Gray Wealth Management Inc. holdings history

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165 is the total number of securities Gray Wealth Management Inc. has owned. The longest Gray Wealth Management Inc. has owned a single stock is 15 quarters.

Gray Wealth Management Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VIG VANGUARD SPECIALIZED F...151510.76%11.20%12.64%Q1 2020Q3 202315
IVV ISHARES TR15156.12%6.48%7.10%Q1 2020Q3 202315
VUG VANGUARD INDEX FDS15154.64%6.04%6.98%Q1 2020Q3 202315
TIP ISHARES TR15152.74%4.35%5.62%Q1 2020Q3 202315
VCSH VANGUARD SCOTTSDALE FDS15152.05%4.00%6.49%Q1 2020Q3 202315
VO VANGUARD INDEX FDS15153.67%3.78%3.97%Q1 2020Q3 202315
VB VANGUARD INDEX FDS15153.44%3.75%3.98%Q1 2020Q3 202315
AAPL APPLE INC15152.48%3.29%3.96%Q1 2020Q3 202315
MGC VANGUARD WORLD FD15152.86%3.23%3.69%Q1 2020Q3 202315
VTV VANGUARD INDEX FDS15152.12%3.16%4.65%Q1 2020Q3 202315
VHT VANGUARD WORLD FDS15152.11%2.34%2.78%Q1 2020Q3 202315
PG PROCTER & GAMBLE CO15151.98%2.29%2.67%Q1 2020Q3 202315
JNJ JOHNSON & JOHNSON15151.90%2.18%2.58%Q1 2020Q3 202315
MSFT MICROSOFT CORP15151.73%2.08%2.63%Q1 2020Q3 202315
QQQ INVESCO QQQ TR15151.58%2.02%2.24%Q1 2020Q3 202315
VTI VANGUARD INDEX FDS15151.32%1.49%1.59%Q1 2020Q3 202315
IHI ISHARES TR15151.09%1.39%1.62%Q1 2020Q3 202315
MGV VANGUARD WORLD FD15150.65%1.29%1.94%Q1 2020Q3 202315
VCIT VANGUARD SCOTTSDALE FDS15150.67%1.27%2.31%Q1 2020Q3 202315
VGT VANGUARD WORLD FDS15150.77%1.09%1.33%Q1 2020Q3 202315
VFH VANGUARD WORLD FDS15150.91%1.08%1.24%Q1 2020Q3 202315
V VISA INC15150.82%0.98%1.24%Q1 2020Q3 202315
GOOGL ALPHABET INC15150.63%0.90%1.32%Q1 2020Q3 202315
AMZN AMAZON COM INC15150.65%0.86%0.94%Q1 2020Q3 202315
VZ VERIZON COMMUNICATIONS...15150.28%0.83%1.34%Q1 2020Q3 202315
SPLV INVESCO EXCH TRADED FD...15150.43%0.83%1.41%Q1 2020Q3 202315
VDC VANGUARD WORLD FDS15150.64%0.82%1.14%Q1 2020Q3 202315
SCHB SCHWAB STRATEGIC TR15150.63%0.74%0.83%Q1 2020Q3 202315
BRKB BERKSHIRE HATHAWAY INC...15150.49%0.72%1.29%Q1 2020Q3 202315
VDE VANGUARD WORLD FDS15150.21%0.71%1.30%Q1 2020Q3 202315
XOM EXXON MOBIL CORP15150.25%0.68%1.28%Q1 2020Q3 202315
WMT WALMART INC15150.55%0.67%0.79%Q1 2020Q3 202315
MGK VANGUARD WORLD FD15150.48%0.63%0.80%Q1 2020Q3 202315
VCR VANGUARD WORLD FDS15150.42%0.63%0.82%Q1 2020Q3 202315
VPU VANGUARD WORLD FDS15150.37%0.53%0.70%Q1 2020Q3 202315
VT VANGUARD INTL EQUITY I...15150.39%0.51%0.73%Q1 2020Q3 202315
WELL WELLTOWER INC15150.41%0.51%0.73%Q1 2020Q3 202315
