Grey Fox Wealth Advisors, LLC Purchases and Sells in Q2 2025

Grey Fox Wealth Advisors, LLC

$419 Billion
Q2 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	4.66K + 4.17%	$329.49 - $438.4 $1.53M - $2.04M	116K $51B
VEA	35.7K + 6.24%	$45.65 - $57.01 $1.63M - $2.03M	608K $34.7B
NVDA	24.3K + 303.3%	$94.31 - $157.99 $2.3M - $3.85M	32.4K $5.11B
BIV	53.6K + 62.84%	$75.05 - $77.34 $4.03M - $4.15M	139K $10.8B
VTV	11.4K + 3.87%	$153.67 - $176.74 $1.76M - $2.02M	307K $54.6B
JPMORGAN SMARTRETIREMENT BLEND 2040 R6	67.5K + 198.92%	N/A	101K $3.43B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN SMARTRETIREMENT BLEND 2045 R6	150K New	N/A	150K $5.36B
JPMORGAN SMARTRETIREMENT BLEND 2055 R6	47.1K New	N/A	47.1K $1.69B
JPMORGAN SMARTRETIREMENT BLEND 2035 R6	19.9K New	N/A	19.9K $623M
ILTB	11.1K New	$47.05 - $50.22 $523K - $558K	11.1K $549M
500 Index Fund	5.24K New	N/A	5.24K $339M
ORCL	1.28K New	$122.82 - $218.63 $157K - $279K	1.28K $279M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN SMARTRETIREMENT BLEND 2060 R6	-183K - 91.37%	N/A	17.3K $485M
JPMORGAN SMARTRETIREMENT BLEND 2025 R6	-146K - 87.47%	N/A	20.9K $511M
VANGUARD 500 INDEX FUND - ADMIRAL	-4.4K - 68.41%	N/A	2.03K $1.16B
MUB	-5.88K - 25.1%	$102.31 - $105.8 $602K - $622K	17.6K $1.83B
BRK-B	-738 - 17.62%	$483.48 - $539.8 $357K - $398K	3.45K $1.68B
AGG	-6.2K - 2.15%	$96.84 - $99.46 $600K - $617K	283K $28.1B

Activity Summary All Purchases 78 New Holdings 15 Increased Positions 63 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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