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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, GOOGL, GLD, IVV, and represent 19.94% of Greykasell Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: KLAC, VEA, MU, FBND, EMXC, CGGO, BKNG, VFLO, QQQ, ICF.
Started 6 new stock positions in NBIS, DVN, HONA, Exxon Mobil Corp, DD, HON.
Reduced shares in these 10 stocks: ISTB, AGG, Honeywell International, BRK.B, JBND, INTU, CEF, PWZ, EMQQ, WDAY.
Sold out of its positions in Air Lease Corp, ALNY, APP, ARES, ADSK, AVY, BLDR, CTRA, CARR, CAVA.
Greykasell Wealth Strategies was a net buyer of stock by $3.8M.
Greykasell Wealth Strategies has $276M in assets under management (AUM), dropping by 11.06%.
Central Index Key (CIK): 0002041220

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Portfolio Holdings for Greykasell Wealth Strategies

Greykasell Wealth Strategies holds 483 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Global 100 Etf Etf (IOO)	4.5	$13M		92k	136.60	View chart
Apple Stock (AAPL)	4.5	$12M		43k	289.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.0	$11M		31k	357.37	View chart
Spdr Gold Shares Etf (GLD)	3.7	$10M		27k	368.38	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.3	$9.0M	+3%	12k	748.89	View chart
Fidelity Total Bond Etf Etf (FBND)	3.1	$8.6M	+5%	188k	45.49	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	3.0	$8.2M	-14%	83k	98.98	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.8	$7.8M	+5%	76k	102.30	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.6	$7.2M	+4%	9.8k	736.38	View chart
Amazon Stock (AMZN)	2.3	$6.2M		26k	238.34	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.2	$6.0M	+3%	62k	96.58	View chart
Nvidia Corporation Stock (NVDA)	2.0	$5.6M	+3%	28k	200.09	View chart
Kla Corp Stock (KLAC)	1.8	$5.1M	+881%	17k	301.71	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.8	$5.0M	+14%	71k	71.25	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$5.0M		34k	148.31	View chart
Capital Group International Equity Etf Etf (CGIE)	1.8	$5.0M	+5%	136k	36.78	View chart
Microsoft Corp Stock (MSFT)	1.8	$4.9M		13k	373.03	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.7	$4.7M		60k	77.11	View chart
Ishares Russell Midcap Etf Etf (IWR)	1.6	$4.5M	+3%	40k	110.32	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.5	$4.1M	+8%	90k	45.75	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.5	$4.0M		5.4k	746.77	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	1.3	$3.5M	+13%	82k	42.33	View chart
Broadcom Stock (AVGO)	1.2	$3.3M	+6%	8.7k	377.73	View chart
Micron Technology Stock (MU)	1.2	$3.3M	+23%	2.8k	1154.31	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.1	$2.9M		49k	59.69	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$2.8M		8.6k	327.33	View chart
Mfs Active International Etf Etf (MFSI)	1.0	$2.8M	+11%	86k	32.48	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$2.8M		4.9k	563.27	View chart
Equinix Reit (EQIX)	1.0	$2.6M		2.5k	1042.44	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.9	$2.4M		12k	212.77	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.9	$2.4M		20k	117.02	View chart
Marvell Technology Stock (MRVL)	0.8	$2.3M	+3%	7.7k	297.89	View chart
Costco Wholesale Corporation Stock (COST)	0.8	$2.3M		2.4k	935.57	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.8	$2.2M		12k	182.28	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$2.0M	+2%	36k	56.48	View chart
Prologis Reit (PLD)	0.7	$2.0M		15k	135.47	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.7	$1.9M		37k	52.38	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$1.8M		3.6k	513.57	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.7	$1.8M	+19%	27k	67.63	View chart
Goldman Sachs Group Stock (GS)	0.6	$1.8M		1.7k	1011.35	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.6M		4.7k	343.07	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.6	$1.6M	+11%	3.3k	477.51	View chart
Walmart Stock (WMT)	0.5	$1.5M	-3%	13k	113.26	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.5	$1.4M		10k	143.10	View chart
Cisco Sys Stock (CSCO)	0.5	$1.4M	+6%	12k	117.46	View chart
