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Greykasell Wealth Strategies

Latest statistics and disclosures from Greykasell Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are IOO, AAPL, GLD, GOOGL, AGG, and represent 21.40% of Greykasell Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: CGIE, NOW, GLD, IVV, IAU, GOOG, BRK.A, CGSM, VIG, RSP.
Started 95 new stock positions in COKE, OPPJ, H, HASI, KLIC, WMB, EWT, COP, JFR, GDX.
Reduced shares in these 10 stocks: IHDG, IJH, IJR, IUSB, ADBE, PWZ, MUB, OKE, EMQQ, AVGO.
Sold out of its positions in APD, CLX, DKNG, FI, GIS, EAGG, MRK, NKE, OKE.
Greykasell Wealth Strategies was a net buyer of stock by $12M.
Greykasell Wealth Strategies has $253M in assets under management (AUM), dropping by 6.65%.
Central Index Key (CIK): 0002041220

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Portfolio Holdings for Greykasell Wealth Strategies

Greykasell Wealth Strategies holds 492 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Global 100 Etf Etf (IOO)	4.8	$12M		96k	126.67	View chart
Apple Stock (AAPL)	4.6	$12M		43k	271.86	View chart
Spdr Gold Shares Etf (GLD)	4.3	$11M	+8%	28k	396.31	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.9	$9.8M		31k	313.00	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	3.8	$9.6M	+2%	96k	99.88	View chart
Fidelity Total Bond Etf Etf (FBND)	3.2	$8.0M	+4%	175k	46.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.2	$8.0M	+10%	12k	684.96	View chart
Microsoft Corp Stock (MSFT)	2.6	$6.6M		14k	483.62	View chart
Amazon Stock (AMZN)	2.5	$6.3M		27k	230.82	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.3	$5.8M		9.4k	614.31	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.1	$5.3M	+5%	59k	89.46	View chart
Nvidia Corporation Stock (NVDA)	2.0	$4.9M	+2%	27k	186.50	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.9	$4.9M	+5%	67k	72.68	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.6	$4.1M	-6%	34k	120.18	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.6	$4.0M	-8%	61k	66.00	View chart
Capital Group International Equity Etf Etf (CGIE)	1.4	$3.6M	+766%	105k	34.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.4	$3.6M		5.3k	681.88	View chart
Ishares Russell Midcap Etf Etf (IWR)	1.4	$3.6M		37k	96.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.4	$3.6M		57k	62.47	View chart
Meta Platforms Inc Cl A Stock (META)	1.3	$3.3M		5.0k	660.11	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.3	$3.2M		82k	39.38	View chart
Broadcom Stock (AVGO)	1.1	$2.9M	-4%	8.3k	346.08	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$2.8M	+7%	8.6k	322.21	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.0	$2.6M	+8%	48k	53.76	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	1.0	$2.5M	-56%	52k	48.66	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	1.0	$2.5M	-3%	51k	48.75	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.9	$2.4M		69k	34.65	View chart
Mfs Active International Etf Etf (MFSI)	0.9	$2.3M		76k	30.45	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.9	$2.2M	+25%	12k	191.57	View chart
Mastercard Incorporated Cl A Stock (MA)	0.9	$2.2M		3.8k	570.82	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.8	$2.1M		21k	104.04	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.8	$2.1M		37k	57.24	View chart
Costco Wholesale Corporation Stock (COST)	0.8	$2.1M		2.5k	862.38	View chart
Kla Corp Stock (KLAC)	0.8	$2.1M		1.7k	1214.81	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.8	$2.0M	-4%	12k	165.81	View chart
Equinix Reit (EQIX)	0.8	$2.0M	-5%	2.6k	766.23	View chart
Prologis Reit (PLD)	0.7	$1.9M		15k	127.66	View chart
Servicenow Stock (NOW)	0.7	$1.7M	+395%	11k	153.20	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.6M	+3%	4.6k	350.71	View chart
Walmart Stock (WMT)	0.6	$1.5M		14k	111.41	View chart
Goldman Sachs Group Stock (GS)	0.6	$1.5M	+8%	1.7k	879.08	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.5	$1.4M		23k	59.67	View chart
Intuit Stock (INTU)	0.5	$1.4M	+7%	2.1k	662.45	View chart
T-mobile Us Stock (TMUS)	0.5	$1.3M		6.3k	203.03	View chart
Ark Innovation Etf Etf (ARKK)	0.5	$1.3M	-2%	17k	76.92	View chart
Emqq The Emerging Markets Internet Etf Etf (EMQQ)	0.5	$1.3M	-9%	31k	40.36	View chart
Northrop Grumman Corp Stock (NOC)	0.5	$1.2M		2.2k	570.17	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.2M		2.5k	502.65	View chart
Abbvie Stock (ABBV)	0.5	$1.2M		5.4k	228.48	View chart
