Grey Fox Wealth Advisors, LLC New Holdings in Q3 2025

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
YETI
Yeti Holdings, Inc.

Consumer Cyclical
30
New
$31.86 - $39.7 $956 - $1.19K
30 $995K
DFIV
Dimensional ETF Tr

ETFs
21
New
$42.66 - $46.53 $896 - $977
21 $969K
Invesco Exchange Traded Fund T S&P500 Low Vol ETF
13
New
N/A
13 $955K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34
New
$26.38 - $27.95 $897 - $950
34 $920K
ALB
Albemarle Corp

Basic Materials
11
New
$62.9 - $88.1 $692 - $969
11 $912K
Atlanta Braves Hldgs Inc
20
New
N/A
20 $909K
PJT
Pjt Partners Inc.

Financial Services
5
New
$165.08 - $188.27 $825 - $941
5 $889K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10
New
$82.42 - $87.03 $824 - $870
10 $870K
SNY
Sanofi

Healthcare
18
New
$45.07 - $51.35 $811 - $924
18 $850K
CFG
Citizens Financial Group Inc

Financial Services
16
New
$46.1 - $53.65 $738 - $858
16 $832K
WST
West Pharmaceutical Services Inc

Healthcare
3
New
$210.08 - $279.1 $630 - $837
3 $787K
Invesco Exchange Traded Fund T S&P Intl Low ETF
22
New
N/A
22 $737K
VTWO
Vanguard Russell 2000 ETF

ETFs
7
New
$86.92 - $99.32 $608 - $695
7 $692K
PLAB
Photronics Inc

Technology
30
New
$19.16 - $25.06 $575 - $752
30 $689K
MSGS
Madison Square Garden Sports Corp.

Communication Services
3
New
$192.65 - $230.03 $578 - $690
3 $681K
EIX
Edison International

Utilities
12
New
$50.42 - $56.35 $605 - $676
12 $663K
VTRS
Viatris Inc

Healthcare
62
New
$8.74 - $10.69 $542 - $663
62 $618K
EWC
Ishares Msci Canada ETF

ETFs
12
New
$45.86 - $50.88 $550 - $611
12 $607K
MAS
Masco Corp

Industrials
8
New
$64.44 - $76.07 $516 - $609
8 $588K
POR
Portland General Electric CO

Utilities
12
New
$39.73 - $44.0 $477 - $528
12 $547K
PENN
Penn National Gaming Inc

Consumer Cyclical
28
New
$16.8 - $20.47 $470 - $573
28 $539K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3
New
$159.87 - $247.68 $480 - $743
3 $534K
EFX
Equifax Inc

Industrials
2
New
$234.03 - $265.73 $468 - $531
2 $513K
BUZZ
Vaneck ETF Tr Vaneck Social Se
14
New
N/A
14 $504K
MU
Micron Technology Inc

Technology
3
New
$104.88 - $168.89 $315 - $507
3 $502K
EEM
Ishares Msci Emerging Markets

ETFs
9
New
$48.07 - $53.4 $433 - $481
9 $481K
EMB
Ishares Tr

ETFs
5
New
$91.52 - $95.59 $458 - $478
5 $476K
CBRE
Cbre Group, Inc.

Real Estate
3
New
$137.04 - $165.9 $411 - $498
3 $473K
AIG
American International Group, Inc.

Financial Services
6
New
$76.34 - $85.87 $458 - $515
6 $471K
HOOD
Robinhood Markets, Inc.

Technology
3
New
$91.27 - $143.18 $274 - $430
3 $430K
PWP
Perella Weinberg Partners

Financial Services
20
New
$19.12 - $23.14 $382 - $463
20 $426K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
20
New
$20.84 - $21.03 $417 - $421
20 $420K
NGG
National Grid PLC

Utilities
6
New
$67.98 - $74.38 $408 - $446
6 $415K
Fuelcell Energy Inc
51
New
N/A
51 $398K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
11
New
$28.59 - $36.06 $314 - $397
11 $394K
IE
Ivanhoe Electric Inc.

Basic Materials
30
New
$8.56 - $12.55 $257 - $377
30 $377K
DKNG
Draft Kings Inc.

Consumer Cyclical
10
New
$37.4 - $48.23 $374 - $482
10 $374K
HDV
Ishares Core High Dividend ETF

ETFs
3
New
$118.16 - $123.66 $354 - $371
3 $367K
MC
Moelis & CO

Financial Services
5
New
$64.0 - $77.75 $320 - $389
5 $357K
Electrocore Inc
66
New
N/A
66 $327K
WSFS
Wsfs Financial Corp

Financial Services
6
New
$53.34 - $59.17 $320 - $355
6 $320K
JMEE
J P Morgan Exchange Traded Fd

ETFs
5
New
$59.19 - $64.47 $296 - $322
5 $317K
GETY
Vector Holding, LLC

Communication Services
150
New
$1.66 - $2.14 $249 - $321
150 $297K
SHOP
Shopify Inc.

Technology
2
New
$112.11 - $157.12 $224 - $314
2 $297K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
13
New
$20.64 - $21.54 $268 - $280
13 $274K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
New
$201.83 - $230.93 $202 - $231
1 $239K
Grail Inc Class Equity
4
New
N/A
4 $237K
CMPS
Compass Pathways PLC

Healthcare
40
New
N/A
40 $229K
ATAI
Atai Life Sciences N.V.

Healthcare
40
New
$2.62 - $5.61 $105 - $224
40 $212K
Activity Summary
Buys All Purchases 604 New Holdings 530 Increased Positions 74 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Grey Fox Wealth Advisors, LLC Portfolio

Follow Grey Fox Wealth Advisors, LLC 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 Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email