,815 | +1.1% | 0.10% | +3.2% |
AON | New | AON PLC | $336,000 | – | 1,743 | +100.0% | 0.10% | – |
MHK | New | MOHAWK INDS INC | $336,000 | – | 2,272 | +100.0% | 0.10% | – |
HLT | New | HILTON WORLDWIDE HLDGS INC | $330,000 | – | 3,372 | +100.0% | 0.10% | – |
EL | New | LAUDER ESTEE COS INCcl a | $325,000 | – | 1,775 | +100.0% | 0.09% | – |
ECL | New | ECOLAB INC | $326,000 | – | 1,653 | +100.0% | 0.09% | – |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $318,000 | +5.6% | 1 | 0.0% | 0.09% | +3.4% | |
ISRG | New | INTUITIVE SURGICAL INC | $316,000 | – | 602 | +100.0% | 0.09% | – |
NEE | Buy | NEXTERA ENERGY INC | $313,000 | +6.5% | 1,528 | +0.3% | 0.09% | +3.4% |
IGM | ISHARES TRexpnd tec sc etf | $313,000 | +4.7% | 1,450 | 0.0% | 0.09% | +2.3% | |
BAC | New | BANK AMER CORP | $309,000 | – | 10,683 | +100.0% | 0.09% | – |
XTN | SPDR SERIES TRUSTs&p transn etf | $294,000 | +1.4% | 4,800 | 0.0% | 0.08% | -1.2% | |
NLY | New | ANNALY CAP MGMT INC | $291,000 | – | 31,900 | +100.0% | 0.08% | – |
HON | New | HONEYWELL INTL INC | $283,000 | – | 1,618 | +100.0% | 0.08% | – |
INFO | New | IHS MARKIT LTD | $278,000 | – | 4,363 | +100.0% | 0.08% | – |
HD | New | HOME DEPOT INC | $264,000 | – | 1,269 | +100.0% | 0.08% | – |
VEEV | New | VEEVA SYS INC | $252,000 | – | 1,554 | +100.0% | 0.07% | – |
MDT | Sell | MEDTRONIC PLC | $254,000 | -84.8% | 2,614 | -85.8% | 0.07% | -85.2% |
CPRT | Buy | COPART INC | $250,000 | +142.7% | 3,358 | +97.2% | 0.07% | +140.0% |
UNP | New | UNION PACIFIC CORP | $245,000 | – | 1,449 | +100.0% | 0.07% | – |
IWF | ISHARES TRrus 1000 grw etf | $243,000 | +3.8% | 1,545 | 0.0% | 0.07% | +1.4% | |
LLL | New | L3 TECHNOLOGIES INC | $241,000 | – | 981 | +100.0% | 0.07% | – |
WMT | Buy | WALMART INC | $232,000 | +25.4% | 2,099 | +10.9% | 0.07% | +21.8% |
AEO | Buy | AMERICAN EAGLE OUTFITTERS IN | $234,000 | -19.3% | 13,825 | +5.7% | 0.07% | -22.1% |
ENTG | New | ENTEGRIS INC | $230,000 | – | 6,169 | +100.0% | 0.07% | – |
CELG | Buy | CELGENE CORP | $227,000 | -1.3% | 2,452 | +0.9% | 0.06% | -4.4% |
WAB | New | WABTEC CORP | $227,000 | – | 3,165 | +100.0% | 0.06% | – |
FFBC | Buy | FIRST FINL BANCORP OH | $224,000 | +3.2% | 9,273 | +2.5% | 0.06% | 0.0% |
TRIP | New | TRIPADVISOR INC | $224,000 | – | 4,846 | +100.0% | 0.06% | – |
SHLX | Buy | SHELL MIDSTREAM PARTNERS L Punit ltd int | $218,000 | +1.9% | 10,509 | +0.5% | 0.06% | 0.0% |
INTC | Buy | INTEL CORP | $213,000 | +8.7% | 4,448 | +21.7% | 0.06% | +5.2% |
TGT | New | TARGET CORP | $205,000 | – | 2,375 | +100.0% | 0.06% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $205,000 | – | 1,484 | +100.0% | 0.06% | – |
ENB | New | ENBRIDGE INC | $206,000 | – | 5,700 | +100.0% | 0.06% | – |
IWD | New | ISHARES TRrus 1000 val etf | $201,000 | – | 1,577 | +100.0% | 0.06% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $197,000 | – | 1,515 | +100.0% | 0.06% | – |
SDY | SPDR SERIES TRUSTs&p divid etf | $172,000 | +1.8% | 1,705 | 0.0% | 0.05% | 0.0% | |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $165,000 | – | 466 | +100.0% | 0.05% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $156,000 | – | 2,400 | +100.0% | 0.04% | – |