Progressive Corp Stock (PGR)	0.5	$1.2M		5.4k	227.70	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.5	$1.2M		3.9k	310.25	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.1M	+100%	2.00	566100.00	View chart
Rtx Corporation Stock (RTX)	0.4	$1.1M		6.2k	183.41	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.4	$1.1M		25k	44.17	View chart
Paccar Stock (PCAR)	0.4	$1.1M		9.9k	109.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.1M	+133%	3.4k	313.84	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.4	$1.1M		37k	29.55	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.4	$1.1M		11k	98.50	View chart
Franklin Ftse India Etf Etf (FLIN)	0.4	$1.0M	-3%	27k	38.59	View chart
Home Depot Stock (HD)	0.4	$1.0M		3.0k	344.06	View chart
Salesforce Stock (CRM)	0.4	$1.0M	-3%	3.9k	264.88	View chart
Amgen Stock (AMGN)	0.4	$1.0M		3.1k	327.26	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.4	$1.0M	+99%	39k	26.34	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.4	$1.0M		11k	94.38	View chart
Chevron Corp Stock (CVX)	0.4	$939k	-3%	6.2k	152.42	View chart
Workday Inc Cl A Stock (WDAY)	0.4	$923k		4.3k	214.79	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$903k		11k	82.48	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.4	$890k	+36%	2.9k	303.89	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.3	$875k		15k	57.46	View chart
Cisco Sys Stock (CSCO)	0.3	$868k		11k	77.03	View chart
Fastenal Stock (FAST)	0.3	$860k		21k	40.13	View chart
Blackrock Stock (BLK)	0.3	$841k		786.00	1070.29	View chart
Ishares Gold Trust Etf (IAU)	0.3	$831k	+1107%	10k	81.17	View chart
Simplify Aggregate Bond Etf Etf (AGGH)	0.3	$814k		39k	20.70	View chart
Deere & Co Stock (DE)	0.3	$798k		1.7k	465.58	View chart
Oracle Corp Stock (ORCL)	0.3	$769k		3.9k	194.91	View chart
Disney Walt Stock (DIS)	0.3	$742k		6.5k	113.76	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$736k		3.5k	211.80	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$723k		11k	67.22	View chart
General Dynamics Corp Stock (GD)	0.3	$681k		2.0k	336.63	View chart
Qualcomm Stock (QCOM)	0.3	$680k	-3%	4.0k	171.06	View chart
Citigroup Stock (C)	0.3	$670k		5.7k	116.70	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$666k	-22%	6.2k	107.11	View chart
Micron Technology Stock (MU)	0.3	$641k		2.2k	285.41	View chart
Marvell Technology Stock (MRVL)	0.2	$629k		7.4k	84.98	View chart
Johnson & Johnson Stock (JNJ)	0.2	$628k		3.0k	206.98	View chart
Adobe Stock (ADBE)	0.2	$618k	-29%	1.8k	349.99	View chart
Sherwin Williams Stock (SHW)	0.2	$590k	-2%	1.8k	323.95	View chart
Ge Aerospace Stock (GE)	0.2	$555k		1.8k	308.11	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$548k		5.5k	99.91	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$527k	+2%	909.00	579.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$503k	-6%	1.5k	335.35	View chart
Tesla Stock (TSLA)	0.2	$480k		1.1k	449.72	View chart
Booking Holdings Stock (BKNG)	0.2	$476k	+5%	89.00	5343.72	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$453k	NEW	2.1k	219.78	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$442k		4.8k	91.45	View chart
Cummins Stock (CMI)	0.2	$438k	NEW	857.00	510.45	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$419k		893.00	468.76	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$417k		1.4k	287.84	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.2	$413k	-37%	17k	24.16	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$413k	+32%	386.00	1070.39	View chart
Bank America Corp Stock (BAC)	0.2	$413k		7.5k	55.00	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.2	$404k		6.3k	64.10	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.2	$393k		7.0k	56.26	View chart
Honeywell Intl Stock (HON)	0.2	$382k	-8%	2.0k	195.07	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$372k	+27%	769.00	483.67	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$369k	+30%	478.00	771.60	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$357k		6.6k	54.07	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$353k		5.1k	69.42	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$348k		4.8k	72.01	View chart
Public Storage Oper Reit (PSA)	0.1	$342k	-22%	1.3k	259.55	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$341k		2.3k	146.58	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	0.1	$330k		7.6k	43.54	View chart
Eli Lilly & Co Stock (LLY)	0.1	$329k		306.00	1074.50	View chart
Fedex Corp Stock (FDX)	0.1	$325k	-6%	1.1k	288.98	View chart
