StockDriftsStockDriftsTop 50 Gray Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 11% | 148.0K | $29.0M | +4.57%(+6.47K) | — | 2024-12-31 | |
| VUG | VANGUARD INDEX FDS | 8.68% | 55.7K | $22.9M | +8.78%(+4.50K) | — | 2024-12-31 | |
| IVV | ISHARES TR | 6.97% | 31.2K | $18.4M | -0.32%(-100) | — | 2024-12-31 | |
| VB | VANGUARD INDEX FDS | 4% | 43.9K | $10.5M | +5.17%(+2.16K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 3.95% | 41.6K | $10.4M | -0.47%(-198) | — | 2024-12-31 | |
| VO | VANGUARD INDEX FDS | 3.77% | 37.7K | $9.9M | +4.65%(+1.67K) | — | 2024-12-31 | |
| MGC | VANGUARD WORLD FD | 3.29% | 40.8K | $8.7M | +1.07%(+433) | — | 2024-12-31 | |
| VTV | VANGUARD INDEX FDS | 3.07% | 47.8K | $8.1M | +0.55%(+260) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 2.59% | 16.2K | $6.8M | +0.90%(+144) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TR | 2.39% | 12.3K | $6.3M | +0.74%(+90) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Gray Wealth Management Inc. reports $263.58M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are VIG (11.0%), VUG (8.7%) and IVV (7.0%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gray Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1958397). View Gray Wealth Management Inc.’s 13F filings on SEC