Greystone Financial Group, LLC Incresed Positions in Q4 2024

Greystone Financial Group, LLC

  • $567 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
107K
+ 39.42%
$77.02 - $78.58 $8.22M - $8.39M
378K $29.2M
MRK
Merck & Co., Inc.

Healthcare
71K
+ 545.33%
$96.31 - $114.76 $6.83M - $8.14M
84K $8.35M
MCK
Mckesson Corp

Healthcare
2.52K
+ 18.22%
$482.27 - $628.5 $1.21M - $1.58M
16.3K $9.3M
DIS
Walt Disney CO

Communication Services
9.97K
+ 13.25%
$92.39 - $117.6 $921K - $1.17M
85.2K $9.49M
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 0.45%
$205.18 - $250.29 $55K - $67.1K
59.3K $14.2M
AAPL
Apple Inc.

Technology
954
+ 1.15%
$221.69 - $259.02 $211K - $247K
83.6K $20.9M
TGT
Target Corp

Consumer Defensive
17.3K
+ 43.44%
$121.59 - $160.69 $2.11M - $2.79M
57.3K $7.74M
AXP
American Express CO

Financial Services
697
+ 1.41%
$267.35 - $305.57 $186K - $213K
50.1K $14.9M
FOXA
Fox Corp

Communication Services
4K
+ 1.98%
$41.35 - $49.99 $165K - $200K
206K $10M
DHR
Danaher Corp

Healthcare
13.4K
+ 39.12%
$226.16 - $274.52 $3.04M - $3.69M
47.8K $11M
EMR
Emerson Electric CO

Industrials
1.62K
+ 2.28%
$108.13 - $134.33 $175K - $217K
72.7K $9.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.92K
+ 11.26%
$442.29 - $483.08 $1.29M - $1.41M
28.9K $13.1M
BK
Bank Of New York Mellon Corp

Financial Services
3.62K
+ 2.35%
$70.82 - $81.87 $256K - $296K
157K $12.1M
VTV
Vanguard Value ETF

ETFs
6.92K
+ 26.25%
$168.32 - $181.87 $1.17M - $1.26M
33.3K $5.64M
VZ
Verizon Communications Inc

Communication Services
38.7K
+ 25.52%
$39.6 - $45.21 $1.53M - $1.75M
190K $7.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.31K
+ 24.82%
$481.22 - $538.17 $629K - $704K
6.58K $3.36M
VUG
Vanguard Growth ETF

ETFs
1.22K
+ 12.71%
$378.79 - $428.11 $462K - $522K
10.8K $4.44M
PLD
Prologis, Inc.

Real Estate
18.1K
+ 31.36%
$101.4 - $126.96 $1.84M - $2.3M
75.8K $8.02M
UBER
Uber Technologies, Inc

Technology
13.5K
+ 127.75%
$59.93 - $86.34 $806K - $1.16M
24K $1.45M
MSFT
Microsoft Corp

Technology
2.19K
+ 6.52%
$406.35 - $454.46 $891K - $996K
35.8K $15.1M
NVDA
Nvidia Corp

Technology
742
+ 2.28%
$117.0 - $148.88 $86.8K - $110K
33.3K $4.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
783
+ 95.96%
$563.99 - $620.12 $442K - $486K
1.6K $910K
ABT
Abbott Laboratories

Healthcare
4.55K
+ 4.71%
$111.93 - $119.39 $509K - $543K
101K $11.4M
IBM
International Business Machines Corp

Technology
1.94K
+ 4.48%
$204.9 - $238.04 $398K - $462K
45.2K $9.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.93K
+ 16.06%
$61.68 - $67.87 $366K - $402K
42.8K $2.67M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.19K
+ 16.5%
$71.75 - $75.11 $373K - $390K
36.7K $2.64M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.54K
+ 29.23%
$48.33 - $49.08 $268K - $272K
24.5K $1.19M
SPG
Simon Property Group Inc

Real Estate
597
+ 1.5%
$167.23 - $183.84 $99.8K - $110K
40.3K $6.94M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.26%
$213.65 - $479.86 $855 - $1.92K
1.54K $621K
META
Meta Platforms, Inc.

Communication Services
252
+ 8.01%
$554.08 - $632.68 $140K - $159K
3.4K $2M
ETN
Eaton Corp PLC

Industrials
470
+ 28.5%
$326.96 - $377.52 $154K - $177K
2.12K $703K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 3.12%
$46.94 - $51.62 $55.6K - $61.1K
39.1K $1.95M
SHOP
Shopify Inc.

Technology
34
+ 0.75%
$78.14 - $119.49 $2.66K - $4.06K
4.57K $485K
ADBE
Adobe Inc.

Technology
469
+ 37.16%
$437.39 - $552.96 $205K - $259K
1.73K $769K
GOOG
Alphabet Inc.

Communication Services
159
+ 4.93%
$163.08 - $198.16 $25.9K - $31.5K
3.39K $644K
AMGN
Amgen Inc

Healthcare
4.98K
+ 25.65%
$258.78 - $328.31 $1.29M - $1.63M
24.4K $6.36M
CVX
Chevron Corp

Energy
1.61K
+ 2.94%
$141.15 - $162.53 $227K - $262K
56.3K $8.15M
PANW
Palo Alto Networks Inc

Technology
4.53K
+ 98.14%
$181.96 - $405.9 $825K - $1.84M
9.15K $1.67M
ACWI
Ishares Msci Acwi ETF

ETFs
971
+ 6.74%
$117.05 - $123.03 $114K - $119K
15.4K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
1.74K
+ 4.54%
$161.05 - $179.7 $280K - $312K
40K $6.71M
CME
Cme Group Inc.

Financial Services
93
+ 1.99%
$221.17 - $246.02 $20.6K - $22.9K
4.78K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 1.45%
$521.84 - $558.82 $20.9K - $22.4K
2.8K $1.51M
SHEL
Shell PLC

Energy
1.75K
+ 8.08%
$60.63 - $70.23 $106K - $123K
23.4K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.1%
$567.81 - $607.81 $1.7K - $1.82K
3K $1.76M
TTD
Trade Desk, Inc.

Technology
32
+ 1.03%
$108.7 - $139.51 $3.48K - $4.46K
3.14K $369K
ABC
Amerisourcebergen Corp

Healthcare
96
+ 3.04%
N/A
3.26K $602K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
220
+ 3.44%
$104.34 - $118.84 $23K - $26.1K
6.61K $689K
Linde PLC
16.2K
+ 804.22%
N/A
18.2K $0
DKNG
Draft Kings Inc.

Consumer Cyclical
490
+ 2.52%
$35.32 - $44.84 $17.3K - $22K
19.9K $742K
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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