Abbvie Stock (ABBV)	0.5	$1.4M		5.7k	251.65	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.5	$1.4M		3.8k	370.64	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.5	$1.4M	+3%	11k	121.74	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.3M	-22%	2.6k	500.39	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.5	$1.3M		37k	34.62	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.5	$1.2M	-6%	23k	54.69	View chart
Rtx Corporation Stock (RTX)	0.4	$1.2M	+4%	6.4k	189.73	View chart
Progressive Corp Stock (PGR)	0.4	$1.2M		5.3k	218.44	View chart
Northrop Grumman Corp Stock (NOC)	0.4	$1.2M	+3%	2.3k	509.25	View chart
Paccar Stock (PCAR)	0.4	$1.1M		9.5k	120.12	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.1M	-9%	3.2k	353.36	View chart
Amgen Stock (AMGN)	0.4	$1.1M		3.1k	362.08	View chart
Ark Innovation Etf Etf (ARKK)	0.4	$1.1M	-5%	14k	80.82	View chart
Deere & Co Stock (DE)	0.4	$1.1M		1.7k	634.20	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.4	$1.1M		41k	26.38	View chart
Chevron Corporation Stock (CVX)	0.4	$1.1M	+4%	6.5k	165.75	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.4	$1.1M		10k	103.65	View chart
Fastenal Stock (FAST)	0.4	$1.1M	+5%	22k	48.03	View chart
T-mobile Us Stock (TMUS)	0.4	$1.0M		6.2k	167.73	View chart
Home Depot Stock (HD)	0.4	$1.0M	+3%	2.8k	352.71	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$974k		11k	89.01	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$952k	+23%	478.00	1991.26	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$891k		11k	82.84	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.3	$878k		15k	57.64	View chart
Citigroup Stock (C)	0.3	$858k	+6%	6.1k	139.97	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$846k		3.5k	242.99	View chart
Servicenow Stock (NOW)	0.3	$846k	-16%	8.5k	99.28	View chart
Simplify Aggregate Bond Etf Etf (AGGH)	0.3	$822k		41k	20.17	View chart
Ge Aerospace Stock (GE)	0.3	$813k	+6%	2.2k	373.75	View chart
Johnson & Johnson Stock (JNJ)	0.3	$803k		3.2k	254.00	View chart
Palo Alto Networks Stock (PANW)	0.3	$783k	+7%	2.3k	341.03	View chart
General Dynamics Corp Stock (GD)	0.3	$777k	+8%	2.2k	354.18	View chart
Qualcomm Stock (QCOM)	0.3	$775k	+4%	4.2k	184.79	View chart
Ishares Gold Trust Etf (IAU)	0.3	$773k		10k	75.51	View chart
Franklin Ftse India Etf Etf (FLIN)	0.3	$760k	-13%	21k	35.57	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$749k		1.00	748850.00	View chart
Blackrock Stock (BLK)	0.3	$742k		772.00	961.35	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$716k	+5%	938.00	763.14	View chart
Emqq The Emerging Markets Internet Etf Etf (EMQQ)	0.2	$676k	-22%	22k	31.20	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$669k		6.2k	107.63	View chart
Sherwin Williams Stock (SHW)	0.2	$628k		1.8k	344.30	View chart
Cummins Stock (CMI)	0.2	$611k		857.00	713.21	View chart
Oracle Corp Stock (ORCL)	0.2	$572k		3.9k	146.55	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$561k	+2%	6.1k	92.27	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$530k		2.2k	236.62	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$517k		1.4k	370.09	View chart
Disney Walt Stock (DIS)	0.2	$486k	+2%	5.1k	96.25	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.2	$482k	+131%	2.5k	191.78	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.2	$467k		6.7k	69.50	View chart
Eli Lilly & Co Stock (LLY)	0.2	$457k		381.00	1199.40	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$451k		4.8k	93.38	View chart
Tesla Stock (TSLA)	0.2	$449k		1.1k	420.60	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$446k	+10%	875.00	509.69	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$436k	-4%	870.00	501.36	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$433k		1.4k	299.00	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$428k		7.5k	56.98	View chart
Public Storage Reit (PSA)	0.2	$421k		1.3k	318.25	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$412k	-9%	4.4k	93.64	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.1	$409k		15k	26.66	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$404k		7.0k	57.88	View chart
Booking Holdings Stock (BKNG)	0.1	$395k	+2388%	2.2k	178.25	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$386k		5.1k	75.79	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$367k		1.8k	199.83	View chart
Fedex Corp Stock (FDX)	0.1	$360k		1.2k	313.00	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	0.1	$350k		7.6k	46.18	View chart
