Greystone Financial Group, LLC Incresed Positions 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
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
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.1K
+ 75.93%
$51.16 - $62.02 $1.44M - $1.74M
65.2K $4.04M
FDX
Fedex Corp

Industrials
10.4K
+ 30.27%
$198.07 - $245.17 $2.07M - $2.56M
44.9K $10.2M
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
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
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
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
RHP
Ryman Hospitality Properties, Inc.

Real Estate
192
+ 2.47%
$78.85 - $101.3 $15.1K - $19.4K
7.96K $785K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 4.62%
$908.13 - $1056.85 $28.2K - $32.8K
702 $694K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.19%
$468.22 - $566.51 $1.4K - $1.7K
1.61K $909K
NSC
Norfolk Southern Corp

Industrials
16
+ 0.87%
$206.34 - $257.46 $3.3K - $4.12K
1.86K $474K
Linde PLC
4.23K
+ 18.61%
N/A
26.9K $0
Blackrock Inc
5
+ 1.87%
N/A
272 $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
163
+ 2.12%
$45.07 - $52.57 $7.35K - $8.57K
7.86K $383K
SHEL
Shell PLC

Energy
499
+ 2.14%
$59.75 - $73.05 $29.8K - $36.5K
23.8K $1.68M
KO
Coca Cola CO

Consumer Defensive
362
+ 0.35%
$68.37 - $73.9 $24.7K - $26.8K
103K $7.29M
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.73%
$170.16 - $206.27 $4.25K - $5.16K
3.44K $637K
PLD
Prologis, Inc.

Real Estate
2.4K
+ 2.96%
$89.76 - $112.34 $215K - $269K
83.4K $8.77M
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
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