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GREYKASELL WEALTH STRATEGIES, INC. 13F portfolio summary

GREYKASELL WEALTH STRATEGIES, INC. of GREYKASELL WEALTH STRATEGIES, INC. has 564 current stock holdings with a reported portfolio value of $248.0M. The portfolio 1 year return is +14.97%. Top holdings include BND (0.00%), AGG (0.00%), BIV (0.00%), AGGH (0.00%), BNDX (0.00%).

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GREYKASELL WEALTH STRATEGIES, INC.

GREYKASELL WEALTH STRATEGIES, INC.
Latest filing: 2026-03-31

GREYKASELL WEALTH STRATEGIES, INC. runs GREYKASELL WEALTH STRATEGIES, INC. and currently holds 564 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $248.04M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GREYKASELL WEALTH STRATEGIES, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GREYKASELL WEALTH STRATEGIES, INC.'s portfolio at GREYKASELL WEALTH STRATEGIES, INC. has delivered returns of +14.97%. Their 3-year annualized return is +11.26%. Looking at the 5-year horizon, GREYKASELL WEALTH STRATEGIES, INC. has achieved +11.26% annualized returns at GREYKASELL WEALTH STRATEGIES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.97%
#0/1000
3 Year
+11.26%
#0/1000
5 Year
+11.26%
#0/1000

Portfolio Value

$248.04M

Alpha Score

10.6

#0 of 1000

Holdings

564

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change