Fund HoldingsGraypoint LLC

Total Portfolio Value
$1.38B
Total Bought
$186.96M
Total Sold
$62.46M
Net Transaction
+$124.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)44,03044,714+68421,80440,4022.92%+18,598
ISHARES CORE S&P 500 ETF147,234163,496+16,26270,32385,9556.21%+15,632
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
0427,746+427,746015,0521.09%+15,052
ISHARES RUSSELL 1000 GROWTH ETF173,381184,438+11,05752,56462,1654.49%+9,601
ISHARES RUSSELL 1000 VALUE ETF170,711197,004+26,29328,21035,2852.55%+7,075
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
500,024569,387+69,36318,80123,9831.73%+5,182
MICROSOFT CORP COM(MSFT)80,34484,096+3,75230,21335,3812.56%+5,168
ISHARES CORE S&P SMALL CAP ETF298,857338,394+39,53732,35137,3992.70%+5,048
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF245,409341,549+96,14012,76117,6241.27%+4,863
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
207,728272,395+64,66710,37214,7751.07%+4,403
ISHARES CORE S&P MID-CAP ETF117,255604,303+487,04832,49736,7052.65%+4,208
SPDR S&P 500 ETF TRUST(SPY)106,600104,089-2,51150,66854,4463.93%+3,777
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
212,250219,798+7,54828,94732,4712.35%+3,524
AMAZON COM INC COM(AMZN)73,69180,620+6,92911,19714,5421.05%+3,346
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO INVE
INV GRD CRP BD
034,608+34,60803,3240.24%+3,324
ISHARES S&P 500 GROWTH ETF142,221165,031+22,81010,68113,9351.01%+3,254
VANGUARD TOTAL STOCK MARKET ETF99,575101,811+2,23623,62126,4611.91%+2,840
META PLATFORMS INC CL A(META)17,74018,773+1,0336,2799,1160.66%+2,837
VANGUARD S&P 500 ETF20,56724,433+3,8668,98411,7450.85%+2,761
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
118,540125,423+6,88313,51215,7981.14%+2,286
ISHARES S&P 500 VALUE ETF50,86359,115+8,2528,84511,0430.80%+2,199
BROADCOM INC COM(AVGO)7,1507,276+1267,9819,6430.70%+1,662
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF016,400+16,40001,6510.12%+1,651
ELI LILLY & CO COM(LLY)7,4047,662+2584,3165,9610.43%+1,645
JPMORGAN CHASE & CO COM(JPM)43,57544,340+7657,4128,8810.64%+1,469
BERKSHIRE HATHAWAY INC DEL CL B NEW18,33218,749+4176,5387,8840.57%+1,346
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
132,476161,694+29,2185,3076,3920.46%+1,085
VANGUARD MID-CAP ETF41,98743,338+1,3519,76810,8280.78%+1,061
CHUBB LIMITED COM
COM
31,59931,610+117,1418,1910.59%+1,050
MERCK & CO INC COM(MRK)037,872+37,87204,9970.36%+4,997
SPDR EURO STOXX 50 ETF
ST STR EU 50 ETF
172,767177,028+4,2618,2609,3030.67%+1,043
ALPHABET INC CAP STK CL A(GOOG)55,81058,195+2,3857,7968,7830.63%+987
ISHARES NATIONAL MUNI BOND ETF072,607+72,60707,8130.56%+7,813
FIDELIS INSURANCE HOLDINGS LTD COM
COM
140,180140,18001,7762,7310.20%+955
MASTERCARD INCORPORATED CL A(MA)14,36014,587+2276,1247,0250.51%+900
CATERPILLAR INC COM(CAT)011,293+11,29304,1380.30%+4,138
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
218,921204,767-14,15415,90716,7211.21%+815
THERMO FISHER SCIENTIFIC INC COM(TMO)02,990+2,99001,7380.13%+1,738
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
104,419110,679+6,2605,6206,4260.46%+806
2X BITCOIN STRATEGY ETF
2X BITCOIN ETF
25,12625,12605721,3380.10%+766
ALPHABET INC CAP STK CL C(GOOG)50,15851,443+1,2857,0697,8330.57%+764
DISNEY WALT CO COM(DIS)024,960+24,96003,0540.22%+3,054
VALERO ENERGY CORP COM(VLO)018,045+18,04503,0800.22%+3,080
NETFLIX INC COM(NFLX)4,3154,630+3152,1012,8120.20%+711
HASBRO INC COM(HAS)012,447+12,44707040.05%+704