Salesforce Stock (CRM)	0.1	$343k	-26%	2.2k	156.65	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$323k		2.3k	137.53	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$320k	-2%	3.3k	96.42	View chart
Fortinet Stock (FTNT)	0.1	$319k		2.1k	153.61	View chart
Novartis Adr (NVS)	0.1	$316k		2.0k	156.72	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.1	$312k		7.4k	42.44	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$304k		3.5k	87.71	View chart
Targa Res Corp Stock (TRGP)	0.1	$302k		1.1k	268.14	View chart
Ubs Group Stock (UBS)	0.1	$300k		6.0k	49.56	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$298k		478.00	623.32	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$294k		428.00	687.08	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$293k		2.9k	101.10	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$292k		4.8k	60.29	View chart
Ww Grainger Stock (GWW)	0.1	$290k		213.00	1360.40	View chart
Lowes Cos Stock (LOW)	0.1	$286k		1.3k	220.49	View chart
Welltower Reit (WELL)	0.1	$280k		1.2k	226.97	View chart
Franklin California Municipal Income Etf Etf (FTCA)	0.1	$279k		38k	7.42	View chart
Mercadolibre Stock (MELI)	0.1	$273k		161.00	1694.69	View chart
Bank Montreal Medium Stock (BMO)	0.1	$269k		1.5k	176.70	View chart
General Mtrs Stock (GM)	0.1	$266k	+6%	3.4k	77.07	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$259k	+131%	16k	15.88	View chart
Linde Stock (LIN)	0.1	$256k		494.00	518.94	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$254k		7.5k	33.75	View chart
Lam Research Corp Stock (LRCX)	0.1	$244k	+116%	563.00	433.48	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$238k	-25%	1.3k	190.60	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.1	$236k	NEW	855.00	276.23	View chart
Transdigm Group Stock (TDG)	0.1	$233k	+8%	175.00	1333.17	View chart
Simon Ppty Group Reit (SPG)	0.1	$230k		1.0k	223.65	View chart
Starbucks Corp Stock (SBUX)	0.1	$227k		2.2k	102.21	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$223k		2.3k	95.98	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$215k		328.00	655.99	View chart
Microchip Technology Stock (MCHP)	0.1	$211k		2.3k	91.20	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$206k	-50%	8.4k	24.51	View chart
Gilead Sciences Stock (GILD)	0.1	$205k	+8%	1.6k	126.34	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$202k		1.1k	190.23	View chart
Boeing Stock (BA)	0.1	$201k		930.00	216.47	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$200k		2.6k	78.33	View chart
Morgan Stanley Stock (MS)	0.1	$200k		958.00	208.95	View chart
Eaton Corp Stock (ETN)	0.1	$199k	+86%	468.00	426.05	View chart
Honeywell Aerospace Stock (HONA)	0.1	$198k	NEW	896.00	221.08	View chart
Toll Brothers Stock (TOL)	0.1	$193k		1.2k	164.70	View chart
Ross Stores Stock (ROST)	0.1	$193k	+48%	907.00	212.75	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$190k	+127%	968.00	195.81	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$185k		616.00	300.55	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$185k		762.00	242.52	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$182k		919.00	197.66	View chart
Netease Adr (NTES)	0.1	$179k		1.4k	128.14	View chart
Paychex Stock (PAYX)	0.1	$176k		1.8k	98.33	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$172k		612.00	281.03	View chart
Intuit Stock (INTU)	0.1	$170k	-64%	653.00	261.02	View chart
Honeywell Intl Stock (HON)	0.1	$170k	NEW	758.00	223.90	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$169k		1.9k	89.86	View chart
Live Nation Entertainment Stock (LYV)	0.1	$169k		923.00	183.01	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$165k		1.2k	136.95	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$158k	+605%	1.3k	119.52	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$157k		622.00	252.11	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$155k		3.0k	52.12	View chart
Philip Morris Intl Stock (PM)	0.1	$153k		844.00	180.91	View chart
Union Pac Corp Stock (UNP)	0.1	$152k		557.00	272.00	View chart
Netflix Stock (NFLX)	0.1	$144k		2.0k	71.40	View chart
Arista Networks Stock (ANET)	0.1	$142k	+15%	834.00	169.88	View chart
Procter & Gamble Stock (PG)	0.1	$141k		962.00	146.64	View chart
