Greykasell Wealth Strategies, Inc. Incresed Positions in Q3 2025

Greykasell Wealth Strategies, Inc.

  • $237 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
611
+ 4.18%
$55.16 - $57.13 $33.7K - $34.9K
15.2K $869M
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.09%
$195.41 - $212.37 $586 - $637
3.47K $723M
TMUS
T Mobile Us, Inc.

Communication Services
169
+ 2.72%
$226.02 - $259.01 $38.2K - $43.8K
6.38K $1.53B
CTAS
Cintas Corp

Industrials
264
+ 64.71%
$199.29 - $226.27 $52.6K - $59.7K
672 $138M
META
Meta Platforms, Inc.

Communication Services
88
+ 1.8%
$695.21 - $791.73 $61.2K - $69.7K
4.97K $3.65B
BAC
Bank Of America Corp

Financial Services
226
+ 3.1%
$44.92 - $52.42 $10.2K - $11.8K
7.51K $387M
WDAY
Workday, Inc.

Technology
159
+ 3.79%
$213.69 - $247.69 $34K - $39.4K
4.36K $1.05B
UBER
Uber Technologies, Inc

Technology
393
+ 61.12%
$86.91 - $99.57 $34.2K - $39.1K
1.04K $101M
V
Visa Inc.

Financial Services
284
+ 6.82%
$332.09 - $358.86 $94.3K - $102K
4.45K $1.52B
QCOM
Qualcomm Inc

Technology
61
+ 1.5%
$145.84 - $173.55 $8.9K - $10.6K
4.13K $686M
Linde PLC Shs
57
+ 12.58%
N/A
510 $242M
WCN
Waste Connections, Inc.

Industrials
161
+ 555.17%
$171.32 - $191.84 $27.6K - $30.9K
190 $33.4M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3
+ 0.06%
$67.1 - $74.29 $201 - $223
4.83K $355M
SPOT
Spotify Technology S.A.

Communication Services
38
+ 3800.0%
$620.01 - $738.53 $23.6K - $28.1K
39 $27.2M
VZ
Verizon Communications Inc

Communication Services
534
+ 43.73%
$40.84 - $45.06 $21.8K - $24.1K
1.76K $77.1M
ACN
Accenture PLC

Technology
72
+ 480.0%
$232.56 - $304.78 $16.7K - $21.9K
87 $21.5M
CSCO
Cisco Systems, Inc.

Technology
372
+ 3.42%
$66.2 - $71.79 $24.6K - $26.7K
11.3K $771M
MS
Morgan Stanley

Financial Services
73
+ 65.18%
$139.09 - $161.16 $10.2K - $11.8K
185 $29.4M
KO
Coca Cola CO

Consumer Defensive
208
+ 166.4%
$65.67 - $71.67 $13.7K - $14.9K
333 $22.1M
PG
Procter & Gamble CO

Consumer Defensive
117
+ 12.72%
$150.47 - $161.22 $17.6K - $18.9K
1.04K $159M
SHOP
Shopify Inc.

Technology
15
+ 5.34%
$112.11 - $157.12 $1.68K - $2.36K
296 $44M
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 17.06%
$291.67 - $316.99 $8.46K - $9.19K
199 $60.6M
PEP
Pepsico Inc

Consumer Defensive
45
+ 11.57%
$133.81 - $152.16 $6.02K - $6.85K
434 $61M
MAR
Marriott International Inc

Consumer Cyclical
212
+ 5.81%
$255.35 - $282.87 $54.1K - $60K
3.86K $1.01B
TXN
Texas Instruments Inc

Technology
42
+ 131.25%
N/A
74 $13.6M
CB
Chubb LTD

Financial Services
23
+ 115.0%
$265.99 - $289.59 $6.12K - $6.66K
43 $12.1M
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.11%
$330.88 - $375.23 $662 - $750
1.86K $645M
FISV
Fiserv Inc

Technology
81
+ 62.31%
N/A
211 $27.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
19
+ 21.84%
$182.33 - $194.5 $3.46K - $3.7K
106 $20.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 7.69%
$5364.25 - $5815.92 $32.2K - $34.9K
84 $452M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3
+ 0.31%
$30.71 - $30.86 $92.1 - $92.6
984 $30.4M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
12
+ 2.41%
$22.65 - $25.1 $272 - $301
509 $11.6M
HON
Honeywell International Inc

Industrials
203
+ 10.46%
$207.7 - $240.4 $42.2K - $48.8K
2.14K $451M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 4.35%
$698.02 - $870.97 $698 - $871
24 $17.2M
NFLX
Netflix Inc

Communication Services
18
+ 9.94%
$1147.87 - $1297.18 $20.7K - $23.3K
199 $239M
PSA
Public Storage

Real Estate
1
+ 0.06%
$271.94 - $298.09 $272 - $298
1.7K $491M
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.68%
$412.46 - $514.1 $2.47K - $3.08K
893 $438M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.49%
$932.44 - $1059.49 $932 - $1.06K
204 $194M
DIS
Walt Disney CO

Communication Services
192
+ 3.03%
$112.25 - $124.0 $21.6K - $23.8K
6.52K $746M
FLIN
Franklin Templeton ETF Tr

ETFs
784
+ 2.88%
$37.28 - $39.98 $29.2K - $31.3K
28K $1.04B
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 4.8%
$915.95 - $994.57 $103K - $111K
2.45K $2.26B
PGR
Progressive Corp

Financial Services
122
+ 2.27%
$238.61 - $264.3 $29.1K - $32.2K
5.5K $1.36B
CRM
Salesforce, Inc.

Technology
25
+ 0.62%
$231.66 - $273.65 $5.79K - $6.84K
4.08K $967M
INTU
Intuit Inc

Technology
51
+ 2.75%
$646.03 - $807.39 $32.9K - $41.2K
1.91K $1.3B
NOW
Service Now, Inc.

Technology
80
+ 3.68%
$850.86 - $1044.69 $68.1K - $83.6K
2.25K $2.07B
Activity Summary
Buys All Purchases 197 New Holdings 101 Increased Positions 96 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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