Gray Wealth Management Inc. Purchases in Q3 2024

Gray Wealth Management Inc.

  • $251 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.11K
+ 4.29%
$341.08 - $391.94 $719K - $827K
51.2K $19.7M
VB
Vanguard Small Cap ETF

ETFs
1.43K
+ 3.54%
$214.77 - $237.72 $306K - $339K
41.7K $9.89M
AAPL
Apple Inc.

Technology
445
+ 1.08%
$207.23 - $234.82 $92.2K - $104K
41.8K $9.73M
VO
Vanguard Mid Cap ETF

ETFs
941
+ 2.69%
$237.84 - $263.83 $224K - $248K
36K $9.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.33K
+ 38.3%
$79.29 - $84.02 $660K - $700K
30.1K $2.52M
WMT
Walmart Inc.

Consumer Defensive
5.05K
+ 18.51%
$66.91 - $81.4 $338K - $411K
32.3K $2.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.7K
+ 35.55%
$50.25 - $50.74 $688K - $694K
52.2K $2.65M
VHT
Vanguard Health Care ETF

ETFs
726
+ 3.29%
$261.88 - $288.1 $190K - $209K
22.8K $6.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
286
+ 3.66%
$405.19 - $478.57 $116K - $137K
8.09K $3.72M
MGC
Vanguard Mega Cap ETF

ETFs
744
+ 1.88%
$185.93 - $206.64 $138K - $154K
40.4K $8.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.99K
+ 7.01%
$76.94 - $79.54 $307K - $317K
60.9K $4.83M
JPM
Jpmorgan Chase & CO

Financial Services
1.68K
+ 22.5%
$194.9 - $224.8 $327K - $377K
9.13K $1.92M
VIG
Vanguard Dividend Appreciation

ETFs
2.4K
+ 1.72%
$182.15 - $182.15 $437K - $437K
142K $25.8M
VPU
Vanguard Utilities ETF

ETFs
1.25K
+ 20.64%
$146.64 - $174.54 $183K - $218K
7.29K $1.27M
MGV
Vanguard Mega Cap Value

ETFs
432
+ 1.45%
$118.0 - $128.28 $51K - $55.4K
30.3K $3.88M
WELL
Welltower Inc.

Real Estate
21
+ 0.19%
$104.0 - $129.74 $2.18K - $2.72K
10.9K $1.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.15K
+ 7.27%
$71.45 - $75.64 $154K - $163K
31.8K $2.39M
AVGO
Broadcom Inc.

Technology
1.43K
New
$136.27 - $1745.86 $195K - $2.5M
1.43K $247K
VDC
Vanguard Consumer Staples ETF

ETFs
549
+ 6.85%
$201.77 - $221.32 $111K - $122K
8.56K $1.87M
IXUS
Ishares Tr

ETFs
2.81K
+ 37.79%
$64.9 - $73.35 $182K - $206K
10.2K $743K
NVDA
Nvidia Corp

Technology
2.14K
+ 23.14%
$98.91 - $134.91 $212K - $289K
11.4K $1.38M
TSLA
Tesla, Inc.

Consumer Cyclical
915
New
$191.76 - $263.26 $175K - $241K
915 $239K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.51K
New
$58.03 - $65.37 $204K - $230K
3.51K $227K
MMM
3 M CO

Industrials
1.6K
New
$99.69 - $139.42 $159K - $223K
1.6K $218K
TIP
Ishares Tr Tips Bd ETF

ETFs
605
+ 1.49%
$105.92 - $110.83 $64.1K - $67.1K
41.3K $4.57M
LOW
Lowes Companies Inc

Consumer Cyclical
797
New
$213.3 - $270.78 $170K - $216K
797 $215K
CSCO
Cisco Systems, Inc.

Technology
3.95K
New
$44.74 - $53.22 $177K - $210K
3.95K $210K
BAC
Bank Of America Corp

Financial Services
5.08K
New
$36.65 - $44.13 $186K - $224K
5.08K $201K
VBR
Vanguard Small Cap Value ETF

ETFs
999
New
$179.99 - $201.6 $180K - $201K
999 $200K
VNQ
Vanguard Specialized Funds Van

ETFs
2.06K
New
$82.97 - $98.97 $171K - $204K
2.06K $200K
MO
Altria Group, Inc.

Consumer Defensive
1.21K
+ 5.88%
$45.95 - $54.71 $55.7K - $66.4K
21.9K $1.12M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
457
+ 1.08%
$54.38 - $59.77 $24.9K - $27.3K
42.9K $2.54M
VGT
Vanguard Information Technolog

ETFs
194
+ 4.62%
$514.43 - $606.85 $99.8K - $118K
4.4K $2.58M
XOM
Exxon Mobil Corp

Energy
889
+ 4.85%
$109.72 - $119.0 $97.5K - $106K
19.2K $2.25M
META
Meta Platforms, Inc.

Communication Services
121
+ 12.64%
$453.41 - $572.44 $54.9K - $69.3K
1.08K $617K
QQQ
Invesco Qqq Trust, Series 1

ETFs
49
+ 0.4%
$434.77 - $502.96 $21.3K - $24.6K
12.2K $5.97M
ABBV
Abb Vie Inc.

Healthcare
146
+ 3.67%
$163.84 - $199.33 $23.9K - $29.1K
4.13K $814K
QDF
Flexshares Quality Dividend In

ETFs
68
+ 0.29%
$65.37 - $71.71 $4.45K - $4.88K
23.3K $1.67M
F
Ford Motor CO

Consumer Cyclical
10.2K
New
$9.71 - $14.55 $98.6K - $148K
10.2K $107K
SPY
Spdr S&P 500 ETF Trust

ETFs
157
+ 27.54%
$517.38 - $573.86 $81.2K - $90.1K
727 $417K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
8.36K
+ 30.63%
$10.91 - $12.02 $91.2K - $100K
35.7K $416K
PM
Philip Morris International Inc.

Consumer Defensive
63
+ 1.52%
$101.25 - $127.45 $6.38K - $8.03K
4.22K $512K
IBM
International Business Machines Corp

Technology
9
+ 0.5%
$175.1 - $223.38 $1.58K - $2.01K
1.81K $399K
KO
Coca Cola CO

Consumer Defensive
24
+ 0.23%
$62.69 - $73.01 $1.5K - $1.75K
10.6K $760K
DUK
Duke Energy Corp

Utilities
59
+ 1.16%
$99.35 - $117.71 $5.86K - $6.94K
5.13K $591K
TT
Trane Technologies PLC

Industrials
2
+ 0.15%
$314.21 - $388.71 $628 - $777
1.36K $527K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.35K
+ 27.75%
$51.58 - $53.79 $69.4K - $72.3K
6.19K $332K
VZ
Verizon Communications Inc

Communication Services
360
+ 2.07%
$38.89 - $45.0 $14K - $16.2K
17.7K $795K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
471
+ 8.21%
$74.85 - $82.2 $35.3K - $38.7K
6.21K $504K
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gray Wealth Management Inc. Portfolio

Follow Gray Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gray Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gray Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email