Grey Fox Wealth Advisors, LLC New Holdings in Q1 2025

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
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
Vanguard Intermediate Term Cor

ETFs
4.04K
New
$79.17 - $82.04 $319K - $331K
4.04K $330M
HLNE
Hamilton Lane Inc

Financial Services
2.2K
New
$137.87 - $170.18 $303K - $374K
2.2K $328M
CUBE
Cube Smart

Real Estate
5.33K
New
$40.23 - $43.23 $214K - $230K
5.33K $227M
V
Visa Inc.

Financial Services
629
New
$306.92 - $362.71 $193K - $228K
629 $221M
WMT
Walmart Inc.

Consumer Defensive
2.39K
New
$84.5 - $105.05 $202K - $251K
2.39K $210M
NVS
Novartis Ag

Healthcare
1.82K
New
$97.14 - $115.57 $177K - $210K
1.82K $210M
META
Meta Platforms, Inc.

Communication Services
359
New
$576.36 - $736.67 $207K - $264K
359 $207M
ABT
Abbott Laboratories

Healthcare
1.54K
New
$111.1 - $140.22 $171K - $216K
1.54K $205M
Activity Summary
Buys All Purchases 82 New Holdings 11 Increased Positions 71 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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