Greystone Financial Group, LLC Purchases in Q2 2025

Greystone Financial Group, LLC

  • $594 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
677K
+ 3242.25%
$49.57 - $50.27 $33.5M - $34M
697K $35.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
217K
+ 76.51%
$66.5 - $71.25 $14.4M - $15.4M
500K $34.7M
SBUX
Starbucks Corp

Consumer Cyclical
133K
New
$79.69 - $99.41 $10.6M - $13.3M
133K $12.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
139K
+ 45.19%
$75.05 - $77.34 $10.4M - $10.7M
446K $34.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
138K
+ 46.58%
$77.74 - $78.78 $10.7M - $10.9M
435K $34.2M
DUK
Duke Energy Corp

Utilities
83.2K
New
$112.46 - $124.05 $9.36M - $10.3M
83.2K $9.82M
EMR
Emerson Electric CO

Industrials
10.2K
+ 11.76%
$94.15 - $133.33 $960K - $1.36M
96.9K $12.9M
AMGN
Amgen Inc

Healthcare
14.9K
+ 48.83%
$262.28 - $309.85 $3.92M - $4.63M
45.5K $12.7M
TJX
Tjx Companies Inc

Consumer Cyclical
19.8K
+ 29.61%
$119.13 - $135.03 $2.36M - $2.67M
86.7K $10.7M
NVDA
Nvidia Corp

Technology
1.44K
+ 4.07%
$94.31 - $157.99 $136K - $228K
36.9K $5.82M
FDX
Fedex Corp

Industrials
10.4K
+ 30.27%
$198.07 - $245.17 $2.07M - $2.56M
44.9K $10.2M
BK
Bank Of New York Mellon Corp

Financial Services
5.53K
+ 3.72%
$73.31 - $91.62 $406K - $507K
154K $14M
VTV
Vanguard Value ETF

ETFs
7.55K
+ 28.09%
$153.67 - $176.74 $1.16M - $1.33M
34.4K $6.08M
CVX
Chevron Corp

Energy
19.4K
+ 32.14%
$133.73 - $168.51 $2.6M - $3.28M
79.9K $11.4M
RF
Regions Financial Corp

Financial Services
25.8K
+ 7.55%
$18.34 - $23.52 $474K - $608K
368K $8.66M
VUG
Vanguard Growth ETF

ETFs
939
+ 7.94%
$329.49 - $438.4 $309K - $412K
12.8K $5.59M
WM
Waste Management Inc

Industrials
5.27K
+ 12.65%
$216.47 - $242.1 $1.14M - $1.28M
46.9K $10.7M
PG
Procter & Gamble CO

Consumer Defensive
9.17K
+ 22.26%
$157.66 - $172.39 $1.45M - $1.58M
50.4K $8.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
886
+ 14.21%
$416.06 - $551.64 $369K - $489K
7.12K $3.93M
LDOS
Leidos Holdings, Inc.

Technology
6.2K
New
$132.9 - $160.3 $824K - $994K
6.2K $978K
AMZN
Amazon Com Inc

Consumer Cyclical
1.8K
+ 9.67%
$167.32 - $223.3 $301K - $401K
20.4K $4.47M
META
Meta Platforms, Inc.

Communication Services
325
+ 8.2%
$484.66 - $738.09 $158K - $240K
4.29K $3.16M
SPG
Simon Property Group Inc

Real Estate
6.82K
+ 14.63%
$140.37 - $171.44 $957K - $1.17M
53.4K $8.59M
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
New
$498.8 - $620.9 $559K - $696K
1.12K $696K
BA
Boeing CO

Industrials
3.11K
New
$136.59 - $217.51 $425K - $676K
3.11K $651K
HOOD
Robinhood Markets, Inc.

Technology
6.8K
New
$34.17 - $93.63 $232K - $637K
6.8K $636K
PGR
Progressive Corp

Financial Services
2.3K
New
$255.27 - $288.74 $587K - $664K
2.3K $613K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.1K
New
$34.72 - $42.74 $491K - $604K
14.1K $604K
XLI
Industrial Sector Spdr

ETFs
4.08K
New
$116.42 - $147.52 $475K - $602K
4.08K $601K
AZN
Astrazeneca PLC

Healthcare
8.61K
New
$64.87 - $75.0 $558K - $645K
8.61K $601K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
813
+ 36.56%
$456.74 - $568.03 $371K - $462K
3.04K $1.73M
VEA
Vanguard Ftse Developed Market

ETFs
4.1K
+ 6.91%
$45.65 - $57.01 $187K - $234K
63.4K $3.62M
NFLX
Netflix Inc

Communication Services
128
+ 20.88%
$855.86 - $1339.13 $110K - $171K
741 $992K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
774
+ 33.03%
$179.95 - $278.88 $139K - $216K
3.12K $869K
KLAC
Kla Corp

Technology
3
+ 0.18%
$576.53 - $902.94 $1.73K - $2.71K
1.67K $1.5M
PANW
Palo Alto Networks Inc

Technology
127
+ 1.31%
$152.44 - $204.64 $19.4K - $26K
9.79K $2M
GS
Goldman Sachs Group Inc

Financial Services
30
+ 1.52%
$462.22 - $707.75 $13.9K - $21.2K
2K $1.42M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.44K
+ 12.52%
$72.02 - $73.82 $320K - $328K
39.9K $2.94M
ABT
Abbott Laboratories

Healthcare
142
+ 0.16%
$123.95 - $138.08 $17.6K - $19.6K
90.7K $12.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
3.81K
+ 19.4%
$31.67 - $42.89 $121K - $163K
23.5K $1.01M
XLF
Financial Sector Spdr

ETFs
4.16K
+ 27.52%
$43.92 - $52.37 $183K - $218K
19.3K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
357
+ 2.01%
$103.59 - $128.6 $37K - $45.9K
18.1K $2.33M
COF
Capital One Financial Corp

Financial Services
1.06K
New
$150.57 - $212.76 $159K - $225K
1.06K $225K
AOA
Ishares Tr Core Aggressive All

ETFs
385
+ 1.74%
$69.46 - $83.4 $26.7K - $32.1K
22.5K $1.88M
LLY
Eli Lilly & CO

Healthcare
262
+ 28.6%
$713.71 - $898.95 $187K - $236K
1.18K $918K
CRM
Salesforce, Inc.

Technology
458
+ 10.77%
$236.26 - $291.15 $108K - $133K
4.71K $1.28M
TSLA
Tesla, Inc.

Consumer Cyclical
90
+ 5.64%
$221.86 - $362.89 $20K - $32.7K
1.69K $535K
SHOP
Shopify Inc.

Technology
44
+ 0.96%
$76.89 - $115.35 $3.38K - $5.08K
4.65K $535K
XLC
Select Sector Spdr Tr Communic

ETFs
20
+ 0.33%
$86.13 - $108.53 $1.72K - $2.17K
6.05K $656K
Activity Summary
Buys All Purchases 63 New Holdings 11 Increased Positions 52 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greystone Financial Group, LLC Portfolio

Follow Greystone Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greystone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greystone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email