Grey Fox Wealth Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $365 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $48.7B, Vanguard Growth ETF with a value of $44.7B, Ishares Core U.S. Aggregate Bo with a value of $29.5B, Vanguard Ftse Developed Market with a value of $25.9B, and Vanguard Small Cap Value ETF with a value of $20.8B.

Examining the 13F form we can see an increase of $5.88B in the current position value, from $359B to 365B.

Grey Fox Wealth Advisors, LLC is based out at Rockland, DE

Below you can find more details about Grey Fox Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $365 Billion
ETFs: $297 Billion
Technology: $10.5 Billion
Healthcare: $4.33 Billion
Communication Services: $3.17 Billion
Financial Services: $2.88 Billion
Consumer Cyclical: $2.71 Billion
Energy: $1.03 Billion
Consumer Defensive: $483 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $365 Billion
  • Prior Value $359 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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