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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, AGG, GLD, FBND, and represent 20.43% of Greykasell Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: AAPL, VFLO, AGG, ISTB, JEPI, MFSI, AMZN, CGSM, GOOGL, AGGH.
Started 101 new stock positions in XLY, VST, BOND, ONON, ODFL, VOT, IEF, DOCS, MTUM, VTV.
Reduced shares in these 10 stocks: IYY, IVV, CGGO, ILCG, IWR, IEFA, ESGE, ARKK, PWZ, UNH.
Sold out of its positions in BNTX, DEO, ENPH, IVLU, BND, PARA.
Greykasell Wealth Strategies was a net buyer of stock by $14M.
Greykasell Wealth Strategies has $238M in assets under management (AUM), dropping by 13.80%.
Central Index Key (CIK): 0002041220

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Portfolio Holdings for Greykasell Wealth Strategies

Greykasell Wealth Strategies holds 406 positions in its portfolio as reported in the September 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	120.01	View chart
Apple Stock (AAPL)	4.5	$11M	+41%	42k	254.63	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	4.0	$9.4M	+29%	94k	100.25	View chart
Spdr Gold Shares Etf (GLD)	3.8	$9.1M		26k	355.47	View chart
Fidelity Total Bond Etf Etf (FBND)	3.3	$7.8M		168k	46.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.2	$7.6M	+6%	31k	243.10	View chart
Microsoft Corp Stock (MSFT)	3.0	$7.1M	+5%	14k	517.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.0	$7.0M	-15%	11k	669.33	View chart
Amazon Stock (AMZN)	2.5	$5.9M	+11%	27k	219.57	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.3	$5.5M	+3%	9.2k	600.39	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	2.3	$5.5M	-4%	118k	46.08	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.1	$4.9M	-10%	56k	87.31	View chart
Nvidia Corporation Stock (NVDA)	2.0	$4.8M	+6%	26k	186.58	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.8	$4.4M		67k	65.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$4.3M		37k	118.83	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.8	$4.3M		64k	67.51	View chart
Meta Platforms Inc Cl A Stock (META)	1.5	$3.6M		5.0k	734.44	View chart
Ishares Russell Midcap Etf Etf (IWR)	1.5	$3.6M	-17%	37k	96.55	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.5	$3.5M		5.3k	666.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.5	$3.5M		58k	59.92	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.3	$3.0M	+263%	81k	37.50	View chart
Broadcom Stock (AVGO)	1.2	$2.9M	+7%	8.7k	329.91	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	1.1	$2.6M	+333%	52k	48.84	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$2.5M	+15%	8.0k	315.43	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.0	$2.4M	+3%	45k	54.18	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	1.0	$2.4M	-32%	69k	34.17	View chart
Costco Whsl Corp Stock (COST)	1.0	$2.3M	+4%	2.4k	925.57	View chart
Mfs Active International Etf Etf (MFSI)	0.9	$2.2M	+343%	75k	29.54	View chart
Equinix Reit (EQIX)	0.9	$2.2M		2.8k	783.22	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.9	$2.1M	-30%	21k	104.30	View chart
Mastercard Incorporated Cl A Stock (MA)	0.9	$2.1M	+2%	3.7k	568.85	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.9	$2.1M	-38%	13k	162.47	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.9	$2.1M	+872%	37k	57.10	View chart
Servicenow Stock (NOW)	0.9	$2.1M	+3%	2.3k	920.32	View chart
Kla Corp Stock (KLAC)	0.8	$1.8M		1.7k	1078.91	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$1.7M	-6%	9.2k	189.69	View chart
Prologis Reit (PLD)	0.7	$1.7M		15k	114.52	View chart
Emqq The Emerging Markets Internet Etf Etf (EMQQ)	0.7	$1.6M	-3%	35k	46.44	View chart
T-mobile Us Stock (TMUS)	0.6	$1.5M	+2%	6.4k	239.38	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.5M	+6%	4.4k	341.35	View chart
Ark Innovation Etf Etf (ARKK)	0.6	$1.5M	-20%	17k	86.30	View chart
Walmart Stock (WMT)	0.6	$1.4M	+4%	14k	103.06	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.6	$1.4M	+6%	23k	61.62	View chart
Progressive Corp Stock (PGR)	0.6	$1.4M	+2%	5.5k	246.97	View chart
Northrop Grumman Corp Stock (NOC)	0.6	$1.3M		2.2k	609.38	View chart
Intuit Stock (INTU)	0.5	$1.3M	+2%	1.9k	683.05	View chart
