Gray Private Wealth, LLC Portfolio Holdings

Gray Private Wealth, LLC

  • $152 Billion
  • Q1 2024

Gray Private Wealth, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $66.5B, Ishares Tr Russell 1000 ETF with a value of $26B, Ishares Tr Msci Eafe ETF with a value of $8.72B, Ishares Russell 2000 ETF with a value of $7.44B, and Vanguard Specialized Funds Van with a value of $6.39B.

Examining the 13F form we can see an increase of $152B in the current position value.

Gray Private Wealth, LLC is based out at Canton, MA

Below you can find more details about Gray Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $143 Billion
Technology: $4.47 Billion
Healthcare: $2.06 Billion
Consumer Cyclical: $1.63 Billion
Financial Services: $403 Million
Communication Services: $275 Million
Consumer Defensive: $247 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.5 Billion 43.75% of portfolio
126,419
Q1 2024 New
$0
$26 Billion 17.14% of portfolio
90,388
Q1 2024 New
$0
$8.72 Billion 5.74% of portfolio
109,186
Q1 2024 New
$0
$7.44 Billion 4.89% of portfolio
35,357
Q1 2024 New
$0
$6.39 Billion 4.21% of portfolio
73,919
Q1 2024 New
$0
$5.4 Billion 3.56% of portfolio
70,897
Q1 2024 New
$0
$4.51 Billion 2.97% of portfolio
40,905
Q1 2024 New
$0
$4.11 Billion 2.71% of portfolio
22,009
Q1 2024 New
$0
$3.46 Billion 2.28% of portfolio
40,983
Q1 2024 New
$0
$2.99 Billion 1.97% of portfolio
59,597
Q1 2024 New
$3.56T
$2.18 Billion 1.44% of portfolio
12,730
Q1 2024 New
$0
$1.54 Billion 1.01% of portfolio
17,081
Q1 2024 New
$0
$1.38 Billion 0.91% of portfolio
6,046
Q1 2024 New
$3.43T
$1.28 Billion 0.84% of portfolio
3,038
Q1 2024 New
$0
$1.21 Billion 0.79% of portfolio
11,209
Q1 2024 New
$389B
$1.01 Billion 0.66% of portfolio
8,014
Q1 2024 New
$184B
$733 Million 0.48% of portfolio
2,598
Q1 2024 New
$0
$657 Million 0.43% of portfolio
1,948
Q1 2024 New
$2.01T
$566 Million 0.37% of portfolio
3,136
Q1 2024 New
$210B
$440 Million 0.29% of portfolio
757
Q1 2024 New
$528B
$403 Million 0.27% of portfolio
958
Q1 2024 New
$93.7B
$376 Million 0.25% of portfolio
1,126
Q1 2024 New
$0
$370 Million 0.24% of portfolio
1,776
Q1 2024 New
$0
$353 Million 0.23% of portfolio
1,970
Q1 2024 New
$342B
$328 Million 0.22% of portfolio
855
Q1 2024 New
$0
$286 Million 0.19% of portfolio
3,847
Q1 2024 New
$1.15T
$275 Million 0.18% of portfolio
565
Q1 2024 New
$0
$258 Million 0.17% of portfolio
494
Q1 2024 New
$0
$260 Million 0.17% of portfolio
2,153
Q1 2024 New
$388B
$247 Million 0.16% of portfolio
1,522
Q1 2024 New
$0
$230 Million 0.15% of portfolio
2,431
Q1 2024 New
$458B
$233 Million 0.15% of portfolio
471
Q1 2024 New
$0
$224 Million 0.15% of portfolio
1,516
Q1 2024 New
$0
$207 Million 0.14% of portfolio
4,920
Q1 2024 New
$0
$218 Million 0.14% of portfolio
1,768
Q1 2024 New
Nb Bancorp Inc Com
-
$145 Million 0.1% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $152 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 37 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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