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Greykasell Wealth Strategies, Inc.

Q1 2025 Holdings

Filed 2025-05-09 | 344 holdings | $187.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Mid-Cap ETF(VO)ETF922908629$116.4K4500.1%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$116.6K1,9120.1%
Microchip Technology Inc. COM(MCHP)Stock595017104$118.6K2,4500.1%
Kroger Co COM(KR)Stock501044101$119.7K1,7680.1%
Philip Morris Intl Inc COM(PM)Stock718172109$125.4K7900.1%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$126.5K5550.1%
Union PAC Corp COM(UNP)Stock907818108$127.3K5390.1%
Netease Inc Sponsored ADS(NTES)ADR64110W102$143.7K1,3960.1%
Bank Montreal QUE COM(BMO)Stock063671101$145.3K1,5210.1%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$147.6K9190.1%
Novo-Nordisk A S ADR(NVO)ADR670100205$149.8K2,1570.1%
Deckers Outdoor Corp COM(DECK)Stock243537107$152.8K1,3670.1%
Procter and Gamble Co COM(PG)Stock742718109$156.8K9200.1%
Willis Towers Watson PLC LTD SHS(WTW)StockG96629103$158.8K4700.1%
Boston Scientific Corp COM(BSX)Stock101137107$160.2K1,5880.1%
Simon Ppty Group Inc New COM(SPG)REIT828806109$161.3K9710.1%
Mckesson Corp COM(MCK)Stock58155Q103$164.4K2440.1%
Welltower Inc COM(WELL)REIT95040Q104$176.3K1,1510.1%
Transdigm Group Inc COM(TDG)Stock893641100$179.8K1300.1%
Oneok Inc New COM(OKE)Stock682680103$182.0K1,8340.1%
UBS Group AG SHS(UBS)StockH42097107$185.1K6,0440.1%
Ishares Latin America 40 ETF(ILF)ETF464287390$193.0K8,1960.1%
Boeing Co COM(BA)Stock097023105$193.4K1,1340.1%
Grainger W W Inc COM(GWW)Stock384802104$200.5K2030.1%
Ferrari N V COM(RACE)StockN3167Y103$205.4K4800.1%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$208.8K3,6540.1%
Linde PLC SHS(LIN)StockG54950103$210.9K4530.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$217.8K2,3460.1%
Landstar SYS Inc COM(LSTR)Stock515098101$222.3K1,4800.1%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$224.4K2,0130.1%
Tesla Inc COM(TSLA)Stock88160R101$231.2K8920.1%
Fidelity High Dividend ETF(FDVV)ETF316092840$239.8K4,8350.1%
Nuveen ESG Emerging Markets Equity ETF(NUEM)ETF67092P888$251.8K8,6100.1%
Ishares Msci USA Value Factor ETF(VLUE)ETF46432F388$252.3K2,3660.1%
Ishares U.S. Consumer Discretionary ETF(IYC)ETF464287580$255.8K2,8960.1%
Lockheed Martin Corp COM(LMT)Stock539830109$270.3K6050.1%
Paychex Inc COM(PAYX)Stock704326107$276.2K1,7900.1%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$292.2K1,2050.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$301.3K1,8150.2%
Lowes COS Inc COM(LOW)Stock548661107$302.3K1,2960.2%
Bank America Corp COM(BAC)Stock060505104$303.8K7,2810.2%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$307.6K2,3260.2%
Invesco S&P Smallcap Momentum ETF(XSMO)ETF46137V498$311.2K4,9590.2%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$312.7K8870.2%
Mercadolibre Inc COM(MELI)Stock58733R102$313.6K1610.2%
ELI Lilly & Co COM(LLY)Stock532457108$328.8K3980.2%
Booking Holdings Inc COM(BKNG)Stock09857L108$335.0K730.2%
Vanguard S&P 500 ETF(VOO)ETF922908363$337.4K6560.2%
Ishares Msci Eurozone ETF(EZU)ETF464286608$380.5K7,1460.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$384.1K4,2420.2%
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