Goldman Sachs Group Stock (GS)	0.5	$1.3M	+3%	1.6k	796.22	View chart
Abbvie Stock (ABBV)	0.5	$1.3M	+5%	5.4k	231.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.2M		2.5k	502.74	View chart
Home Depot Stock (HD)	0.5	$1.2M	+2%	3.0k	405.16	View chart
Oracle Corp Stock (ORCL)	0.5	$1.1M		3.9k	281.24	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.5	$1.1M		11k	100.05	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.5	$1.1M	-33%	25k	43.42	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.4	$1.1M		36k	29.62	View chart
Fastenal Stock (FAST)	0.4	$1.1M		21k	49.04	View chart
Workday Inc Cl A Stock (WDAY)	0.4	$1.0M	+3%	4.4k	240.74	View chart
Franklin Ftse India Etf Etf (FLIN)	0.4	$1.0M	+2%	28k	37.29	View chart
Rtx Corporation Stock (RTX)	0.4	$1.0M		6.1k	167.32	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.4	$1.0M	+5%	3.9k	260.41	View chart
Chevron Corp Stock (CVX)	0.4	$990k	+7%	6.4k	155.29	View chart
Paccar Stock (PCAR)	0.4	$987k	+2%	10k	98.32	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.4	$980k	-2%	11k	92.42	View chart
Salesforce Stock (CRM)	0.4	$967k		4.1k	237.01	View chart
Blackrock Stock (BLK)	0.4	$916k		786.00	1165.51	View chart
Adobe Stock (ADBE)	0.4	$887k		2.5k	352.70	View chart
Amgen Stock (AMGN)	0.4	$886k	+5%	3.1k	282.19	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$869k		11k	80.17	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.4	$869k	+4%	15k	57.04	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.4	$853k		8.0k	106.50	View chart
Simplify Aggregate Bond Etf Etf (AGGH)	0.3	$800k	+108%	39k	20.71	View chart
Deere & Co Stock (DE)	0.3	$794k		1.7k	457.25	View chart
Cisco Sys Stock (CSCO)	0.3	$771k	+3%	11k	68.42	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Disney Walt Stock (DIS)	0.3	$747k	+3%	6.5k	114.49	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$723k		3.5k	208.69	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$709k		11k	65.92	View chart
General Dynamics Corp Stock (GD)	0.3	$690k		2.0k	341.01	View chart
Qualcomm Stock (QCOM)	0.3	$686k		4.1k	166.35	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.3	$657k	-36%	28k	23.92	View chart
Sherwin Williams Stock (SHW)	0.3	$645k		1.9k	346.33	View chart
Marvell Technology Stock (MRVL)	0.3	$623k		7.4k	84.07	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$599k	+18%	2.1k	279.31	View chart
Citigroup Stock (C)	0.2	$582k		5.7k	101.50	View chart
Johnson & Johnson Stock (JNJ)	0.2	$563k	+5%	3.0k	185.44	View chart
Ge Aerospace Stock (GE)	0.2	$542k	+44%	1.8k	300.85	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$526k		1.6k	328.17	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$524k		5.5k	95.47	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.2	$509k	NEW	19k	26.36	View chart
Public Storage Oper Reit (PSA)	0.2	$491k		1.7k	288.82	View chart
Tesla Stock (TSLA)	0.2	$475k	+7%	1.1k	444.72	View chart
Booking Holdings Stock (BKNG)	0.2	$453k	+7%	84.00	5386.74	View chart
Honeywell Intl Stock (HON)	0.2	$451k	+10%	2.1k	210.50	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$438k		893.00	490.38	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$433k		4.8k	89.57	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$429k		884.00	485.03	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$416k		2.3k	178.73	View chart
Capital Group International Equity Etf Etf (CGIE)	0.2	$408k	NEW	12k	33.72	View chart
Starbucks Corp Stock (SBUX)	0.2	$400k	-15%	4.7k	84.60	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.2	$396k		6.4k	61.94	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.2	$394k		7.0k	56.45	View chart
Bank America Corp Stock (BAC)	0.2	$387k	+3%	7.5k	51.59	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$376k	-8%	1.4k	259.59	View chart
Mercadolibre Stock (MELI)	0.2	$376k		161.00	2333.22	View chart
Micron Technology Stock (MU)	0.2	$375k	+13%	2.2k	167.31	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$358k	+134%	1.5k	243.54	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$357k	NEW	6.6k	54.16	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$355k		4.8k	73.57	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$346k		5.1k	68.08	View chart
