Gray Private Wealth, LLC Activity Q1 2024-Q2 2024

Q2 2024
 Value Shares↓ Weighting
IVV NewISHARES TRcore s&p500 etf$69,560,915127,11544.58%
IWB NewISHARES TRrus 1000 etf$26,755,09989,92117.15%
EFA NewISHARES TRmsci eafe etf$8,448,853107,8625.42%
IWM NewISHARES TRrussell 2000 etf$7,227,78835,6244.63%
VNQ NewVANGUARD INDEX FDSreal estate etf$6,361,63575,9514.08%
DGRW NewWISDOMTREE TRus qtly div grt$5,784,37074,1113.71%
HDV NewISHARES TRcore high dv etf$4,747,77343,6783.04%
IVE NewISHARES TRs&p 500 val etf$3,751,41320,6112.40%
IVW NewISHARES TRs&p 500 grwt etf$3,706,01340,0482.38%
VEA NewVANGUARD TAX-MANAGED FDSvan ftse dev mkt$2,921,12059,1081.87%
AAPL NewAPPLE INC$2,577,55812,2381.65%
IYR NewISHARES TRu.s. real es etf$1,531,77217,4580.98%
MSFT NewMICROSOFT CORP$1,349,1233,0190.86%
VB NewVANGUARD INDEX FDSsmall cp etf$1,316,3876,0370.84%
ORCL NewORACLE CORP$968,2986,8580.62%
MUB NewISHARES TRnational mun etf$955,7398,9700.61%
MRK NewMERCK & CO INC$943,8517,6240.60%
IWF NewISHARES TRrus 1000 grw etf$710,0651,9480.46%
AMZN NewAMAZON$606,0523,1360.39%
MCD NewMCDONALDS CORP$602,2752,3630.39%
XLK NewSELECT SECTOR SPDR TRtechnology$402,0241,7770.26%
TMO NewTHERMO FISHER SCIENTIFIC INC$395,3957150.25%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$389,7149580.25%
HCA NewHCA HEALTHCARE INC.$361,7611,1260.23%
IWD NewISHARES TRrus 1000 val etf$343,7061,9700.22%
HD NewHOME DEPOT$294,3258550.19%
FB NewMETA PLATFORMS INCcl a$285,2095660.18%
IEFA NewISHARES TRcore msci eafe$268,4393,6950.17%
SPY NewSPDR S&P 500 ETF TRtr unit$268,7254940.17%
VYM NewVANGUARD WHITEHALL FDShigh div yld$256,4872,1630.16%
PG NewPROCTER AND GAMBLE CO$251,0731,5220.16%
UNH NewUNITEDHEALTH GROUP INC$239,9324710.15%
IEF NewISHARES TR7-10 yr trsy bd$227,6632,4310.15%
XLV NewSELECT SECTOR SPDR TRsbi healthcare$220,9571,5160.14%
GOOGL NewALPHABET INCcap stk cl a$215,5171,1830.14%
VBR NewVANGUARD INDEX FDSsm cp val etf$215,7391,1820.14%
DVY NewISHARES TRselect divid etf$213,9521,7680.14%
XLF NewSELECT SECTOR SPDR TRfinancial$202,7054,9310.13%
NewNB BANCORP INC$159,66710,5880.10%

Export Gray Private Wealth, LLC's holdings