Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2025) About Greykasell Wealth Strategies, Inc.Investment ActivityGreykasell Wealth Strategies, Inc. has $187.35 million in total holdings as of March 31, 2025.Greykasell Wealth Strategies, Inc. owns shares of 344 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 10.19% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Greykasell Wealth Strategies, Inc. has purchased 119 new stocks and bought additional shares in 47 stocks.Greykasell Wealth Strategies, Inc. sold shares of 32 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Global 100 ETF $8,775,696SPDR Gold Shares $7,130,676Apple $6,894,711iShares Core S&P 500 ETF $6,760,964WisdomTree International Hedged Quality Dividend Growth Fund $6,203,673 Largest New Holdings this Quarter 92647X830 - VictoryShares Free Cash Flow ETF $543,085 Holding82889N723 - Simplify Aggregate Bond PLUS Credit Hedge ETF $384,708 Holding922908363 - Vanguard S&P 500 ETF $337,380 Holding01609W102 - Alibaba Group $307,567 Holding66987V109 - Novartis $224,409 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 29,433 shares (about $2.91M)Fidelity Total Bond ETF 51,465 shares (about $2.35M)iShares Core S&P 500 ETF 981 shares (about $551.24K)VictoryShares Free Cash Flow ETF 15,843 shares (about $543.09K)SPDR Gold Shares 1,673 shares (about $482.06K) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 40,681 shares (about $1.87M)Vanguard Intermediate-Term Bond ETF 11,452 shares (about $876.87K)ARK Innovation ETF 14,868 shares (about $707.43K)WisdomTree International Hedged Quality Dividend Growth Fund 8,684 shares (about $376.89K)Nuveen ESG Small-Cap ETF 8,411 shares (about $322.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreykasell Wealth Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIOOiShares Global 100 ETF$8,775,696$164,656 ▲1.9%91,1384.7%ETFGLDSPDR Gold Shares$7,130,676$482,063 ▲7.3%24,7473.8%FinanceAAPLApple$6,894,711$70,415 ▲1.0%31,0393.7%Computer and TechnologyIVViShares Core S&P 500 ETF$6,760,964$551,239 ▲8.9%12,0323.6%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$6,203,673$376,885 ▼-5.7%142,9423.3%FinanceFBNDFidelity Total Bond ETF$5,699,825$2,349,382 ▲70.1%124,8593.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,403,108$2,911,512 ▲116.9%54,6212.9%FinanceMSFTMicrosoft$4,892,311$96,472 ▲2.0%13,0332.6%Computer and TechnologyAMZNAmazon.com$4,517,533$9,894 ▲0.2%23,7442.4%Retail/WholesaleGOOGLAlphabet$4,464,350$24,124 ▲0.5%28,8692.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$4,144,848$10,804 ▼-0.3%48,7232.2%ETFIEFAiShares Core MSCI EAFE ETF$4,059,722$274,683 ▲7.3%53,6652.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,887,329$139,865 ▲3.7%66,6212.1%ETFIJRiShares Core S&P Small-Cap ETF$3,843,625$234,867 ▲6.5%36,7562.1%ETFQQQInvesco QQQ$3,649,361$283,714 ▲8.4%7,7821.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$3,286,717$27,049 ▲0.8%59,6611.8%ManufacturingSPYSPDR S&P 500 ETF Trust$3,098,905$69,921 ▲2.3%5,5401.7%FinanceVEAVanguard FTSE Developed Markets ETF$3,002,488$91,443 ▲3.1%59,0691.6%ETFIYYiShares Dow Jones U.S. ETF$2,920,326$78,667 ▼-2.6%21,4571.6%ETFMETAMeta Platforms$2,678,695$46,105 ▼-1.7%4,6481.4%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$2,423,757$225,820 ▲10.3%85,5541.3%ETFILCGiShares Morningstar Growth ETF$2,363,363$12,553 ▼-0.5%29,1811.3%ETFEQIXEquinix$2,337,591$34,244 ▼-1.4%2,8671.2%FinanceCOSTCostco Wholesale$2,290,126$66,216 ▲3.0%2,4211.2%Retail/WholesaleNVDANVIDIA$2,048,970$76,843 ▲3.9%18,9051.1%Computer and TechnologyMAMastercard$1,987,703$19,186 ▼-1.0%3,6261.1%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$1,904,705$100,129 ▼-5.0%10,9951.0%ETFILCBiShares Morningstar U.S. Equity ETF$1,804,429$263,383 ▼-12.7%23,3551.0%ETFNOWServiceNow$1,749,1200.0%2,1970.9%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,740,772$58,430 ▲3.5%38,4620.9%ETFPLDPrologis$1,695,127$32,308 ▼-1.9%15,1630.9%FinanceTMUST-Mobile US$1,667,894$267 ▲0.0%6,2540.