Gray Private Wealth, LLC - Q12026 Holdings
Gray Private Wealth, LLC holds 50 stocks with a total portfolio value of $ 198.83M as of Q12026. In Q12026, Gray Private Wealth, LLC added 3 new positions, increased stakes in 12 stocks, reduced 20 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (IVV), representing 44.67% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options