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CIK: 0002041220
Total reported value
$275.5M
$275.5M
119 檔
12.8%
According to the latest 13F quarterly dataset, Greykasell Wealth Strategies, Inc. managed an equity portfolio of $275.5M at the end of Q4 2024, spanning 119 distinct U.S. exchange-listed positions.
During Q4 2024, Greykasell Wealth Strategies, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IOO | Ishares Global 100 ETF | ETF-Other | 5.01% | +0.09% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.27% | +0.12% | — | |
| 3 | IHDG | Wisdomtree International Hed | ETF-Other | 3.66% | -0.02% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +0.20% | — | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.10% | -1.11% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.02% | +0.42% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.19% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | +0.07% | — | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.40% | +0.09% | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.22% | +0.06% | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.21% | +0.13% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.43% | — | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.95% | -0.01% | — | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.83% | -0.16% | — | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.82% | +0.54% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | +0.07% | — | |
| 17 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.75% | +0.03% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.14% | — | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.52% | -0.01% | — | |
| 20 | EQIX | Equinix Inc | Stock-Real Estate | 1.52% | -0.04% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.52% | +0.24% | — | |
| 22 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.46% | +0.08% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.14% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.36% | -0.91% | — | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 1.29% | -0.12% | — | |
| 26 | ARKK | Ark Innovation ETF | ETF-Other | 1.28% | +0.01% | — | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 1.26% | +0.29% | — | |
| 28 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 1.21% | +0.01% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.17% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | — | — | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.06% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.17% | — | |
| 33 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.99% | -0.12% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | — | — | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.91% | -0.06% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.01% | — | |
| 37 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.77% | -0.15% | — | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.10% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | — | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.02% | — | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.71% | -0.01% | — | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.70% | — | — | |
| 43 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.70% | — | — | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.67% | -0.26% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.14% | — | |
| 46 | PWZ | Invesco California Amt-free | ETF-Other | 0.65% | -0.09% | — | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.62% | +0.82% | — | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.62% | -0.06% | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | — | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.60% | +0.10% | — |
According to official SEC Form 13F filings, Greykasell Wealth Strategies, Inc. reported a total U.S. public equity portfolio value of $275.5M across 119 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IOO, AAPL, IHDG) accounted for 12.8% of total reported equity market value during Q4 2024.
During Q4 2024, Greykasell Wealth Strategies, Inc.'s top holdings by market value included IOO (5.0%)、AAPL (4.3%)、IHDG (3.7%). The largest single position, IOO, represented 5.0% of total portfolio value.
In Q4 2024, Greykasell Wealth Strategies, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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