Mercadolibre Stock (MELI)	0.1	$324k		161.00	2011.06	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.1	$323k	+2%	14k	22.36	View chart
Lowes Cos Stock (LOW)	0.1	$313k		1.3k	241.16	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.1	$306k		8.6k	35.58	View chart
Palo Alto Networks Stock (PANW)	0.1	$304k	+85%	1.7k	184.24	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$302k		3.4k	88.48	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$299k		3.5k	86.25	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$299k		2.9k	103.13	View chart
Starbucks Corp Stock (SBUX)	0.1	$291k	-27%	3.4k	84.22	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$289k		2.3k	123.26	View chart
Ubs Group Stock (UBS)	0.1	$280k		6.0k	46.31	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$278k	NEW	6.1k	45.80	View chart
Novartis Adr (NVS)	0.1	$278k		2.0k	137.87	View chart
Franklin California Municipal Income Etf Etf (FTCA)	0.1	$275k	NEW	38k	7.32	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$274k		4.8k	56.69	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$271k	+21500%	432.00	627.15	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$269k		1.2k	223.17	View chart
General Mtrs Stock (GM)	0.1	$263k	+15%	3.2k	81.31	View chart
Blackstone Stock (BX)	0.1	$253k	+528%	1.6k	154.14	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$251k	-4%	1.8k	136.73	View chart
Kkr & Co Stock (KKR)	0.1	$247k	+331%	1.9k	127.51	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$243k	+134%	1.7k	143.99	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$229k		7.5k	30.45	View chart
Gilead Sciences Stock (GILD)	0.1	$227k	-10%	1.9k	122.75	View chart
Welltower Reit (WELL)	0.1	$218k		1.2k	185.64	View chart
Transdigm Group Stock (TDG)	0.1	$216k	-7%	162.00	1332.60	View chart
Targa Res Corp Stock (TRGP)	0.1	$209k	NEW	1.1k	184.50	View chart
Ww Grainger Stock (GWW)	0.1	$206k		204.00	1009.07	View chart
Paychex Stock (PAYX)	0.1	$201k		1.8k	112.18	View chart
Bank Montreal Que Stock (BMO)	0.1	$197k		1.5k	129.79	View chart
Boeing Stock (BA)	0.1	$195k	-15%	899.00	217.12	View chart
Linde Stock (LIN)	0.1	$193k	-11%	453.00	426.39	View chart
Netease Adr (NTES)	0.1	$192k		1.4k	137.62	View chart
Netflix Stock (NFLX)	0.1	$187k	+900%	2.0k	93.76	View chart
Simon Ppty Group Reit (SPG)	0.1	$180k		971.00	185.11	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$180k	NEW	1.1k	168.80	View chart
Boston Scientific Corp Stock (BSX)	0.1	$177k	+17%	1.9k	95.37	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$174k		2.5k	68.50	View chart
Fortinet Stock (FTNT)	0.1	$165k		2.1k	79.40	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$163k		919.00	177.43	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$159k		757.00	210.34	View chart
Toll Brothers Stock (TOL)	0.1	$159k	NEW	1.2k	135.18	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$159k		794.00	199.75	View chart
Morgan Stanley Stock (MS)	0.1	$156k	+375%	879.00	177.49	View chart
Willis Towers Watson Stock (WTW)	0.1	$154k		470.00	328.60	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$152k	+13%	616.00	246.25	View chart
Unitedhealth Group Stock (UNH)	0.1	$150k	-23%	453.00	330.22	View chart
Microchip Technology Stock (MCHP)	0.1	$147k		2.3k	63.72	View chart
Capital One Finl Corp Stock (COF)	0.1	$142k	NEW	585.00	242.36	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$134k		1.9k	71.47	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$133k		612.00	217.06	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$132k		3.0k	44.65	View chart
Procter & Gamble Stock (PG)	0.1	$132k	-11%	920.00	143.31	View chart
Live Nation Entertainment Stock (LYV)	0.1	$132k	+9130%	923.00	142.42	View chart
Astrazeneca Adr	0.1	$127k		1.4k	91.93	View chart
Philip Morris Intl Stock (PM)	0.1	$127k		790.00	160.40	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$126k		2.5k	50.86	View chart
Union Pac Corp Stock (UNP)	0.0	$125k		539.00	231.32	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$124k		165.00	753.78	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$122k		576.00	212.07	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$118k	+22%	328.00	360.18	View chart
Novo-nordisk A S Adr (NVO)	0.0	$115k	+5%	2.3k	50.87	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$112k	NEW	2.4k	46.28	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$111k		622.00	177.62	View chart
Kroger Stock (KR)	0.0	$111k		1.8k	62.48	View chart
