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
NVO
Novo Nordisk A S

Healthcare
428
New
$45.38 - $71.7 $19.4K - $30.7K
428 $23.8M
IREN
Iris Energy LTD

Financial Services
500
New
$15.1 - $47.14 $7.55K - $23.6K
500 $23.5M
Labcorp Hldgs Inc
82
New
N/A
82 $23.4M
CTRA
Coterra Energy Inc.

Energy
989
New
$23.09 - $25.45 $22.8K - $25.2K
989 $23.4M
CWT
California Water Service Group

Utilities
504
New
$44.32 - $47.59 $22.3K - $24K
504 $23.1M
CARR
Carrier Global Corp

Industrials
385
New
$58.75 - $80.73 $22.6K - $31.1K
385 $23M
APD
Air Products & Chemicals, Inc.

Basic Materials
83
New
$265.78 - $299.3 $22.1K - $24.8K
83 $22.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
100
New
$195.29 - $223.85 $19.5K - $22.4K
100 $22.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
655
New
$30.13 - $33.37 $19.7K - $21.9K
655 $21.9M
IBKR
Interactive Brokers Group, Inc.

Financial Services
304
New
$56.32 - $68.81 $17.1K - $20.9K
304 $20.9M
VT
Vanguard Total World Stk Index

ETFs
145
New
$128.41 - $138.03 $18.6K - $20K
145 $20M
USB
Us Bancorp \De\

Financial Services
399
New
$43.94 - $50.41 $17.5K - $20.1K
399 $19.5M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
459
New
$39.39 - $42.09 $18.1K - $19.3K
459 $19.2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
57
New
$332.69 - $399.0 $19K - $22.7K
57 $19M
DDOG
Datadog, Inc.

Technology
132
New
$124.52 - $155.15 $16.4K - $20.5K
132 $18.8M
CLX
Clorox CO

Consumer Defensive
150
New
$117.67 - $131.43 $17.7K - $19.7K
150 $18.5M
D
Dominion Energy, Inc

Utilities
301
New
$56.32 - $62.1 $17K - $18.7K
301 $18.4M
BA
Boeing CO

Industrials
85
New
$209.79 - $237.38 $17.8K - $20.2K
85 $18.3M
DOCS
Doximity, Inc.

Healthcare
250
New
$57.33 - $75.12 $14.3K - $18.8K
250 $18.3M
INTC
Intel Corp

Technology
533
New
$19.31 - $35.5 $10.3K - $18.9K
533 $17.9M
CRM
Salesforce, Inc.

Technology
74
New
$231.66 - $273.65 $17.1K - $20.3K
74 $17.7M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
355
New
$48.31 - $48.93 $17.2K - $17.4K
355 $17.3M
CRBG
Corebridge Financial, Inc.

Financial Services
532
New
$31.36 - $35.94 $16.7K - $19.1K
532 $17M
HII
Huntington Ingalls Industries, Inc.

Industrials
59
New
$246.31 - $287.91 $14.5K - $17K
59 $17M
VZ
Verizon Communications Inc

Communication Services
385
New
$40.84 - $45.06 $15.7K - $17.3K
385 $16.9M
AMGN
Amgen Inc

Healthcare
60
New
$271.18 - $309.22 $16.3K - $18.6K
60 $16.8M
VFH
Vanguard Financial ETF

ETFs
127
New
$125.23 - $132.78 $15.9K - $16.9K
127 $16.7M
CTVA
Corteva, Inc.

Basic Materials
247
New
$67.08 - $77.12 $16.6K - $19K
247 $16.7M
COP
Conocophillips

Energy
174
New
$91.0 - $98.99 $15.8K - $17.2K
174 $16.5M
MP
Mp Materials Corp.

Basic Materials
245
New
$30.03 - $77.13 $7.36K - $18.9K
245 $16.4M
RF
Regions Financial Corp

Financial Services
611
New
$24.03 - $27.41 $14.7K - $16.7K
611 $16.3M
DOV
Dover Corp

Industrials
96
New
$165.59 - $190.9 $15.9K - $18.3K
96 $16M
DLTR
Dollar Tree, Inc.

Consumer Defensive
169
New
$94.03 - $117.16 $15.9K - $19.8K
169 $15.9M
Fidelity Real Estate Index
937
New
N/A
937 $15.8M
SHW
Sherwin Williams CO

Basic Materials
44
New
$330.88 - $375.23 $14.6K - $16.5K
44 $15.1M
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
EWJ
Ishares Msci Japan ETF

ETFs
167
New
$71.69 - $81.49 $12K - $13.6K
167 $13.4M
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
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
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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