Invesco S&p Smallcap Information Technology Etf Etf (PSCT)	0.0	$134k		1.5k	92.41	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$131k		690.00	189.62	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$131k		576.00	227.06	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$130k		527.00	246.30	View chart
Exxonmobil Holdings Corp Stock	0.0	$129k	NEW	944.00	136.72	View chart
Valero Energy Corp Stock (VLO)	0.0	$127k		488.00	260.44	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$127k	-57%	1.0k	122.40	View chart
Willis Towers Watson Stock (WTW)	0.0	$123k		470.00	261.37	View chart
Capital One Finl Corp Stock (COF)	0.0	$117k		585.00	200.62	View chart
Williams Cos Stock (WMB)	0.0	$113k		1.5k	74.34	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$111k		1.1k	96.53	View chart
Kroger Stock (KR)	0.0	$110k		2.0k	55.53	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.0	$109k		4.6k	23.52	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$107k		1.8k	57.62	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$103k		286.00	360.74	View chart
Wells Fargo & Co Stock (WFC)	0.0	$103k		1.2k	82.64	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$101k		946.00	106.31	View chart
Phillips 66 Stock (PSX)	0.0	$99k		588.00	168.91	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$94k		1.8k	51.86	View chart
Aercap Holdings Nv Stock (AER)	0.0	$93k		635.00	145.78	View chart
American Express Stock (AXP)	0.0	$91k		270.00	338.25	View chart
Adobe Stock (ADBE)	0.0	$91k	-53%	443.00	204.84	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$89k	+345%	896.00	99.28	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$85k		502.00	168.42	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$84k		774.00	108.54	View chart
Biogen Stock (BIIB)	0.0	$83k		385.00	216.06	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$82k		7.2k	11.38	View chart
Landstar Sys Stock (LSTR)	0.0	$81k		390.00	206.81	View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV)	0.0	$80k		1.8k	43.49	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$80k	-96%	1.6k	48.25	View chart
Conocophillips Stock (COP)	0.0	$79k		761.00	103.96	View chart
Huntington Bancshares Stock (HBAN)	0.0	$78k		4.4k	17.73	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$78k		1.0k	77.25	View chart
L3harris Technologies Stock (LHX)	0.0	$77k	-26%	266.00	290.59	View chart
Centerpoint Energy Stock (CNP)	0.0	$76k		1.7k	44.04	View chart
Advanced Micro Devices Stock (AMD)	0.0	$75k		129.00	580.91	View chart
Digital Rlty Tr Reit (DLR)	0.0	$74k		414.00	179.36	View chart
Ishares Silver Trust Etf (SLV)	0.0	$74k		1.4k	53.47	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$73k		555.00	131.43	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$72k		731.00	98.30	View chart
Verizon Communications Stock (VZ)	0.0	$69k		1.6k	42.34	View chart
Caterpillar Stock (CAT)	0.0	$68k		64.00	1064.91	View chart
Uber Technologies Stock (UBER)	0.0	$68k	-13%	944.00	72.13	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$67k		2.6k	25.48	View chart
Mckesson Corp Stock (MCK)	0.0	$65k	+26%	86.00	755.28	View chart
Cintas Corp Stock (CTAS)	0.0	$65k		380.00	170.13	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$64k		430.00	147.73	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$63k		207.00	306.30	View chart
Ferrari N V Stock (RACE)	0.0	$63k		168.00	372.71	View chart
Southern Stock (SO)	0.0	$62k		647.00	95.71	View chart
Newmont Corp Stock (NEM)	0.0	$62k		662.00	93.40	View chart
Diamondback Energy Stock (FANG)	0.0	$57k		325.00	175.78	View chart
Southwest Airls Stock (LUV)	0.0	$57k		1.1k	51.42	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$56k		385.00	146.41	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$55k		188.00	290.62	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$54k		381.00	141.96	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$54k		317.00	170.08	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$53k		439.00	121.42	View chart
Boston Scientific Corp Stock (BSX)	0.0	$50k	-32%	1.2k	42.70	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$49k	-34%	423.00	116.67	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$49k		1.1k	44.03	View chart
Constellation Energy Corp Stock (CEG)	0.0	$49k		196.00	247.84	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$48k		372.00	127.81	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$45k		285.00	158.25	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$45k		595.00	75.45	View chart