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
39,40246,862+7,4602,3033,0060.22%+703
HOME DEPOT INC COM(HD)13,50214,007+5054,6795,3730.39%+694
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ST STR DISCR ETF
108,628109,376+74819,42420,1131.45%+689
CHEVRON CORP NEW COM(CVX)029,007+29,00704,5760.33%+4,576
ABBVIE INC COM(ABBV)014,706+14,70602,6780.19%+2,678
SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
085,386+85,38606,2460.45%+6,246
VISA INC COM CL A(V)15,89717,176+1,2794,1394,7940.35%+655
L3HARRIS TECHNOLOGIES INC COM(LHX)02,992+2,99206380.05%+638
BEST BUY INC COM(BBY)07,751+7,75106360.05%+636
FISERV INC COM(FISV)027,259+27,25904,3570.31%+4,357
SALESFORCE INC COM(CRM)10,50411,198+6942,7643,3730.24%+609
ISHARES U.S. TECHNOLOGY ETF30,31032,011+1,7013,7214,3230.31%+603
LOWES COS INC COM(LOW)021,142+21,14205,3860.39%+5,386
TRANE TECHNOLOGIES PLC SHS(TT)03,880+3,88001,1650.08%+1,165
WALMART INC COM(WMT)081,632+81,63204,9120.35%+4,912
ALLSTATE CORP COM(ALL)19,44318,932-5112,7223,2750.24%+554
ADVANCED MICRO DEVICES INC COM(AMD)11,25612,243+9871,6592,2100.16%+550
BANK AMERICA CORP COM73,83179,751+5,9202,4863,0240.22%+538
WILLIAMS SONOMA INC COM(WSM)02,302+2,30207310.05%+731
PENN ENTERTAINMENT INC COM(PENN)026,743+26,74304870.04%+487
MATERIALS SELECT SECTOR SPDR FUND
ST STR MATER ETF
081,384+81,38407,5600.55%+7,560
NASDAQ INC COM(NDAQ)07,298+7,29804610.03%+461
EXXON MOBIL CORP COM032,081+32,08103,7290.27%+3,729
PROCTER AND GAMBLE CO COM(PG)026,195+26,19504,2500.31%+4,250
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF23,35227,819+4,4672,5843,0300.22%+446
EATON CORP PLC SHS(ETN)05,711+5,71101,7860.13%+1,786
CONOCOPHILLIPS COM(COP)021,800+21,80002,7750.20%+2,775
ISHARES MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
125,820128,831+3,0114,7265,1090.37%+384
ORACLE CORP COM(ORCL)012,039+12,03901,5120.11%+1,512
INTERNATIONAL BUSINESS MACHS COM(IBM)9,0389,738+7001,4781,8600.13%+381
EAGLE POINT INCOME COMPANY INC COM0152,963+152,96302,5470.18%+2,547
GE AEROSPACE COM NEW(GE)07,064+7,06401,2400.09%+1,240
ABBOTT LABS COM49,71851,359+1,6415,4725,8370.42%+365
CHURCH & DWIGHT CO INC COM(CHD)039,030+39,03004,0710.29%+4,071
ISHARES RUSSELL 2000 ETF13,34514,462+1,1172,6783,0410.22%+363
GENERAL MLS INC COM(GIS)014,424+14,42401,0090.07%+1,009
ARES CAPITAL CORP COM(ARCC)0452,140+452,14009,4140.68%+9,414
ISHARES CORE U.S. AGGREGATE BOND ETF27,84631,787+3,9412,7643,1130.22%+349
DOLLAR GEN CORP NEW COM(DG)02,175+2,17503400.02%+340
EDWARDS LIFESCIENCES CORP COM03,527+3,52703370.02%+337
TRUSTCO BK CORP N Y COM NEW(TRST)011,947+11,94703360.02%+336
APPLIED MATLS INC COM06,128+6,12801,2640.09%+1,264
COSTCO WHSL CORP NEW COM(COST)2,5632,751+1881,6922,0160.15%+324
KLA CORP COM NEW(KLAC)2,6302,637+71,5291,8420.13%+313
THE CIGNA GROUP COM(CI)02,917+2,91701,0590.08%+1,059
INVESCO QQQ TRUST SERIES I01,514+1,51406720.05%+672
QUALCOMM INC COM(QCOM)5,8856,854+9698511,1600.08%+309
HERCULES CAPITAL INC COM(HCXY)0133,374+133,37402,4610.18%+2,461
KROGER CO COM(KR)05,094+5,09402910.02%+291
CLOROX CO DEL COM(CLX)03,254+3,25404980.04%+498
BP PLC SPONSORED ADR(BP)07,396+7,39602790.02%+279
AIRBNB INC COM CL A05,615+5,61509260.07%+926
CONSTELLATION ENERGY CORP COM(CEG)01,489+1,48902750.02%+275
MICRON TECHNOLOGY INC COM(MU)010,958+10,95801,2920.09%+1,292
MIDCAP FINANCIAL INVSTMNT CORP COM NEW0160,173+160,17302,4090.17%+2,409
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