Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

GSB Wealth Management

Latest statistics and disclosures from Grey Ledge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, USFR, OSEA, AAPL, AGGY, and represent 16.36% of Grey Ledge Advisors's stock portfolio.
Added to shares of these 10 stocks: OSEA, USFR, JPST, TM, JPLD, FLOT, SHW, IVV, PYLD, SCHG.
Started 9 new stock positions in INTC, AME, FELV, PNC, TM, UNH, BIV, VLO, COP.
Reduced shares in these 10 stocks: PFFD, ORCL, VGT, VTV, SCHD, MSFT, AMD, GIS, NVDA, CWI.
Sold out of its positions in ADBE, CMG, DOV, GWAV, NGG, OMC, CRM, XLV, BLV, VWEHX. VPL, VKTX.
Grey Ledge Advisors was a net buyer of stock by $9.7M.
Grey Ledge Advisors has $441M in assets under management (AUM), dropping by 8.06%.
Central Index Key (CIK): 0001660694

Tip: Access up to 7 years of quarterly data

Positions held by GSB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Grey Ledge Advisors

Grey Ledge Advisors holds 239 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 Core S&p 500 Etf Etf (IVV)	4.9	$22M	+5%	33k	669.43	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	3.6	$16M	+28%	320k	50.27	View chart
Harbor International Compounders Ret Etf (OSEA)	3.0	$13M	+45%	539k	24.23	View chart
Apple Stock (AAPL)	2.5	$11M		44k	254.63	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	2.3	$10M	+7%	227k	44.27	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	2.2	$9.9M	+2%	318k	31.16	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	2.0	$8.8M	+18%	173k	51.08	View chart
Microsoft Corp Stock (MSFT)	1.9	$8.5M	-5%	17k	517.95	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	1.8	$7.8M	+11%	291k	26.84	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.7	$7.4M	+11%	232k	31.93	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$7.3M		11k	666.19	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.6	$6.8M	+3%	101k	67.55	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	1.5	$6.6M	+3%	127k	52.30	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.4	$6.2M	+50%	122k	50.73	View chart
Vanguard Value Etf Etf (VTV)	1.4	$6.0M	-8%	32k	186.49	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.3	$5.8M		9.6k	600.38	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$5.7M	+2%	24k	243.55	View chart
Jpmorgan Limited Duration Bond Etf Etf (JPLD)	1.3	$5.7M	+34%	109k	52.47	View chart
Nvidia Corporation Stock (NVDA)	1.3	$5.6M	-7%	30k	186.58	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.3	$5.6M	+3%	86k	65.27	View chart
Johnson & Johnson Stock (JNJ)	1.2	$5.5M	-3%	30k	185.42	View chart
Advanced Micro Devices Stock (AMD)	1.2	$5.3M	-8%	33k	161.79	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.2	$5.2M	+5%	86k	59.92	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$4.7M	+12%	19k	243.10	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	1.0	$4.6M	+7%	241k	19.14	View chart
Home Depot Stock (HD)	1.0	$4.5M		11k	405.21	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	1.0	$4.5M		35k	127.97	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	1.0	$4.5M	+7%	59k	76.03	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.0	$4.4M	-2%	82k	53.03	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	1.0	$4.2M	+17%	47k	88.97	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.9	$4.2M	+2%	95k	44.22	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.2M	-6%	13k	315.44	View chart
Aflac Stock (AFL)	0.9	$3.9M		35k	111.70	View chart
Oracle Corp Stock (ORCL)	0.9	$3.9M	-19%	14k	281.24	View chart
Cummins Stock (CMI)	0.8	$3.7M		8.8k	422.37	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.8	$3.7M	+3%	78k	47.55	View chart
Schwab International Equity Etf Etf (SCHF)	0.8	$3.6M	+12%	156k	23.28	View chart