Mcdonalds Corp Stock (MCD)	0.0	$45k	-17%	165.00	270.53	View chart
Pepsico Stock (PEP)	0.0	$45k	-12%	329.00	135.40	View chart
Coca Cola Stock (KO)	0.0	$45k		547.00	81.27	View chart
Cardinal Health Stock (CAH)	0.0	$44k		186.00	237.56	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$44k		519.00	83.83	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$43k	-3%	141.00	302.44	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$43k		114.00	372.58	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$42k	-19%	1.3k	30.85	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$41k		523.00	77.54	View chart
Parker-hannifin Corp Stock (PH)	0.0	$40k		41.00	978.12	View chart
Idexx Labs Stock (IDXX)	0.0	$40k		75.00	526.44	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$39k		692.00	56.56	View chart
Pfizer Stock (PFE)	0.0	$39k	+23%	1.6k	24.08	View chart
Ge Vernova Stock (GEV)	0.0	$39k		33.00	1174.85	View chart
Synchrony Financial Stock (SYF)	0.0	$38k		505.00	76.05	View chart
Ubiquiti Stock (UI)	0.0	$37k		70.00	534.03	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$37k		808.00	46.15	View chart
Ares Capital Corp Cef (ARCC)	0.0	$36k	-31%	1.9k	18.53	View chart
Slr Investment Corp Cef (SLRC)	0.0	$35k	-24%	2.9k	12.37	View chart
Intuitive Surgical Stock (ISRG)	0.0	$35k		87.00	397.68	View chart
Apollo Global Mgmt Stock (APO)	0.0	$34k		290.00	118.31	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$34k	-3%	1.6k	21.03	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$34k	-45%	1.7k	20.37	View chart
Vulcan Matls Stock (VMC)	0.0	$34k		114.00	293.79	View chart
Kkr & Co Stock (KKR)	0.0	$33k	-81%	360.00	91.89	View chart
3M Stock (MMM)	0.0	$33k		204.00	161.91	View chart
Travelers Companies Stock (TRV)	0.0	$33k		100.00	330.12	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$33k		200.00	164.27	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$32k		1.0k	31.97	View chart
Merck & Co Stock (MRK)	0.0	$32k		251.00	128.50	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.0	$32k		886.00	36.39	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$32k	-5%	281.00	114.18	View chart
Heico Corp Stock (HEI)	0.0	$32k		90.00	356.31	View chart
Waste Connections Stock (WCN)	0.0	$32k		191.00	166.58	View chart
American Tower Corp Reit (AMT)	0.0	$32k	-29%	194.00	163.15	View chart
Blackstone Stock (BX)	0.0	$32k	-84%	269.00	117.61	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$31k		294.00	106.55	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$31k		180.00	173.52	View chart
Invesco S&p Smallcap Health Care Etf Etf (PSCH)	0.0	$31k		582.00	52.37	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$30k		131.00	228.79	View chart
At&t Stock (T)	0.0	$30k		1.4k	20.70	View chart
Invesco S&p Smallcap 600 Pure Value Etf Etf (RZV)	0.0	$30k		200.00	149.06	View chart
Delta Air Lines Stock (DAL)	0.0	$30k	-42%	317.00	93.66	View chart
S&p Global Stock (SPGI)	0.0	$29k		72.00	408.88	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$29k		286.00	102.37	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$29k		276.00	103.88	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$28k	+300%	344.00	80.57	View chart
International Business Machs Stock (IBM)	0.0	$28k		98.00	281.21	View chart
Intel Corp Stock (INTC)	0.0	$27k		192.00	139.63	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$26k		165.00	156.97	View chart
Blackrock Floating Rate Income Cef (FRA)	0.0	$26k	-29%	2.4k	10.99	View chart
Yum Brands Stock (YUM)	0.0	$26k		160.00	159.86	View chart
Eqt Corp Stock (EQT)	0.0	$26k		480.00	53.17	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$25k	+117%	281.00	90.49	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$25k		555.00	45.76	View chart
Expedia Group Stock (EXPE)	0.0	$25k		96.00	254.89	View chart
Southern Copper Corp Stock (SCCO)	0.0	$24k		139.00	174.06	View chart
Marathon Pete Corp Stock (MPC)	0.0	$24k		93.00	255.67	View chart
Halliburton Stock (HAL)	0.0	$24k		700.00	33.95	View chart
First Solar Stock (FSLR)	0.0	$24k		100.00	235.96	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$23k		106.00	219.80	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$23k		200.00	112.32	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$22k		440.00	51.00	View chart
