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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.78 Billion 4.68% of portfolio
91,138
Q1 2025 Added 1.91%
$106B
$7.13 Billion 3.81% of portfolio
24,747
Q1 2025 Added 7.25%
$0
$6.76 Billion 3.61% of portfolio
12,032
Q1 2025 Added 8.88%
$0
$6.2 Billion 3.31% of portfolio
142,942
Q1 2025 Reduced 5.73%
$0
$5.7 Billion 3.04% of portfolio
124,859
Q1 2025 Added 70.12%
$0
$5.4 Billion 2.88% of portfolio
54,621
Q1 2025 Added 116.85%
$0
$4.14 Billion 2.21% of portfolio
48,723
Q1 2025 Reduced 0.26%
$0
$4.06 Billion 2.17% of portfolio
53,665
Q1 2025 Added 7.26%
$0
$3.89 Billion 2.07% of portfolio
66,621
Q1 2025 Added 3.73%
$0
$3.84 Billion 2.05% of portfolio
36,756
Q1 2025 Added 6.51%
$0
$3.65 Billion 1.95% of portfolio
7,782
Q1 2025 Added 8.43%
$0
$3.29 Billion 1.75% of portfolio
59,661
Q1 2025 Added 0.83%
$0
$3.1 Billion 1.65% of portfolio
5,540
Q1 2025 Added 2.31%
$0
$3 Billion 1.6% of portfolio
59,069
Q1 2025 Added 3.14%
$0
$2.92 Billion 1.56% of portfolio
21,457
Q1 2025 Reduced 2.62%
$0
$2.42 Billion 1.29% of portfolio
85,554
Q1 2025 Added 10.27%
$0
$1.8 Billion 0.96% of portfolio
23,355
Q1 2025 Reduced 12.74%
$0
$1.74 Billion 0.93% of portfolio
38,462
Q1 2025 Added 3.47%
$0
$1.66 Billion 0.88% of portfolio
43,374
Q1 2025 Reduced 16.11%
$0
$1.33 Billion 0.71% of portfolio
38,146
Q1 2025 Added 1.53%
$0
$1.22 Billion 0.65% of portfolio
25,676
Q1 2025 Reduced 36.67%
$0
$1.14 Billion 0.61% of portfolio
18,453
Q1 2025 Added 2.35%
$0
$1.02 Billion 0.54% of portfolio
42,685
Q1 2025 Reduced 9.65%
$0
$924 Million 0.49% of portfolio
20,042
Q1 2025 Reduced 66.99%
$0
$920 Million 0.49% of portfolio
24,984
Q1 2025 Added 3.44%
$0
$911 Million 0.49% of portfolio
10,895
Q1 2025 Added 2.0%
$0
$897 Million 0.48% of portfolio
8,510
Q1 2025 Reduced 3.99%
$0
$811 Million 0.43% of portfolio
14,408
Q1 2025 Added 13.79%
$0
$759 Million 0.4% of portfolio
30,986
Q1 2025 Added 1.27%
$0
$747 Million 0.4% of portfolio
10,845
Q4 2024 New
$0
$641 Million 0.34% of portfolio
13,249
Q1 2025 Reduced 28.03%
$0
$603 Million 0.32% of portfolio
3,235
Q1 2025 Added 0.15%
$0
$580 Million 0.31% of portfolio
10,755
Q4 2024 New
$0
$454 Million 0.24% of portfolio
1,653
Q1 2025 Added 1.85%
$0
$420 Million 0.22% of portfolio
1,585
Q4 2024 New
$0
$416 Million 0.22% of portfolio
5,427
Q1 2025 Reduced 67.85%
$0
$385 Million 0.21% of portfolio
18,190
Q1 2025 New
$0
$401 Million 0.21% of portfolio
4,829
Q4 2024 New
$0
$381 Million 0.2% of portfolio
7,146
Q4 2024 New
$0
$384 Million 0.2% of portfolio
4,242
Q1 2025 Added 7.23%
$0
$337 Million 0.18% of portfolio
656
Q1 2025 New
$0
$311 Million 0.17% of portfolio
4,959
Q1 2025 Reduced 0.44%
$0
$256 Million 0.14% of portfolio
2,896
Q4 2024 New
$0
$252 Million 0.13% of portfolio
8,610
Q1 2025 Reduced 3.08%
$0
$252 Million 0.13% of portfolio
2,366
Q1 2025 Reduced 7.14%
$0
$240 Million 0.13% of portfolio
4,835
Q4 2024 New
$0
$218 Million 0.12% of portfolio
2,346
Q4 2024 New
$0
$209 Million 0.11% of portfolio
3,654
Q1 2025 New
$0
$193 Million 0.1% of portfolio
8,196
Q1 2025 Reduced 30.62%

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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