Greystone Financial Group, LLC Portfolio Holdings
Greystone Financial Group, LLC
- $489 Million
- Q1 2024
Greystone Financial Group, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $489 Million distributed in 104 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 $39.8M, Ishares 0 5 Year High Yield CO with a value of $26.8M, Ishares Tr with a value of $20.2M, Vanguard Bd Index Fd Inc Inter with a value of $20.2M, and Apple Inc. with a value of $14.3M.
Examining the 13F form we can see an increase of $58.7M in the current position value, from $431M to 489M.
Below you can find more details about Greystone Financial Group, LLC portfolio as well as his latest detailed transactions.