Gray Wealth Management Inc. Incresed Positions 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
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
TIP
Ishares Tr Tips Bd ETF

ETFs
605
+ 1.49%
$105.92 - $110.83 $64.1K - $67.1K
41.3K $4.57M
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
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
PAYX
Paychex Inc

Industrials
270
+ 13.34%
$116.17 - $135.19 $31.4K - $36.5K
2.29K $307K
UNH
Unitedhealth Group Inc

Healthcare
11
+ 1.49%
$488.01 - $604.18 $5.37K - $6.65K
751 $439K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.05%
$117.9 - $128.2 $354 - $385
6.33K $811K
AEP
American Electric Power CO Inc

Utilities
5
+ 0.13%
$87.11 - $104.95 $436 - $525
3.83K $393K
PWR
Quanta Services, Inc.

Industrials
4
+ 0.35%
$239.58 - $298.23 $958 - $1.19K
1.15K $343K
SCHA
Schwab Strategic Tr Us Small C

ETFs
329
+ 4.21%
$46.9 - $51.96 $15.4K - $17.1K
8.15K $419K
VGIT
Vanguard Intermediate Term Tre

ETFs
514
+ 8.05%
$57.8 - $60.8 $29.7K - $31.3K
6.9K $416K
XLP
Consumer Staples Sector Spdr

ETFs
636
+ 9.61%
$76.04 - $76.04 $48.4K - $48.4K
7.25K $551K
ENB
Enbridge Inc

Energy
189
+ 2.56%
$35.27 - $41.18 $6.67K - $7.78K
7.57K $307K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.05%
$105.53 - $118.34 $211 - $237
4.11K $481K
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
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