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
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.04K
New
$102.17 - $110.66 $106K - $115K
1.04K $115M
ISRG
Intuitive Surgical Inc

Healthcare
248
New
$433.66 - $544.47 $108K - $135K
248 $111M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
619
New
$172.72 - $179.11 $107K - $111K
619 $110M
I Shares Gold ETF
1.5K
New
N/A
1.5K $109M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.07K
New
$95.32 - $123.91 $102K - $132K
1.07K $108M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.23K
New
$25.0 - $25.33 $106K - $107K
4.23K $107M
MA
Mastercard Inc

Financial Services
186
New
$550.18 - $598.96 $102K - $111K
186 $106M
QCOM
Qualcomm Inc

Technology
628
New
$145.84 - $173.55 $91.6K - $109K
628 $104M
IYC
Ishares U.S. Consumer Discreti

ETFs
978
New
$98.12 - $105.85 $96K - $104K
978 $102M
PG
Procter & Gamble CO

Consumer Defensive
654
New
$150.47 - $161.22 $98.4K - $105K
654 $101M
IEMG
Ishares Inc

ETFs
1.51K
New
N/A
1.51K $99.5M
INTU
Intuit Inc

Technology
144
New
$646.03 - $807.39 $93K - $116K
144 $98.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
830
New
$109.47 - $119.06 $90.9K - $98.8K
830 $98.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
New
$5364.25 - $5815.92 $96.6K - $105K
18 $98.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
822
New
$108.46 - $120.63 $89.2K - $99.2K
822 $97.7M
XOM
Exxon Mobil Corp

Energy
861
New
$105.83 - $117.22 $91.1K - $101K
861 $97M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
3.17K
New
$28.17 - $30.01 $89.2K - $95.1K
3.17K $95.4M
Jpmorgan Smartretirement Blend 2065 R6
3.99K
New
N/A
3.99K $94.5M
XLV
Select Sector Spdr Fund Health

ETFs
677
New
$129.01 - $139.72 $87.3K - $94.6K
677 $94.2M
KO
Coca Cola CO

Consumer Defensive
1.4K
New
$65.67 - $71.67 $91.9K - $100K
1.4K $93.6M
COF
Capital One Financial Corp

Financial Services
439
New
$207.29 - $229.74 $91K - $101K
439 $93.3M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.01K
New
$44.66 - $47.89 $89.8K - $96.3K
2.01K $93.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
165
New
$534.91 - $598.71 $88.3K - $98.8K
165 $92.8M
DUK
Duke Energy Corp

Utilities
750
New
$116.31 - $125.93 $87.2K - $94.4K
750 $92.8M
WLK
Westlake Corp

Basic Materials
1.15K
New
$75.43 - $90.6 $87K - $105K
1.15K $88.9M
IGV
Ishares Expanded Tech Software

ETFs
765
New
$105.96 - $117.79 $81.1K - $90.1K
765 $88M
EUFN
Ishares Msci Europe Financials

ETFs
2.51K
New
$31.4 - $34.74 $78.9K - $87.3K
2.51K $86.3M
APH
Amphenol Corp

Technology
694
New
$97.39 - $125.4 $67.6K - $87K
694 $85.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
950
New
$79.52 - $89.63 $75.5K - $85.1K
950 $84.7M
MCD
Mcdonalds Corp

Consumer Cyclical
270
New
$291.67 - $316.99 $78.8K - $85.6K
270 $82.1M
ZTS
Zoetis Inc.

Healthcare
561
New
$141.13 - $159.19 $79.2K - $89.3K
561 $82M
CEG
Constellation Energy Corp

Utilities
247
New
$298.82 - $354.89 $73.8K - $87.7K
247 $81.3M
PM
Philip Morris International Inc.

Consumer Defensive
500
New
$157.77 - $183.27 $78.9K - $91.6K
500 $81M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.38K
New
$51.78 - $57.89 $71.2K - $79.7K
1.38K $79.1M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.09K
New
$69.62 - $73.99 $76.2K - $80.9K
1.09K $78.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
387
New
$192.76 - $203.86 $74.6K - $78.9K
387 $78.9M
ADP
Automatic Data Processing Inc

Industrials
265
New
$288.69 - $310.94 $76.5K - $82.4K
265 $78.1M
EEMV
Ishares Msci Emerging Markets

ETFs
1.21K
New
$61.94 - $64.63 $75.1K - $78.3K
1.21K $77.3M
MS
Morgan Stanley

Financial Services
479
New
$139.09 - $161.16 $66.6K - $77.2K
479 $76.2M
USMC
Principal ETF U S Mega Cap

ETFs
1.1K
New
$62.08 - $68.69 $68.3K - $75.6K
1.1K $75M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
616
New
$110.74 - $122.12 $68.2K - $75.2K
616 $74.6M
IAT
Ishares Tr

ETFs
1.41K
New
$48.92 - $54.5 $69.2K - $77.1K
1.41K $74.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
266
New
$243.93 - $275.62 $64.9K - $73.3K
266 $72.8M
SOUN
Soundhound Ai, Inc.

Technology
4.5K
New
$10.11 - $18.05 $45.5K - $81.2K
4.5K $72.4M
CSCO
Cisco Systems, Inc.

Technology
1.04K
New
$66.2 - $71.79 $69.1K - $74.9K
1.04K $71.4M
VXF
Vanguard Extended Market ETF

ETFs
338
New
$193.58 - $213.07 $65.4K - $72K
338 $70.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
503
New
$136.48 - $142.97 $68.6K - $71.9K
503 $70.4M
NEM
Newmont Corp

Basic Materials
833
New
$57.35 - $85.25 $47.8K - $71K
833 $70.2M
ETN
Eaton Corp PLC

Industrials
187
New
$342.99 - $392.76 $64.1K - $73.4K
187 $70M
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