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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 $166,133,815
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 133,935 $75,258,039 45.3%
2.
Ishares Trust
 IEF 86,077 $26,403,275 15.89%
3.
Ishares Trust
 VLUE 111,542 $9,116,339 5.49%
4.
Ishares Trust
 IEF 37,708 $7,522,331 4.53%
5.
Vanguard Index Fds - REAL ESTATE ETF
 82,367 $7,457,493 4.49%
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)