Gray Private Wealth, LLC Portfolio Holdings by Sector
Gray Private Wealth, LLC
- $167 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IWB EFA IWM VNQ DGRW HDV IVE 24 stocks |
$155 Million
92.92% of portfolio
|
  14  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.8 Million
1.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2.44 Million
1.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1.79 Million
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$865,781
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$677,531
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$586,400
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$493,792
0.3% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$457,640
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$442,278
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$441,389
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$302,684
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$270,216
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$263,678
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|