Lowes Cos Stock (LOW)	0.1	$326k		1.3k	251.31	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.1	$318k	+19%	14k	22.53	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	0.1	$317k		7.6k	41.80	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$313k		3.4k	91.42	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.1	$307k		8.6k	35.69	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$304k		2.9k	104.80	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$302k	-2%	6.5k	46.71	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$302k		605.00	499.21	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$294k		3.5k	84.83	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$287k		1.2k	238.17	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$283k		2.3k	120.72	View chart
Fedex Corp Stock (FDX)	0.1	$283k	-11%	1.2k	235.81	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$282k	+79%	291.00	968.78	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$269k		4.8k	55.71	View chart
Novartis Adr (NVS)	0.1	$258k		2.0k	128.24	View chart
Ubs Group Stock (UBS)	0.1	$248k		6.0k	41.00	View chart
Linde Stock (LIN)	0.1	$242k	+12%	510.00	475.17	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$239k		1.9k	125.04	View chart
Netflix Stock (NFLX)	0.1	$239k	+9%	199.00	1198.92	View chart
Eli Lilly & Co Stock (LLY)	0.1	$233k	-12%	306.00	762.83	View chart
Transdigm Group Stock (TDG)	0.1	$233k	-28%	176.00	1321.27	View chart
Boeing Stock (BA)	0.1	$230k		1.1k	215.83	View chart
Gilead Sciences Stock (GILD)	0.1	$229k	+34%	2.1k	110.98	View chart
Paychex Stock (PAYX)	0.1	$227k		1.8k	126.76	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$221k		7.6k	28.89	View chart
Netease Adr (NTES)	0.1	$212k		1.4k	151.99	View chart
Welltower Reit (WELL)	0.1	$209k		1.2k	178.16	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$205k	-8%	365.00	562.27	View chart
Unitedhealth Group Stock (UNH)	0.1	$205k	-60%	593.00	345.35	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$203k	NEW	720.00	281.97	View chart
Bank Montreal Que Stock (BMO)	0.1	$198k		1.5k	130.25	View chart
Grainger W W Stock (GWW)	0.1	$194k		204.00	952.97	View chart
Simon Ppty Group Reit (SPG)	0.1	$182k		971.00	187.67	View chart
Palo Alto Networks Stock (PANW)	0.1	$182k	-6%	891.00	203.70	View chart
Fortinet Stock (FTNT)	0.1	$175k	-2%	2.1k	84.07	View chart
General Mtrs Stock (GM)	0.1	$170k	+57%	2.8k	60.96	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$168k	NEW	2.5k	66.65	View chart
Ferrari N V Stock (RACE)	0.1	$164k		338.00	485.49	View chart
Willis Towers Watson Stock (WTW)	0.1	$162k		470.00	345.45	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$161k		919.00	174.63	View chart
Procter And Gamble Stock (PG)	0.1	$159k	+12%	1.0k	153.65	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$156k		794.00	195.91	View chart
Boston Scientific Corp Stock (BSX)	0.1	$155k		1.6k	97.63	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$153k	NEW	753.00	203.68	View chart
Microchip Technology Stock (MCHP)	0.1	$149k		2.3k	64.22	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$142k	NEW	1.9k	76.01	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$139k		612.00	227.73	View chart
Cintas Corp Stock (CTAS)	0.1	$138k	+64%	672.00	205.20	View chart
Oneok Stock (OKE)	0.1	$134k		1.8k	72.97	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$132k		544.00	241.96	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$131k		3.0k	44.10	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$130k		1.7k	78.09	View chart
Philip Morris Intl Stock (PM)	0.1	$128k		790.00	162.20	View chart
Union Pac Corp Stock (UNP)	0.1	$127k		539.00	236.37	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$127k	NEW	2.5k	51.09	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$123k		165.00	746.63	View chart
Novo-nordisk A S Adr (NVO)	0.1	$120k		2.2k	55.49	View chart
Kroger Stock (KR)	0.1	$119k		1.8k	67.41	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$119k		576.00	206.51	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$115k		555.00	206.91	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$113k	+182%	622.00	182.29	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.0	$107k		4.6k	23.09	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$107k	NEW	1.1k	93.37	View chart