SCHD SCHWAB STRATEGIC TR15150.44%0.51%0.61%Q1 2020Q3 202315
LMT LOCKHEED MARTIN CORP15150.18%0.48%1.03%Q1 2020Q3 202315
MO ALTRIA GROUP INC15150.36%0.46%0.59%Q1 2020Q3 202315
INTC INTEL CORP15150.22%0.45%0.86%Q1 2020Q3 202315
VIS VANGUARD WORLD FDS15150.39%0.44%0.50%Q1 2020Q3 202315
CCI CROWN CASTLE INTL CORP...15150.20%0.44%0.67%Q1 2020Q3 202315
JPM JPMORGAN CHASE & CO15150.33%0.43%0.54%Q1 2020Q3 202315
VAW VANGUARD WORLD FDS15150.33%0.42%0.58%Q1 2020Q3 202315
CVX CHEVRON CORP NEW15150.24%0.42%0.58%Q1 2020Q3 202315
VYM VANGUARD WHITEHALL FDS15150.30%0.40%0.70%Q1 2020Q3 202315
IYH ISHARES TR15150.31%0.38%0.50%Q1 2020Q3 202315
MUB ISHARES TR15150.14%0.35%0.49%Q1 2020Q3 202315
HDV ISHARES TR15150.27%0.35%0.48%Q1 2020Q3 202315
XLP SELECT SECTOR SPDR TR15150.24%0.34%0.41%Q1 2020Q3 202315
SCHG SCHWAB STRATEGIC TR15150.23%0.34%0.49%Q1 2020Q3 202315
CAT CATERPILLAR INC DEL15150.26%0.34%0.43%Q1 2020Q3 202315
T AT&T INC15150.19%0.34%0.49%Q1 2020Q3 202315
MCD MCDONALDS CORP15150.29%0.33%0.40%Q1 2020Q3 202315
KO COCA COLA CO15150.24%0.32%0.43%Q1 2020Q3 202315
XLK SELECT SECTOR SPDR TR15150.16%0.30%0.40%Q1 2020Q3 202315
UPS UNITED PARCEL SERVICE INC15150.23%0.29%0.33%Q1 2020Q3 202315
QDF FLEXSHARES TR15150.23%0.28%0.60%Q1 2020Q3 202315
SCHA SCHWAB STRATEGIC TR15150.18%0.25%0.33%Q1 2020Q3 202315
SCHX SCHWAB STRATEGIC TR15150.18%0.25%0.32%Q1 2020Q3 202315
IJH ISHARES TR15150.15%0.21%0.28%Q1 2020Q3 202315
PEP PEPSICO INC15150.14%0.20%0.30%Q1 2020Q3 202315
IJR ISHARES TR15150.16%0.19%0.26%Q1 2020Q3 202315
PM PHILIP MORRIS INTL INC15150.15%0.18%0.24%Q1 2020Q3 202315
DES WISDOMTREE TR15150.12%0.15%0.22%Q1 2020Q3 202315
SMB VANECK VECTORS ETF TR15150.08%0.11%0.19%Q1 2020Q3 202315
FTSM FIRST TR EXCHANGE-TRAD...14140.99%1.47%2.27%Q2 2020Q3 202314
DIS DISNEY WALT CO14140.15%0.45%0.74%Q1 2020Q2 202314
ABBV ABBVIE INC14140.21%0.31%0.40%Q2 2020Q3 202314
SCHP SCHWAB STRATEGIC TR950.10%0.30%0.76%Q1 2020Q3 202314
BA BOEING CO14140.16%0.25%0.37%Q2 2020Q3 202314
XMLV INVESCO S&P MIDCAP LOW...860.12%0.21%0.30%Q1 2020Q3 202314
VEU VANGUARD INTL EQUITY I...1130.10%0.18%0.28%Q1 2020Q3 202314
PAYX PAYCHEX INC14140.13%0.16%0.17%Q2 2020Q3 202314
VBK VANGUARD INDEX FDS14140.10%0.16%0.20%Q2 2020Q3 202314
AMGN AMGEN INC14140.12%0.15%0.20%Q2 2020Q3 202314
SCHM SCHWAB STRATEGIC TR14140.11%0.15%0.18%Q2 2020Q3 202314
BND VANGUARD BD INDEX FDS1030.13%0.45%0.72%Q1 2020Q3 202313
IXUS ISHARES TR13130.18%0.21%0.24%Q3 2020Q3 202313
VGSH VANGUARD SCOTTSDALE FDS13130.12%0.20%0.31%Q1 2020Q1 202313
