Gray Private Wealth, LLC Portfolio Holdings

Gray Private Wealth, LLC

  • $168 Billion
  • Q4 2024

Gray Private Wealth, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $74.5B, Ishares Tr Russell 1000 ETF with a value of $28.3B, Ishares Tr Msci Eafe ETF with a value of $8.08B, Ishares Russell 2000 ETF with a value of $8.01B, and Vanguard Specialized Funds Van with a value of $6.83B.

Examining the 13F form we can see an increase of $518M in the current position value, from $167B to 168B.

Gray Private Wealth, LLC is based out at Canton, MA

Below you can find more details about Gray Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
ETFs: $158 Billion
Technology: $5.34 Billion
Healthcare: $1.65 Billion
Consumer Cyclical: $1.61 Billion
Financial Services: $648 Million
Communication Services: $524 Million
Consumer Defensive: $255 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $168 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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