Graney & King Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$5.17M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
+$2.31M |
| 3 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$515K |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$486K |
| 5 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$310K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.55M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$739K |
| 3 |
Vanguard Value ETF
VTV
|
+$620K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$472K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$303K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.92% |
| 2 | Financials | 1.45% |
| 3 | Industrials | 1.21% |
| 4 | Communication Services | 1.13% |
| 5 | Healthcare | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
| – | – |
-906
| Closed | -$52K |
|
|
ALTM
352
DELISTED
Arcadium Lithium plc
ALTM
| – | – |
-238
| Closed | -$1.22K |
|
|
MTTR
353
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| – | – |
-1,000
| Closed | -$4.74K |
|
|
FM
354
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-74
| Closed | -$2.01K |
|
Similar funds
Graney & King's Q1 2025 Portfolio in Review
As of Q1 2025, Graney & King held 354 positions worth $134M, up 1.5% from $132M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Graney & King deployed $6.83M of net new capital in Q1 2025, opening 36 new positions and adding to 93 existing holdings. Its largest new stake was Vanguard Short-Term Tax-Exempt Bond ETF: 557 shares worth $56K.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, down from 3.3% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 Value ETF, an estimated $1.55M trimmed.
- Graney & King's largest Q1 2025 buy was Vanguard Short-Term Tax-Exempt Bond ETF: 557 shares worth $56K.
- Graney & King added most to Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF in Q1 2025, an estimated $5.17M increase.
- Graney & King's biggest Q1 2025 reduction was State Street SPDR Portfolio S&P 500 Value ETF, cutting an estimated $1.55M.
- Graney & King fully exited Vanguard FTSE All-World ex-US ETF in Q1 2025, selling an estimated $52K.
- Graney & King's ten largest holdings make up 66% of its $134M portfolio in Q1 2025.
- Graney & King opened 36 new positions and closed 8 in Q1 2025.
- Graney & King's portfolio value rose 1.5% quarter-over-quarter to $134M.
Based on Graney & King's 13F filing for Q1 2025, filed 14 May 2025.