Altria Group Stock (MO)	0.0	$22k		309.00	71.95	View chart
Applied Matls Stock (AMAT)	0.0	$22k		31.00	711.35	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$22k		240.00	90.46	View chart
Trane Technologies Stock (TT)	0.0	$22k		44.00	491.16	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$21k		58.00	368.17	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$21k		203.00	105.16	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.0	$21k	-75%	1.1k	19.28	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$21k		120.00	176.32	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$21k		93.00	222.88	View chart
Corning Stock (GLW)	0.0	$20k		80.00	255.43	View chart
Atmus Filtration Technologies Stock (ATMU)	0.0	$20k		400.00	50.99	View chart
Ishares Msci Canada Etf Etf (EWC)	0.0	$20k		350.00	57.64	View chart
Kulicke & Soffa Inds Stock (KLIC)	0.0	$20k		150.00	133.76	View chart
Monster Beverage Corp Stock (MNST)	0.0	$20k		207.00	96.12	View chart
Sempra Stock (SRE)	0.0	$20k		214.00	92.71	View chart
Northern Tr Corp Stock (NTRS)	0.0	$20k		113.00	173.84	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$20k		78.00	249.97	View chart
Chubb Stock (CB)	0.0	$19k	-28%	57.00	340.74	View chart
Colgate Palmolive Stock (CL)	0.0	$19k		210.00	91.68	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$19k	-19%	38.00	496.74	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$19k		72.00	260.36	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$18k		195.00	93.27	View chart
Stonex Group Stock (SNEX)	0.0	$18k		150.00	118.50	View chart
Logitech Intl S A Stock (LOGI)	0.0	$18k		189.00	94.04	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$18k		100.00	177.47	View chart
Veralto Corp Stock (VLTO)	0.0	$18k		199.00	88.58	View chart
Voya Infrastructure Indls & Mt Cef (IDE)	0.0	$17k		1.3k	13.84	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$17k	-50%	220.00	77.98	View chart
Sterling Infrastructure Stock (STRL)	0.0	$17k		20.00	839.35	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$17k		125.00	131.60	View chart
Texas Instrs Stock (TXN)	0.0	$16k	-43%	55.00	298.07	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$16k		213.00	76.70	View chart
Csx Corp Stock (CSX)	0.0	$16k		341.00	47.53	View chart
Regions Financial Corp Stock (RF)	0.0	$16k		533.00	30.22	View chart
Stryker Corporation Stock (SYK)	0.0	$16k	-71%	50.00	314.84	View chart
Pan Amern Silver Corp Stock (PAAS)	0.0	$16k		350.00	44.79	View chart
Hartford Insurance Group Stock (HIG)	0.0	$16k		117.00	132.52	View chart
Camden Ppty Tr Sh Ben Int Reit (CPT)	0.0	$16k		135.00	114.49	View chart
Firstenergy Corp Stock (FE)	0.0	$15k		323.00	47.54	View chart
Nextpower Inc Class A Stock (NXT)	0.0	$15k		127.00	119.14	View chart
Aflac Stock (AFL)	0.0	$15k		129.00	117.25	View chart
Etsy Stock (ETSY)	0.0	$15k		200.00	75.33	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$15k		78.00	188.69	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$14k	-20%	98.00	146.11	View chart
Nextera Energy Stock (NEE)	0.0	$14k		156.00	87.77	View chart
Entergy Corp Stock (ETR)	0.0	$14k		118.00	114.86	View chart
Metlife Stock (MET)	0.0	$14k		160.00	84.61	View chart
Waters Corp Stock (WAT)	0.0	$13k	-2%	35.00	375.03	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$13k		136.00	96.44	View chart
Axon Enterprise Stock (AXON)	0.0	$13k	-4%	23.00	560.61	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$13k		499.00	25.56	View chart
Berkley W R Corp Stock (WRB)	0.0	$13k		178.00	70.53	View chart
American Intl Group Stock (AIG)	0.0	$13k		168.00	74.53	View chart
Xpo Stock (XPO)	0.0	$12k		60.00	205.28	View chart
Raymond James Finl Stock (RJF)	0.0	$12k		80.00	152.03	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$12k		49.00	242.67	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$12k	-16%	220.00	53.11	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$12k	-52%	1.5k	7.67	View chart
Howard Hughes Holdings Stock (HHH)	0.0	$11k		160.00	71.49	View chart
Keysight Technologies Stock (KEYS)	0.0	$11k		32.00	350.06	View chart
Ebay Stock (EBAY)	0.0	$11k		100.00	111.75	View chart
Newsmax Inc Com Shs Class B Stock (NMAX)	0.0	$11k		1.3k	8.28	View chart
Analog Devices Stock (ADI)	0.0	$11k		28.00	397.18	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$11k		238.00	46.39	View chart