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,661,470$245 ▲0.0%6,7730.9%FinanceEMQQEmerging Markets Internet & Ecommerce ETF$1,655,139$317,794 ▼-16.1%43,3740.9%ETFPGRProgressive$1,513,513$1,415 ▲0.1%5,3480.8%FinanceVVisa$1,441,0620.0%4,1120.8%Business ServicesUNHUnitedHealth Group$1,353,1010.0%2,5830.7%MedicalAVGOBroadcom$1,337,228$37,671 ▲2.9%7,9870.7%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$1,333,194$20,131 ▲1.5%38,1460.7%ManufacturingARKKARK Innovation ETF$1,221,683$707,430 ▼-36.7%25,6760.7%ETFKLACKLA$1,212,8940.0%1,7840.6%Computer and TechnologyINTUIntuit$1,150,750$19,650 ▼-1.7%1,8740.6%Computer and TechnologyWMTWalmart$1,137,356$176 ▲0.0%12,9550.6%Retail/WholesaleICFiShares Select U.S. REIT ETF$1,135,399$26,027 ▲2.3%18,4530.6%ETFNOCNorthrop Grumman$1,096,8420.0%2,1420.6%AerospaceBRK.BBerkshire Hathaway$1,084,8650.0%2,0370.6%FinanceCRMSalesforce$1,062,311$268 ▲0.0%3,9590.6%Computer and TechnologyABBVAbbVie$1,056,892$419 ▲0.0%5,0440.6%MedicalHDHome Depot$1,046,407$10,996 ▼-1.0%2,8550.6%Retail/WholesalePWZInvesco California AMT-Free Municipal Bond ETF$1,018,032$108,755 ▼-9.7%42,6850.5%ETFADBEAdobe$968,7970.0%2,5260.5%Computer and TechnologyCVXChevron$966,425$335 ▲0.0%5,7770.5%EnergyWDAYWorkday$948,0290.0%4,0600.5%Computer and TechnologyPCARPACCAR$932,948$876 ▲0.1%9,5810.5%Auto/Tires/TrucksIUSBiShares Core Total USD Bond Market ETF$923,519$1,874,547 ▼-67.0%20,0420.5%ManufacturingFLINFranklin FTSE India ETF$920,398$30,650 ▲3.4%24,9840.5%ETFICVTiShares Convertible Bond ETF$910,917$17,892 ▲2.0%10,8950.5%ETFMUBiShares National Muni Bond ETF$897,290$37,326 ▼-4.0%8,5100.5%ETFAMGNAmgen$896,262$312 ▲0.0%2,8770.5%MedicalMARMarriott International$864,5230.0%3,6290.5%Consumer DiscretionaryFASTFastenal$853,019$18,689 ▼-2.1%11,0000.5%Retail/WholesaleGSThe Goldman Sachs Group$838,7020.0%1,5350.4%FinanceDEDeere & Company$835,6170.0%1,7800.4%IndustrialsCMFiShares California Muni Bond ETF$810,880$98,265 ▲13.8%14,4080.4%ETFRTXRTX$810,379$132 ▲0.0%6,1180.4%AerospaceBRK.ABerkshire Hathaway$798,4420.0%10.4%FinanceBLACKROCK INC COM$785,9700.0%8300.4%StockCGXUCapital Group International Focus Equity ETF$758,531$9,523 ▲1.3%30,9860.4%ETFIDEViShares Core MSCI International Developed Markets ETF$747,1120.0%10,8450.4%ETFCSCOCisco Systems$652,655$123 ▲0.0%10,5760.3%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$640,575$249,432 ▼-28.0%13,2490.3%ManufacturingSHWSherwin-Williams$627,5290.0%1,7970.3%Basic MaterialsDISWalt Disney$620,495$25,661 ▲4.3%6,2870.3%Consumer DiscretionaryQCOMQUALCOMM$602,992$27,960 ▼-4.4%3,9250.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$602,608$931 ▲0.2%3,2350.3%ETFTMOThermo Fisher Scientific$589,1690.0%1,1840.3%MedicalJNJJohnson & Johnson$586,534$133,326 ▲29.4%3,5370.3%MedicalIEMGiShares Core MSCI Emerging Markets ETF$580,4470.0%10,7550.3%ETFORCLOracle$545,3990.0%3,9010.3%Computer and TechnologyVFLOVictoryShares Free Cash Flow ETF$543,085$543,085 ▲New Holding15,8430.3%ETFGDGeneral Dynamics$539,912$273 ▲0.1%1,9810.3%AerospaceSBUXStarbucks$530,956$11,869 ▼-2.2%5,4130.3%Retail/WholesalePSAPublic Storage$508,302$299 ▲0.1%1,6980.3%FinanceMRVLMarvell Technology$455,8640.0%7,4040.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$454,311$8,245 ▲1.8%1,6530.2%ETFREGNRegeneron Pharmaceuticals$449,0580.0%7080.2%MedicalVHTVanguard Health Care ETF$419,5970.0%1,5850.2%ETFBIVVanguard Intermediate-Term Bond ETF$415,540$876,868 ▼-67.8%5,4270.2%ETFSCHWCharles Schwab$409,8910.0%5,2360.2%FinanceCCitigroup$407,158$71 ▲0.0%5,7350.2%FinanceVIGIVanguard International Dividend Appreciation ETF$400,5170.0%4,8290.2%ETFFDXFedEx$397,9390.0%1,6320.2%TransportationHONHoneywell International$394,5760.0%1,8630.2%Multi-Sector ConglomeratesAGGHSimplify Aggregate Bond PLUS Credit Hedge ETF$384,708$384,708 ▲New Holding18,1900.2%ETFVNQVanguard Real Estate ETF$384,051$25,893 ▲7.2%4,2420.2%ETFEZUiShares MSCI Eurozone ETF$380,5250.0%7,1460.2%ETFVOOVanguard S&P 500 ETF$337,380$337,380 ▲New Holding6560.2%ETFBKNGBooking$335,038$9,179 ▼-2.7%730.2%Retail/WholesaleLLYEli Lilly and Company$328,792$10,739 ▼-3.2%3980.2%MedicalMELIMercadoLibre$313,5910.0%1610.2%Retail/WholesaleShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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