GW

Gray Wealth Management Inc.

13F
Gray Wealth Management Inc.
Last update 2025-02-10 132 Stocks (2 new)
Value $264.00 Mil Turnover 5 %
Countries:
Gray Wealth Management Inc. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG
Vanguard Dividend Appreciation FTF
148,029
28,988.5
+4.57%
11.000
+0.48%
0.030
+12.58%
+7.35%
90,302.9
 
VUG
Vanguard Growth ETF
55,742
22,878.9
+8.78%
8.680
+0.70%
0.010
+25.10%
+10.01%
165,393.5
 
IVV
iShares Core S&P 500 ETF
31,223
18,380.4
-0.32%
6.970
-0.02%
0.000
+18.87%
+8.94%
642,209.1
 
VB
Vanguard Small Cap ETF
43,854
10,537.2
+5.17%
4.000
+0.20%
0.020
+17.97%
+3.73%
62,181.4
 
AAPL
Apple Inc
41,565
10,408.6
-0.47%
3.950
-0.02%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
VO
Vanguard Mid-Cap ETF
37,657
9,946.3
+4.65%
3.770
+0.17%
0.010
+15.88%
+9.89%
80,725.0
 
MGC
Vanguard Mega Cap 300 Index ETF
40,789
8,674.1
+1.07%
3.290
+0.03%
0.140
+19.67%
+8.97%
6,881.0
 
VTV
Vanguard Value ETF
47,769
8,087.3
+0.55%
3.070
+0.02%
0.010
+11.15%
+7.87%
135,521.3
 
MSFT
Microsoft Corp
16,179
6,819.3
+0.90%
2.590
+0.02%
0.000
+35.37%
+20.48%
3,759,901.0
Software
QQQ
INVESCO QQQ Trust
12,314
6,295.2
+0.74%
2.390
+0.02%
0.000
+24.17%
+10.57%
359,485.3
 

Gray Wealth Management Inc.'s Historical Top Holdings Breakdowns

Gray Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2024-12-31
Add
Add
+0.70%
379 ($403.46) 428.11
$450.40
11.63%
Add 8.78%
55,742
4,497
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2024-12-31
Add
Add
+0.58%
80.13 ($81.6) 83.67
$82.53
1.14%
Add 63.71%
49,224
19,157
VIG
Vanguard Dividend Appreciation FTF
2024-12-31
Add
Add
+0.48%
194.19 ($199.7) 204.68
$208.32
4.32%
Add 4.57%
148,029
6,466
JPST
JPMorgan Ultra-Short Income ETF
2024-12-31
Add
Add
+0.40%
50.37 ($50.5) 50.6
$50.61
0.22%
Add 40.52%
73,340
21,149
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2024-12-31
Add
Add
+0.32%
77.86 ($78.42) 79.26
$79.29
1.11%
Add 17.48%
71,521
10,644
VB
Vanguard Small Cap ETF
2024-12-31
Add
Add
+0.20%
233.76 ($246.23) 261.58
$247.42
0.48%
Add 5.17%
43,854
2,156
VO
Vanguard Mid-Cap ETF
2024-12-31
Add
Add
+0.17%
261.5 ($271.69) 284.63
$287.85
5.95%
Add 4.65%
37,657
1,672
BLK
BlackRock Inc
2024-12-31
New Buy
New Buy
+0.15%
940.67 ($1016.21) 1065.26
$1,120.37
10.25%
New holding
388
388
SCHD
Schwab US Dividend Equity ETF
2024-12-31
Reduce
Reduce
-0.15%
26.93 ($28.43) 29.53
$27.38
-3.69%
Reduce -44.1%
17,741
-13,996
IHI
iShares U.S. Medical Devices ETF
2024-12-31
Add
Add
+0.14%
57.38 ($59.45) 61.11
$61.13
2.83%
Add 14.33%
49,011
6,144

Gray Wealth Management Inc. Total Holding History ($B)

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Gray Wealth Management Inc.'s Asset Allocation

To

Gray Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Gray Wealth Management Inc.'s Hypothetical Growth since 2024-12-31

Gray Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Gray Wealth Management Inc.'s Holdings Heat Map

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Gray Wealth Management Inc. News

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