Greykasell-Wealth-Strategies

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
344
Total Value
187347305
Accession Number
0001855205-25-000029
Form Type
13F-HR
Manager Name
Greykasell-Wealth-Strategies
Data Enrichment
79% identified
271 identified73 unidentified

Holdings

344 positions • $187.3M total value
Manager:
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KLA CORP
Shares:1.8K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$187.3M)
INTUIT INC.
Shares:1.9K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$187.3M)
Walmart Inc.
Shares:13.0K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$187.3M)
464287564
Shares:18.5K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$187.3M)
NORTHROP GRUMMAN CORP /DE/
Shares:2.1K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$187.3M)
BERKSHIRE HATHAWAY INC
Shares:2.0K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$187.3M)
Salesforce, Inc.
Shares:4.0K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$187.3M)
AbbVie Inc.
Shares:5.0K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$187.3M)
HOME DEPOT, INC.
Shares:2.9K
Value:$1.0M
% of Portfolio:0.6% ($1.0M/$187.3M)
46138E206
Shares:42.7K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$187.3M)
ADOBE INC.
Shares:2.5K
Value:$968.8K
% of Portfolio:0.5% ($968.8K/$187.3M)
CHEVRON CORP
Shares:5.8K
Value:$966.4K
% of Portfolio:0.5% ($966.4K/$187.3M)
Workday, Inc.
Shares:4.1K
Value:$948.0K
% of Portfolio:0.5% ($948.0K/$187.3M)
PACCAR INC
Shares:9.6K
Value:$932.9K
% of Portfolio:0.5% ($932.9K/$187.3M)
46434V613
Shares:20.0K
Value:$923.5K
% of Portfolio:0.5% ($923.5K/$187.3M)
35473P769
Shares:25.0K
Value:$920.4K
% of Portfolio:0.5% ($920.4K/$187.3M)
46435G102
Shares:10.9K
Value:$910.9K
% of Portfolio:0.5% ($910.9K/$187.3M)
464288414
Shares:8.5K
Value:$897.3K
% of Portfolio:0.5% ($897.3K/$187.3M)
AMGEN INC
Shares:2.9K
Value:$896.3K
% of Portfolio:0.5% ($896.3K/$187.3M)
MARRIOTT INTERNATIONAL INC /MD/
Shares:3.6K
Value:$864.5K
% of Portfolio:0.5% ($864.5K/$187.3M)