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Home > Institutional Investor > Gray Private Wealth, Llc > Profile

Instuitional Investor - Gray Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Gray Private Wealth, Llc
Portfolio Value $185,970,947
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 134,571 $83,555,066 44.93%
2.
Ishares Trust
 IEF 90,228 $30,638,812 16.48%
3.
Ishares Trust
 VLUE 114,781 $10,260,289 5.52%
4.
Ishares Trust
 IEF 38,245 $8,252,870 4.44%
5.
Vanguard Index Fds - REAL ESTATE ETF
 85,841 $7,644,995 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)