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)
| Stock | Value |
|---|---|
SHOPSHOPIFY INC CL A SUB VTG SHS | $32K |
CAHCARDINAL HEALTH INC COM | $31K |
FQIDIGITAL RLTY TR INC COM | $31K |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $30K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $30K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $30K |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $29K |
UIUBIQUITI INC COM | $29K |
VEEVVEEVA SYS INC CL A COM | $29K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $27K |
TRVTRAVELERS COMPANIES INC COM | $27K |
VAWVANGUARD MATERIALS ETF | $26K |
EFAISHARES MSCI EAFE ETF | $25K |
SHMSPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $24K |
YUMYUM BRANDS INC COM | $24K |
PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF | $23K |
IYRISHARES U.S. REAL ESTATE ETF | $23K |
VFHVANGUARD FINANCIALS ETF | $23K |
FISVFISERV INC COM | $22K |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $22K |
ACWIISHARES MSCI ACWI ETF | $21K |
INTCINTEL CORP COM | $21K |
CMCSACOMCAST CORP NEW CL A | $21K |
MMM3M CO COM | $19K |
AXONAXON ENTERPRISE INC COM | $19K |
EWEDWARDS LIFESCIENCES CORP COM | $19K |
HYDVANECK HIGH YIELD MUNI ETF | $18K |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $18K |
EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $17K |
IWXISHARES RUSSELL TOP 200 VALUE ETF | $17K |
LOGILOGITECH INTL S A SHS | $17K |
FSLRFIRST SOLAR INC COM | $17K |
KMIKINDER MORGAN INC DEL COM | $16K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $16K |
DWDMORGAN STANLEY COM NEW | $16K |
OLEDUNIVERSAL DISPLAY CORP COM | $15K |
MCKMCKESSON CORP COM | $15K |
SRESEMPRA COM | $13K |
FEFIRSTENERGY CORP COM | $13K |
NKENIKE INC CL B | $12K |
PHPARKER-HANNIFIN CORP COM | $12K |
APHAMPHENOL CORP NEW CL A | $12K |
TSLXSIXTH STREET SPECIALTY LENDING COM | $12K |
AJGGALLAGHER ARTHUR J & CO COM | $10K |
ETSYETSY INC COM | $10K |
ABTABBOTT LABS COM | $10K |
BROBROWN & BROWN INC COM | $10K |
BNTXBIONTECH SE SPONSORED ADS | $10K |
DDOGDATADOG INC CL A COM | $10K |
BNDVANGUARD TOTAL BOND MARKET ETF | $9K |
SNEXSTONEX GROUP INC COM | $9K |
KOCOCA COLA CO COM | $9K |
TOSTTOAST INC CL A | $8K |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $8K |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $8K |
GSHDGOOSEHEAD INS INC COM CL A | $8K |
WSOWATSCO INC COM | $8K |
ENPHENPHASE ENERGY INC COM | $8K |
AMBAAMBARELLA INC SHS | $8K |
XPOXPO INC COM | $8K |
EBAEBAY INC. COM | $7K |
PYPLPAYPAL HLDGS INC COM | $7K |
YUMCYUM CHINA HLDGS INC COM | $7K |
ETNEATON CORP PLC SHS | $7K |
MGMMGM RESORTS INTERNATIONAL COM | $7K |
TXNTEXAS INSTRS INC COM | $7K |
WMWASTE MGMT INC DEL COM | $6K |
EAELECTRONIC ARTS INC COM | $6K |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6K |
CBCHUBB LIMITED COM | $6K |
HQYHEALTHEQUITY INC COM | $6K |
APDAIR PRODS & CHEMS INC COM | $6K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $5K |
OKTAOKTA INC CL A | $5K |
WCNWASTE CONNECTIONS INC COM | $5K |
TYLTYLER TECHNOLOGIES INC COM | $5K |
QTWOQ2 HLDGS INC COM | $5K |
DYHTARGET CORP COM | $5K |
MTCHMATCH GROUP INC NEW COM | $5K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $5K |
GMEDGLOBUS MED INC CL A | $5K |
STRLSTERLING INFRASTRUCTURE INC COM | $5K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $4K |
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $4K |
EEMISHARES MSCI EMERGING MARKETS ETF | $4K |
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $4K |
GLWCORNING INC COM | $4K |
ITWILLINOIS TOOL WKS INC COM | $4K |
GPCGENUINE PARTS CO COM | $4K |
CLCOLGATE PALMOLIVE CO COM | $4K |
GISGENERAL MLS INC COM | $3K |
CRSPCRISPR THERAPEUTICS AG NAMEN AKT | $3K |
MRKMERCK & CO INC COM | $3K |
SCHASCHWAB U.S. SMALL-CAP ETF | $3K |
GXOGXO LOGISTICS INCORPORATED COMMON STOCK | $3K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3K |
PPGPPG INDS INC COM | $3K |
OMCOMNICOM GROUP INC COM | $3K |
DEODIAGEO PLC SPON ADR NEW | $2K |
IVLUISHARES MSCI INTL VALUE FACTOR ETF | $2K |