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Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2025)

About Greykasell Wealth Strategies, Inc.

Investment Activity

  • Greykasell Wealth Strategies, Inc. has $180.04 million in total holdings as of December 31, 2024.
  • Greykasell Wealth Strategies, Inc. owns shares of 119 different stocks, but just 51 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofGreykasell Wealth Strategies, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$9,011,65589,4285.0%ETF
Apple Inc. stock logo
AAPL
Apple
$7,693,40330,7224.3%Computer and Technology
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$6,591,179151,6263.7%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,505,39411,0513.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,587,02423,0743.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,435,29628,7133.0%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,385,23412,7763.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,197,78823,6922.9%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$4,318,33448,8502.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,001,76864,2242.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,976,26734,5102.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,669,3307,1772.0%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,516,37750,0342.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$3,293,19273,3941.8%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$3,280,97659,1701.8%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,173,6895,4151.8%Finance
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$3,153,01022,0351.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,768,4954,7281.5%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,744,66460,7231.5%Manufacturing
Equinix, Inc. stock logo
EQIX
Equinix
$2,742,4952,9091.5%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,738,66157,2701.5%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$2,628,53129,3361.5%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,443,54118,1961.4%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,440,70625,1881.4%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,329,0842,1971.3%Computer and Technology
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$2,301,70540,5441.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$2,266,96577,5831.3%ETF
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$2,172,12926,7641.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,154,1632,3511.2%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,027,88511,5731.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,927,9033,6611.1%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$1,799,4657,7621.0%Computer and Technology
Emerging Markets Internet & Ecommerce ETF stock logo
EMQQ
Emerging Markets Internet & Ecommerce ETF
$1,782,67451,7021.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,637,02837,1710.9%ETF
Prologis, Inc. stock logo
PLD
Prologis
$1,633,27315,4520.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,623,3936,7720.9%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,380,2256,2530.8%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$1,323,3863,9580.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,306,7572,5830.7%Medical
Visa Inc. stock logo
V
Visa
$1,299,4264,1120.7%Business Services
The Progressive Co. stock logo
PGR
Progressive
$1,280,2635,3430.7%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,261,36216,8790.7%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$1,254,46537,5700.7%Manufacturing
Intuit Inc. stock logo
INTU
Intuit
$1,197,9951,9060.7%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,170,27912,9530.7%Retail/Wholesale
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$1,166,94647,2450.6%ETF
KLA Co. stock logo
KLAC
KLA
$1,124,1691,7840.6%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,123,2622,5260.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,122,0432,8850.6%Retail/Wholesale
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$1,086,46818,0300.6%ETF
Workday, Inc. stock logo
WDAY
Workday
$1,047,4884,0600.6%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$1,012,3003,6290.6%Consumer Discretionary
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,005,2192,1420.6%Aerospace
PACCAR Inc stock logo
PCAR
PACCAR
$995,6799,5720.6%Auto/Tires/Trucks
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$944,5128,8640.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$923,3312,0370.5%Finance
Franklin FTSE India ETF stock logo
FLIN
Franklin FTSE India ETF
$915,37324,1520.5%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$907,53010,6810.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$896,0155,0420.5%Medical
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$879,32718,4080.5%Manufacturing
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$878,9721,5350.5%Finance
BLACKROCK INC COM
$851,1068300.5%COM
Chevron Co. stock logo
CVX
Chevron
$836,4515,7750.5%Oils/Energy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$817,7727,4040.5%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$808,33411,2410.4%Retail/Wholesale
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$754,82230,5970.4%ETF
Deere & Company stock logo
DE
Deere & Company
$754,2541,7800.4%Industrial Products
Amgen Inc. stock logo
AMGN
Amgen
$749,6012,8760.4%Medical
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$725,27912,6620.4%ETF
RTX Co. stock logo
RTX
RTX
$707,8596,1170.4%Aerospace
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$699,17710,8450.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,92010.4%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$671,1066,0270.4%Consumer Discretionary
Oracle Co. stock logo
ORCL
Oracle
$650,0633,9010.4%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$640,2203,2300.4%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$630,9894,1070.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$625,98110,5740.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$615,9521,1840.3%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$610,8541,7970.3%Basic Materials
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$561,62610,7550.3%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$521,7721,9800.3%Aerospace
Public Storage stock logo
PSA
Public Storage
$508,1981,6970.3%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$505,0085,5340.3%Retail/Wholesale
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$504,3307080.3%Medical
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$476,49211,3770.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$470,3621,6230.3%ETF
FedEx Co. stock logo
FDX
FedEx
$459,0731,6320.3%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$420,8331,8630.2%Multi-Sector Conglomerates
Tesla, Inc. stock logo
TSLA
Tesla
$411,9171,0200.2%Auto/Tires/Trucks
Citigroup Inc. stock logo
C
Citigroup
$403,6165,7340.2%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$402,0991,5850.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$395,2462,7330.2%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$387,5335,2360.2%Finance
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$386,2724,8290.2%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$370,470750.2%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$358,4441,8150.2%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$352,4003,9560.2%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$337,2917,1460.2%ETF
Invesco S&P SmallCap Momentum ETF stock logo
XSMO
Invesco S&P SmallCap Momentum ETF
$329,3054,9810.2%ETF
Bank of America Co. stock logo
BAC
Bank of America
$320,0007,2810.2%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data