Ross Stores Stock (ROST)	0.0	$110k		612.00	180.22	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$110k	NEW	527.00	208.80	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.0	$108k		4.6k	23.19	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$108k		502.00	214.06	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$106k		1.1k	93.09	View chart
L3harris Technologies Stock (LHX)	0.0	$106k	+3510%	361.00	293.64	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$103k		555.00	185.56	View chart
Eaton Corp Stock (ETN)	0.0	$96k	+1405%	301.00	318.53	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$94k		1.1k	82.72	View chart
Arista Networks Stock (ANET)	0.0	$94k		720.00	131.03	View chart
Cyberark Software Stock (CYBR)	0.0	$92k		207.00	446.36	View chart
Wells Fargo Stock (WFC)	0.0	$91k	+96%	980.00	93.20	View chart
Aercap Holdings Nv Stock (AER)	0.0	$91k	NEW	635.00	143.76	View chart
Ishares Silver Trust Etf (SLV)	0.0	$89k	NEW	1.4k	64.42	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.0	$89k	NEW	4.6k	19.39	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$88k	-6%	1.6k	53.94	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$87k		946.00	92.30	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$86k	NEW	1.8k	47.03	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$85k		286.00	298.43	View chart
Uber Technologies Stock (UBER)	0.0	$85k		1.0k	81.71	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.0	$83k		3.5k	23.67	View chart
Invesco S&p Smallcap Information Technology Etf Etf (PSCT)	0.0	$82k		1.5k	56.61	View chart
Valero Energy Corp Stock (VLO)	0.0	$77k	NEW	470.00	162.79	View chart
Huntington Bancshares Stock (HBAN)	0.0	$76k		4.4k	17.35	View chart
Williams Cos Stock (WMB)	0.0	$76k	NEW	1.3k	60.11	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$76k		2.6k	28.70	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$75k		7.2k	10.40	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$75k		1.0k	74.28	View chart
Cme Group Stock (CME)	0.0	$73k	NEW	268.00	272.57	View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV)	0.0	$72k		1.8k	39.10	View chart
Conocophillips Stock (COP)	0.0	$71k	NEW	761.00	93.61	View chart
Cintas Corp Stock (CTAS)	0.0	$70k	-44%	373.00	188.03	View chart
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP)	0.0	$68k		696.00	97.80	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$68k		564.00	120.34	View chart
Biogen Stock (BIIB)	0.0	$68k		385.00	175.99	View chart
Centerpoint Energy Stock (CNP)	0.0	$66k		1.7k	38.34	View chart
Phillips 66 Stock (PSX)	0.0	$65k	NEW	506.00	128.91	View chart
American Express Stock (AXP)	0.0	$65k	NEW	175.00	369.95	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$63k	NEW	3.0k	21.00	View chart
Ferrari N V Stock (RACE)	0.0	$62k	-50%	168.00	369.98	View chart
Air Lease Corp Cl A Stock (AL)	0.0	$62k	NEW	968.00	64.20	View chart
Mcdonalds Corp Stock (MCD)	0.0	$61k		200.00	304.95	View chart
Slr Investment Corp Cef (SLRC)	0.0	$59k	NEW	3.8k	15.46	View chart
Newmont Corp Stock (NEM)	0.0	$58k		585.00	99.85	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$58k		731.00	79.84	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$58k		208.00	279.14	View chart
Ares Capital Corp Cef (ARCC)	0.0	$57k	NEW	2.8k	20.23	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$57k	NEW	430.00	131.59	View chart
Landstar Sys Stock (LSTR)	0.0	$56k		390.00	143.70	View chart
Digital Rlty Tr Reit (DLR)	0.0	$56k	+103%	362.00	154.50	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$55k	NEW	295.00	184.92	View chart
Pepsico Stock (PEP)	0.0	$54k	-13%	374.00	143.70	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$53k		385.00	136.94	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$52k		188.00	276.94	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$51k	+69%	1.7k	30.72	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$51k	NEW	595.00	85.77	View chart
Constellation Energy Corp Stock (CEG)	0.0	$51k		144.00	353.64	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$50k	+8%	380.00	132.27	View chart
Verizon Communications Stock (VZ)	0.0	$50k	-30%	1.2k	40.73	View chart
Southern Stock (SO)	0.0	$49k		566.00	87.20	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$49k	NEW	774.00	63.49	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$48k		296.00	160.97	View chart
Danaher Corporation Stock (DHR)	0.0	$46k	NEW	203.00	228.55	View chart
Southwest Airls Stock (LUV)	0.0	$46k	-19%	1.1k	41.34	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$45k		372.00	121.75	View chart