Amgen Stock (AMGN)	0.8	$3.6M		13k	282.20	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$3.6M	+13%	7.1k	502.76	View chart
International Business Machs Stock (IBM)	0.8	$3.4M	-10%	12k	282.16	View chart
Costco Whsl Corp Stock (COST)	0.7	$3.3M		3.6k	925.53	View chart
Unilever Adr (UL)	0.7	$3.3M		55k	59.28	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.7	$3.3M	+5%	58k	56.48	View chart
Tjx Cos Stock (TJX)	0.7	$3.2M		22k	144.54	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.7	$3.2M		11k	279.28	View chart
Rtx Corporation Stock (RTX)	0.7	$3.1M		19k	167.33	View chart
Snap On Stock (SNA)	0.7	$3.0M		8.7k	346.53	View chart
Oreilly Automotive Stock (ORLY)	0.7	$2.9M	-9%	27k	107.81	View chart
Cisco Sys Stock (CSCO)	0.7	$2.9M	+5%	42k	68.42	View chart
Merck & Co Stock (MRK)	0.7	$2.9M	-4%	34k	83.93	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.6	$2.8M	-6%	88k	31.62	View chart
Travelers Companies Stock (TRV)	0.6	$2.8M	-7%	9.9k	279.21	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.6	$2.8M		13k	206.52	View chart
Spdr Gold Shares Etf (GLD)	0.6	$2.7M	-3%	7.6k	355.50	View chart
Lockheed Martin Corp Stock (LMT)	0.6	$2.7M	-2%	5.4k	499.21	View chart
Chevron Corp Stock (CVX)	0.6	$2.7M	-10%	17k	155.29	View chart
Dnp Select Income Cef (DNP)	0.6	$2.7M		267k	10.01	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.6	$2.6M		33k	79.80	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.6	$2.5M		12k	213.71	View chart
Amazon Stock (AMZN)	0.6	$2.5M		12k	219.56	View chart
General Dynamics Corp Stock (GD)	0.6	$2.5M	-3%	7.4k	341.00	View chart
Honeywell Intl Stock (HON)	0.5	$2.4M		11k	210.50	View chart
Abbott Labs Stock (ABT)	0.5	$2.3M		17k	133.94	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.5	$2.3M	-5%	16k	145.65	View chart
Pepsico Stock (PEP)	0.5	$2.3M		16k	140.44	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$2.2M	-11%	20k	112.75	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$2.2M	-4%	3.0k	734.27	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.5	$2.2M	+16%	6.9k	320.04	View chart
Procter And Gamble Stock (PG)	0.5	$2.2M		14k	153.65	View chart
Kenvue Stock (KVUE)	0.5	$2.1M	-14%	131k	16.23	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$2.0M		20k	100.25	View chart
Amphenol Corp New Cl A Stock (APH)	0.5	$2.0M	-14%	16k	123.75	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.5	$2.0M		14k	145.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$1.9M		16k	118.84	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$1.9M		16k	120.72	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.4	$1.8M		36k	50.66	View chart
Genuine Parts Stock (GPC)	0.4	$1.8M		13k	138.60	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.4	$1.7M	+17%	18k	95.92	View chart
Sherwin Williams Stock (SHW)	0.4	$1.7M	+365%	4.9k	346.23	View chart
Mcdonalds Corp Stock (MCD)	0.4	$1.7M		5.5k	303.89	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$1.7M	-2%	25k	68.08	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.4	$1.6M	-40%	81k	19.43	View chart
Toyota Motor Corp Ads Adr (TM)	0.4	$1.6M	NEW	8.1k	191.09	View chart
Rollins Stock (ROL)	0.3	$1.5M	-4%	26k	58.74	View chart
Automatic Data Processing Stock (ADP)	0.3	$1.5M		5.1k	293.48	View chart
Novo-nordisk A S Adr (NVO)	0.3	$1.4M	+9%	25k	55.49	View chart
Abbvie Stock (ABBV)	0.3	$1.3M	-14%	5.8k	231.54	View chart
Tractor Supply Stock (TSCO)	0.3	$1.3M		23k	56.87	View chart
Applied Matls Stock (AMAT)	0.3	$1.3M	-3%	6.4k	204.73	View chart
Air Prods & Chems Stock (APD)	0.3	$1.3M	-4%	4.8k	272.73	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$1.3M		4.3k	297.63	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$1.3M	-2%	5.1k	246.60	View chart
