Grey Fox Wealth Advisors, LLC New Holdings in Q3 2025

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
244
New
$234.77 - $292.47 $57.3K - $71.4K
244 $68.8M
BX
Blackstone Inc.

Financial Services
396
New
$152.77 - $188.68 $60.5K - $74.7K
396 $67.7M
EMR
Emerson Electric CO

Industrials
512
New
$128.6 - $149.63 $65.8K - $76.6K
512 $67.2M
GS
Goldman Sachs Group Inc

Financial Services
84
New
$696.56 - $806.32 $58.5K - $67.7K
84 $66.8M
SYY
Sysco Corp

Consumer Defensive
807
New
$76.33 - $82.51 $61.6K - $66.6K
807 $66.4M
Black Rock Inc New
57
New
N/A
57 $66.1M
Veralto Corp
615
New
N/A
615 $65.6M
GNTX
Gentex Corp

Consumer Cyclical
2.3K
New
$22.66 - $29.06 $52.1K - $66.8K
2.3K $65.1M
Fidelity Enhanced Large Cap ETF
1.58K
New
N/A
1.58K $65M
JBL
Jabil Inc

Technology
299
New
$202.08 - $234.45 $60.4K - $70.1K
299 $64.9M
Vanguard Short Term Inflation Protected Securities Index Fund Admiral Class
2.54K
New
N/A
2.54K $63.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.14K
New
$28.15 - $30.13 $60.4K - $64.6K
2.14K $63.5M
SLF
Sun Life Financial Inc

Financial Services
1.03K
New
$56.54 - $66.41 $58K - $68.1K
1.03K $61.6M
RY
Royal Bank Of Canada

Financial Services
410
New
$128.46 - $148.6 $52.7K - $60.9K
410 $60.4M
PWB
Invesco Exchange Traded Fd Tr

ETFs
477
New
$115.87 - $125.42 $55.3K - $59.8K
477 $59.8M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
1.73K
New
$32.65 - $34.4 $56.4K - $59.4K
1.73K $57.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.03K
New
$52.12 - $55.33 $53.7K - $57K
1.03K $57M
EBC
Eastern Bankshares, Inc.

Financial Services
3.12K
New
$15.03 - $18.34 $47K - $57.3K
3.12K $56.7M
Nebius Group N V A F Class A
500
New
N/A
500 $56.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
622
New
$86.07 - $90.74 $53.5K - $56.4K
622 $55.7M
BAC
Bank Of America Corp

Financial Services
1.08K
New
$44.92 - $52.42 $48.3K - $56.4K
1.08K $55.4M
PH
Parker Hannifin Corp

Industrials
73
New
$697.13 - $769.67 $50.9K - $56.2K
73 $55.3M
ASML
Asml Holding Nv

Technology
57
New
$689.63 - $968.09 $39.3K - $55.2K
57 $55.2M
Schwab Treasury Infl Protected Secs Idx
5.22K
New
N/A
5.22K $54.6M
IEFA
Ishares Tr

ETFs
625
New
$81.7 - $87.53 $51.1K - $54.7K
625 $54.6M
FITB
Fifth Third Bancorp

Financial Services
1.21K
New
$40.91 - $46.28 $49.5K - $56K
1.21K $54.4M
SRE
Sempra Energy

Utilities
600
New
$74.14 - $89.98 $44.5K - $54K
600 $54M
SNAP
Snap Inc

Communication Services
6.94K
New
$6.99 - $10.35 $48.5K - $71.8K
6.94K $53.5M
LOW
Lowes Companies Inc

Consumer Cyclical
206
New
$215.01 - $273.02 $44.3K - $56.2K
206 $51.8M
MET
Metlife Inc

Financial Services
628
New
$73.82 - $82.37 $46.4K - $51.7K
628 $51.7M
VCR
Vanguard Consumer Discretionar

ETFs
130
New
$359.61 - $401.35 $46.7K - $52.2K
130 $51.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
253
New
$185.88 - $207.44 $47K - $52.5K
253 $50.8M
AMD
Advanced Micro Devices Inc

Technology
314
New
$134.8 - $184.42 $42.3K - $57.9K
314 $50.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
506
New
$97.53 - $115.95 $49.4K - $58.7K
506 $50.6M
Ab Small Cap Growth Fund
656
New
N/A
656 $49.7M
UNP
Union Pacific Corp

Industrials
208
New
$214.91 - $237.16 $44.7K - $49.3K
208 $49.2M
XLE
Energy Sector Spdr

ETFs
550
New
$84.25 - $91.99 $46.3K - $50.6K
550 $49.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.86K
New
$24.46 - $26.5 $45.4K - $49.2K
1.86K $48.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
810
New
$59.29 - $62.87 $48K - $50.9K
810 $48.7M
MPC
Marathon Petroleum Corp

Energy
249
New
$158.59 - $198.69 $39.5K - $49.5K
249 $48M
ITB
Ishares Tr

ETFs
443
New
$94.18 - $117.14 $41.7K - $51.9K
443 $47.5M
Lam Research Corp
351
New
N/A
351 $47M
QDEF
Flexshares Quality Div Defensi

ETFs
586
New
$74.4 - $79.98 $43.6K - $46.9K
586 $46.8M
CMCSA
Comcast Corp

Communication Services
1.49K
New
$31.41 - $36.33 $46.7K - $54.1K
1.49K $46.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
635
New
$70.77 - $73.59 $44.9K - $46.7K
635 $46.5M
AON
Aon PLC

Financial Services
130
New
$350.91 - $375.27 $45.6K - $48.8K
130 $46.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.65K
New
$25.29 - $28.33 $41.8K - $46.8K
1.65K $46.1M
TGT
Target Corp

Consumer Defensive
510
New
$86.56 - $107.43 $44.1K - $54.8K
510 $45.8M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.05K
New
$39.06 - $43.42 $40.9K - $45.5K
1.05K $45.5M
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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