CI THE CIGNA GROUP760.12%0.16%0.24%Q1 2020Q3 202313
IWC ISHARES TR13130.11%0.16%0.21%Q2 2020Q2 202313
IYK ISHARES TR13130.13%0.16%0.18%Q3 2020Q3 202313
ABT ABBOTT LABS13130.11%0.14%0.17%Q3 2020Q3 202313
DUK DUKE ENERGY CORP NEW12120.15%0.25%0.32%Q4 2020Q3 202312
BLK BLACKROCK INC12120.17%0.25%0.34%Q4 2020Q3 202312
BX BLACKSTONE INC810.10%0.18%0.23%Q2 2020Q3 202312
VNQ VANGUARD INDEX FDS1020.10%0.16%0.28%Q1 2020Q2 202312
PFE PFIZER INC12120.11%0.16%0.22%Q4 2020Q3 202312
TT TRANE TECHNOLOGIES PLC750.12%0.16%0.17%Q3 2020Q3 202312
XLY SELECT SECTOR SPDR TR930.13%0.15%0.17%Q3 2020Q3 202312
SO SOUTHERN CO12120.11%0.14%0.16%Q4 2020Q3 202312
PZA INVESCO EXCH TRADED FD...11110.34%0.49%0.84%Q1 2020Q3 202211
HYD VANECK VECTORS ETF TR11110.15%0.22%0.41%Q1 2020Q3 202211
BAC BK OF AMERICA CORP11110.12%0.17%0.20%Q2 2020Q4 202211
FTSL FIRST TR EXCHANGE-TRAD...10100.12%0.20%0.24%Q2 2021Q3 202310
ENB ENBRIDGE INC10100.12%0.17%0.20%Q2 2021Q3 202310
IDXX IDEXX LABS INC640.13%0.15%0.17%Q4 2020Q3 202310
SPY SPDR S&P 500 ETF TR420.12%0.14%0.18%Q2 2020Q3 202310
F FORD MTR CO DEL10100.07%0.10%0.14%Q2 2021Q3 202310
ITM VANECK VECTORS ETF TR990.11%0.24%0.42%Q1 2020Q1 20229
C CITIGROUP INC990.11%0.13%0.15%Q3 2021Q3 20239
VBR VANGUARD INDEX FDS540.11%0.12%0.13%Q2 2021Q3 20239
JPST J P MORGAN EXCHANGE-TR...880.39%0.84%1.46%Q4 2021Q3 20238
DIA SPDR DOW JONES INDL AV...880.16%0.73%0.92%Q4 2021Q3 20238
PYPL PAYPAL HLDGS INC880.13%0.25%0.33%Q2 2020Q1 20228
GD GENERAL DYNAMICS CORP880.12%0.20%0.28%Q4 2021Q3 20238
SMMU PIMCO ETF TR620.12%0.17%0.28%Q1 2020Q1 20228
UNH UNITEDHEALTH GROUP INC880.11%0.16%0.20%Q4 2021Q3 20238
RTX RTX CORPORATION880.10%0.15%0.22%Q4 2021Q3 20238
AEP AMERICAN ELEC PWR CO INC880.12%0.15%0.18%Q4 2021Q3 20238
IYW ISHARES TR620.11%0.13%0.15%Q4 2020Q3 20238
LQD ISHARES TR530.10%0.13%0.17%Q1 2021Q3 20238
CLX CLOROX CO DEL770.16%0.26%0.35%Q1 2020Q3 20217
VGIT VANGUARD SCOTTSDALE FDS430.12%0.14%0.17%Q4 2020Q3 20237
CSCO CISCO SYS INC520.10%0.13%0.15%Q1 2021Q3 20237
SCHV SCHWAB STRATEGIC TR660.32%0.37%0.42%Q2 2022Q3 20236
IYY ISHARES TR510.10%0.11%0.13%Q1 2021Q2 20236
LLY LILLY ELI & CO550.14%0.29%0.47%Q3 2022Q3 20235
IVE ISHARES TR550.16%0.16%0.17%Q3 2022Q3 20235
LOW LOWES COS INC410.11%0.13%0.15%Q1 2021Q2 20235
ED CONSOLIDATED EDISON INC320.10%0.12%0.14%Q4 2021Q1 20235
JMST J P MORGAN EXCHANGE TR...440.22%0.24%0.26%Q4 2022Q3 20234
HYMB SPDR SER TR440.16%0.18%0.19%Q4 2022Q3 20234
VLO VALERO ENERGY CORP440.12%0.15%0.17%Q4 2022Q3 20234
HD HOME DEPOT INC440.13%0.15%0.16%Q2 2021Q1 20224