Kimberly-clark Corp Stock (KMB)	0.3	$1.2M	-3%	9.4k	124.35	View chart
Coca Cola Stock (KO)	0.3	$1.1M		17k	66.32	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.3	$1.1M		22k	50.59	View chart
Chubb Stock (CB)	0.3	$1.1M		4.0k	282.25	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.3	$1.1M	-10%	21k	54.09	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.1M	+32%	1.4k	762.81	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$1.1M	-8%	6.0k	182.42	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$1.1M	-7%	7.4k	146.31	View chart
Illinois Tool Wks Stock (ITW)	0.2	$1.1M		4.1k	260.77	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$1.1M	+2%	1.7k	612.24	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$1.0M		7.3k	141.76	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.0M	+2%	4.8k	215.79	View chart
Deere & Co Stock (DE)	0.2	$1.0M		2.2k	457.24	View chart
Caterpillar Stock (CAT)	0.2	$1.0M		2.1k	477.21	View chart
Emerson Elec Stock (EMR)	0.2	$983k		7.5k	131.17	View chart
Ishares Gold Trust Etf (IAU)	0.2	$933k		13k	72.77	View chart
Roper Technologies Stock (ROP)	0.2	$871k		1.7k	498.57	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$832k	+3%	15k	57.19	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$822k	-4%	12k	66.91	View chart
Ishares Msci India Etf Etf (INDA)	0.2	$817k	-2%	16k	52.06	View chart
Southern Stock (SO)	0.2	$776k	-25%	8.2k	94.77	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.2	$767k		20k	38.12	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.2	$754k		10k	75.61	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$752k		1.3k	568.81	View chart
Pfizer Stock (PFE)	0.2	$719k	-36%	28k	25.48	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$703k		24k	29.11	View chart
Church & Dwight Stock (CHD)	0.2	$683k		7.8k	87.63	View chart
Smith A O Corp Stock (AOS)	0.1	$649k	-15%	8.8k	73.41	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$648k		13k	50.75	View chart
Nike Inc Cl B Stock (NKE)	0.1	$643k	-11%	9.2k	69.73	View chart
Starbucks Corp Stock (SBUX)	0.1	$639k	-38%	7.6k	84.59	View chart
Stanley Black & Decker Stock (SWK)	0.1	$635k	+3%	8.5k	74.33	View chart
Duke Energy Corp Stock (DUK)	0.1	$620k		5.0k	123.74	View chart
Grainger W W Stock (GWW)	0.1	$606k	-3%	636.00	953.28	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$603k		2.1k	293.78	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$598k	-3%	1.0k	596.03	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$552k		6.0k	91.56	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$549k	+3%	21k	26.34	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.1	$547k		7.8k	70.13	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$541k		5.3k	101.37	View chart
Ishares Msci Australia Etf Etf (EWA)	0.1	$534k	-28%	20k	27.00	View chart
Paychex Stock (PAYX)	0.1	$518k	-15%	4.1k	126.76	View chart
Hartford Insurance Group Stock (HIG)	0.1	$513k		3.8k	133.39	View chart
Danaher Corporation Stock (DHR)	0.1	$512k		2.6k	198.28	View chart
Canadian Natl Ry Stock (CNI)	0.1	$505k		5.4k	94.29	View chart
Ross Stores Stock (ROST)	0.1	$504k		3.3k	152.37	View chart
Walmart Stock (WMT)	0.1	$491k		4.8k	103.05	View chart
Texas Instrs Stock (TXN)	0.1	$476k	-22%	2.6k	183.72	View chart
Bank America Corp Stock (BAC)	0.1	$466k	-2%	9.0k	51.59	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$460k		6.4k	72.44	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$458k	-26%	2.4k	187.18	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$458k	-14%	943.00	485.23	View chart
Ametek Stock (AME)	0.1	$448k	NEW	2.4k	188.00	View chart
Zscaler Stock (ZS)	0.1	$447k		1.5k	299.66	View chart