Assured Guaranty Stock (AGO)	0.0	$45k	NEW	502.00	89.87	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$45k		377.00	119.21	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$45k		1.1k	40.35	View chart
Stryker Corporation Stock (SYK)	0.0	$44k	NEW	125.00	351.47	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$44k		316.00	138.66	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$44k		439.00	99.52	View chart
American Tower Corp Reit (AMT)	0.0	$43k	NEW	245.00	175.57	View chart
Synchrony Financial Stock (SYF)	0.0	$42k	NEW	505.00	83.43	View chart
Apollo Global Mgmt Stock (APO)	0.0	$42k	NEW	290.00	144.76	View chart
Diamondback Energy Stock (FANG)	0.0	$41k	NEW	270.00	150.33	View chart
Blackrock Floating Rate Income Cef (FRA)	0.0	$40k	NEW	3.4k	11.78	View chart
Ubiquiti Stock (UI)	0.0	$39k		70.00	553.36	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$39k	NEW	150.00	257.09	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$38k		523.00	73.48	View chart
Cardinal Health Stock (CAH)	0.0	$38k		186.00	205.50	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$38k		516.00	73.59	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$38k	-87%	808.00	46.54	View chart
Idexx Labs Stock (IDXX)	0.0	$37k		55.00	676.53	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$36k		454.00	79.78	View chart
Mckesson Corp Stock (MCK)	0.0	$35k	+104%	43.00	812.86	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$35k	NEW	442.00	78.79	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$35k	NEW	285.00	121.93	View chart
Intuitive Surgical Stock (ISRG)	0.0	$35k		61.00	566.36	View chart
Waste Connections Stock (WCN)	0.0	$33k		190.00	175.62	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$33k	NEW	692.00	47.51	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$33k		212.00	154.69	View chart
Pfizer Stock (PFE)	0.0	$33k	-29%	1.3k	24.90	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$33k	NEW	114.00	285.18	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$32k		269.00	117.63	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$31k	+5%	294.00	106.73	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$30k		549.00	54.74	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$30k		200.00	148.69	View chart
Heico Corp Stock (HEI)	0.0	$29k		90.00	323.59	View chart
Travelers Companies Stock (TRV)	0.0	$29k		100.00	290.06	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.0	$29k	+57%	886.00	32.50	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$27k		131.00	207.55	View chart
Vulcan Matls Stock (VMC)	0.0	$27k		95.00	285.71	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$27k	+8%	93.00	290.22	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$27k	+17%	286.00	94.00	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$27k		306.00	87.04	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$27k		276.00	96.03	View chart
First Solar Stock (FSLR)	0.0	$26k		100.00	261.23	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$26k	NEW	180.00	144.16	View chart
Eqt Corp Stock (EQT)	0.0	$26k	NEW	480.00	53.60	View chart
Invesco S&p Smallcap Health Care Etf Etf (PSCH)	0.0	$26k		582.00	44.05	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$25k	-51%	552.00	45.71	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$25k	NEW	3.2k	7.83	View chart
Expand Energy Corporation Stock (EXE)	0.0	$24k	NEW	220.00	110.36	View chart
Yum Brands Stock (YUM)	0.0	$24k		160.00	151.28	View chart
Invesco S&p Smallcap 600 Pure Value Etf Etf (RZV)	0.0	$24k	NEW	200.00	118.92	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$24k		178.00	133.21	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$24k		246.00	96.09	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$24k	+750%	340.00	69.40	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.0	$24k		250.00	94.12	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$24k	NEW	200.00	117.52	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.0	$23k	+2%	259.00	90.24	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$23k		165.00	141.49	View chart
Coca Cola Stock (KO)	0.0	$23k		333.00	69.91	View chart
S&p Global Stock (SPGI)	0.0	$23k		44.00	523.61	View chart
Spotify Technology S A Stock (SPOT)	0.0	$23k		39.00	580.72	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$22k		440.00	50.94	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$22k		100.00	223.23	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$21k		106.00	198.82	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$21k	-53%	201.00	103.65	View chart