Astrazeneca Adr (AZN)	0.0	$106k		1.4k	76.72	View chart
Arista Networks Stock (ANET)	0.0	$105k		720.00	145.71	View chart
Uber Technologies Stock (UBER)	0.0	$102k	+61%	1.0k	97.97	View chart
Cyberark Software Stock (CYBR)	0.0	$100k		207.00	483.47	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$96k		502.00	191.09	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$94k	NEW	1.1k	83.06	View chart
Ross Stores Stock (ROST)	0.0	$93k		612.00	152.46	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$92k		2.6k	34.98	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$88k		268.00	326.36	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$85k	-18%	286.00	296.31	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$85k		946.00	89.37	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.0	$84k	NEW	3.5k	23.94	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$79k		1.7k	45.09	View chart
Verizon Communications Stock (VZ)	0.0	$77k	+43%	1.8k	43.95	View chart
Invesco S&p Smallcap Information Technology Etf Etf (PSCT)	0.0	$77k		1.5k	53.08	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$76k		7.2k	10.65	View chart
Huntington Bancshares Stock (HBAN)	0.0	$76k		4.4k	17.27	View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV)	0.0	$71k		1.8k	38.69	View chart
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP)	0.0	$69k	NEW	695.00	98.64	View chart
Centerpoint Energy Stock (CNP)	0.0	$67k		1.7k	38.80	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$67k		1.0k	66.87	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$64k		564.00	112.75	View chart
Ishares Gold Trust Etf (IAU)	0.0	$62k		848.00	72.77	View chart
Pepsico Stock (PEP)	0.0	$61k	+11%	434.00	140.59	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$61k	NEW	207.00	293.79	View chart
Mcdonalds Corp Stock (MCD)	0.0	$61k	+17%	199.00	304.31	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$61k	NEW	731.00	82.73	View chart
Kkr & Co Stock (KKR)	0.0	$59k		450.00	130.07	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$55k	NEW	385.00	142.41	View chart
Biogen Stock (BIIB)	0.0	$54k	-23%	385.00	140.08	View chart
Southern Stock (SO)	0.0	$54k		566.00	94.77	View chart
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$52k		1.1k	45.57	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$51k		188.00	273.65	View chart
Newmont Corp Stock (NEM)	0.0	$49k	NEW	585.00	84.31	View chart
Landstar Sys Stock (LSTR)	0.0	$48k	-73%	390.00	122.56	View chart
Constellation Energy Corp Stock (CEG)	0.0	$47k	NEW	144.00	329.07	View chart
Pfizer Stock (PFE)	0.0	$47k	-51%	1.9k	25.48	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$47k		1.1k	42.13	View chart
Ubiquiti Stock (UI)	0.0	$46k		70.00	660.59	View chart
Clorox Co Del Stock (CLX)	0.0	$46k	-60%	372.00	123.30	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$46k	-13%	349.00	130.28	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$45k		372.00	120.50	View chart
Blackstone Stock (BX)	0.0	$45k	NEW	261.00	170.85	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$45k	NEW	372.00	119.54	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$44k	-37%	434.00	101.36	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$44k	+5%	296.00	148.61	View chart
Southwest Airls Stock (LUV)	0.0	$44k	-33%	1.4k	31.92	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$43k	-26%	439.00	97.82	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$43k	NEW	316.00	135.33	View chart
Wells Fargo Stock (WFC)	0.0	$42k		500.00	83.82	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$37k		523.00	71.53	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$36k	NEW	508.00	71.30	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$36k	NEW	448.00	79.86	View chart
Idexx Labs Stock (IDXX)	0.0	$35k	NEW	55.00	638.89	View chart
Waste Connections Stock (WCN)	0.0	$33k	+555%	190.00	175.80	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$32k	NEW	268.00	118.34	View chart
