Grey Fox Wealth Advisors, LLC Purchases in Q3 2025

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity 500 Index Fund
4.5K
+ 21.83%
N/A
25.1K $64.2M
SHW
Sherwin Williams CO

Basic Materials
44
New
$330.88 - $375.23 $14.6K - $16.5K
44 $15.1M
RGI
Invesco S&P 500 Equal Weight I

ETFs
16
+ 0.3%
N/A
5.39K $303M
WRB
Berkley W R Corp

Financial Services
190
New
$67.78 - $76.62 $12.9K - $14.6K
190 $14.6M
Everus Constr Group Inc
169
New
N/A
169 $14.5M
WMB
Williams Companies, Inc.

Energy
228
New
$56.52 - $64.01 $12.9K - $14.6K
228 $14.5M
IHE
Ishares Tr

ETFs
192
New
$65.74 - $72.56 $12.6K - $13.9K
192 $13.9M
HYLS
First Tr Tactical High Yield L

ETFs
330
New
$41.62 - $42.32 $13.7K - $14K
330 $13.9M
FILL
Ishares Inc Msci Global Energy

ETFs
550
New
$23.87 - $25.82 $13.1K - $14.2K
550 $13.8M
GM
General Motors CO

Consumer Cyclical
221
New
$48.89 - $61.24 $10.8K - $13.5K
221 $13.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
93
New
$138.59 - $171.12 $12.9K - $15.9K
93 $13.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
27
New
$404.94 - $499.99 $10.9K - $13.5K
27 $13.1M
BSY
Bentley Systems Inc

Technology
253
New
$51.48 - $58.72 $13K - $14.9K
253 $13M
SBUX
Starbucks Corp

Consumer Cyclical
153
New
$81.9 - $96.86 $12.5K - $14.8K
153 $13M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22
+ 0.45%
$41.91 - $44.87 $922 - $987
4.96K $222M
LII
Lennox International Inc

Industrials
24
New
$516.18 - $664.54 $12.4K - $15.9K
24 $12.7M
EW
Edwards Lifesciences Corp

Healthcare
163
New
$73.75 - $81.83 $12K - $13.3K
163 $12.7M
C
Citigroup Inc

Financial Services
125
New
$85.57 - $103.49 $10.7K - $12.9K
125 $12.7M
XLB
Select Sector Spdr Fd Material

ETFs
141
New
$86.72 - $92.61 $12.2K - $13.1K
141 $12.6M
CRNC
Cerence Inc.

Technology
1.01K
New
$8.14 - $13.52 $8.22K - $13.7K
1.01K $12.6M
Knife Riv Hldg CO
163
New
N/A
163 $12.5M
PEG
Public Service Enterprise Group Inc

Utilities
150
New
$79.99 - $90.14 $12K - $13.5K
150 $12.5M
MDU
Mdu Resources Group Inc

Industrials
694
New
$15.85 - $17.81 $11K - $12.4K
694 $12.5M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
133
New
$93.1 - $110.49 $12.4K - $14.7K
133 $12.4M
SLV
I Shares Silver Trust

ETFs
292
New
$32.73 - $42.5 $9.56K - $12.4K
292 $12.4M
ZWS
Zurn Water Solutions Corp

Industrials
263
New
$36.48 - $47.94 $9.59K - $12.6K
263 $12.4M
AFL
Aflac Inc

Financial Services
109
New
$98.09 - $111.7 $10.7K - $12.2K
109 $12.2M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
454
New
$25.72 - $27.0 $11.7K - $12.3K
454 $12.1M
HCA
Hca Healthcare, Inc.

Healthcare
28
New
$334.32 - $426.2 $9.36K - $11.9K
28 $11.9M
OXY
Occidental Petroleum Corp

Energy
250
New
$42.54 - $48.1 $10.6K - $12K
250 $11.9M
Te Connectivity PLC F
54
New
N/A
54 $11.9M
IT
Gartner Inc

Technology
45
New
$225.98 - $406.7 $10.2K - $18.3K
45 $11.8M
GLD
Spdr Gold Trust

ETFs
33
New
$300.96 - $355.47 $9.93K - $11.7K
33 $11.7M
WM
Waste Management Inc

Industrials
53
New
$213.88 - $237.1 $11.3K - $12.6K
53 $11.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
80
New
$135.0 - $146.02 $10.8K - $11.7K
80 $11.7M
APP
App Lovin Corp

Technology
16
New
$335.1 - $718.54 $5.36K - $11.5K
16 $11.5M
AEP
American Electric Power CO Inc

Utilities
101
New
$103.26 - $115.0 $10.4K - $11.6K
101 $11.4M
ROL
Rollins Inc

Consumer Cyclical
191
New
$55.05 - $58.74 $10.5K - $11.2K
191 $11.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
479
New
$21.69 - $23.34 $10.4K - $11.2K
479 $11.2M
SPMD
Spdr Portfolio

ETFs
10
+ 0.27%
$54.43 - $58.29 $544 - $583
3.75K $214M
NOW
Service Now, Inc.

Technology
12
New
$850.86 - $1044.69 $10.2K - $12.5K
12 $11M
CHD
Church & Dwight CO Inc

Consumer Defensive
123
New
$85.84 - $99.09 $10.6K - $12.2K
123 $10.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
417
New
$23.82 - $25.84 $9.93K - $10.8K
417 $10.7M
RBLX
Roblox Corp

Communication Services
77
New
$100.65 - $141.56 $7.75K - $10.9K
77 $10.7M
OLED
Universal Display Corp Pa

Technology
73
New
$134.16 - $161.44 $9.79K - $11.8K
73 $10.5M
NXPI
Nxp Semiconductors N.V.

Technology
45
New
$205.16 - $239.07 $9.23K - $10.8K
45 $10.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
139
New
$67.1 - $74.29 $9.33K - $10.3K
139 $10.2M
ALLE
Allegion PLC

Industrials
57
New
$145.55 - $179.33 $8.3K - $10.2K
57 $10.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
60
New
$167.28 - $188.45 $10K - $11.3K
60 $10.1M
Activity Summary
Buys All Purchases 604 New Holdings 530 Increased Positions 74 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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