Atmus Filtration Technologies Stock (ATMU)	0.0	$21k	NEW	400.00	51.91	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$21k	+101%	173.00	119.17	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$21k		240.00	85.25	View chart
3M Stock (MMM)	0.0	$20k		126.00	160.10	View chart
Veralto Corp Stock (VLTO)	0.0	$20k		200.00	99.81	View chart
Halliburton Stock (HAL)	0.0	$20k	NEW	700.00	28.26	View chart
Southern Copper Corp Stock (SCCO)	0.0	$20k	NEW	136.00	143.80	View chart
International Business Machs Stock (IBM)	0.0	$19k		65.00	296.22	View chart
Carrier Global Corporation Stock (CARR)	0.0	$19k	NEW	360.00	52.84	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$19k		226.00	83.90	View chart
Logitech Intl S A Stock (LOGI)	0.0	$19k		189.00	100.22	View chart
Ishares Msci Canada Etf Etf (EWC)	0.0	$19k	NEW	350.00	53.93	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$19k		203.00	91.86	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$18k		235.00	77.84	View chart
Pan Amern Silver Corp Stock (PAAS)	0.0	$18k	NEW	350.00	51.81	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$18k	NEW	58.00	303.84	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$17k	-87%	213.00	77.88	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$16k		120.00	135.14	View chart
At&t Stock (T)	0.0	$16k		650.00	24.84	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$16k	NEW	195.00	80.74	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$15k		560.00	27.49	View chart
Voya Infrastructure Indls & Mt Cef (IDE)	0.0	$15k		1.3k	12.30	View chart
Sempra Stock (SRE)	0.0	$15k		172.00	88.29	View chart
Parker-hannifin Corp Stock (PH)	0.0	$15k		17.00	878.94	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.0	$15k		157.00	94.96	View chart
Camden Ppty Tr Sh Ben Int Reit (CPT)	0.0	$15k	NEW	135.00	110.08	View chart
Rithm Capital Corp Reit (RITM)	0.0	$15k	NEW	1.3k	10.90	View chart
Firstenergy Corp Stock (FE)	0.0	$15k		323.00	44.77	View chart
Regions Financial Corp Stock (RF)	0.0	$15k	NEW	533.00	27.12	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$14k	NEW	170.00	80.63	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$14k		129.00	105.69	View chart
Axon Enterprise Stock (AXON)	0.0	$14k		24.00	567.92	View chart
Chubb Stock (CB)	0.0	$13k		43.00	312.70	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$13k		136.00	96.28	View chart
Texas Instrs Stock (TXN)	0.0	$13k		74.00	174.36	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$13k		499.00	25.82	View chart
Howard Hughes Holdings Stock (HHH)	0.0	$13k	NEW	160.00	79.77	View chart
Altria Group Stock (MO)	0.0	$12k		204.00	57.66	View chart
Universal Display Corp Stock (OLED)	0.0	$12k		100.00	116.78	View chart
Tjx Cos Stock (TJX)	0.0	$12k		75.00	154.52	View chart
Advanced Micro Devices Stock (AMD)	0.0	$11k		53.00	214.15	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$11k		140.00	81.03	View chart
Sixth Street Specialty Lending Cef (TSLX)	0.0	$11k	+2%	520.00	21.73	View chart
Etsy Stock (ETSY)	0.0	$11k		200.00	55.44	View chart
Nextpower Inc Class A Stock (NXT)	0.0	$11k		127.00	87.11	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$11k	NEW	216.00	50.25	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$11k	+38%	207.00	52.27	View chart
Doubleline Income Solutions Cef (DSL)	0.0	$10k	NEW	900.00	11.27	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$10k	+100%	237.00	42.75	View chart
Spdr Msci Eafe Strategicfactors Etf Etf (QEFA)	0.0	$10k	NEW	112.00	90.30	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$9.8k	NEW	220.00	44.71	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$9.8k		301.00	32.57	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$9.8k		72.00	135.99	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$9.8k		20.00	488.85	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$9.5k	-60%	199.00	47.99	View chart
Stonex Group Stock (SNEX)	0.0	$9.5k		100.00	95.13	View chart
Cheniere Energy Stock (LNG)	0.0	$9.4k	NEW	49.00	192.41	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$9.1k		333.00	27.47	View chart
Abbott Labs Stock (ABT)	0.0	$9.1k		73.00	125.29	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$9.1k	NEW	238.00	38.30	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$8.9k		327.00	27.21	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$8.9k	NEW	49.00	181.31	View chart
