Gray Private Wealth, LLC Top Holdings and 13F Report (2024) → Watch this FREE trading tutorial while it’s still available (From InvestorPlace) (Ad) About Gray Private Wealth, LLCInvestment ActivityGray Private Wealth, LLC has $151.92 million in total holdings as of March 31, 2024.Gray Private Wealth, LLC owns shares of 37 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $66,462,152iShares Russell 1000 ETF $26,034,489iShares MSCI EAFE ETF $8,719,615iShares Russell 2000 ETF $7,435,670Vanguard Real Estate ETF $6,392,550 Sector AllocationMap of 500 Largest Holdings ofGray Private Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$66,462,152126,41943.7%ETFIWBiShares Russell 1000 ETF$26,034,48990,38817.1%ETFEFAiShares MSCI EAFE ETF$8,719,615109,1865.7%FinanceIWMiShares Russell 2000 ETF$7,435,67035,3574.9%FinanceVNQVanguard Real Estate ETF$6,392,55073,9194.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$5,401,63770,8973.6%ManufacturingHDViShares Core High Dividend ETF$4,508,10340,9053.0%ETFIVEiShares S&P 500 Value ETF$4,111,58422,0092.7%ETFIVWiShares S&P 500 Growth ETF$3,460,61640,9832.3%ETFVEAVanguard FTSE Developed Markets ETF$2,989,98059,5972.0%ETFAAPLApple$2,182,85512,7301.4%Computer and TechnologyIYRiShares U.S. Real Estate ETF$1,535,57617,0811.0%ETFVBVanguard Small-Cap ETF$1,382,1396,0460.9%ETFMSFTMicrosoft$1,278,3483,0380.8%Computer and TechnologyMUBiShares National Muni Bond ETF$1,206,08811,2090.8%ETFMRKMerck & Co., Inc.$1,009,1547,6480.7%MedicalORCLOracle$1,006,5778,0140.7%Computer and TechnologyMCDMcDonald's$732,6382,5980.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$656,5731,9480.4%ETFAMZNAmazon.com$565,6903,1360.4%Retail/WholesaleTMOThermo Fisher Scientific$439,9767570.3%MedicalBRK.BBerkshire Hathaway$402,8589580.3%FinanceHCAHCA Healthcare$375,5551,1260.2%MedicalXLKTechnology Select Sector SPDR Fund$369,8651,7760.2%ETFIWDiShares Russell 1000 Value ETF$352,8471,9700.2%ETFHDHome Depot$327,9788550.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$285,5013,8470.2%ETFMETAMeta Platforms$274,5105650.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$260,4562,1530.2%ETFSPYSPDR S&P 500 ETF Trust$258,2824940.2%FinancePGProcter & Gamble$247,0081,5220.2%Consumer StaplesUNHUnitedHealth Group$233,0594710.2%MedicalIEFiShares 7-10 Year Treasury Bond ETF$230,1182,4310.2%ETFXLVHealth Care Select Sector SPDR Fund$223,9591,5160.1%ETFDVYiShares Select Dividend ETF$217,8431,7680.1%ETFXLFFinancial Select Sector SPDR Fund$207,2434,9200.1%ETFNB BANCORP INC COM$144,63210,5880.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