IBB | New | ISHARES TRnasdaq biotech | $102,000 | – | 934 | +100.0% | 0.03% | – |
RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $76,000 | – | 1,152 | +100.0% | 0.02% | – |
ET | Sell | ENERGY TRANSFER LP | $46,000 | -13.2% | 3,243 | -5.5% | 0.01% | -18.8% |
IBOC | New | INTERNATIONAL BANCSHARES COR | $8,000 | – | 222 | +100.0% | 0.00% | – |
UTHR | New | UNITED THERAPEUTICS CORP DEL | $2,000 | – | 32 | +100.0% | 0.00% | – |
ADNT | Exit | ADIENT PLC | $0 | – | -94 | -100.0% | 0.00% | – |
ALLE | Exit | ALLEGION PUB LTD CO | $0 | – | -30 | -100.0% | -0.00% | – |
BEP | Exit | BROOKFIELD RENEWABLE PARTNpartnership unit | $0 | – | -125 | -100.0% | -0.00% | – |
LNG | Exit | CHENIERE ENERGY INC | $0 | – | -52 | -100.0% | -0.00% | – |
DOX | Exit | AMDOCS LTD | $0 | – | -132 | -100.0% | -0.00% | – |
AFB | Exit | ALLIANCEBERNSTEIN NATL MUN | $0 | – | -775 | -100.0% | -0.00% | – |
AGN | Exit | ALLERGAN PLC | $0 | – | -232 | -100.0% | -0.01% | – |
CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -11,456 | -100.0% | -0.01% | – |
ACIW | Exit | ACI WORLDWIDE INC | $0 | – | -1,844 | -100.0% | -0.02% | – |
F | Exit | FORD MTR CO DEL | $0 | – | -13,107 | -100.0% | -0.03% | – |
SAGE | Exit | SAGE THERAPEUTICS INC | $0 | – | -1,135 | -100.0% | -0.05% | – |
MMM | Exit | 3M CO | $0 | – | -1,054 | -100.0% | -0.06% | – |
KMT | Exit | KENNAMETAL INC | $0 | – | -7,517 | -100.0% | -0.08% | – |
ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -10,930 | -100.0% | -0.10% | – |
EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,702 | -100.0% | -0.11% | – |
APTV | Exit | APTIV PLC | $0 | – | -5,174 | -100.0% | -0.12% | – |
EBAY | Exit | EBAY INC | $0 | – | -11,384 | -100.0% | -0.12% | – |
MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -3,263 | -100.0% | -0.14% | – |
FISV | Exit | FISERV INC | $0 | – | -5,848 | -100.0% | -0.15% | – |
LOW | Exit | LOWES COS INC | $0 | – | -5,287 | -100.0% | -0.17% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -7,443 | -100.0% | -0.18% | – |
VMC | Exit | VULCAN MATLS CO | $0 | – | -6,318 | -100.0% | -0.22% | – |
AWI | Exit | ARMSTRONG WORLD INDS INC NEW | $0 | – | -9,467 | -100.0% | -0.22% | – |
BAX | Exit | BAXTER INTL INC | $0 | – | -10,760 | -100.0% | -0.26% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | -9,946 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 24 | Q3 2023 | 28.9% |
VANGUARD TOTAL | 24 | Q3 2023 | 9.2% |
DYCOM INDS INC | 24 | Q3 2023 | 11.6% |
PROCTER &GAMBLE CO | 24 | Q3 2023 | 6.6% |
APPLE INC | 24 | Q3 2023 | 5.1% |
ISHARES TR | 24 | Q3 2023 | 6.7% |
ABBVIE INC | 24 | Q3 2023 | 4.6% |
SPDR S&P 500 ETF TR | 24 | Q3 2023 | 3.5% |
ABBOTT LABS | 24 | Q3 2023 | 2.9% |
ISHARES TR | 24 | Q3 2023 | 2.6% |
View Gryphon Financial Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-02-13 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-28 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-01 |
View Gryphon Financial Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.