Gray Wealth Management Inc. has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $224 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $24.9M, Ishares Core S&P 500 ETF with a value of $16.4M, Vanguard Growth ETF with a value of $16.2M, Vanguard Small Cap ETF with a value of $9.01M, and Vanguard Mid Cap ETF with a value of $8.56M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $205M to 224M.
Gray Wealth Management Inc. is based out at Bangor, ME
Below you can find more details about Gray Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$224 Million
ETFs: $160 Million
Technology: $16.5 Million
Consumer Defensive: $9.03 Million
Financial Services: $8.34 Million
Healthcare: $7.94 Million
Industrials: $6.03 Million
Communication Services: $5.29 Million
Energy: $4.37 Million
Other: $6.46 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions