GW

Greykasell Wealth Strategies, Inc.

13F
Greykasell Wealth Strategies, Inc.
Last update 2025-05-09 344 Stocks (225 new)
Value $187.00 Mil Turnover 10 %
Countries:
Top Holdings: IOO(4.68%)GLD(3.81%)AAPL(3.68%)IVV(3.61%)IHDG(3.31%)
Summary Stock Picks Current Portfolio
Greykasell Wealth Strategies, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IOO
iShares Global 100 ETF
91,138
8,775.7
+1.91%
4.680
+0.09%
0.150
+12.56%
+8.32%
6,634.4
 
GLD
SPDR Gold Shares ETF
24,747
7,130.7
+7.25%
3.810
+0.26%
0.010
+7.32%
+27.72%
103,012.6
 
AAPL
Apple Inc
31,039
6,894.7
+1.03%
3.680
+0.04%
0.000
-4.99%
-14.96%
3,172,966.9
Hardware
IVV
iShares Core S&P 500 ETF
12,032
6,761.0
+8.88%
3.610
+0.29%
0.000
+10.26%
+6.56%
619,055.5
 
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
142,942
6,203.7
-5.73%
3.310
-0.21%
0.240
+5.24%
+5.10%
2,504.8
 
FBND
Fidelity Total Bond ETF
124,859
5,699.8
+70.12%
3.040
+1.25%
0.030
+1.15%
+4.19%
18,574.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
54,621
5,403.1
+116.85%
2.880
+1.55%
0.000
+0.80%
+3.83%
128,518.3
 
MSFT
Microsoft Corp
13,033
4,892.3
+2.01%
2.610
+0.05%
0.000
+28.75%
+16.96%
3,650,048.0
Software
AMZN
Amazon.com Inc
23,744
4,517.5
+0.22%
2.410
+0.01%
0.000
+12.20%
+0.24%
2,334,748.2
Retail - Cyclical
GOOGL
Alphabet Inc
28,869
4,464.4
+0.54%
2.380
+0.01%
0.000
+13.89%
-5.41%
2,173,866.0
Interactive Media

Greykasell Wealth Strategies, Inc.'s Historical Top Holdings Breakdowns

Greykasell Wealth Strategies, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+1.55%
●
95.85 ($97.76) 99.25
$98.67
0.93%
Add 116.85%
54,621
29,433
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+1.25%
●
44.41 ($45.29) 45.98
$45.70
0.91%
Add 70.12%
124,859
51,465
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-1.02%
●
44.72 ($45.57) 46.25
$46.00
0.94%
Reduce -66.99%
20,042
-40,681
ARKK
ARK Innovation ETF
2025-03-31
Reduce
Reduce
-0.47%
●
47.25 ($57.3) 67.02
$70.58
23.18%
Reduce -36.67%
25,676
-14,868
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.47%
●
73.78 ($75.44) 76.59
$76.92
1.96%
Reduce -67.85%
5,427
-11,452
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.29%
●
554.06 ($590.51) 615.85
$623.42
5.57%
Add 8.88%
12,032
981
VFLO
VictoryShares Free Cash Flow ETF
2025-03-31
New Buy
New Buy
+0.29%
●
33.49 ($35.11) 36.26
$35.67
1.59%
New holding
15,843
15,843
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.26%
●
243.19 ($264.45) 288.14
$309.25
16.94%
Add 7.25%
24,747
1,673
AGGH
Simplify Aggregate Bond ETF
2025-03-31
New Buy
New Buy
+0.21%
●
20.11 ($20.85) 21.21
$20.44
-1.97%
New holding
18,190
18,190
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-03-31
Reduce
Reduce
-0.21%
●
43.4 ($45.38) 47.51
$45.01
-0.82%
Reduce -5.73%
142,942
-8,684

Greykasell Wealth Strategies, Inc. Total Holding History ($B)

To

Greykasell Wealth Strategies, Inc.'s Asset Allocation

To

Greykasell Wealth Strategies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Greykasell Wealth Strategies, Inc.'s Hypothetical Growth since 2025-03-31

Greykasell Wealth Strategies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Greykasell Wealth Strategies, Inc.'s Holdings Heat Map

Size field:

Greykasell Wealth Strategies, Inc.'s Holdings Bubble Chart

Greykasell Wealth Strategies, Inc. News

  • 1

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