Greykasell Wealth Strategies, Inc. Portfolio Holdings

Greykasell Wealth Strategies, Inc.

  • $187 Billion
  • Q1 2025

Greykasell Wealth Strategies, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $8.78B, Spdr Gold Trust with a value of $7.13B, Apple Inc. with a value of $6.89B, Ishares Core S&P 500 ETF with a value of $6.76B, and Wisdomtree Tr with a value of $6.2B.

Examining the 13F form we can see an increase of $7.3B in the current position value, from $180B to 187B.

Greykasell Wealth Strategies, Inc. is based out at Danville, CA

Below you can find more details about Greykasell Wealth Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $187 Billion
ETFs: $101 Billion
Technology: $26.2 Billion
Financial Services: $11.4 Billion
Communication Services: $9.91 Billion
Consumer Cyclical: $9.18 Billion
Industrials: $7.72 Billion
Healthcare: $6.47 Billion
Real Estate: $4.93 Billion
Other: $6.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.78 Billion 4.68% of portfolio
91,138
Q1 2025 Added 1.91%
$105B
$7.13 Billion 3.81% of portfolio
24,747
Q1 2025 Added 7.25%
$3.32T
$6.89 Billion 3.68% of portfolio
31,039
Q1 2025 Added 1.03%
$0
$6.76 Billion 3.61% of portfolio
12,032
Q1 2025 Added 8.88%
$0
$6.2 Billion 3.31% of portfolio
142,942
Q1 2025 Reduced 5.73%
$0
$5.7 Billion 3.04% of portfolio
124,859
Q1 2025 Added 70.12%
$0
$5.4 Billion 2.88% of portfolio
54,621
Q1 2025 Added 116.85%
$3.42T
$4.89 Billion 2.61% of portfolio
13,033
Q1 2025 Added 2.01%
$2.08T
$4.52 Billion 2.41% of portfolio
23,744
Q1 2025 Added 0.22%
$1.01T
$4.46 Billion 2.38% of portfolio
28,869
Q1 2025 Added 0.54%
$0
$4.14 Billion 2.21% of portfolio
48,723
Q1 2025 Reduced 0.26%
$0
$4.06 Billion 2.17% of portfolio
53,665
Q1 2025 Added 7.26%
$0
$3.89 Billion 2.07% of portfolio
66,621
Q1 2025 Added 3.73%
$0
$3.84 Billion 2.05% of portfolio
36,756
Q1 2025 Added 6.51%
$0
$3.65 Billion 1.95% of portfolio
7,782
Q1 2025 Added 8.43%
$0
$3.29 Billion 1.75% of portfolio
59,661
Q1 2025 Added 0.83%
$0
$3 Billion 1.6% of portfolio
59,069
Q1 2025 Added 3.14%
$0
$2.92 Billion 1.56% of portfolio
21,457
Q1 2025 Reduced 2.62%
$1.43T
$2.68 Billion 1.43% of portfolio
4,648
Q1 2025 Reduced 1.69%
$0
$2.42 Billion 1.29% of portfolio
85,554
Q1 2025 Added 10.27%
-
$2.36 Billion 1.26% of portfolio
-
Q1 2025 Reduced 0.53%
$79.8B
$2.34 Billion 1.25% of portfolio
2,867
Q1 2025 Reduced 1.44%
$459B
$2.29 Billion 1.22% of portfolio
2,421
Q1 2025 Added 2.98%
$335B
$2.05 Billion 1.09% of portfolio
18,905
Q1 2025 Added 3.9%
$554B
$1.99 Billion 1.06% of portfolio
3,626
Q1 2025 Reduced 0.96%
$0
$1.9 Billion 1.02% of portfolio
10,995
Q1 2025 Reduced 4.99%
$0
$1.8 Billion 0.96% of portfolio
23,355
Q1 2025 Reduced 12.74%
$0
$1.74 Billion 0.93% of portfolio
38,462
Q1 2025 Added 3.47%
$206B
$1.75 Billion 0.93% of portfolio
2,197
Q4 2024 New
$100B
$1.7 Billion 0.9% of portfolio
15,163
Q1 2025 Reduced 1.87%
$300B
$1.67 Billion 0.89% of portfolio
6,254
Q1 2025 Added 0.02%
$779B
$1.66 Billion 0.89% of portfolio
6,773
Q1 2025 Added 0.01%
$0
$1.66 Billion 0.88% of portfolio
43,374
Q1 2025 Reduced 16.11%
$167B
$1.51 Billion 0.81% of portfolio
5,348
Q1 2025 Added 0.09%
$600B
$1.44 Billion 0.77% of portfolio
4,112
Q4 2024 New
$301B
$1.35 Billion 0.72% of portfolio
2,583
Q4 2024 New
$93.8B
$1.34 Billion 0.71% of portfolio
7,987
Q1 2025 Added 2.9%
$0
$1.33 Billion 0.71% of portfolio
38,146
Q1 2025 Added 1.53%
$0
$1.22 Billion 0.65% of portfolio
25,676
Q1 2025 Reduced 36.67%
$112B
$1.21 Billion 0.65% of portfolio
1,784
Q4 2024 New
$265B
$1.14 Billion 0.61% of portfolio
12,955
Q1 2025 Added 0.02%
$189B
$1.15 Billion 0.61% of portfolio
1,874
Q1 2025 Reduced 1.68%
$0
$1.14 Billion 0.61% of portfolio
18,453
Q1 2025 Added 2.35%
$73.4B
$1.1 Billion 0.59% of portfolio
2,142
Q4 2024 New
$662B
$1.08 Billion 0.58% of portfolio
2,037
Q4 2024 New
$288B
$1.06 Billion 0.57% of portfolio
3,959
Q1 2025 Added 0.03%
$386B
$1.05 Billion 0.56% of portfolio
2,855
Q1 2025 Reduced 1.04%
$327B
$1.06 Billion 0.56% of portfolio
5,044
Q1 2025 Added 0.04%
$0
$1.02 Billion 0.54% of portfolio
42,685
Q1 2025 Reduced 9.65%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $187 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 225 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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