Grey Fox Wealth Advisors, LLC Portfolio Holdings

Grey Fox Wealth Advisors, LLC

  • $284 Billion
  • Q2 2024

Grey Fox Wealth Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $284 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $38.1B, Vanguard Growth ETF with a value of $34.1B, Vanguard Ftse Developed Market with a value of $20.8B, Ishares Core U.S. Aggregate Bo with a value of $16.2B, and Vanguard Sht Term Corp Bd ETF with a value of $15.5B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $266B to 284B.

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 $284 Billion
ETFs: $227 Billion
Technology: $8.54 Billion
Healthcare: $4.7 Billion
Communication Services: $3.41 Billion
Consumer Cyclical: $2.47 Billion
Financial Services: $2.23 Billion
Energy: $993 Million
Consumer Defensive: $304 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $284 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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