Ebay Stock (EBAY)	0.0	$8.7k		100.00	87.10	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$8.5k	+81%	269.00	31.46	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$8.4k	-54%	165.00	51.12	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$8.3k		32.00	258.78	View chart
Electronic Arts Stock (EA)	0.0	$8.2k		40.00	204.32	View chart
Xpo Stock (XPO)	0.0	$8.2k		60.00	135.92	View chart
Ambarella Stock (AMBA)	0.0	$8.1k		115.00	70.84	View chart
Marathon Pete Corp Stock (MPC)	0.0	$8.1k	NEW	50.00	162.64	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.0	$7.9k		174.00	45.53	View chart
Corteva Stock (CTVA)	0.0	$7.8k	NEW	117.00	67.03	View chart
Medtronic Stock (MDT)	0.0	$7.8k		82.00	95.60	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$7.7k		75.00	102.20	View chart
Yum China Hldgs Stock (YUMC)	0.0	$7.6k		160.00	47.74	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$7.3k		103.00	71.15	View chart
Mgm Resorts International Stock (MGM)	0.0	$7.3k		200.00	36.49	View chart
Bhp Group Adr (BHP)	0.0	$7.2k	NEW	120.00	60.37	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$7.0k	NEW	95.00	74.07	View chart
Brown & Brown Stock (BRO)	0.0	$7.0k		88.00	79.70	View chart
Corning Stock (GLW)	0.0	$7.0k		80.00	87.56	View chart
Globus Med Inc Cl A Stock (GMED)	0.0	$6.9k		79.00	87.30	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$6.9k		152.00	45.21	View chart
Kulicke & Soffa Inds Stock (KLIC)	0.0	$6.8k	NEW	150.00	45.56	View chart
Toast Inc Cl A Stock (TOST)	0.0	$6.7k		190.00	35.51	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$6.7k	-61%	224.00	29.89	View chart
Vanguard Value Etf Etf (VTV)	0.0	$6.4k		33.00	192.94	View chart
Wisdomtree Japan Opportunities Fund Etf (OPPJ)	0.0	$6.2k	NEW	133.00	46.52	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$6.2k		28.00	219.71	View chart
Coca Cola Cons Stock (COKE)	0.0	$6.1k	NEW	40.00	153.30	View chart
Sterling Infrastructure Stock (STRL)	0.0	$6.1k		20.00	306.25	View chart
Watsco Stock (WSO)	0.0	$6.1k		18.00	336.94	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$6.1k		225.00	26.91	View chart
Blackrock Munihldgs Ny Qlty Cef (MHN)	0.0	$5.9k	NEW	576.00	10.23	View chart
Paypal Hldgs Stock (PYPL)	0.0	$5.8k		100.00	58.38	View chart
Goosehead Ins Inc Com Cl A Stock (GSHD)	0.0	$5.6k		76.00	73.64	View chart
Ishares Emerging Markets Equity Factor Etf Etf (EMGF)	0.0	$5.5k	NEW	95.00	58.08	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$5.5k		24.00	228.96	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$5.4k	NEW	100.00	54.05	View chart
Match Group Stock (MTCH)	0.0	$5.2k		162.00	32.29	View chart
Healthequity Stock (HQY)	0.0	$5.0k		55.00	91.62	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$4.9k		90.00	54.71	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$4.9k		135.00	36.06	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.0	$4.8k		97.00	49.12	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$4.8k		55.00	86.47	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$4.7k		51.00	92.94	View chart
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.0	$4.6k	NEW	35.00	132.09	View chart
Mueller Inds Stock (MLI)	0.0	$4.6k	NEW	40.00	114.80	View chart
Illinois Tool Wks Stock (ITW)	0.0	$4.2k		17.00	246.29	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.0	$4.1k	NEW	100.00	41.27	View chart
Tyler Technologies Stock (TYL)	0.0	$4.1k		9.00	454.00	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$4.1k		9.00	453.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$4.0k	-82%	15.00	268.33	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$4.0k		37.00	107.00	View chart
Q2 HLDGS Stock (QTWO)	0.0	$3.9k		54.00	72.17	View chart
Jpmorgan Diversified Return U.s. Mid Cap Equity Etf Etf (JPME)	0.0	$3.7k	NEW	34.00	109.38	View chart
Genuine Parts Stock (GPC)	0.0	$3.7k		30.00	122.97	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$3.6k	NEW	68.00	52.71	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$3.6k		68.00	52.44	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$3.5k		14.00	251.57	View chart
HP Stock (HPQ)	0.0	$3.3k	NEW	150.00	22.28	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$3.3k		138.00	24.04	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$3.3k		116.00	28.48	View chart
Autodesk Stock (ADSK)	0.0	$3.3k		11.00	296.00	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$3.2k		20.00	162.10	View chart
Colgate Palmolive Stock (CL)	0.0	$3.2k		40.00	79.03	View chart
