Greykasell Wealth Strategies, Inc. Incresed Positions in Q1 2025

Greykasell Wealth Strategies, Inc.

  • $187 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.4K
+ 116.85%
$95.85 - $99.25 $2.82M - $2.92M
54.6K $5.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
51.5K
+ 70.12%
$44.41 - $45.98 $2.29M - $2.37M
125K $5.7B
GLD
Spdr Gold Trust

ETFs
1.67K
+ 7.25%
$243.19 - $288.14 $407K - $482K
24.7K $7.13B
IEFA
Ishares Tr

ETFs
3.63K
+ 7.26%
$69.57 - $78.65 $253K - $286K
53.7K $4.06B
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.02%
$211.3 - $272.83 $211 - $273
6.25K $1.67B
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 3.14%
$47.4 - $52.99 $85.3K - $95.3K
59.1K $3B
IVV
Ishares Core S&P 500 ETF

ETFs
981
+ 8.88%
$554.06 - $615.85 $544K - $604K
12K $6.76B
PGR
Progressive Corp

Financial Services
5
+ 0.09%
$235.61 - $291.22 $1.18K - $1.46K
5.35K $1.51B
JNJ
Johnson & Johnson

Healthcare
804
+ 29.42%
$142.06 - $167.7 $114K - $135K
3.54K $587M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.04%
$169.2 - $216.66 $338 - $433
5.04K $1.06B
AMGN
Amgen Inc

Healthcare
1
+ 0.03%
$258.59 - $327.36 $259 - $327
2.88K $896M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 2.98%
$890.62 - $1076.86 $62.3K - $75.4K
2.42K $2.29B
CVX
Chevron Corp

Energy
2
+ 0.03%
$146.71 - $167.97 $293 - $336
5.78K $966M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.29K
+ 3.47%
$42.5 - $46.71 $54.9K - $60.3K
38.5K $1.74B
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$114.1 - $135.66 $114 - $136
6.12K $810M
CMF
Ishares California Muni Bond E

ETFs
1.75K
+ 13.79%
$55.93 - $57.47 $97.7K - $100K
14.4K $811M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
576
+ 1.53%
$32.74 - $36.2 $18.9K - $20.9K
38.1K $1.33B
ICF
Ishares Tr

ETFs
423
+ 2.35%
$57.98 - $63.8 $24.5K - $27K
18.5K $1.14B
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$225.19 - $279.95 $225 - $280
6.77K $1.66B
VNQ
Vanguard Specialized Funds Van

ETFs
286
+ 7.23%
$85.55 - $94.34 $24.5K - $27K
4.24K $384M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$58.74 - $64.87 $117 - $130
10.6K $653M
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$241.94 - $272.58 $242 - $273
1.98K $540M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
491
+ 0.83%
$54.25 - $57.64 $26.6K - $28.3K
59.7K $3.29B
FLIN
Franklin Templeton ETF Tr

ETFs
832
+ 3.44%
$34.0 - $38.4 $28.3K - $31.9K
25K $920M
CGXU
Capital Group Intl Focus Equit

ETFs
389
+ 1.27%
$24.48 - $26.59 $9.52K - $10.3K
31K $759M
C
Citigroup Inc

Financial Services
1
+ 0.02%
$67.23 - $84.63 $67.2 - $84.6
5.74K $407M
ICVT
Ishares Tr Convertible Bond Et

ETFs
214
+ 2.0%
$83.18 - $89.27 $17.8K - $19.1K
10.9K $911M
PSA
Public Storage

Real Estate
1
+ 0.06%
$288.99 - $313.98 $289 - $314
1.7K $508M
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 1.85%
$271.18 - $303.12 $8.14K - $9.09K
1.65K $454M
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 8.43%
$468.34 - $539.52 $283K - $326K
7.78K $3.65B
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.02%
$84.5 - $105.05 $169 - $210
13K $1.14B
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.15%
$183.02 - $207.75 $915 - $1.04K
3.24K $603M
DIS
Walt Disney CO

Communication Services
260
+ 4.31%
$96.87 - $114.0 $25.2K - $29.6K
6.29K $620M
PCAR
Paccar Inc

Industrials
9
+ 0.09%
$96.91 - $112.51 $872 - $1.01K
9.58K $933M
SPY
Spdr S&P 500 ETF Trust

ETFs
125
+ 2.31%
$551.42 - $612.93 $68.9K - $76.6K
5.54K $3.1B
DECK
Deckers Outdoor Corp

Consumer Cyclical
194
+ 16.54%
$111.56 - $223.11 $21.6K - $43.3K
1.37K $153M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.4K
+ 3.73%
$57.21 - $65.8 $137K - $158K
66.6K $3.89B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.25K
+ 6.51%
$102.49 - $119.96 $230K - $269K
36.8K $3.84B
IOO
Ishares Tr Global 100 ETF

ETFs
1.71K
+ 1.91%
$96.2 - $105.12 $165K - $180K
91.1K $8.78B
CRM
Salesforce, Inc.

Technology
1
+ 0.03%
$268.36 - $359.95 $268 - $360
3.96K $1.06B
NVDA
Nvidia Corp

Technology
709
+ 3.9%
$106.98 - $149.43 $75.8K - $106K
18.9K $2.05B
AVGO
Broadcom Inc.

Technology
225
+ 2.9%
$167.43 - $244.7 $37.7K - $55.1K
7.99K $1.34B
MSFT
Microsoft Corp

Technology
257
+ 2.01%
$375.39 - $447.2 $96.5K - $115K
13K $4.89B
AMZN
Amazon Com Inc

Consumer Cyclical
52
+ 0.22%
$190.26 - $242.06 $9.89K - $12.6K
23.7K $4.52B
AAPL
Apple Inc.

Technology
317
+ 1.03%
$209.68 - $247.1 $66.5K - $78.3K
31K $6.89B
GOOGL
Alphabet Inc.

Communication Services
156
+ 0.54%
$154.33 - $206.19 $24.1K - $32.2K
28.9K $4.46B
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
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