GREYKASELL WEALTH STRATEGIES, INC. 13F Portfolio
GREYKASELL WEALTH STRATEGIES, INC. runs GREYKASELL WEALTH STRATEGIES, INC. and currently holds 483 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $275.47M. Their top holdings are IOO, AAPL, GOOGL, GLD, IVV. The top five represent 19.9% of reported portfolio weight. GREYKASELL WEALTH STRATEGIES, INC. ranks #870 out of 1000 investors tracked by Alpha Score. They added to 56 existing positions. They trimmed 30 positions. Their current best-performing preview position is MU with returns of +241.66%.
Portfolio Value
$275.47M
Alpha Score
23.0
#870 of 1000
Holdings
483
GREYKASELL WEALTH STRATEGIES, INC. Current 13F Holdings
Reported holdings from GREYKASELL WEALTH STRATEGIES, INC.'s latest SEC 13F filing, ranked by portfolio weight.
483 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IOO ISHARES GLOBAL 100 ETF | 4.55% | $101.44 | $145.91 | +43.84% | Added +0.34% |
 AAPL APPLE INC COM | 4.52% | $251.73 | $336.68 | +33.75% | Trimmed -0.08% |
 GOOGL ALPHABET INC CAP STK CL A | 3.95% | $192.71 | $351.66 | +82.48% | Trimmed -0.01% |
 GLD SPDR GOLD SHARES | 3.66% | $259.06 | $384.62 | +48.47% | Trimmed -0.47% |
 IVV ISHARES CORE S&P 500 ETF | 3.26% | $601.89 | $781.99 | +29.92% | Added +3.35% |
 FBND FIDELITY TOTAL BOND ETF | 3.11% | $45.38 | $43.45 | -4.25% | Added +5.94% |
 AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 2.97% | $98.77 | $94.60 | -4.22% | Trimmed -14.59% |
 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2.82% | $60.62 | $99.02 | +63.35% | Added +5.67% |
 QQQ INVESCO QQQ TRUST SERIES I | 2.61% | $527.34 | $751.27 | +42.46% | Added +4.46% |
 AMZN AMAZON COM INC COM | 2.27% | $219.39 | $262.43 | +19.62% | Trimmed -0.04% |
Showing 1-10 of 483