Unitedhealth Group Stock (UNH)	0.1	$439k	NEW	1.3k	345.25	View chart
Paypal Hldgs Stock (PYPL)	0.1	$438k	-19%	6.5k	67.06	View chart
Colgate Palmolive Stock (CL)	0.1	$435k		5.4k	79.95	View chart
Trane Technologies Stock (TT)	0.1	$434k	-3%	1.0k	421.94	View chart
Hdfc Bank Adr (HDB)	0.1	$434k	+44%	13k	34.16	View chart
Visa Inc Com Cl A Stock (V)	0.1	$430k		1.3k	341.35	View chart
Fastenal Stock (FAST)	0.1	$422k		8.6k	49.04	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$422k		13k	33.37	View chart
Generac Hldgs Stock (GNRC)	0.1	$422k		2.5k	167.40	View chart
Citigroup Stock (C)	0.1	$414k	-2%	4.1k	101.51	View chart
Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE)	0.1	$412k	-2%	6.9k	60.03	View chart
Union Pac Corp Stock (UNP)	0.1	$407k		1.7k	236.32	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$402k		5.0k	79.95	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$393k	-5%	4.5k	87.21	View chart
Ishares Global 100 Etf Etf (IOO)	0.1	$389k	-20%	3.2k	120.01	View chart
At&t Stock (T)	0.1	$389k		14k	28.24	View chart
Vanguard Information Technology ETF Etf (VGT)	0.1	$380k	-65%	509.00	746.95	View chart
Moodys Corp Stock (MCO)	0.1	$380k		797.00	476.48	View chart
Trex Stock (TREX)	0.1	$377k	-21%	7.3k	51.67	View chart
Ishares Silver Trust Etf (SLV)	0.1	$365k		8.6k	42.37	View chart
Disney Walt Stock (DIS)	0.1	$363k		3.2k	114.50	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$361k	-6%	771.00	468.30	View chart
Analog Devices Stock (ADI)	0.1	$357k		1.5k	245.70	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$335k	+18%	1.0k	323.11	View chart
Netflix Stock (NFLX)	0.1	$333k		278.00	1198.92	View chart
Novartis Adr (NVS)	0.1	$330k		2.6k	128.24	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$329k	+3%	1.3k	254.28	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$328k		3.6k	91.43	View chart
Nextera Energy Stock (NEE)	0.1	$327k	-33%	4.3k	75.49	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$326k	-21%	6.5k	49.84	View chart
Broadcom Stock (AVGO)	0.1	$321k	-3%	972.00	329.98	View chart
Blackstone Stock (BX)	0.1	$319k		1.9k	170.85	View chart
Goldman Sachs Group Stock (GS)	0.1	$318k	-4%	399.00	797.15	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$310k		1.6k	195.90	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$306k	+18%	1.6k	194.50	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$305k	+3%	13k	23.47	View chart
Stryker Corporation Stock (SYK)	0.1	$302k		816.00	369.64	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$299k		3.2k	93.38	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$297k		6.6k	44.69	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.1	$296k	+2%	21k	14.44	View chart
American Express Stock (AXP)	0.1	$291k	-2%	877.00	332.01	View chart
Carrier Global Corporation Stock (CARR)	0.1	$290k		4.9k	59.70	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$287k		3.0k	96.55	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.1	$286k	+10%	9.3k	30.86	View chart
Palo Alto Networks Stock (PANW)	0.1	$285k		1.4k	203.62	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$282k	-29%	2.5k	111.20	View chart
Uber Technologies Stock (UBER)	0.1	$282k		2.9k	97.97	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$282k		4.5k	62.47	View chart
Ge Aerospace Stock (GE)	0.1	$280k		931.00	300.83	View chart
Equifax Stock (EFX)	0.1	$278k		1.1k	256.45	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$276k		1.4k	203.54	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$270k		1.9k	139.68	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$266k	+26%	3.0k	87.43	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$266k		2.8k	95.14	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$266k	-13%	554.00	479.60	View chart
