Greykasell Wealth Strategies, Inc. Portfolio Holdings by Sector

Greykasell Wealth Strategies, Inc.

$187 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IOO GLD IVV IHDG FBND AGG IWR IEFA 112 stocks	$100 Million 54.75% of portfolio	88	17	66	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META TWLO GOOG OPRA SPOT 6 stocks	$7.23 Million 3.95% of portfolio	5	1	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE ORCL CRWD CHKP PANW FTNT TOST 8 stocks	$6.95 Million 3.79% of portfolio	5	-	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.89 Million 3.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA JD ETSY EBAY 6 stocks	$5.26 Million 2.87% of portfolio	5	-	4	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM MRVL TSM MCHP NXPI INTC 10 stocks	$5.05 Million 2.75% of portfolio	7	1	5	-	0 Calls 0 Puts
Software—Application \| Technology NOW INTU CRM WDAY DDOG TYL QTWO SHOP 8 stocks	$4.93 Million 2.69% of portfolio	5	1	4	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$3.44 Million 1.88% of portfolio	3	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V PYPL 3 stocks	$3.44 Million 1.87% of portfolio	1	1	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN JNJ LLY NVS BMY AZN PFE 10 stocks	$3.41 Million 1.86% of portfolio	9	1	6	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC RTX GD LMT BA TDG AXON 7 stocks	$3.1 Million 1.69% of portfolio	5	-	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C BAC UBS BMO WFC 6 stocks	$2.74 Million 1.49% of portfolio	5	-	3	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX DLR 2 stocks	$2.36 Million 1.29% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD PSA 2 stocks	$2.2 Million 1.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A GSHD 3 stocks	$1.89 Million 1.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS VZ CMCSA T BCE 5 stocks	$1.8 Million 0.98% of portfolio	5	-	4	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials PCAR DE 2 stocks	$1.77 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR TRV CB 3 stocks	$1.55 Million 0.84% of portfolio	3	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.35 Million 0.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.35 Million 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML 2 stocks	$1.32 Million 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW MS SNEX 4 stocks	$1.27 Million 0.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL TTE 4 stocks	$1.09 Million 0.6% of portfolio	4	-	3	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST GWW WSO 3 stocks	$1.06 Million 0.58% of portfolio	1	1	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$864,523 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYC IYR 3 stocks	$733,367 0.4% of portfolio	2	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX LYV WBD PARA 5 stocks	$728,760 0.4% of portfolio	5	-	4	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO UI 2 stocks	$674,365 0.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO ICLR 2 stocks	$658,465 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW DD APD PPG CC 5 stocks	$644,686 0.35% of portfolio	4	-	4	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX LSTR XPO GXO 4 stocks	$629,035 0.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD YUM YUMC 4 stocks	$617,567 0.34% of portfolio	3	1	3	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN NVO CRSP 3 stocks	$601,154 0.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RACE TM GM 4 stocks	$525,641 0.29% of portfolio	2	1	2	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$425,417 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$335,038 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology BR ACN 2 stocks	$296,845 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$276,161 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CLX CL 3 stocks	$273,033 0.15% of portfolio	3	-	3	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR USA MXF TSLX PFO LDP BTZ 7 stocks	$232,208 0.13% of portfolio	7	-	7	-	0 Calls 0 Puts
Railroads \| Industrials UNP CNI 2 stocks	$228,789 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE KMI 2 stocks	$197,946 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs ILF EEM 2 stocks	$196,940 0.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK NKE 2 stocks	$194,754 0.11% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX EW ABT GMED 4 stocks	$193,058 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK CAH 2 stocks	$189,989 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW AJG BRO 3 stocks	$180,832 0.1% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$176,345 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities CNP SO EXC NEE FE PCG 6 stocks	$170,189 0.09% of portfolio	6	-	6	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$161,264 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTES EA 2 stocks	$149,457 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$125,397 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV UAL DAL 3 stocks	$120,396 0.07% of portfolio	3	-	3	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$119,676 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$67,280 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBAN 1 stocks	$66,074 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$45,628 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$41,882 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN CTRA 2 stocks	$37,298 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH ETN ITW 4 stocks	$37,102 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Solar \| Technology ENPH FSLR 2 stocks	$32,747 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV HQY 2 stocks	$28,023 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Components \| Technology OLED APH GLW 3 stocks	$25,481 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$18,201 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA ORGO 2 stocks	$18,103 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$17,671 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$16,218 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology LOGI 1 stocks	$15,953 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BWMX GPC 2 stocks	$12,386 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$12,274 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM WCN 2 stocks	$12,143 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA UAN 2 stocks	$11,532 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$10,455 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate MFA 1 stocks	$9,234 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$5,928 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials HRI 1 stocks	$4,297 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$4,006 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Conglomerates \| Financial Services RILY 1 stocks	$3,119 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$2,985 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$2,749 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$2,410 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STRL 1 stocks	$2,264 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Greykasell Wealth Strategies, Inc. Portfolio Holdings by Sector

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