Gxo Logistics Incorporated Stock (GXO)	0.0	$3.2k		60.00	52.63	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$3.1k		26.00	120.19	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$3.0k		92.00	32.75	View chart
Omnicom Group Stock (OMC)	0.0	$2.9k		36.00	80.75	View chart
Lam Research Corp Stock (LRCX)	0.0	$2.9k	NEW	17.00	167.82	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$2.4k	NEW	15.00	160.33	View chart
Ppg Inds Stock (PPG)	0.0	$2.4k		23.00	102.48	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$2.3k		12.00	194.08	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$2.3k		45.00	50.98	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$2.2k	NEW	42.00	52.64	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$2.1k		10.00	210.50	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$2.0k		3.00	673.67	View chart
Applied Matls Stock (AMAT)	0.0	$1.9k	NEW	8.00	240.88	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$1.9k		14.00	135.71	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$1.9k		18.00	104.94	View chart
Intel Corp Stock (INTC)	0.0	$1.8k	-77%	50.00	36.90	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.8k		11.00	163.82	View chart
Msci Stock (MSCI)	0.0	$1.7k		3.00	577.33	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$1.7k		6.00	287.33	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$1.7k		15.00	113.13	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$1.7k		103.00	16.43	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$1.6k		37.00	44.54	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$1.6k		36.00	45.53	View chart
Hubspot Stock (HUBS)	0.0	$1.6k		4.00	401.25	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$1.6k		4.00	397.75	View chart
Snowflake Stock (SNOW)	0.0	$1.5k		7.00	219.43	View chart
Vistra Corp Stock (VST)	0.0	$1.5k		9.00	161.78	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$1.5k		56.00	25.89	View chart
Insulet Corp Stock (PODD)	0.0	$1.4k		5.00	284.20	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$1.4k	NEW	80.00	17.71	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.3k		61.00	20.89	View chart
Tractor Supply Stock (TSCO)	0.0	$1.3k		25.00	50.40	View chart
Dow Stock (DOW)	0.0	$1.2k	NEW	52.00	23.38	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$1.2k		12.00	98.50	View chart
Pg&e Corp Stock (PCG)	0.0	$1.1k		71.00	16.07	View chart
Doximity Inc Cl A Stock (DOCS)	0.0	$1.1k		24.00	44.29	View chart
Howmet Aerospace Stock (HWM)	0.0	$1.0k		5.00	205.20	View chart
Target Corp Stock (TGT)	0.0	$978.000000		10.00	97.80	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$962.000000		26.00	37.00	View chart
Docusign Stock (DOCU)	0.0	$958.000400		14.00	68.43	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$948.999700		11.00	86.27	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$943.999800		6.00	157.33	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$883.997400		66.00	13.39	View chart
Clean Harbors Stock (CLH)	0.0	$702.999900		3.00	234.33	View chart
Wabtec Stock (WAB)	0.0	$639.999900		3.00	213.33	View chart
Builders Firstsource Stock (BLDR)	0.0	$616.999800		6.00	102.83	View chart
E L F Beauty Stock (ELF)	0.0	$608.000000		8.00	76.00	View chart
Eog Res Stock (EOG)	0.0	$525.000000	NEW	5.00	105.00	View chart
Cava Group Stock (CAVA)	0.0	$411.000100		7.00	58.71	View chart
Seaport Entmt Group Stock (SEG)	0.0	$345.999600	NEW	18.00	19.22	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$325.000200		7.00	46.43	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$315.000000	NEW	3.00	105.00	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$305.000000		2.00	152.50	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$267.999900		3.00	89.33	View chart
Gci Liberty Inc Com Ser C Stock (GLIBK)	0.0	$223.000200	NEW	6.00	37.17	View chart
Ha Sustainable Infra Cap Reit (HASI)	0.0	$189.000000	NEW	6.00	31.50	View chart
Stitch Fix Inc Com Cl A Stock (SFIX)	0.0	$5.000000	NEW	1.00	5.00	View chart

Past Filings by Greykasell Wealth Strategies

SEC 13F filings are viewable for Greykasell Wealth Strategies going back to 2024

Greykasell Wealth Strategies 2025 Q4 filed Feb. 11, 2026
Greykasell Wealth Strategies 2025 Q3 filed Nov. 4, 2025
Greykasell Wealth Strategies 2025 Q2 filed Aug. 11, 2025
Greykasell Wealth Strategies 2025 Q1 filed May 9, 2025
Greykasell Wealth Strategies 2024 Q4 filed Feb. 10, 2025

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