Greykasell Wealth Strategies, Inc. Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$187.3M
Holdings
344
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (344 positions)
| Stock | Value |
|---|---|
CRWDCROWDSTRIKE HLDGS INC CL A | $313K |
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | $311K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $308K |
BACBANK AMERICA CORP COM | $304K |
LOWLOWES COS INC COM | $302K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $301K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $292K |
PAYXPAYCHEX INC COM | $276K |
LMTLOCKHEED MARTIN CORP COM | $270K |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $256K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $252K |
NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF | $252K |
FDVVFIDELITY HIGH DIVIDEND ETF | $240K |
TSLATESLA INC COM | $231K |
NVSNNOVARTIS AG SPONSORED ADR | $224K |
LSTRLANDSTAR SYS INC COM | $222K |
IVWISHARES S&P 500 GROWTH ETF | $218K |
LINLINDE PLC SHS | $211K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $209K |
RACEFERRARI N V COM | $205K |
GWWGRAINGER W W INC COM | $201K |
BABOEING CO COM | $193K |
ILFISHARES LATIN AMERICA 40 ETF | $193K |
UBSUBS GROUP AG SHS | $185K |
OKEONEOK INC NEW COM | $182K |
T7DTRANSDIGM GROUP INC COM | $180K |
WELLWELLTOWER INC COM | $176K |
MCKMCKESSON CORP COM | $164K |
SPGSIMON PPTY GROUP INC NEW COM | $161K |
BSXBOSTON SCIENTIFIC CORP COM | $160K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $159K |
PGPROCTER AND GAMBLE CO COM | $157K |
DECKDECKERS OUTDOOR CORP COM | $153K |
NVONOVO-NORDISK A S ADR | $150K |
VOEVANGUARD MID-CAP VALUE ETF | $148K |
BMOBANK MONTREAL QUE COM | $145K |
NTESNETEASE INC SPONSORED ADS | $144K |
UNPUNION PAC CORP COM | $127K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $126K |
4I1PHILIP MORRIS INTL INC COM | $125K |
KRKROGER CO COM | $120K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $119K |
BMYBRISTOL-MYERS SQUIBB CO COM | $117K |
VOVANGUARD MID-CAP ETF | $116K |
NXPINXP SEMICONDUCTORS N V COM | $116K |
NUSCNUVEEN ESG SMALL-CAP ETF | $114K |
CLXCLOROX CO DEL COM | $112K |
IYWISHARES U.S. TECHNOLOGY ETF | $112K |
IVEISHARES S&P 500 VALUE ETF | $110K |
JDJD.COM INC SPON ADS CL A | $108K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $107K |
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $107K |
NFLXNETFLIX INC COM | $105K |
LUVSOUTHWEST AIRLS CO COM | $104K |
CNRCANADIAN NATL RY CO COM | $101K |
AZNASTRAZENECA PLC SPONSORED ADR | $101K |
BACVERIZON COMMUNICATIONS INC COM | $95K |
PANWPALO ALTO NETWORKS INC COM | $92K |
TMTOYOTA MOTOR CORP ADS | $89K |
VISVANGUARD INDUSTRIALS ETF | $86K |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $78K |
BNDVANGUARD TOTAL BOND MARKET ETF | $76K |
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $73K |
KKRKKR & CO INC COM | $73K |
PFEPFIZER INC COM | $71K |
ICLRICON PLC SHS | $69K |
XOMEXXON MOBIL CORP COM | $67K |
XCEMCOLUMBIA EM CORE EX-CHINA ETF | $66K |
DBCINVESCO DB COMMODITY INDEX TRACKING FUND | $66K |
HBANHUNTINGTON BANCSHARES INC COM | $66K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $64K |
CNPCENTERPOINT ENERGY INC COM | $63K |
NUMVNUVEEN ESG MID-CAP VALUE ETF | $63K |
PEPPEPSICO INC COM | $58K |
PSCTINVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $58K |
USALIBERTY ALL STAR EQUITY FD SH BEN INT | $57K |
SMHVANECK SEMICONDUCTOR ETF | $57K |
ANETARISTA NETWORKS INC COM SHS | $56K |
MCDMCDONALDS CORP COM | $53K |
SOSOUTHERN CO COM | $52K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $51K |
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | $51K |
VFHVANGUARD FINANCIALS ETF | $50K |
DIVBISHARES CORE DIVIDEND ETF | $49K |
VTWOVANGUARD RUSSELL 2000 ETF | $48K |
VOTVANGUARD MID-CAP GROWTH ETF | $47K |
TWLOTWILIO INC CL A | $46K |
MXFMEXICO FD INC COM | $46K |
CITCINTAS CORP COM | $46K |
INTCINTEL CORP COM | $42K |
NKENIKE INC CL B | $42K |
FCXFREEPORT-MCMORAN INC CL B | $42K |
IWYISHARES RUSSELL TOP 200 GROWTH ETF | $40K |
SHELSHELL PLC SPON ADS | $38K |
WFCWELLS FARGO CO NEW COM | $36K |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $36K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $35K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $35K |
VBVANGUARD SMALL-CAP ETF | $33K |
GOOGALPHABET INC CAP STK CL C | $32K |