Digital Rlty Tr Reit (DLR)	0.0	$31k		178.00	172.88	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$30k		984.00	30.87	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$30k		280.00	106.78	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$30k		100.00	297.91	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$30k	NEW	547.00	53.85	View chart
Morgan Stanley Stock (MS)	0.0	$29k	+65%	185.00	158.83	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$29k	NEW	211.00	139.14	View chart
Vulcan Matls Stock (VMC)	0.0	$29k	NEW	95.00	307.62	View chart
Cardinal Health Stock (CAH)	0.0	$29k		186.00	156.96	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$29k		200.00	145.65	View chart
Heico Corp Stock (HEI)	0.0	$29k	NEW	90.00	322.82	View chart
Travelers Companies Stock (TRV)	0.0	$28k		100.00	279.22	View chart
Intuitive Surgical Stock (ISRG)	0.0	$27k	NEW	61.00	447.23	View chart
Spotify Technology S A Stock (SPOT)	0.0	$27k	+3800%	39.00	698.00	View chart
Fiserv Stock (FI)	0.0	$27k	+62%	211.00	128.93	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$27k	NEW	301.00	89.41	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$27k		131.00	204.86	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$26k		276.00	93.37	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$25k	-53%	86.00	293.74	View chart
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$25k		509.00	48.22	View chart
Yum Brands Stock (YUM)	0.0	$24k		160.00	152.00	View chart
Invesco S&p Smallcap Health Care Etf Etf (PSCH)	0.0	$24k		582.00	41.60	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$24k		243.00	97.08	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$23k	NEW	243.00	96.38	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$23k		177.00	131.51	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$23k		165.00	138.24	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.0	$23k	NEW	247.00	91.75	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$23k		440.00	51.04	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.0	$22k	NEW	252.00	87.74	View chart
Coca Cola Stock (KO)	0.0	$22k	+166%	333.00	66.32	View chart
First Solar Stock (FSLR)	0.0	$22k		100.00	220.53	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$22k	+480%	87.00	246.60	View chart
S&p Global Stock (SPGI)	0.0	$21k	NEW	44.00	486.70	View chart
Veralto Corp Stock (VLTO)	0.0	$21k	NEW	198.00	106.61	View chart
Logitech Intl S A Stock (LOGI)	0.0	$21k		189.00	109.68	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$21k	NEW	86.00	240.07	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$21k	+21%	106.00	194.58	View chart
3M Stock (MMM)	0.0	$20k		126.00	155.18	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$19k	NEW	140.00	138.52	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$19k	NEW	223.00	84.06	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$19k		240.00	77.77	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$19k	-36%	388.00	48.03	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$19k		366.00	50.90	View chart
At&t Stock (T)	0.0	$18k	NEW	650.00	28.24	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$18k		584.00	31.42	View chart
International Business Machs Stock (IBM)	0.0	$18k	NEW	65.00	282.15	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$18k	NEW	234.00	78.24	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$18k		203.00	87.88	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.0	$17k	NEW	563.00	30.81	View chart
Axon Enterprise Stock (AXON)	0.0	$17k	+4%	24.00	717.62	View chart
Mckesson Corp Stock (MCK)	0.0	$16k		21.00	772.52	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$16k		560.00	28.31	View chart
Sempra Stock (SRE)	0.0	$16k		172.00	89.98	View chart
Voya Infrastructure Indls & Mt Cef (IDE)	0.0	$15k	NEW	1.3k	12.13	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.0	$15k	NEW	157.00	95.71	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$15k		120.00	123.75	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$15k	NEW	129.00	115.01	View chart
Firstenergy Corp Stock (FE)	0.0	$15k		323.00	45.82	View chart
Universal Display Corp Stock (OLED)	0.0	$14k		100.00	143.63	View chart
Texas Instrs Stock (TXN)	0.0	$14k	+131%	74.00	183.73	View chart
Altria Group Stock (MO)	0.0	$14k	NEW	204.00	66.06	View chart
