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| Happy Holidays!! thanks for using AUM13F!! |
| Gray Private Wealth LLC
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| CRD # | 128547 |
| SEC # | 801-112720 |
| CIK # | 0001928877, 0001958397 |
| AUM | $465.4 M (2025-03-14) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 781-232-2020 |
| Address | 150 Royall Street Canton, MA 02021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 2.6 | |
| Microsoft Corp | 1.6 | |
| Oracle Corp | 1.5 | |
| Amazon Com Inc | 0.9 | |
| McDonalds Corp | 0.7 | |
| Merck & Co Inc | 0.6 | |
| Nvidia Corp | 0.6 | |
| Facebook Inc | 0.6 | |
| HCA Holdings Inc | 0.5 | |
| Alphabet Inc | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 30.0 |
| (b) Individuals (high net worth individuals) | 150 | 382.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.0 |
| (n) Other | 30 | 47.0 |
| Total | 279 | 465.4 |
| By Discretionary | ||
| Discretionary | 279 | 465.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 465.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.4 | |
| Total | 279 | 465.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001928877] | |
| 13F-HR | [0001958397] |
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|---|---|---|
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CT | 0.5 |
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William Joseph Capital Management Inc
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MO | 0.5 |
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Oakstreet Wealth Management Inc
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TX | 0.5 |
|
Evergreen Advisors LLC
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TN | 0.5 |
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Convergence Investment Partners LLC
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FL | 0.5 |