The Analysis of Greenbush Financial Group, LLC's Holdings


Currently, Greenbush Financial Group, LLC holds 32 types of securities in its portfolio with a total value $260.6M. In the most recent quarter, they have increased their positions in VOO (+3.7K shares, valued at $2.3M), CGGR (+25.1K shares, valued at $1.1M), CGBL (+27.3K shares, valued at $949.4K); decreased their positions in MSTR (-1.0K shares, valued at $322.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS63.7K shares6.25%2025-09-302025-10-21history
CGGR CAPITAL GROUP GROWTH ETF517.5K shares5.09%2025-09-302025-10-21history
BND VANGUARD BD INDEX FDS254.8K shares4.26%2025-09-302025-10-21history
CGBL CAPITAL GROUP CORE BALANCED462.5K shares6.28%2025-09-302025-10-21history
GLD SPDR GOLD TR41.1K shares3.35%2025-09-302025-10-21history
VTV VANGUARD INDEX FDS77.4K shares6.47%2025-09-302025-10-21history
VXUS VANGUARD STAR FDS192.5K shares5.92%2025-09-302025-10-21history
JGRO J P MORGAN EXCHANGE TRADED F115.0K shares9.14%2025-09-302025-10-21history
Sponsored
CGDV CAPITAL GROUP DIVIDEND VALUE252.2K shares6.68%2025-09-302025-10-21history
CGCB CAPITAL GRP FIXED INCM ETF T385.4K shares9.63%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS30.7K shares1.86%2025-09-302025-10-21history
VO VANGUARD INDEX FDS30.9K shares4.93%2025-09-302025-10-21history
CGCP CAPITAL GRP FIXED INCM ETF T386.9K shares8.32%2025-09-302025-10-21history
JCPB J P MORGAN EXCHANGE TRADED F181.9K shares11.62%2025-09-302025-10-21history
MFSV MFS ACTIVE EXCHANGE TRADED F314.6K shares10.57%2025-09-302025-10-21history
TSLA TESLA INC13.3K shares9.52%2025-09-302025-10-21history
Sponsored
VTIP VANGUARD MALVERN FDS99.0K shares7.18%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION24.7K shares1.70%2025-09-302025-10-21history
GOOG ALPHABET INC15.6K shares6.73%2025-09-302025-10-21history
AAPL APPLE INC14.5K shares9.02%2025-09-302025-10-21history
JPST J P MORGAN EXCHANGE TRADED F71.9K shares14.85%2025-09-302025-10-21history
PANW PALO ALTO NETWORKS INC17.4K shares2.90%2025-09-302025-10-21history
MSFT MICROSOFT CORP6.5K shares3.97%2025-09-302025-10-21history
AMZN AMAZON COM INC13.6K shares5.01%2025-09-302025-10-21history
Sponsored
META META PLATFORMS INC3.0K shares4.08%2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC9.0K shares3.72%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS17.4K shares29.84%2025-09-302025-10-21history
GNRC GENERAC HLDGS INC7.7K shares3.92%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR1.4K shares0.96%2025-09-302025-10-21history
MCD MCDONALDS CORP807 shares0.50%2025-09-302025-10-21history
MSTR STRATEGY INC650 shares-60.61%2025-09-302025-10-21history
OPK OPKO HEALTH INC10.0K shares0.00%2025-09-302025-10-21history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available