Etsy Stock (ETSY)	0.0	$13k		200.00	66.39	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$13k	-28%	136.00	95.19	View chart
Parker-hannifin Corp Stock (PH)	0.0	$13k		17.00	758.18	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$13k	-27%	499.00	25.51	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$13k	NEW	333.00	37.40	View chart
Chubb Stock (CB)	0.0	$12k	+115%	43.00	282.26	View chart
Sixth Street Specialty Lending Cef (TSLX)	0.0	$12k	+2%	509.00	22.84	View chart
Tjx Cos Stock (TJX)	0.0	$11k	NEW	75.00	144.99	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$10k	NEW	118.00	87.05	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$10k		72.00	142.40	View chart
Stonex Group Stock (SNEX)	0.0	$10k		100.00	100.92	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$9.9k		32.00	309.75	View chart
Abbott Labs Stock (ABT)	0.0	$9.8k		73.00	133.95	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$9.6k	NEW	20.00	479.60	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$9.6k	NEW	300.00	31.94	View chart
Ambarella Stock (AMBA)	0.0	$9.5k		115.00	82.52	View chart
Nextracker Inc Class A Stock (NXT)	0.0	$9.4k	NEW	127.00	73.99	View chart
Ebay Stock (EBAY)	0.0	$9.1k		100.00	90.95	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$9.0k	NEW	330.00	27.31	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$8.6k		327.00	26.30	View chart
Advanced Micro Devices Stock (AMD)	0.0	$8.6k	NEW	53.00	161.79	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$8.5k		149.00	56.94	View chart
Nike Inc Cl B Stock (NKE)	0.0	$8.5k	-28%	122.00	69.51	View chart
Brown & Brown Stock (BRO)	0.0	$8.3k		88.00	93.80	View chart
Electronic Arts Stock (EA)	0.0	$8.1k		40.00	201.70	View chart
Xpo Stock (XPO)	0.0	$7.8k		60.00	129.27	View chart
Medtronic Stock (MDT)	0.0	$7.7k	NEW	81.00	95.23	View chart
Eaton Corp Stock (ETN)	0.0	$7.5k		20.00	374.25	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$7.4k	NEW	74.00	100.42	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.0	$7.4k	NEW	173.00	42.72	View chart
Intel Corp Stock (INTC)	0.0	$7.4k	-76%	219.00	33.58	View chart
Watsco Stock (WSO)	0.0	$7.3k		18.00	404.28	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$6.9k	NEW	102.00	68.12	View chart
Toast Inc Cl A Stock (TOST)	0.0	$6.9k		190.00	36.51	View chart
Mgm Resorts International Stock (MGM)	0.0	$6.9k		200.00	34.66	View chart
Yum China Hldgs Stock (YUMC)	0.0	$6.9k		160.00	42.92	View chart
Sterling Infrastructure Stock (STRL)	0.0	$6.8k		20.00	339.70	View chart
Paypal Hldgs Stock (PYPL)	0.0	$6.7k		100.00	67.06	View chart
Corning Stock (GLW)	0.0	$6.6k		80.00	82.03	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$6.5k		152.00	42.96	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$6.2k		28.00	220.82	View chart
Vanguard Value Etf Etf (VTV)	0.0	$6.2k	NEW	33.00	186.48	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$5.9k		225.00	26.34	View chart
Match Group Stock (MTCH)	0.0	$5.7k		162.00	35.32	View chart
Goosehead Ins Inc Com Cl A Stock (GSHD)	0.0	$5.7k		76.00	74.42	View chart
Air Prods & Chems Stock (APD)	0.0	$5.5k		20.00	272.70	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$5.3k	NEW	24.00	220.25	View chart
Healthequity Stock (HQY)	0.0	$5.2k		55.00	94.76	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$5.0k		55.00	91.71	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$4.9k		135.00	36.16	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$4.8k		90.00	53.40	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$4.8k	NEW	51.00	93.75	View chart
Tyler Technologies Stock (TYL)	0.0	$4.7k		9.00	523.11	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$4.6k		148.00	31.16	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.0	$4.6k	NEW	96.00	47.73	View chart
Globus Med Inc Cl A Stock (GMED)	0.0	$4.5k		79.00	57.27	View chart
Illinois Tool Wks Stock (ITW)	0.0	$4.4k		17.00	260.76	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$4.4k		68.00	64.81	View chart
Genuine Parts Stock (GPC)	0.0	$4.2k		30.00	138.60	View chart
