Gray Private Wealth, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $74.1B, Ishares Tr Russell 1000 ETF with a value of $28.1B, Ishares Tr Msci Eafe ETF with a value of $9.08B, Ishares Russell 2000 ETF with a value of $7.96B, and Vanguard Specialized Funds Van with a value of $7.53B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $156B to 167B.

Gray Private Wealth, LLC is based out at Canton, MA

Below you can find more details about Gray Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $157 Billion
Technology: $5.24 Billion
Healthcare: $2.04 Billion
Consumer Cyclical: $1.57 Billion
Communication Services: $494 Million
Financial Services: $441 Million
Consumer Defensive: $264 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $167 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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