Grant/GrossMendelsohn, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Grant/GrossMendelsohn, LLC opened 3 positions, added to 28, reduced 22, sold out of 4 and left 13 unchanged. The largest increase in value was GLD (+$3,423,421); the largest decrease was TARS (-$1,521,870).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2024-12-31 48,367; Shares 2025-03-31 48,978.
- HOOD: Country of operation United States; Class COM CL A; Shares 2024-12-31 10,738; Shares 2025-03-31 30,403.
- AAPL: Country of operation United States; Class COM; Shares 2024-12-31 14,712; Shares 2025-03-31 14,738.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-12-31 4,233; Shares 2025-03-31 4,333.
Two Form 13F-HR filings compared (SEC CIK 1810677): 2024-12-31 (filed 2025-01-15) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 48,367 | 48,978 | +611 | $11,711,102 | $15,134,523 | +$3,423,421 |
|---|
HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 10,738 | 30,403 | +19,665 | $400,098 | $1,487,619 | +$1,087,521 |
|---|
AAPL
APPLE INC | United States | COM | 14,712 | 14,738 | +26 | $3,684,236 | $3,097,118 | -$587,118 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,233 | 4,333 | +100 | $1,918,734 | $2,300,572 | +$381,838 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 6,237 | 6,243 | +6 | $1,187,721 | $1,013,943 | -$173,778 |
|---|
ABBV
ABBVIE INC | United States | COM | 7,623 | 7,753 | +130 | $1,354,607 | $1,491,212 | +$136,605 |
|---|
KO
COCA COLA CO | United States | COM | 8,155 | 8,199 | +44 | $507,715 | $588,585 | +$80,870 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 18,693 | 18,697 | +4 | $821,553 | $743,786 | -$77,767 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,166 | 3,286 | +120 | $599,363 | $527,829 | -$71,534 |
|---|
ADVM
ADVERUM BIOTECHNOLOGIES INC | United States | COM NEW | 84,173 | 160,157 | +75,984 | $393,088 | $461,252 | +$68,164 |
|---|
DIS
DISNEY WALT CO | United States | COM | 3,165 | 3,168 | +3 | $352,469 | $285,591 | -$66,878 |
|---|
V
VISA INC | United States | COM CL A | 2,363 | 2,384 | +21 | $746,803 | $804,624 | +$57,821 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,663 | 1,665 | +2 | $277,353 | $332,925 | +$55,572 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 3,069 | 3,089 | +20 | $330,696 | $372,799 | +$42,103 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 2,271 | 2,289 | +18 | $209,456 | $245,113 | +$35,657 |
|---|
WMT
WALMART INC | United States | COM | 6,243 | 6,296 | +53 | $565,391 | $599,518 | +$34,127 |
|---|
MMM
3M CO | United States | COM | 3,037 | 3,050 | +13 | $392,089 | $420,703 | +$28,614 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 839 | 841 | +2 | $249,144 | $222,895 | -$26,249 |
|---|
SYY
SYSCO CORP | United States | COM | 4,301 | 4,303 | +2 | $328,854 | $302,986 | -$25,868 |
|---|
RTX
RTX CORPORATION | United States | COM | 2,076 | 2,106 | +30 | $240,235 | $262,873 | +$22,638 |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 1,968 | 2,056 | +88 | $440,261 | $462,230 | +$21,969 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,483 | 3,484 | +1 | $249,696 | $230,618 | -$19,078 |
|---|
BDX
BECTON DICKINSON & CO | United States | COM | 1,336 | 1,411 | +75 | $303,098 | $288,733 | -$14,365 |
|---|
CSCO
CISCO SYS INC | United States | COM | 6,239 | 6,249 | +10 | $369,373 | $355,171 | -$14,202 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,293 | 2,294 | +1 | $332,112 | $321,437 | -$10,675 |
|---|
UAA
UNDER ARMOUR INC | United States | CL A | 15,185 | 20,185 | +5,000 | $125,732 | $116,871 | -$8,861 |
|---|
RXST
RXSIGHT INC | United States | COM | 7,258 | 16,618 | +9,360 | $249,530 | $241,958 | -$7,572 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 545 | 549 | +4 | $264,975 | $261,637 | -$3,338 |
|---|
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