Grey Fox Wealth Advisors, LLC Reduced Holdings in Q3 2024

Grey Fox Wealth Advisors, LLC

  • $359 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Target Retirement 2025 Fund
-128K
- 72.02%
N/A
49.6K $1.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-18.5K
- 9.24%
$76.94 - $79.54 $1.42M - $1.47M
182K $14.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.06K
- 27.26%
$49.93 - $51.15 $252K - $259K
13.5K $690M
Jpmorgan Smartretirement Blend 2040 R6
-13.1K
- 9.6%
N/A
123K $4B
XLK
Technology Sector Spdr

ETFs
-667
- 41.9%
$197.34 - $237.68 $132K - $159K
925 $209M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.28K
- 14.38%
$116.79 - $133.54 $149K - $171K
7.62K $1.01B
NFLX
Netflix Inc

Communication Services
-194
- 27.71%
$598.55 - $722.26 $116K - $140K
506 $359M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.89K
- 7.08%
$76.38 - $78.87 $144K - $149K
24.8K $1.95B
VOX
Vanguard Communication Service

ETFs
-710
- 30.9%
$129.82 - $145.39 $92.2K - $103K
1.59K $232M
MRK
Merck & Co., Inc.

Healthcare
-174
- 4.67%
$111.15 - $128.97 $19.3K - $22.4K
3.55K $406M
SPMD
Spdr Portfolio

ETFs
-1.14K
- 21.62%
$50.29 - $54.92 $57.3K - $62.6K
4.13K $226M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.66K
- 12.7%
$64.57 - $71.76 $107K - $119K
11.4K $819M
CVX
Chevron Corp

Energy
-16
- 0.69%
$137.88 - $161.97 $2.21K - $2.59K
2.29K $337M
PEP
Pepsico Inc

Consumer Defensive
-141
- 7.65%
$161.9 - $179.3 $22.8K - $25.3K
1.7K $290M
Vanguard S&P 500 ETF Shs
-43
- 8.96%
N/A
437 $231M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-554
- 3.51%
$51.02 - $52.74 $28.3K - $29.2K
15.2K $803M
Invesco Stable Asset Fund Adpz Class
-4.42K
- 0.53%
N/A
823K $823M
IVW
Ishares S&P 500 Growth ETF

ETFs
-63
- 2.57%
$84.77 - $97.13 $5.34K - $6.12K
2.39K $229M
IVV
Ishares Core S&P 500 ETF

ETFs
-49
- 4.56%
$520.18 - $576.82 $25.5K - $28.3K
1.03K $592M
TIP
Ishares Tr Tips Bd ETF

ETFs
-331
- 2.8%
$105.92 - $110.83 $35.1K - $36.7K
11.5K $1.27B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-23
- 0.72%
$92.63 - $105.69 $2.13K - $2.43K
3.18K $332M
HYG
Ishares Tr

ETFs
-676
- 3.41%
$76.72 - $80.36 $51.9K - $54.3K
19.1K $1.54B
SYK
Stryker Corp

Healthcare
-73
- 4.38%
$315.94 - $371.96 $23.1K - $27.2K
1.59K $577M
Jpmorgan Smartretirement Blend 2060 R6
-718
- 4.18%
N/A
16.4K $438M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.15%
$434.77 - $502.96 $1.3K - $1.51K
2.05K $1B
TSCO
Tractor Supply CO

Consumer Cyclical
-35
- 2.64%
$251.95 - $290.93 $8.82K - $10.2K
1.29K $376M
CHKP
Check Point Software Technologies LTD

Technology
-144
- 8.34%
$165.0 - $195.47 $23.8K - $28.1K
1.58K $305M
VOE
Vanguard Mid Cap Value Index F

ETFs
-101
- 4.27%
$149.02 - $167.67 $15.1K - $16.9K
2.26K $380M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1
- 0.02%
$69.31 - $77.34 $69.3 - $77.3
4.43K $340M
SPY
Spdr S&P 500 ETF Trust

ETFs
-44
- 2.21%
$517.38 - $573.86 $22.8K - $25.2K
1.94K $1.12B
VIG
Vanguard Dividend Appreciation

ETFs
-26
- 1.0%
$182.15 - $182.15 $4.74K - $4.74K
2.57K $511M
Vanguard 500 Index Fund Admiral
-16
- 0.97%
N/A
1.63K $863M
ABBV
Abb Vie Inc.

Healthcare
-109
- 3.88%
$163.84 - $199.33 $17.9K - $21.7K
2.7K $533M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-332
- 1.24%
$19.78 - $23.53 $6.57K - $7.81K
26.5K $613M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.18K
- 1.73%
$45.2 - $47.87 $53.5K - $56.6K
67K $3.19B
IYR
Ishares Tr

ETFs
-29
- 0.44%
$86.93 - $103.61 $2.52K - $3K
6.56K $668M
IWN
Ishares Russell2000 Val ETF

ETFs
-18
- 0.28%
$150.05 - $171.34 $2.7K - $3.08K
6.5K $1.08B
JNJ
Johnson & Johnson

Healthcare
-479
- 4.27%
$145.48 - $167.38 $69.7K - $80.2K
10.7K $1.74B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-339
- 3.06%
$256.4 - $289.78 $86.9K - $98.2K
10.7K $3.05B
Activity Summary
Buys All Purchases 93 New Holdings 34 Increased Positions 59 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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