Grey Fox Wealth Advisors, LLC Portfolio Holdings

Grey Fox Wealth Advisors, LLC

  • $359 Billion
  • Q3 2024

Grey Fox Wealth Advisors, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $49.3B, Vanguard Growth ETF with a value of $41.1B, Ishares Core U.S. Aggregate Bo with a value of $28.1B, Vanguard Ftse Developed Market with a value of $27.6B, and Vanguard Small Cap Value ETF with a value of $20.6B.

Examining the 13F form we can see an increase of $74.5B in the current position value, from $284B to 359B.

Grey Fox Wealth Advisors, LLC is based out at Rockland, DE

Below you can find more details about Grey Fox Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $359 Billion
ETFs: $294 Billion
Technology: $9.7 Billion
Healthcare: $4.85 Billion
Financial Services: $2.78 Billion
Communication Services: $2.78 Billion
Consumer Cyclical: $2.48 Billion
Energy: $976 Million
Consumer Defensive: $509 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$577 Million 0.16% of portfolio
1,593
Q3 2024 Reduced 4.38%
$168B
$545 Million 0.15% of portfolio
1,957
Q3 2024 Added 2.73%
$30.6B
$376 Million 0.1% of portfolio
1,292
Q3 2024 Reduced 2.64%
$21.9B
$305 Million 0.09% of portfolio
1,582
Q3 2024 Reduced 8.34%
$53.4B
$292 Million 0.08% of portfolio
18,185
Q3 2024 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $359 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 34 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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