Greystone Financial Group, LLC Reduced Holdings in Q2 2025

Greystone Financial Group, LLC

  • $594 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
-5.09K
- 30.94%
$652.83 - $732.78 $3.32M - $3.73M
11.3K $8.32M
HON
Honeywell International Inc

Industrials
-12.3K
- 26.53%
$182.86 - $232.88 $2.26M - $2.87M
34.2K $7.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-185
- 0.68%
$483.48 - $539.8 $89.4K - $99.9K
26.9K $13.1M
NEE
Nextera Energy Inc

Utilities
-2.8K
- 19.01%
$64.11 - $75.0 $180K - $210K
11.9K $828K
ABC
Amerisourcebergen Corp

Healthcare
-671
- 19.8%
N/A
2.72K $503K
FOXA
Fox Corp

Communication Services
-420
- 0.26%
$47.21 - $57.04 $19.8K - $24K
161K $9.01M
GOOGL
Alphabet Inc.

Communication Services
-1.87K
- 13.05%
$144.7 - $178.6 $270K - $333K
12.4K $2.19M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.09K
- 6.5%
$53.36 - $61.57 $58.1K - $67K
15.6K $963K
GOOG
Alphabet Inc.

Communication Services
-500
- 11.4%
$146.58 - $180.01 $73.3K - $90K
3.89K $689K
HCA
Hca Healthcare, Inc.

Healthcare
-66
- 7.82%
$317.61 - $387.52 $21K - $25.6K
778 $298K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17
- 0.25%
$45.11 - $52.34 $767 - $890
6.77K $354K
F
Ford Motor CO

Consumer Cyclical
-391
- 1.57%
$8.69 - $10.85 $3.4K - $4.24K
24.6K $266K
BUG
Global X Fds Cybersecurity ETF

ETFs
-42
- 0.34%
$29.9 - $37.1 $1.26K - $1.56K
12.3K $457K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.13K
- 22.92%
$141.37 - $228.57 $301K - $487K
7.17K $1.62M
AMD
Advanced Micro Devices Inc

Technology
-14
- 0.53%
$78.21 - $143.81 $1.09K - $2.01K
2.61K $370K
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 0.3%
$496.48 - $617.85 $4.47K - $5.56K
2.97K $1.83M
SCHW
Schwab Charles Corp

Financial Services
-83
- 0.57%
$69.06 - $91.24 $5.73K - $7.57K
14.6K $1.33M
LMT
Lockheed Martin Corp

Industrials
-601
- 2.04%
$430.82 - $486.45 $259K - $292K
28.8K $13.4M
UBER
Uber Technologies, Inc

Technology
-631
- 2.42%
$64.62 - $93.3 $40.8K - $58.9K
25.4K $2.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.84K
- 19.44%
$321.63 - $509.31 $1.24M - $1.96M
15.9K $8.11M
WMT
Walmart Inc.

Consumer Defensive
-2.29K
- 1.35%
$81.79 - $99.98 $187K - $229K
168K $16.4M
IBM
International Business Machines Corp

Technology
-175
- 0.46%
$221.03 - $294.78 $38.7K - $51.6K
37.5K $11.1M
AXP
American Express CO

Financial Services
-444
- 0.93%
$231.39 - $318.98 $103K - $142K
47.2K $15M
DIS
Walt Disney CO

Communication Services
-3.29K
- 3.11%
$81.72 - $124.01 $269K - $408K
102K $12.7M
MS
Morgan Stanley

Financial Services
-672
- 0.69%
$99.83 - $140.86 $67.1K - $94.7K
97.2K $13.7M
JPM
Jpmorgan Chase & CO

Financial Services
-422
- 0.7%
$210.28 - $289.91 $88.7K - $122K
59.7K $17.3M
MSFT
Microsoft Corp

Technology
-2.17K
- 5.7%
$354.56 - $497.45 $768K - $1.08M
35.8K $17.8M
AVGO
Broadcom Inc.

Technology
-6.72K
- 9.64%
$146.29 - $275.65 $983K - $1.85M
63K $17.4M
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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