Moderna Stock (MRNA)	0.1	$265k		10k	25.83	View chart
Lowes Cos Stock (LOW)	0.1	$264k	+2%	1.1k	251.31	View chart
Fedex Corp Stock (FDX)	0.1	$257k		1.1k	235.89	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.1	$256k		3.6k	71.72	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$251k	NEW	7.5k	33.53	View chart
Ulta Beauty Stock (ULTA)	0.1	$249k		456.00	546.75	View chart
Blackrock Stock (BLK)	0.1	$245k	-4%	210.00	1168.09	View chart
Us Bancorp Del Stock (USB)	0.1	$242k		5.0k	48.33	View chart
BP Adr (BP)	0.1	$241k		7.0k	34.46	View chart
Linde Stock (LIN)	0.1	$227k		478.00	474.64	View chart
General Mls Stock (GIS)	0.1	$223k	-67%	4.4k	50.42	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$218k	-37%	2.6k	83.53	View chart
Valero Energy Corp Stock (VLO)	0.0	$211k	NEW	1.2k	170.26	View chart
Spotify Technology S A Stock (SPOT)	0.0	$209k		300.00	698.00	View chart
Conocophillips Stock (COP)	0.0	$209k	NEW	2.2k	94.59	View chart
Intel Corp Stock (INTC)	0.0	$208k	NEW	6.2k	33.55	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$201k	NEW	1.0k	200.93	View chart
Philip Morris Intl Stock (PM)	0.0	$201k		1.2k	162.26	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$130k	-80%	4.7k	27.44	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$101k	-9%	1.5k	65.90	View chart
SPDR S&P 600 Small Cap Value ETF Etf (SLYV)	0.0	$93k	-49%	1.0k	88.65	View chart
Armata Pharmaceuticals Stock (ARMP)	0.0	$89k		30k	2.98	View chart
SPDR S&P China ETF Etf (GXC)	0.0	$82k	-17%	783.00	105.02	View chart
Vanguard Interm-Term Bond ETF Etf (BIV)	0.0	$61k	NEW	786.00	78.08	View chart
Schwab US REIT ETF Etf (SCHH)	0.0	$40k	-84%	1.8k	21.57	View chart
iShares 10 Year Invmt Grd Corp Bd ETF Etf (IGLB)	0.0	$37k	+6%	710.00	51.52	View chart
SPDR Portfolio S&P 500 High Div ETF Etf (SPYD)	0.0	$36k	+4%	821.00	43.98	View chart
Schwab Short-Term US Treasury ETF Etf (SCHO)	0.0	$34k	+3%	1.4k	24.40	View chart
SPDR MSCI ACWI ex-US ETF Etf (CWI)	0.0	$30k	-93%	870.00	34.92	View chart
Vanguard Ftse Developed Markets Etf Etf (VWO)	0.0	$21k	-84%	380.00	54.17	View chart
Schwab US Small-Cap ETF Etf (SCHA)	0.0	$19k	-46%	688.00	27.88	View chart
Schwab US Mid-Cap ETF Etf (SCHM)	0.0	$19k		642.00	29.66	View chart
Schwab US TIPS ETF Etf (SCHP)	0.0	$11k	+140%	401.00	26.94	View chart
SPDR S&P Global Natural Resources ETF Etf (GNR)	0.0	$10k	+36%	171.00	59.25	View chart
Schwab International Small-Cap Eq ETF Etf (SCHC)	0.0	$9.9k	+6%	217.00	45.50	View chart
Invesco Fundamental Hi Yld Corp Bd ETF Etf (PHB)	0.0	$2.2k	+187%	118.00	18.53	View chart
Xtrackers USD High Yield Corp Bd ETF Etf (HYLB)	0.0	$705.000700	+58%	19.00	37.11	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.0	$701.000300	+75%	7.00	100.14	View chart

Past Filings by Grey Ledge Advisors

SEC 13F filings are viewable for Grey Ledge Advisors going back to 2016

Grey Ledge Advisors 2025 Q3 filed Oct. 21, 2025
GSB Wealth Management 2025 Q2 filed July 15, 2025
GSB Wealth Management 2025 Q1 filed April 18, 2025
GSB Wealth Management 2024 Q4 filed Jan. 21, 2025
GSB Wealth Management 2024 Q3 filed Oct. 25, 2024
GSB Wealth Management 2024 Q2 filed July 18, 2024
GSB Wealth Management 2024 Q1 filed May 2, 2024
GSB Wealth Management 2023 Q3 filed Nov. 13, 2023
GSB Wealth Management 2023 Q2 filed Aug. 8, 2023
GSB Wealth Management 2023 Q1 restated filed May 18, 2023
GSB Wealth Management 2023 Q1 filed May 15, 2023
GSB Wealth Management 2022 Q4 filed Feb. 16, 2023
GSB Wealth Management 2022 Q3 filed Oct. 18, 2022
GSB Wealth Management 2022 Q2 filed July 20, 2022
GSB Wealth Management 2022 Q1 filed May 2, 2022
GSB Wealth Management 2021 Q4 filed Feb. 11, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z