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)

StockValue
MMM3M CO COM
$31K
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$30K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$30K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$30K
BIIBBIOGEN INC COM
$27K
TRVTRAVELERS COMPANIES INC COM
$26K
CAHCARDINAL HEALTH INC COM
$26K
FQIDIGITAL RLTY TR INC COM
$26K
PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF
$25K
YUMYUM BRANDS INC COM
$25K
VAWVANGUARD MATERIALS ETF
$25K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$24K
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$24K
IYRISHARES U.S. REAL ESTATE ETF
$23K
VEEVVEEVA SYS INC CL A COM
$23K
EFAISHARES MSCI EAFE ETF
$23K
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$22K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$22K
UIUBIQUITI INC COM
$22K
DVNDEVON ENERGY CORP NEW COM
$22K
CMCSACOMCAST CORP NEW CL A
$22K
ENPHENPHASE ENERGY INC COM
$20K
TANINVESCO SOLAR ETF
$20K
PEOEXELON CORP COM
$20K
TTENTOTALENERGIES SE SPONSORED ADS
$19K
ACWIISHARES MSCI ACWI ETF
$19K
HYDVANECK HIGH YIELD MUNI ETF
$19K
TSLXSIXTH STREET SPECIALTY LENDING COM
$18K
DOWDOW INC COM
$18K
MUMICRON TECHNOLOGY INC COM
$18K
WPCWP CAREY INC COM
$18K
EWEDWARDS LIFESCIENCES CORP COM
$17K
GEGE AEROSPACE COM NEW
$17K
NEENEXTERA ENERGY INC COM
$17K
IWXISHARES RUSSELL TOP 200 VALUE ETF
$17K
EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
$16K
VFCV F CORP COM
$16K
KMIKINDER MORGAN INC DEL COM
$16K
LOGILOGITECH INTL S A SHS
$16K
CTRACOTERRA ENERGY INC COM
$16K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$15K
UALUNITED AIRLS HLDGS INC COM
$15K
OLEDUNIVERSAL DISPLAY CORP COM
$14K
PFOFLAHERTY & CRUMRINE PFD INCOME COM
$13K
FEFIRSTENERGY CORP COM
$13K
DWDMORGAN STANLEY COM NEW
$13K
LDPCOHEN & STEERS LTD DURATION PF COM
$13K
FSLRFIRST SOLAR INC COM
$13K
BTZBLACKROCK CR ALLOCATION INCOME COM
$12K
SRESEMPRA COM
$12K
AXONAXON ENTERPRISE INC COM
$12K
DYHTARGET CORP COM
$11K
OPRAOPERA LTD SPONSORED ADS
$11K
AJGGALLAGHER ARTHUR J & CO COM
$11K
BROBROWN & BROWN INC COM
$11K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$11K
WBAWALGREENS BOOTS ALLIANCE INC COM
$10K
PHPARKER-HANNIFIN CORP COM
$10K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$10K
ABTABBOTT LABS COM
$10K
FTNTFORTINET INC COM
$10K
ETSYETSY INC COM
$9K
MFAMFA FINL INC COM
$9K
WSOWATSCO INC COM
$9K
GSHDGOOSEHEAD INS INC COM CL A
$9K
KOCOCA COLA CO COM
$9K
BWMXBETTERWARE DE MEXC S A P I DE SHS
$9K
TAT&T INC COM
$9K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$9K
XLEENERGY SELECT SECTOR SPDR FUND
$8K
YUMCYUM CHINA HLDGS INC COM
$8K
DDDUPONT DE NEMOURS INC COM
$8K
APHAMPHENOL CORP NEW CL A
$8K
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
$8K
SNEXSTONEX GROUP INC COM
$8K
ORGOORGANOGENESIS HLDGS INC COM
$7K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$7K
DDOGDATADOG INC CL A COM
$7K
BCEBCE INC COM NEW
$7K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$7K
EBAEBAY INC. COM
$7K
CTVACORTEVA INC COM
$7K
PYPLPAYPAL HLDGS INC COM
$7K
WMWASTE MGMT INC DEL COM
$6K
XPOXPO INC COM
$6K
TOSTTOAST INC CL A
$6K
CBCHUBB LIMITED COM
$6K
DRLLSTRIVE U.S. ENERGY ETF
$6K
MGMMGM RESORTS INTERNATIONAL COM
$6K
APDAIR PRODS & CHEMS INC COM
$6K
PCGPG&E CORP COM
$6K
GMEDGLOBUS MED INC CL A
$6K
EAELECTRONIC ARTS INC COM
$6K
TXNTEXAS INSTRS INC COM
$6K
HRHEALTHCARE RLTY TR CL A COM
$6K
WCNWASTE CONNECTIONS INC COM
$6K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$5K
ETNEATON CORP PLC SHS
$5K
TYLTYLER TECHNOLOGIES INC COM
$5K
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$5K
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