Q2 HLDGS Stock (QTWO)	0.0	$3.9k		54.00	72.39	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$3.9k	NEW	37.00	104.65	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$3.6k	NEW	14.00	257.07	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$3.5k	NEW	9.00	391.67	View chart
Autodesk Stock (ADSK)	0.0	$3.5k	NEW	11.00	317.64	View chart
General Mls Stock (GIS)	0.0	$3.4k		67.00	50.42	View chart
Merck & Co Stock (MRK)	0.0	$3.4k		40.00	83.92	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$3.2k		116.00	27.90	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$3.2k	-38%	138.00	23.28	View chart
Colgate Palmolive Stock (CL)	0.0	$3.2k		40.00	79.95	View chart
Gxo Logistics Incorporated Stock (GXO)	0.0	$3.2k		60.00	52.88	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$3.1k		92.00	33.37	View chart
L3harris Technologies Stock (LHX)	0.0	$3.1k	NEW	10.00	306.70	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$3.0k	NEW	20.00	150.90	View chart
Omnicom Group Stock (OMC)	0.0	$2.9k		36.00	81.53	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$2.9k	NEW	26.00	109.96	View chart
Ppg Inds Stock (PPG)	0.0	$2.4k		23.00	105.13	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$2.3k		40.00	56.75	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$2.2k		12.00	187.17	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$2.2k	NEW	3.00	718.67	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$2.1k	NEW	15.00	143.20	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$2.0k	NEW	10.00	202.70	View chart
Hubspot Stock (HUBS)	0.0	$1.9k	NEW	4.00	467.75	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$1.8k	NEW	4.00	456.00	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$1.8k	NEW	56.00	32.18	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$1.8k	NEW	18.00	99.11	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.8k	NEW	11.00	161.00	View chart
Vistra Corp Stock (VST)	0.0	$1.8k	NEW	9.00	196.11	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$1.8k	NEW	45.00	39.22	View chart
Doximity Inc Cl A Stock (DOCS)	0.0	$1.8k	NEW	24.00	73.17	View chart
Msci Stock (MSCI)	0.0	$1.7k	NEW	3.00	569.00	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$1.7k	NEW	14.00	121.43	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$1.6k		37.00	44.51	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$1.6k		36.00	45.50	View chart
Live Nation Entertainment Stock (LYV)	0.0	$1.6k		10.00	163.40	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$1.6k		103.00	15.48	View chart
Snowflake Stock (SNOW)	0.0	$1.6k	NEW	7.00	225.57	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$1.6k	NEW	6.00	259.50	View chart
Insulet Corp Stock (PODD)	0.0	$1.5k	NEW	5.00	308.80	View chart
Tractor Supply Stock (TSCO)	0.0	$1.4k	NEW	25.00	57.08	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.3k		61.00	21.57	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$1.3k	NEW	12.00	104.42	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$1.2k	NEW	66.00	18.92	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$1.2k	NEW	2.00	612.50	View chart
Pg&e Corp Stock (PCG)	0.0	$1.1k		71.00	15.08	View chart
E L F Beauty Stock (ELF)	0.0	$1.1k	NEW	8.00	132.50	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.0k	NEW	26.00	39.19	View chart
Docusign Stock (DOCU)	0.0	$1.0k	NEW	14.00	72.07	View chart
Howmet Aerospace Stock (HWM)	0.0	$982.000000	NEW	5.00	196.40	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$908.000500	NEW	11.00	82.55	View chart
Target Corp Stock (TGT)	0.0	$897.000000	-80%	10.00	89.70	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$846.000000	NEW	6.00	141.00	View chart
Builders Firstsource Stock (BLDR)	0.0	$727.999800	NEW	6.00	121.33	View chart
Clean Harbors Stock (CLH)	0.0	$696.999900	NEW	3.00	232.33	View chart
Wabtec Stock (WAB)	0.0	$600.999900		3.00	200.33	View chart
Cava Group Stock (CAVA)	0.0	$423.000200	NEW	7.00	60.43	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$319.000000	NEW	2.00	159.50	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$295.999900	NEW	7.00	42.29	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$285.999900	NEW	3.00	95.33	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 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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