Greykasell Wealth Strategies, Inc. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$208.7M

Holdings

311

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (311 positions)

StockValue
DGROISHARES CORE DIVIDEND GROWTH ETF
$325K
GEGE AEROSPACE COM NEW
$320K
TSLATESLA INC COM
$315K
FDXFEDEX CORP COM
$309K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$306K
VNQVANGUARD REAL ESTATE ETF
$306K
DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
$301K
BRBROADRIDGE FINL SOLUTIONS INC COM
$293K
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$291K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$289K
LOWLOWES COS INC COM
$288K
NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF
$286K
LMTLOCKHEED MARTIN CORP COM
$280K
LLYELI LILLY & CO COM
$274K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$264K
PAYXPAYCHEX INC COM
$260K
IVWISHARES S&P 500 GROWTH ETF
$258K
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$257K
FDVVFIDELITY HIGH DIVIDEND ETF
$252K
NVSNNOVARTIS AG SPONSORED ADR
$244K
MUMICRON TECHNOLOGY INC COM
$243K
NFLXNETFLIX INC COM
$242K
FTNTFORTINET INC COM
$225K
BABOEING CO COM
$224K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$219K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$213K
LINLINDE PLC SHS
$213K
GWWGRAINGER W W INC COM
$211K
REGNREGENERON PHARMACEUTICALS COM
$209K
LSTRLANDSTAR SYS INC COM
$206K
UBSUBS GROUP AG SHS
$204K
ILFISHARES LATIN AMERICA 40 ETF
$200K
PANWPALO ALTO NETWORKS INC COM
$196K
NTESNETEASE INC SPONSORED ADS
$188K
WELLWELLTOWER INC COM
$177K
BSXBOSTON SCIENTIFIC CORP COM
$171K
GILDGILEAD SCIENCES INC COM
$169K
BMOBANK MONTREAL QUE COM
$168K
RACEFERRARI N V COM
$166K
MCHPMICROCHIP TECHNOLOGY INC. COM
$163K
SPGSIMON PPTY GROUP INC NEW COM
$156K
VOEVANGUARD MID-CAP VALUE ETF
$151K
OKEONEOK INC NEW COM
$150K
NVONOVO-NORDISK A S ADR
$149K
PGPROCTER AND GAMBLE CO COM
$147K
WTWWILLIS TOWERS WATSON PLC LTD SHS
$144K
4I1PHILIP MORRIS INTL INC COM
$144K
IYWISHARES U.S. TECHNOLOGY ETF
$138K
NXPINXP SEMICONDUCTORS N V COM
$134K
ASMLASML HOLDING N V N Y REGISTRY SHS
$130K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$129K
KRKROGER CO COM
$127K
UNPUNION PAC CORP COM
$124K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$123K
NUSCNUVEEN ESG SMALL-CAP ETF
$121K
IWMISHARES RUSSELL 2000 ETF
$117K
CLXCLOROX CO DEL COM
$113K
IVEISHARES S&P 500 VALUE ETF
$113K
GOOGALPHABET INC CAP STK CL C
$111K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$109K
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$104K
VISVANGUARD INDUSTRIALS ETF
$98K
AZNASTRAZENECA PLC SPONSORED ADR
$96K
PFEPFIZER INC COM
$92K
CITCINTAS CORP COM
$91K
GMGENERAL MTRS CO COM
$87K
TMTOYOTA MOTOR CORP ADS
$86K
JDJD.COM INC SPON ADS CL A
$86K
CYBRCYBERARK SOFTWARE LTD SHS
$84K
BMYBRISTOL-MYERS SQUIBB CO COM
$81K
VONVVANGUARD RUSSELL 1000 VALUE ETF
$81K
ROSTROSS STORES INC COM
$78K
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
$75K
SMHVANECK SEMICONDUCTOR ETF
$75K
HBANHUNTINGTON BANCSHARES INC COM
$74K
ANETARISTA NETWORKS INC COM SHS
$74K
DECKDECKERS OUTDOOR CORP COM
$72K
PSCTINVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF
$67K
LUVSOUTHWEST AIRLS CO COM
$66K
NUMVNUVEEN ESG MID-CAP VALUE ETF
$66K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$64K
CNPCENTERPOINT ENERGY INC COM
$64K
BIIBBIOGEN INC COM
$63K
XOMEXXON MOBIL CORP COM
$61K
UBERUBER TECHNOLOGIES INC COM
$60K
KKRKKR & CO INC COM
$60K
IAU*ISHARES GOLD TRUST
$53K
BACVERIZON COMMUNICATIONS INC COM
$53K
VTWOVANGUARD RUSSELL 2000 ETF
$52K
SOSOUTHERN CO COM
$52K
VOVANGUARD MID-CAP ETF
$51K
PEPPEPSICO INC COM
$51K
TFISPDR NUVEEN ICE MUNICIPAL BOND ETF
$51K
MCDMCDONALDS CORP COM
$50K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$49K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$46K
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$46K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$41K
WFCWELLS FARGO CO NEW COM
$40K
SHELSHELL PLC SPON ADS
$37K
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