Gray Private Wealth, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 39 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 $69.6B, Ishares Tr Russell 1000 ETF with a value of $26.8B, Ishares Tr Msci Eafe ETF with a value of $8.45B, Ishares Russell 2000 ETF with a value of $7.23B, and Vanguard Specialized Funds Van with a value of $6.36B.

Examining the 13F form we can see an increase of $4.12B in the current position value, from $152B to 156B.

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 $156 Billion
ETFs: $146 Billion
Technology: $4.89 Billion
Healthcare: $1.94 Billion
Consumer Cyclical: $1.5 Billion
Communication Services: $501 Million
Financial Services: $390 Million
Consumer Defensive: $251 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 39
  • Current Value $156 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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