Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Greykasell Wealth Strategies, Inc. > Profile

Instuitional Investor - Greykasell Wealth Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: Greykasell Wealth Strategies, Inc.
Portfolio Value $275,465,260
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,741 $12,531,784 4.55%
2.
Apple Inc.
 AAPL 42,995 $12,441,087 4.52%
3.
Alphabet Inc.
 GOOGL 30,478 $10,892,068 3.95%
4.
Spdr Gold Trust
 GLD 27,343 $10,072,666 3.66%
5.
Ishares Trust
 IEF 12,002 $8,988,179 3.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.