Greykasell Wealth Strategies, Inc. Portfolio Holdings

Greykasell Wealth Strategies, Inc.

  • $187 Billion
  • Q1 2025

Greykasell Wealth Strategies, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $8.78B, Spdr Gold Trust with a value of $7.13B, Apple Inc. with a value of $6.89B, Ishares Core S&P 500 ETF with a value of $6.76B, and Wisdomtree Tr with a value of $6.2B.

Examining the 13F form we can see an increase of $7.3B in the current position value, from $180B to 187B.

Greykasell Wealth Strategies, Inc. is based out at Danville, CA

Below you can find more details about Greykasell Wealth Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $187 Billion
ETFs: $101 Billion
Technology: $26.2 Billion
Financial Services: $11.4 Billion
Communication Services: $9.91 Billion
Consumer Cyclical: $9.18 Billion
Industrials: $7.72 Billion
Healthcare: $6.47 Billion
Real Estate: $4.93 Billion
Other: $6.26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97B
$4.3 Million 0.0% of portfolio
32
Q1 2025 New
$32B
$1.74 Million 0.0% of portfolio
40
Q1 2025 New
$33.8B
$7.14 Million 0.0% of portfolio
72
Q1 2025 New
$1.01B
$9.23 Million 0.0% of portfolio
900
Q1 2025 New
$76.8B
$4.22 Million 0.0% of portfolio
17
Q1 2025 New
$23.9B
$5.23 Million 0.0% of portfolio
9
Q1 2025 New
$15.5B
$2.99 Million 0.0% of portfolio
36
Q1 2025 New
$878M
$4.82 Million 0.0% of portfolio
64
Q1 2025 New
$3.06B
$2.31 Million 0.0% of portfolio
68
Q1 2025 New
$14.4B
$6.3 Million 0.0% of portfolio
190
Q1 2025 New
$65.1B
$2.41 Million 0.0% of portfolio
23
Q1 2025 New
$39.9B
$6.77 Million 0.0% of portfolio
100
Q1 2025 New
$127B
$550,000 0.0% of portfolio
1
Q1 2025 New
$131B
$5.44 Million 0.0% of portfolio
20
Q1 2025 New
$5.67B
$2.26 Million 0.0% of portfolio
20
Q1 2025 New
$1.79B
$7.64 Million 0.0% of portfolio
100
Q1 2025 New
$34.5B
$7.92 Million 0.0% of portfolio
106
Q1 2025 New
$7.23B
$789,000 0.0% of portfolio
66
Q1 2025 New
$177B
$5.75 Million 0.0% of portfolio
32
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $187 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 225 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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