Greystone Financial Group, LLC Portfolio Holdings

Greystone Financial Group, LLC

  • $594 Million
  • Q2 2025

Greystone Financial Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $594 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $35.1M, Vanguard Bd Index Fd Inc Long with a value of $34.7M, Vanguard Bd Index Fd Inc Inter with a value of $34.5M, Vanguard Bd Index Fd Inc Short with a value of $34.2M, and Microsoft Corp with a value of $17.8M.

Examining the 13F form we can see an increase of $54.7M in the current position value, from $539M to 594M.

Below you can find more details about Greystone Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $594 Million
ETFs: $180 Million
Technology: $88.4 Million
Financial Services: $86.9 Million
Industrials: $56.5 Million
Consumer Cyclical: $42.7 Million
Healthcare: $36.3 Million
Consumer Defensive: $32.4 Million
Communication Services: $28.7 Million
Other: $41.9 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 94
  • Current Value $594 Million
  • Prior Value $539 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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