Us Bancorp Stock (USB)	0.0	$11k		182.00	60.40	View chart
Dover Corp Stock (DOV)	0.0	$11k		49.00	224.29	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$11k		81.00	134.69	View chart
State Street Spdr Msci Eafe Strategicfactors Etf Etf (QEFA)	0.0	$11k		113.00	96.26	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$11k	-20%	135.00	79.97	View chart
Prudential Finl Stock (PRU)	0.0	$11k		100.00	107.93	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$11k		339.00	31.70	View chart
Illinois Tool Wks Stock (ITW)	0.0	$11k		39.00	270.46	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$10k	+505%	121.00	85.79	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$10k		269.00	38.07	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$10k		301.00	33.87	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$10k		178.00	57.25	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$10k		327.00	31.10	View chart
Bhp Billiton Adr (BHP)	0.0	$10k		120.00	83.31	View chart
Corteva Stock (CTVA)	0.0	$9.9k		117.00	84.69	View chart
Ambarella Stock (AMBA)	0.0	$9.9k		115.00	85.80	View chart
Cme Group Stock (CME)	0.0	$9.7k	-85%	44.00	220.84	View chart
Automatic Data Processing Stock (ADP)	0.0	$9.6k		43.00	223.95	View chart
Mgm Resorts International Stock (MGM)	0.0	$9.6k		200.00	47.81	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$9.6k		199.00	48.05	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$9.3k		207.00	44.74	View chart
Ecolab Stock (ECL)	0.0	$8.9k		32.00	278.62	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.0	$8.9k		174.00	51.05	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$8.7k	-24%	138.00	62.89	View chart
Universal Display Corp Stock (OLED)	0.0	$8.7k		100.00	86.59	View chart
Cheniere Energy Stock (LNG)	0.0	$8.6k	-26%	36.00	239.00	View chart
Nordson Corp Stock (NDSN)	0.0	$8.4k		28.00	301.68	View chart
Devon Energy Corp Stock (DVN)	0.0	$8.3k	NEW	202.00	41.32	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$8.3k		75.00	110.67	View chart
Atmos Energy Corp Stock (ATO)	0.0	$8.3k		48.00	172.27	View chart
Electronic Arts Stock (EA)	0.0	$8.2k		40.00	205.05	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$8.0k		152.00	52.76	View chart
Consolidated Edison Stock (ED)	0.0	$7.9k		71.00	110.63	View chart
Wisdomtree Japan Opportunities Fund Etf (OPPJ)	0.0	$7.7k		133.00	57.81	View chart
Coca Cola Cons Stock (COKE)	0.0	$7.6k		40.00	190.93	View chart
Watsco Stock (WSO)	0.0	$7.5k		18.00	416.72	View chart
American Elec Pwr Stock (AEP)	0.0	$7.4k		54.00	136.81	View chart
Novo-nordisk A S Adr (NVO)	0.0	$7.4k	-93%	154.00	47.94	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$7.3k		32.00	229.56	View chart
Vanguard Value Etf Etf (VTV)	0.0	$7.3k		34.00	215.94	View chart
Centene Corp Del Stock (CNC)	0.0	$7.2k		112.00	64.19	View chart
Doubleline Income Solutions Cef (DSL)	0.0	$7.2k	-27%	650.00	11.06	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$7.1k		87.00	81.16	View chart
Ishares Emerging Markets Equity Factor Etf Etf (EMGF)	0.0	$7.0k		96.00	73.39	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$7.0k		139.00	50.50	View chart
Abbott Laboratories Stock (ABT)	0.0	$6.6k	-58%	73.00	90.74	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$6.6k		225.00	29.43	View chart
Yum China Hldgs Stock (YUMC)	0.0	$6.5k		160.00	40.87	View chart
Ventas Reit (VTR)	0.0	$6.4k		72.00	88.81	View chart
Globus Med Inc Cl A Stock (GMED)	0.0	$6.2k		79.00	79.01	View chart
Match Group Stock (MTCH)	0.0	$6.2k		162.00	38.05	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$6.2k		90.00	68.41	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.0	$6.1k		122.00	49.70	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.0	$6.0k		593.00	10.15	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.0	$6.0k		160.00	37.42	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.0	$5.7k		98.00	58.53	View chart
Brown & Brown Stock (BRO)	0.0	$5.6k		88.00	64.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$5.5k		224.00	24.55	View chart
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.0	$5.4k		35.00	154.43	View chart
Nasdaq Stock (NDAQ)	0.0	$5.4k		68.00	78.82	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$5.4k		135.00	39.68	View chart
