IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Greykasell Wealth Strategies, Inc.

Q2 2025 Holdings

Filed 2025-08-11 | 311 holdings | $208.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco National Amt-Free Municipal Bond ETF(PZA)ETF46138E537$103.9K4,6390.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$109.4K1650.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$111.4K6280.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$112.6K5760.1%
Clorox Co del COM(CLX)Stock189054109$113.5K9450.1%
Ishares Russell 2000 ETF(IWM)ETF464287655$117.4K5440.1%
Nuveen ESG Small-Cap ETF(NUSC)ETF67092P607$120.8K2,9660.1%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$122.8K5550.1%
Union PAC Corp COM(UNP)Stock907818108$124.0K5390.1%
Kroger Co COM(KR)Stock501044101$126.8K1,7680.1%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$128.8K1,6660.1%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$129.8K1620.1%
NXP Semiconductors N V COM(NXPI)StockN6596X109$133.7K6120.1%
Ishares U.S. Technology ETF(IYW)ETF464287721$137.6K7940.1%
Philip Morris Intl Inc COM(PM)Stock718172109$143.9K7900.1%
Willis Towers Watson PLC LTD SHS(WTW)StockG96629103$144.1K4700.1%
Procter and Gamble Co COM(PG)Stock742718109$146.6K9200.1%
Novo-Nordisk A S ADR(NVO)ADR670100205$148.9K2,1570.1%
Oneok Inc New COM(OKE)Stock682680103$149.7K1,8340.1%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$151.2K9190.1%
Simon Ppty Group Inc New COM(SPG)REIT828806109$156.1K9710.1%
Microchip Technology Inc. COM(MCHP)Stock595017104$162.7K2,3120.1%
Ferrari N V COM(RACE)StockN3167Y103$166.0K3380.1%
Bank Montreal QUE COM(BMO)Stock063671101$168.3K1,5210.1%
Gilead Sciences Inc COM(GILD)Stock375558103$169.4K1,5280.1%
Boston Scientific Corp COM(BSX)Stock101137107$170.6K1,5880.1%
Welltower Inc COM(WELL)REIT95040Q104$176.9K1,1510.1%
Netease Inc Sponsored ADS(NTES)ADR64110W102$187.9K1,3960.1%
Palo Alto Networks Inc COM(PANW)Stock697435105$195.7K9560.1%
Ishares Latin America 40 ETF(ILF)ETF464287390$200.0K7,6330.1%
UBS Group AG SHS(UBS)StockH42097107$204.4K6,0440.1%
Landstar SYS Inc COM(LSTR)Stock515098101$205.8K1,4800.1%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$209.5K3990.1%
Grainger W W Inc COM(GWW)Stock384802104$211.2K2030.1%
Linde PLC SHS(LIN)StockG54950103$212.5K4530.1%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$213.1K3,7480.1%
Ishares Msci USA Value Factor ETF(VLUE)ETF46432F388$218.8K1,9330.1%
Boeing Co COM(BA)Stock097023105$223.6K1,0670.1%
Fortinet Inc COM(FTNT)Stock34959E109$224.7K2,1250.1%
Netflix Inc COM(NFLX)Stock64110L106$242.4K1810.1%
Micron Technology Inc COM(MU)Stock595112103$243.3K1,9740.1%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$243.6K2,0130.1%
Fidelity High Dividend ETF(FDVV)ETF316092840$251.5K4,8350.1%
Invesco DB Commodity Index Tracking Fund(DBC)ETF46138B103$257.1K11,7870.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$258.3K2,3460.1%
Paychex Inc COM(PAYX)Stock704326107$260.4K1,7900.1%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$263.8K2,3260.1%
ELI Lilly & Co COM(LLY)Stock532457108$273.7K3510.1%
Lockheed Martin Corp COM(LMT)Stock539830109$280.2K6050.1%
Nuveen ESG Emerging Markets Equity ETF(NUEM)ETF67092P888$285.9K8,6100.1%
PreviousPage 4 of 7Next