Gray Private Wealth, LLC Incresed Positions in Q2 2025

Gray Private Wealth, LLC

  • $186 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
636
+ 0.47%
$498.8 - $620.9 $317K - $395K
135K $83.6B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.15K
+ 4.82%
$272.36 - $339.57 $1.13M - $1.41M
90.2K $30.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.24K
+ 2.9%
$72.96 - $90.39 $236K - $293K
115K $10.3B
IWM
Ishares Russell 2000 ETF

ETFs
537
+ 1.42%
$174.82 - $215.79 $93.9K - $116K
38.2K $8.25B
ORCL
Oracle Corp

Technology
148
+ 2.25%
$122.82 - $218.63 $18.2K - $32.4K
6.71K $1.47B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.14K
+ 2.67%
$71.28 - $83.74 $153K - $179K
82.2K $6.88B
AMZN
Amazon Com Inc

Consumer Cyclical
989
+ 32.58%
$167.32 - $223.3 $165K - $221K
4.03K $883M
META
Meta Platforms, Inc.

Communication Services
241
+ 47.44%
$484.66 - $738.09 $117K - $178K
749 $553M
VB
Vanguard Small Cap ETF

ETFs
621
+ 10.1%
$193.73 - $237.37 $120K - $147K
6.77K $1.6B
MUB
Ishares National Muni Bond ETF

ETFs
2.03K
+ 20.61%
$102.31 - $105.8 $208K - $215K
11.9K $1.24B
XLK
Technology Sector Spdr

ETFs
263
+ 13.34%
$179.73 - $253.23 $47.3K - $66.6K
2.24K $566M
AAPL
Apple Inc.

Technology
1.26K
+ 11.3%
$172.42 - $223.89 $218K - $283K
12.4K $2.55B
V
Visa Inc.

Financial Services
178
+ 30.69%
$308.27 - $373.31 $54.9K - $66.4K
758 $269M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
219
+ 22.86%
$483.48 - $539.8 $106K - $118K
1.18K $572M
XLI
Industrial Sector Spdr

ETFs
194
+ 12.44%
$116.42 - $147.52 $22.6K - $28.6K
1.75K $259M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
250
+ 6.11%
$96.84 - $99.46 $24.2K - $24.9K
4.34K $431M
HDV
Ishares Core High Dividend ETF

ETFs
1.81K
+ 3.82%
$108.41 - $120.51 $196K - $218K
49.2K $5.77B
PG
Procter & Gamble CO

Consumer Defensive
229
+ 15.05%
$157.66 - $172.39 $36.1K - $39.5K
1.75K $279M
XLF
Financial Sector Spdr

ETFs
9
+ 0.18%
$43.92 - $52.37 $395 - $471
4.97K $260M
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 4.58%
$285.55 - $321.23 $28.6K - $32.1K
2.28K $667M
MRK
Merck & Co., Inc.

Healthcare
478
+ 6.27%
$73.47 - $87.12 $35.1K - $41.6K
8.1K $641M
Activity Summary
Buys All Purchases 29 New Holdings 7 Increased Positions 22 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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