Gray Wealth Management Inc. Incresed Positions in Q4 2024

Gray Wealth Management Inc.

  • $261 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.5K
+ 8.78%
$378.79 - $428.11 $1.7M - $1.93M
55.7K $22.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
19.2K
+ 63.71%
$80.13 - $83.77 $1.54M - $1.6M
49.2K $3.95M
VIG
Vanguard Dividend Appreciation

ETFs
6.47K
+ 4.57%
N/A
148K $27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.1K
+ 40.52%
$50.37 - $50.6 $1.07M - $1.07M
73.3K $3.69M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.6K
+ 17.48%
$77.86 - $79.27 $829K - $844K
71.5K $5.58M
GOOGL
Alphabet Inc.

Communication Services
832
+ 3.8%
$161.86 - $196.66 $135K - $164K
22.7K $4.3M
VB
Vanguard Small Cap ETF

ETFs
2.16K
+ 5.17%
$233.76 - $261.58 $504K - $564K
43.9K $10.5M
AMZN
Amazon Com Inc

Consumer Cyclical
357
+ 2.12%
$180.88 - $232.93 $64.6K - $83.2K
17.2K $3.78M
WMT
Walmart Inc.

Consumer Defensive
3.38K
+ 10.47%
$79.1 - $95.7 $268K - $324K
35.7K $3.22M
VO
Vanguard Mid Cap ETF

ETFs
1.67K
+ 4.65%
$261.5 - $284.63 $437K - $476K
37.7K $9.95M
MGC
Vanguard Mega Cap ETF

ETFs
433
+ 1.07%
$204.21 - $220.18 $88.4K - $95.3K
40.8K $8.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
90
+ 0.74%
$481.22 - $538.17 $43.3K - $48.4K
12.3K $6.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.14K
+ 14.33%
$57.38 - $61.11 $353K - $375K
49K $2.86M
JPM
Jpmorgan Chase & CO

Financial Services
186
+ 2.04%
$205.18 - $250.29 $38.2K - $46.6K
9.32K $2.23M
NVDA
Nvidia Corp

Technology
1.16K
+ 10.15%
$117.0 - $148.88 $135K - $172K
12.6K $1.69M
ET
Energy Transfer LP

Energy
10.7K
+ 43.11%
$16.05 - $19.86 $172K - $213K
35.6K $697K
VTI
Vanguard Total Stock Market Et

ETFs
543
+ 3.04%
$280.04 - $302.45 $152K - $164K
18.4K $5.33M
VCR
Vanguard Consumer Discretionar

ETFs
456
+ 16.36%
$328.51 - $401.37 $150K - $183K
3.24K $1.22M
VFH
Vanguard Financial ETF

ETFs
834
+ 4.12%
$108.87 - $126.2 $90.8K - $105K
21.1K $2.49M
VDE
Vanguard Energy ETF

ETFs
2.15K
+ 15.54%
$116.67 - $136.78 $251K - $294K
16K $1.94M
SCHP
Schwab Strategic Us Tips ETF

ETFs
16K
+ 258.64%
$25.74 - $53.78 $412K - $861K
22.2K $573K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.55K
+ 57.18%
$74.68 - $81.45 $265K - $289K
9.76K $729K
VGT
Vanguard Information Technolog

ETFs
70
+ 1.59%
$571.78 - $647.97 $40K - $45.4K
4.47K $2.78M
VT
Vanguard Total World Stk Index

ETFs
1.77K
+ 25.65%
$117.09 - $123.07 $207K - $217K
8.65K $1.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
41.7K
+ 310.26%
$25.93 - $105.3 $1.08M - $4.39M
55.1K $1.54M
MGK
Vanguard Mega Cap Growth ETF

ETFs
67
+ 1.49%
$316.94 - $357.88 $21.2K - $24K
4.57K $1.57M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.22K
+ 32.22%
$57.78 - $60.4 $128K - $134K
9.12K $529K
IXUS
Ishares Tr

ETFs
2.5K
+ 24.38%
$65.95 - $72.56 $165K - $181K
12.7K $841K
AVGO
Broadcom Inc.

Technology
15
+ 1.05%
$159.67 - $250.0 $2.4K - $3.75K
1.45K $335K
VPU
Vanguard Utilities ETF

ETFs
995
+ 13.64%
$160.52 - $179.11 $160K - $178K
8.29K $1.35M
IBM
International Business Machines Corp

Technology
313
+ 17.33%
$204.9 - $238.04 $64.1K - $74.5K
2.12K $465K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
269
+ 3.33%
$442.29 - $483.08 $119K - $130K
8.36K $3.79M
MO
Altria Group, Inc.

Consumer Defensive
607
+ 2.78%
$49.06 - $57.74 $29.8K - $35K
22.5K $1.17M
CRM
Salesforce, Inc.

Technology
7
+ 0.83%
$270.87 - $367.87 $1.9K - $2.58K
847 $283K
FTSL
First Trust Senior Ln Fund

ETFs
846
+ 12.11%
$45.9 - $46.48 $38.8K - $39.3K
7.83K $362K
XOM
Exxon Mobil Corp

Energy
2.12K
+ 11.03%
$105.51 - $125.37 $224K - $266K
21.3K $2.29M
META
Meta Platforms, Inc.

Communication Services
40
+ 3.71%
$554.08 - $632.68 $22.2K - $25.3K
1.12K $659K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$163.08 - $198.16 $163 - $198
1.63K $310K
C
Citigroup Inc

Financial Services
3
+ 0.07%
$61.31 - $72.5 $184 - $218
4.33K $304K
OKE
Oneok Inc

Energy
26
+ 0.77%
$92.28 - $117.05 $2.4K - $3.04K
3.42K $343K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.15K
+ 112.27%
$25.33 - $51.16 $232K - $468K
17.3K $447K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
50.7K
+ 197.34%
$22.01 - $66.82 $1.12M - $3.39M
76.4K $1.73M
ENB
Enbridge Inc

Energy
200
+ 2.64%
$40.4 - $43.92 $8.08K - $8.78K
7.77K $329K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.6K
+ 206.32%
$22.4 - $68.28 $283K - $863K
18.8K $435K
IYW
Ishares Dj Us Tech ETF

ETFs
30
+ 1.76%
$148.14 - $166.23 $4.44K - $4.99K
1.73K $276K
IWC
Russell Micro Cap ETF

ETFs
36
+ 1.97%
$120.3 - $138.84 $4.33K - $5K
1.87K $243K
LOW
Lowes Companies Inc

Consumer Cyclical
139
+ 17.44%
$244.52 - $284.07 $34K - $39.5K
936 $231K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.04%
$417.69 - $450.94 $835 - $902
4.57K $1.95M
TMC
Tmc The Metals CO Inc.

Basic Materials
8.86K
+ 59.74%
$0.72 - $1.2 $6.38K - $10.6K
23.7K $26K
Activity Summary
Buys All Purchases 81 New Holdings 2 Increased Positions 79 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gray Wealth Management Inc. Portfolio

Follow Gray Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gray Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gray Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email