Synopsys Stock (SNPS)	0.0	$5.4k		12.00	446.08	View chart
Toast Inc Cl A Stock (TOST)	0.0	$5.3k		190.00	27.82	View chart
Duke Energy Corp Stock (DUK)	0.0	$5.2k		41.00	126.59	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$5.0k		51.00	98.75	View chart
Healthequity Stock (HQY)	0.0	$5.0k		55.00	90.33	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$4.8k		14.00	345.29	View chart
Agilent Technologies Stock (A)	0.0	$4.6k		35.00	132.83	View chart
Emerson Elec Stock (EMR)	0.0	$4.6k		32.00	143.16	View chart
Cf Industries Hold Stock (CF)	0.0	$4.4k		41.00	108.27	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$4.4k		37.00	119.62	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$4.4k		14.00	314.57	View chart
Paypal Hldgs Stock (PYPL)	0.0	$4.3k		100.00	43.18	View chart
Jpmorgan Diversified Return U.s. Mid Cap Equity Etf Etf (JPME)	0.0	$4.3k		34.00	126.00	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$4.2k		116.00	36.13	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$3.8k		138.00	27.70	View chart
Verisk Analytics Stock (VRSK)	0.0	$3.8k		21.00	179.52	View chart
Nisource Stock (NI)	0.0	$3.8k		79.00	47.54	View chart
Ppl Corp Stock (PPL)	0.0	$3.7k		103.00	36.35	View chart
Alliant Energy Corp Stock (LNT)	0.0	$3.7k		49.00	76.29	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$3.7k		68.00	54.54	View chart
International Paper Stock (IP)	0.0	$3.7k		97.00	38.10	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$3.7k		70.00	52.23	View chart
Genuine Parts Stock (GPC)	0.0	$3.5k		30.00	117.97	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$3.3k		92.00	36.26	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$3.1k		95.00	32.73	View chart
Gxo Logistics Incorporated Stock (GXO)	0.0	$3.0k		60.00	50.70	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.0	$3.0k	-25%	75.00	40.29	View chart
Rockwell Automation Stock (ROK)	0.0	$3.0k		6.00	495.00	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$2.9k		15.00	193.87	View chart
Ppg Inds Stock (PPG)	0.0	$2.8k		23.00	121.30	View chart
Qnity Electronics Stock (Q)	0.0	$2.8k		17.00	163.29	View chart
Tyler Technologies Stock (TYL)	0.0	$2.6k		9.00	292.44	View chart
Omnicom Group Stock (OMC)	0.0	$2.6k		36.00	72.83	View chart
Q2 HLDGS Stock (QTWO)	0.0	$2.6k		54.00	48.09	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$2.6k	-69%	50.00	51.84	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$2.4k		42.00	56.55	View chart
Host Hotels & Resorts Reit (HST)	0.0	$2.3k		97.00	23.71	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$2.1k		103.00	20.49	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$1.9k		18.00	105.33	View chart
Rithm Capital Corp Reit (RITM)	0.0	$1.9k	-85%	200.00	9.39	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$1.9k		15.00	124.47	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$1.8k		12.00	151.33	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$1.8k		37.00	48.57	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$1.7k		36.00	48.11	View chart
Udr Reit (UDR)	0.0	$1.7k		43.00	39.93	View chart
Dupont De Nemours Stock (DD)	0.0	$1.5k	NEW	11.00	135.64	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.4k		61.00	23.67	View chart
Dow Hldgs Stock (DOW)	0.0	$1.4k		52.00	27.37	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$1.3k		80.00	16.70	View chart
Target Corp Stock (TGT)	0.0	$1.3k		10.00	130.60	View chart
Pg&e Corp Stock (PCG)	0.0	$1.2k		71.00	16.82	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$1.1k		11.00	98.45	View chart
Wabtec Stock (WAB)	0.0	$809.000100		3.00	269.67	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$650.997600		66.00	9.86	View chart
Spotify Technology S A Stock (SPOT)	0.0	$459.000000	-97%	1.00	459.00	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$288.000000		8.00	36.00	View chart
Ha Sustainable Infra Cap Reit (HASI)	0.0	$234.000000		6.00	39.00	View chart
Stitch Fix Inc Com Cl A Stock (SFIX)	0.0	$4.000000		1.00	4.00	View chart

Past Filings by Greykasell Wealth Strategies

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

Greykasell Wealth Strategies 2026 Q2 filed Aug. 11, 2026
Greykasell Wealth Strategies 2026 Q1 filed May 7, 2026
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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