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| Name: |
Gray Private Wealth LLC |
| City: |
CANTON |
| State: |
MA |
| Zip: |
02021 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$564.51 |
$69,561,000 |
127,115 |
44.58% |
3,099,000 |
696 |
0.002 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
4 |
- |
$219.45 |
$7,228,000 |
35,624 |
4.63% |
-208,000 |
267 |
0.001 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
5 |
- |
$98.16 |
$6,362,000 |
75,951 |
4.08% |
-31,000 |
2,032 |
0.021 |
Closed - End Fund - E... |
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DGRW |
Wisdomtree Us Dividend Grow... |
6 |
- |
$81.70 |
$5,784,000 |
74,111 |
3.71% |
382,000 |
3,214 |
0.056 |
N/A |
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HDV |
Ishares High Dividend Equit... |
7 |
- |
$117.71 |
$4,748,000 |
43,678 |
3.04% |
240,000 |
2,773 |
0.049 |
N/A |
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IYR |
iShares Dow Jones US Real E... |
12 |
- |
$102.57 |
$1,532,000 |
17,458 |
0.98% |
-4,000 |
377 |
0.003 |
Closed - End Fund - E... |
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VYM |
Vanguard High Dividend Yiel... |
30 |
- |
$126.72 |
$256,000 |
2,163 |
0.16% |
-4,000 |
10 |
0.001 |
Closed - End Fund - Debt |
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XLF |
SPDR Financial Sector |
38 |
- |
$45.19 |
$203,000 |
4,931 |
0.13% |
-4,000 |
11 |
0 |
Closed - End Fund - E... |
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