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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 $167,845,301
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 126,580 $74,515,393 44.39%
2.
Ishares Trust
 IEF 87,858 $28,304,188 16.86%
3.
Ishares Trust
 IEF 106,845 $8,078,571 4.81%
4.
Ishares Trust
 IEF 36,246 $8,008,989 4.77%
5.
Vanguard Index Fds - REAL ESTATE ETF
 76,649 $6,827,867 4.06%
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)