Greykasell Wealth Strategies, Inc. Purchases in Q1 2025

Greykasell Wealth Strategies, Inc.

  • $187 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
203
New
$156.06 - $207.71 $31.7K - $42.2K
203 $31.7M
VNQ
Vanguard Specialized Funds Van

ETFs
286
+ 7.23%
$85.55 - $94.34 $24.5K - $27K
4.24K $384M
MMM
3 M CO

Industrials
210
New
$129.7 - $155.12 $27.2K - $32.6K
210 $30.8M
FLRN
Spdr Bloomberg Investment Grad

ETFs
978
New
$30.71 - $30.87 $30K - $30.2K
978 $30.1M
ICLN
Ishares

ETFs
2.63K
New
$10.94 - $11.86 $28.8K - $31.2K
2.63K $30.1M
SUB
Ishares Short Term National Mu

ETFs
280
New
$105.3 - $106.24 $29.5K - $29.7K
280 $29.6M
BIIB
Biogen Inc.

Healthcare
198
New
$133.43 - $153.27 $26.4K - $30.3K
198 $27.1M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$58.74 - $64.87 $117 - $130
10.6K $653M
TRV
Travelers Companies, Inc.

Financial Services
100
New
$232.43 - $265.13 $23.2K - $26.5K
100 $26.4M
CAH
Cardinal Health Inc

Healthcare
186
New
$118.02 - $137.77 $22K - $25.6K
186 $25.6M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
582
New
$41.0 - $48.93 $23.9K - $28.5K
582 $25.2M
YUM
Yum Brands Inc

Consumer Cyclical
160
New
$123.25 - $162.53 $19.7K - $26K
160 $25.2M
VAW
Vanguard Materials ETF

ETFs
131
New
$185.71 - $202.46 $24.3K - $26.5K
131 $24.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
200
New
$120.29 - $134.6 $24.1K - $26.9K
200 $24.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
509
New
$47.33 - $47.92 $24.1K - $24.4K
509 $24.2M
IYR
Ishares Tr

ETFs
243
New
$89.49 - $98.98 $21.7K - $24.1K
243 $23.3M
VEEV
Veeva Systems Inc

Healthcare
100
New
$210.58 - $246.8 $21.1K - $24.7K
100 $23.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
276
New
$74.85 - $84.89 $20.7K - $23.4K
276 $22.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
440
New
$50.72 - $50.92 $22.3K - $22.4K
440 $22.4M
EMB
Ishares Tr

ETFs
245
New
$88.64 - $92.03 $21.7K - $22.5K
245 $22.2M
UI
Ubiquiti Inc.

Technology
70
New
$300.93 - $431.11 $21.1K - $30.2K
70 $21.7M
DVN
Devon Energy Corp

Energy
580
New
$33.15 - $38.55 $19.2K - $22.4K
580 $21.7M
CMCSA
Comcast Corp

Communication Services
584
New
$33.19 - $38.23 $19.4K - $22.3K
584 $21.6M
ENPH
Enphase Energy, Inc.

Technology
324
New
$52.87 - $73.51 $17.1K - $23.8K
324 $20.1M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
657
New
$30.46 - $36.6 $20K - $24K
657 $20M
EXC
Exelon Corp

Utilities
424
New
$37.3 - $46.08 $15.8K - $19.5K
424 $19.5M
TTE
Total Energies Se

Energy
300
New
N/A
300 $19.4M
ACWI
Ishares Msci Acwi ETF

ETFs
165
New
$115.16 - $124.13 $19K - $20.5K
165 $19.2M
HYD
Vaneck High Yield Muni ETF

ETFs
366
New
$50.79 - $52.53 $18.6K - $19.2K
366 $18.7M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
825
New
$20.96 - $23.51 $17.3K - $19.4K
825 $18.5M
DOW
Dow Inc.

Basic Materials
521
New
$34.36 - $41.92 $17.9K - $21.8K
521 $18.2M
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$241.94 - $272.58 $242 - $273
1.98K $540M
MU
Micron Technology Inc

Technology
204
New
$86.89 - $109.38 $17.7K - $22.3K
204 $17.7M
WPC
W. P. Carey Inc.

Real Estate
280
New
$53.5 - $65.05 $15K - $18.2K
280 $17.7M
EW
Edwards Lifesciences Corp

Healthcare
240
New
$67.95 - $76.19 $16.3K - $18.3K
240 $17.4M
GE
General Electric CO

Industrials
86
New
$168.59 - $212.13 $14.5K - $18.2K
86 $17.1M
NEE
Nextera Energy Inc

Utilities
240
New
$66.96 - $76.16 $16.1K - $18.3K
240 $17M
IWX
Ishares Tr Russell 200 Value E

ETFs
203
New
$78.54 - $84.86 $15.9K - $17.2K
203 $16.7M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
689
New
$22.98 - $24.13 $15.8K - $16.6K
689 $16.4M
VFC
V F Corp

Consumer Cyclical
1.05K
New
$15.52 - $26.93 $16.2K - $28.1K
1.05K $16.2M
KMI
Kinder Morgan, Inc.

Energy
560
New
$26.1 - $31.22 $14.6K - $17.5K
560 $16M
LOGI
Logitech International S.A.

Technology
189
New
$81.64 - $105.06 $15.4K - $19.9K
189 $16M
CTRA
Coterra Energy Inc.

Energy
540
New
$25.51 - $29.83 $13.8K - $16.1K
540 $15.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
87
New
$168.16 - $186.21 $14.6K - $16.2K
87 $14.9M
UAL
United Airlines Holdings, Inc.

Industrials
215
New
$69.05 - $110.52 $14.8K - $23.8K
215 $14.9M
OLED
Universal Display Corp Pa

Technology
100
New
$139.48 - $161.59 $13.9K - $16.2K
100 $13.9M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
1.44K
New
$8.86 - $9.3 $12.7K - $13.4K
1.44K $13.3M
FE
Firstenergy Corp

Utilities
323
New
$37.95 - $43.5 $12.3K - $14.1K
323 $13.1M
MS
Morgan Stanley

Financial Services
112
New
$111.68 - $141.08 $12.5K - $15.8K
112 $13.1M
Activity Summary
Buys All Purchases 272 New Holdings 225 Increased Positions 47 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greykasell Wealth Strategies, Inc. Portfolio

Follow Greykasell Wealth Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greykasell Wealth Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Greykasell Wealth Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email