Greystone Financial Group, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $557 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Long with a value of $36.9M, Ishares 0 5 Year High Yield CO with a value of $28.8M, Ishares Tr with a value of $21.9M, Vanguard Bd Index Fd Inc Inter with a value of $21.9M, and Vanguard Bd Index Fd Inc Short with a value of $21.3M.
Examining the 13F form we can see an increase of $54.2M in the current position value, from $503M to 557M.
Below you can find more details about Greystone Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$557 Million
ETFs: $182 Million
Technology: $77.2 Million
Financial Services: $63.3 Million
Healthcare: $56.1 Million
Industrials: $33.3 Million
Consumer Defensive: $27.6 Million
Communication Services: $27.4 Million
Consumer Cyclical: $24.7 Million
Other: $65.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
