Graypoint LLC Incresed Positions in Q1 2025

Graypoint LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
30.1K
+ 371.45%
$333.37 - $384.99 $10M - $11.6M
38.2K $12.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
87.8K
+ 25.04%
$51.52 - $52.37 $4.53M - $4.6M
439K $23M
IWD
Ishares Russell 1000 Val ETF

ETFs
22.2K
+ 10.58%
$182.82 - $196.21 $4.06M - $4.36M
232K $43.7M
VUG
Vanguard Growth ETF

ETFs
9.63K
+ 428.19%
$369.1 - $427.61 $3.55M - $4.12M
11.9K $4.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
42.8K
+ 32.53%
$42.38 - $43.28 $1.81M - $1.85M
174K $7.41M
XLF
Financial Sector Spdr

ETFs
18.2K
+ 3.3%
$47.32 - $52.19 $863K - $951K
571K $28.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
+ 33.34%
$95.85 - $99.25 $1.46M - $1.51M
60.9K $6.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.33K
+ 1.61%
$33.84 - $37.77 $282K - $315K
526K $19.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.53K
+ 58.71%
$169.43 - $182.84 $1.45M - $1.56M
23.1K $3.99M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
16.8K
+ 3.62%
$50.82 - $52.7 $852K - $883K
480K $25.2M
JNJ
Johnson & Johnson

Healthcare
5.11K
+ 28.02%
$142.06 - $167.7 $726K - $857K
23.3K $3.87M
ABT
Abbott Laboratories

Healthcare
994
+ 2.37%
$111.1 - $140.22 $110K - $139K
42.9K $5.69M
ABBV
Abb Vie Inc.

Healthcare
1.66K
+ 10.19%
$169.2 - $216.66 $281K - $359K
17.9K $3.76M
MCD
Mcdonalds Corp

Consumer Cyclical
2.13K
+ 24.91%
$279.74 - $321.29 $597K - $685K
10.7K $3.34M
CVX
Chevron Corp

Energy
1.44K
+ 5.59%
$146.71 - $167.97 $211K - $241K
27.1K $4.54M
LLY
Eli Lilly & CO

Healthcare
388
+ 4.46%
$725.72 - $929.72 $282K - $361K
9.09K $7.51M
V
Visa Inc.

Financial Services
86
+ 0.46%
$306.92 - $362.71 $26.4K - $31.2K
18.7K $6.54M
PM
Philip Morris International Inc.

Consumer Defensive
1.33K
+ 11.55%
$117.15 - $158.79 $155K - $211K
12.8K $2.03M
CSCO
Cisco Systems, Inc.

Technology
8.19K
+ 19.46%
$58.74 - $64.87 $481K - $532K
50.3K $3.1M
WM
Waste Management Inc

Industrials
1.69K
+ 24.86%
$200.54 - $233.78 $338K - $394K
8.47K $1.96M
AMGN
Amgen Inc

Healthcare
520
+ 7.09%
$258.59 - $327.36 $134K - $170K
7.86K $2.45M
CSX
Csx Corp

Industrials
18.7K
+ 135.3%
$29.11 - $33.67 $545K - $631K
32.6K $958K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.19K
+ 85.69%
$468.34 - $539.52 $558K - $643K
2.58K $1.21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.18K
+ 26.22%
$522.96 - $601.18 $617K - $709K
5.68K $3.03M
AON
Aon PLC

Financial Services
997
+ 66.51%
$348.44 - $409.32 $347K - $408K
2.5K $996K
CVS
Cvs Health Corp

Healthcare
4.81K
+ 92.75%
$44.22 - $68.64 $213K - $330K
10K $677K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.59K
+ 23.34%
$142.8 - $176.36 $227K - $281K
8.41K $1.45M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.84K
+ 73.34%
$237.72 - $276.98 $437K - $509K
4.34K $1.06M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.08K
+ 7.78%
$85.29 - $92.57 $263K - $285K
42.7K $3.89M
MA
Mastercard Inc

Financial Services
160
+ 1.02%
$504.67 - $576.31 $80.7K - $92.2K
15.8K $8.64M
MUB
Ishares National Muni Bond ETF

ETFs
5.21K
+ 4.47%
$104.71 - $107.69 $545K - $561K
122K $12.8M
SO
Southern CO

Utilities
3.92K
+ 73.21%
$80.96 - $92.96 $317K - $364K
9.27K $852K
ELV
Elevance Health, Inc.

Healthcare
658
+ 41.91%
$365.9 - $436.25 $241K - $287K
2.23K $969K
BK
Bank Of New York Mellon Corp

Financial Services
3.87K
+ 54.19%
$75.42 - $88.95 $292K - $344K
11K $923K
VZ
Verizon Communications Inc

Communication Services
4.29K
+ 13.18%
$37.81 - $46.49 $162K - $200K
36.9K $1.67M
PEP
Pepsico Inc

Consumer Defensive
2.57K
+ 32.48%
$142.64 - $156.42 $367K - $403K
10.5K $1.57M
GE
General Electric CO

Industrials
409
+ 4.74%
$168.59 - $212.13 $69K - $86.8K
9.03K $1.81M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.28K
+ 6.32%
$54.25 - $57.64 $395K - $419K
122K $6.75M
ORCC
Owl Rock Capital Corp

Financial Services
25.9K
+ 7.02%
N/A
395K $5.29M
MET
Metlife Inc

Financial Services
4.37K
+ 90.44%
$77.7 - $87.0 $340K - $380K
9.21K $739K
RTX
Raytheon Technologies Corp

Industrials
303
+ 1.73%
$114.1 - $135.66 $34.6K - $41.1K
17.8K $2.35M
GILD
Gilead Sciences, Inc.

Healthcare
965
+ 8.62%
$89.14 - $117.41 $86K - $113K
12.2K $1.36M
SBUX
Starbucks Corp

Consumer Cyclical
2.8K
+ 36.35%
$91.75 - $115.81 $257K - $324K
10.5K $1.03M
UBER
Uber Technologies, Inc

Technology
2.6K
+ 32.09%
$63.17 - $81.49 $164K - $211K
10.7K $778K
GLD
Spdr Gold Trust

ETFs
808
+ 65.21%
$243.19 - $288.14 $196K - $233K
2.05K $589K
BMY
Bristol Myers Squibb CO

Healthcare
3.42K
+ 21.4%
$53.9 - $63.11 $184K - $216K
19.4K $1.18M
PARA
Paramount Global

Communication Services
17K
+ 35.4%
$10.16 - $12.14 $173K - $206K
65K $777K
ROP
Roper Technologies Inc

Industrials
45
+ 1.31%
$502.71 - $593.81 $22.6K - $26.7K
3.48K $2.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.9K
+ 6.9%
$30.73 - $32.26 $395K - $415K
199K $6.12M
Activity Summary
Buys All Purchases 250 New Holdings 19 Increased Positions 231 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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