Greystone Financial Group, LLC Portfolio Holdings

Greystone Financial Group, LLC

  • $557 Million
  • Q3 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $557 Million
  • Prior Value $503 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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