GPC GENUINE PARTS CO440.11%0.14%0.16%Q4 2022Q3 20234
BSV VANGUARD BD INDEX FDS440.12%0.14%0.15%Q4 2020Q3 20214
VXUS VANGUARD STAR FDS440.12%0.13%0.15%Q2 2021Q1 20224
SHY ISHARES TR440.11%0.13%0.14%Q4 2022Q3 20234
GLD SPDR GOLD TR310.10%0.13%0.14%Q1 2022Q2 20234
COST COSTCO WHSL CORP NEW310.10%0.12%0.15%Q1 2022Q3 20234
FMB FIRST TR EXCH TRADED F...440.11%0.12%0.13%Q3 2021Q2 20224
MRK MERCK & CO INC440.11%0.12%0.12%Q4 2022Q3 20234
LUMN LUMEN TECHNOLOGIES INC440.06%0.08%0.11%Q4 2021Q3 20224
VCLT VANGUARD SCOTTSDALE FDS330.32%0.41%0.48%Q1 2023Q3 20233
NVDA NVIDIA CORPORATION330.13%0.16%0.18%Q1 2023Q3 20233
SLQD ISHARES TR330.14%0.14%0.15%Q1 2023Q3 20233
UNP UNION PAC CORP210.12%0.13%0.14%Q1 2022Q4 20223
CRM SALESFORCE COM INC330.12%0.13%0.15%Q3 2021Q1 20223
TGT TARGET CORP330.12%0.13%0.14%Q2 2021Q4 20213
GIS GENERAL MLS INC330.10%0.12%0.12%Q4 2022Q2 20233
SHOP SHOPIFY INC330.10%0.12%0.13%Q2 2021Q4 20213
IBM INTERNATIONAL BUSINESS...210.10%0.11%0.13%Q4 2022Q3 20233
FB META PLATFORMS INC330.10%0.11%0.12%Q2 2021Q4 20213
DON WISDOMTREE TR210.11%0.11%0.12%Q2 2021Q1 20223
SHYD VANECK VECTORS ETF TR220.33%0.39%0.46%Q1 2020Q2 20202
COP CONOCOPHILLIPS110.12%0.13%0.13%Q4 2022Q3 20232
ET ENERGY TRANSFER L P220.10%0.12%0.13%Q2 2023Q3 20232
SCHW SCHWAB CHARLES CORP220.11%0.12%0.12%Q2 2023Q3 20232
PWR QUANTA SVCS INC220.11%0.11%0.11%Q2 2023Q3 20232
EDOW FIRST TR EXCHANGE TRAD...220.11%0.11%0.11%Q2 2023Q3 20232
IDLV INVESCO EXCH TRADED FD...110.21%0.21%0.21%Q3 2021Q3 20211
ILCG ISHARES TR110.14%0.14%0.14%Q4 2020Q4 20201
GOOG ALPHABET INC110.12%0.12%0.12%Q3 2023Q3 20231
FIS FIDELITY NATL INFORMAT...110.12%0.12%0.12%Q3 2023Q3 20231
AGG ISHARES TR110.11%0.11%0.11%Q3 2023Q3 20231
MMP MAGELLAN MIDSTREAM PRT...110.11%0.11%0.11%Q2 2023Q2 20231
FDX FEDEX CORP110.11%0.11%0.11%Q3 2023Q3 20231
D DOMINION ENERGY INC110.11%0.11%0.11%Q1 2022Q1 20221
OKE ONEOK INC NEW110.10%0.10%0.10%Q3 2023Q3 20231
VOX VANGUARD WORLD FDS110.10%0.10%0.10%Q4 2021Q4 20211
NEE NEXTERA ENERGY INC110.10%0.10%0.10%Q4 2021Q4 20211
CHI CALAMOS CONV OPPORTUNI...110.06%0.06%0.06%Q3 2023Q3 20231
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The securities at the top of the list , including VANGUARD SPECIALIZED FUNDS, ISHARES TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Gray Wealth Management Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Gray Wealth Management Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Gray Wealth Management Inc. owns currently or has owned in the past.