Gray Wealth Management Inc. Incresed Positions in Q4 2024

Gray Wealth Management Inc.

  • $261 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
95
+ 2.25%
$118.38 - $133.06 $11.2K - $12.6K
4.31K $519K
VBR
Vanguard Small Cap Value ETF

ETFs
38
+ 3.8%
$197.36 - $217.3 $7.5K - $8.26K
1.04K $205K
MUB
Ishares National Muni Bond ETF

ETFs
57
+ 2.23%
$105.78 - $108.7 $6.03K - $6.2K
2.62K $278K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.05%
$61.68 - $67.87 $185 - $204
5.82K $362K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.78K
+ 200.0%
$27.54 - $83.04 $159K - $480K
8.67K $240K
F
Ford Motor CO

Consumer Cyclical
522
+ 5.14%
$9.69 - $11.4 $5.06K - $5.95K
10.7K $105K
COP
Conocophillips

Energy
104
+ 5.03%
$95.12 - $114.72 $9.89K - $11.9K
2.17K $215K
IVE
Ishares S&P 500 Value ETF

ETFs
34
+ 1.7%
$189.5 - $206.17 $6.44K - $7.01K
2.03K $388K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.07%
$113.92 - $127.38 $342 - $382
4.12K $474K
VIS
Vanguard Industrial ETF

ETFs
40
+ 1.25%
$254.39 - $279.7 $10.2K - $11.2K
3.23K $821K
QDF
Flexshares Quality Dividend In

ETFs
158
+ 0.68%
$70.4 - $73.87 $11.1K - $11.7K
23.5K $1.66M
IYK
Ishares U.S. Consumer Staples

ETFs
7
+ 0.19%
$65.32 - $70.92 $457 - $496
3.73K $244K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.35K
+ 3.26%
$106.33 - $110.69 $143K - $149K
42.7K $4.55M
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.08%
$57.29 - $63.1 $172 - $189
3.64K $208K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.03%
$58.88 - $64.8 $58.9 - $64.8
3.51K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.44%
$288.47 - $316.54 $2.88K - $3.17K
2.28K $659K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.5K
+ 194.08%
$25.79 - $80.4 $425K - $1.32M
24.9K $650K
DUK
Duke Energy Corp

Utilities
9
+ 0.18%
$105.76 - $120.76 $952 - $1.09K
5.14K $553K
AEP
American Electric Power CO Inc

Utilities
5
+ 0.13%
$90.91 - $102.21 $455 - $511
3.84K $353K
IYH
Ishares Tr

ETFs
3
+ 0.03%
$57.53 - $65.24 $173 - $196
9.48K $552K
VZ
Verizon Communications Inc

Communication Services
557
+ 3.14%
$39.6 - $45.21 $22.1K - $25.2K
18.3K $730K
AMGN
Amgen Inc

Healthcare
2
+ 0.16%
$258.78 - $328.31 $518 - $657
1.24K $323K
MSFT
Microsoft Corp

Technology
144
+ 0.9%
$406.35 - $454.46 $58.5K - $65.4K
16.2K $6.82M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.1%
$164.99 - $203.87 $660 - $815
4.13K $733K
KO
Coca Cola CO

Consumer Defensive
49
+ 0.46%
$61.74 - $71.71 $3.03K - $3.51K
10.6K $662K
VTV
Vanguard Value ETF

ETFs
260
+ 0.55%
$168.32 - $181.87 $43.8K - $47.3K
47.8K $8.09M
LMT
Lockheed Martin Corp

Industrials
13
+ 0.45%
$479.66 - $614.62 $6.24K - $7.99K
2.93K $1.42M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.16K
+ 67.7%
$26.93 - $84.95 $193K - $608K
17.7K $484K
Activity Summary
Buys All Purchases 81 New Holdings 2 Increased Positions 79 Sells All Sells 35 Reductions 35 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