Grey Fox Wealth Advisors, LLC Purchases and Sells in Q1 2025

Grey Fox Wealth Advisors, LLC

$375 Billion
Q1 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN SMARTRETIREMENT BLEND 2040 R6	187K + 1309.12%	N/A	201K $6.02B
BIV	70.2K + 462.49%	$73.78 - $76.59 $5.18M - $5.38M	85.4K $6.54B
JPMORGAN SMARTRETIREMENT BLEND 2045 R6	137K + 463.45%	N/A	167K $5.25B
VEA	31.3K + 5.78%	$47.4 - $52.99 $1.48M - $1.66M	572K $29.1B
VTV	8.2K + 2.85%	$167.73 - $179.21 $1.38M - $1.47M	296K $51.1B
Vanguard Target Retirement 2030 Fund	41.4K + 236.89%	N/A	58.9K $2.23B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN SMARTRETIREMENT BLEND 2055 R6	44.4K New	N/A	44.4K $1.45B
Vanguard Target Retirement 2035 Fund	235K New	N/A	235K $698M
VCIT	4.04K New	$79.17 - $82.04 $319K - $331K	4.04K $330M
HLNE	2.2K New	$137.87 - $170.18 $303K - $374K	2.2K $328M
CUBE	5.33K New	$40.23 - $43.23 $214K - $230K	5.33K $227M
V	629 New	$306.92 - $362.71 $193K - $228K	629 $221M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-161 - 0.14%	$369.1 - $427.61 $59.4K - $68.8K	112K $41.4B
JPMORGAN SMARTRETIREMENT BLEND 2040 R6	-75.5K - 68.99%	N/A	33.9K $1.06B
JPMORGAN SMARTRETIREMENT BLEND 2050 R6	-49.5K - 83.53%	N/A	9.76K $321M
Vanguard Growth Index Fund - Admiral Class	-25.9K - 36.48%	N/A	45.1K $2.7B
AGG	-15.7K - 5.14%	$95.85 - $99.25 $1.5M - $1.55M	289K $28.6B
JPMORGAN SMARTRETIREMENT BLEND 2030 R6	-32.8K - 64.58%	N/A	18K $470M

Activity Summary All Purchases 82 New Holdings 11 Increased Positions 71 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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