Greenbush Financial Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $34B, Capital Group Growth ETF Shs C with a value of $20B, Vanguard Bd Index Fd Inc Total with a value of $18B, Capital Group Core Balanced with a value of $14.6B, and Vanguard Value ETF with a value of $12.8B.

Examining the 13F form we can see an increase of $28.5B in the current position value, from $201B to 230B.

Greenbush Financial Group, LLC is based out at Albany, NY

Below you can find more details about Greenbush Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Billion
ETFs: $162 Billion
Technology: $15 Billion
Consumer Cyclical: $6.95 Billion
Communication Services: $4.69 Billion
Industrials: $1.06 Billion
Healthcare: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $230 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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