Gray Private Wealth, LLC Portfolio Holdings by Sector

Gray Private Wealth, LLC

$168 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IWB EFA IWM VNQ DGRW HDV IVW 25 stocks	$156 Million 93.0% of portfolio	14	6	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.97 Million 1.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2.37 Million 1.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$1.7 Million 1.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$758,436 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$686,275 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$635,654 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$524,447 0.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$441,041 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$337,969 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$331,387 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$292,531 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$255,229 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$225,202 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$207,006 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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