The Analysis of Greystone Financial Group, LLC's Holdings


Currently, Greystone Financial Group, LLC holds 100 types of securities in its portfolio with a total value $645.4M. In the most recent quarter, they have increased their positions in VWOB (+325.0K shares, valued at $21.7M), MCD (+32.2K shares, valued at $9.8M), CSCO (+125.2K shares, valued at $8.6M); decreased their positions in PG (-49.1K shares, valued at $7.5M), BLV (-81.0K shares, valued at $5.7M), BIV (-72.0K shares, valued at $5.6M); initiated new positions in VWOB (+325.0K shares, valued at $21.7M), MCD (+32.2K shares, valued at $9.8M), CSCO (+125.2K shares, valued at $8.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BSV VANGUARD BD INDEX FDS458.7K shares5.55%2025-09-302025-10-22history
VTIP VANGUARD MALVERN FDS592.1K shares-15.10%2025-09-302025-10-22history
BLV VANGUARD BD INDEX FDS418.6K shares-16.21%2025-09-302025-10-22history
BIV VANGUARD BD INDEX FDS373.7K shares-16.15%2025-09-302025-10-22history
AAPL APPLE INC85.4K shares3.46%2025-09-302025-10-22history
VWOB VANGUARD WHITEHALL FDS325.0K sharesnew addition2025-09-302025-10-22history
MSFT MICROSOFT CORP35.0K shares-2.34%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.55.6K shares-6.86%2025-09-302025-10-22history
Sponsored
WMT WALMART INC166.3K shares-0.90%2025-09-302025-10-22history
AVGO BROADCOM INC48.5K shares-23.06%2025-09-302025-10-22history
BK BANK NEW YORK MELLON CORP140.5K shares-8.83%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO46.1K shares-2.30%2025-09-302025-10-22history
LOW LOWES COS INC60.3K shares-1.18%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS49.0K shares30.64%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL27.2K shares1.35%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP27.3K shares-5.51%2025-09-302025-10-22history
Sponsored
AMGN AMGEN INC48.1K shares5.60%2025-09-302025-10-22history
SPG SIMON PPTY GROUP INC NEW70.8K shares32.62%2025-09-302025-10-22history
MS MORGAN STANLEY82.7K shares-14.94%2025-09-302025-10-22history
LIN LINDE PLC27.2K shares0.83%2025-09-302025-10-22history
CVX CHEVRON CORP NEW79.4K shares-0.62%2025-09-302025-10-22history
ABT ABBOTT LABS90.8K shares0.11%2025-09-302025-10-22history
WM WASTE MGMT INC DEL53.7K shares14.49%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW93.8K shares12.72%2025-09-302025-10-22history
Sponsored
SBUX STARBUCKS CORP136.5K shares2.34%2025-09-302025-10-22history
TJX TJX COS INC NEW79.5K shares-8.26%2025-09-302025-10-22history
EMR EMERSON ELEC CO84.7K shares-12.58%2025-09-302025-10-22history
MCD MCDONALDS CORP32.2K sharesnew addition2025-09-302025-10-22history
MCK MCKESSON CORP11.4K shares0.78%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC17.7K shares10.88%2025-09-302025-10-22history
DIS DISNEY WALT CO75.6K shares-26.17%2025-09-302025-10-22history
CSCO CISCO SYS INC125.2K sharesnew addition2025-09-302025-10-22history
Sponsored
TMUS T-MOBILE US INC35.8K sharesnew addition2025-09-302025-10-22history
FOXA FOX CORP135.4K shares-15.76%2025-09-302025-10-22history
RF REGIONS FINANCIAL CORP NEW319.7K shares-13.17%2025-09-302025-10-22history
HON HONEYWELL INTL INC36.9K shares7.97%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC14.8K sharesnew addition2025-09-302025-10-22history
KO COCA COLA CO104.1K shares1.07%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION35.7K shares-3.06%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS33.5K shares-2.77%2025-09-302025-10-22history
Sponsored
VUG VANGUARD INDEX FDS11.8K shares-7.69%2025-09-302025-10-22history
AMZN AMAZON COM INC20.2K shares-1.03%2025-09-302025-10-22history
QQQ INVESCO QQQ TR7.0K shares-1.42%2025-09-302025-10-22history
IJH ISHARES TR59.3K shares-8.97%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS61.8K shares-2.51%2025-09-302025-10-22history
META META PLATFORMS INC4.2K shares-1.17%2025-09-302025-10-22history
BND VANGUARD BD INDEX FDS38.8K shares-2.78%2025-09-302025-10-22history
GOOGL ALPHABET INC11.8K shares-5.30%2025-09-302025-10-22history
Sponsored
UBER UBER TECHNOLOGIES INC27.2K shares6.94%2025-09-302025-10-22history
ACWI ISHARES TR18.2K shares0.26%2025-09-302025-10-22history
VBIL VANGUARD INSTL INDEX FD30.3K sharesnew addition2025-09-302025-10-22history
AOA ISHARES TR22.8K shares1.55%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR3.0K shares-0.30%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC9.7K shares-1.34%2025-09-302025-10-22history
BA BOEING CO8.8K shares183.31%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD6.4K shares-10.68%2025-09-302025-10-22history
Sponsored
SHEL SHELL PLC24.1K shares1.10%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS2.5K shares-18.24%2025-09-302025-10-22history
KLAC KLA CORP1.4K shares-18.20%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC1.8K shares-9.10%2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP14.4K shares-1.47%2025-09-302025-10-22history
CME CME GROUP INC4.3K shares8.25%2025-09-302025-10-22history
LDOS LEIDOS HOLDINGS INC6.1K shares-0.98%2025-09-302025-10-22history
AOR ISHARES TR16.4K shares5.09%2025-09-302025-10-22history
Sponsored
XLF SELECT SECTOR SPDR TR18.6K shares-3.86%2025-09-302025-10-22history
MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares0.19%2025-09-302025-10-22history
GOOG ALPHABET INC3.9K shares0.00%2025-09-302025-10-22history
NFLX NETFLIX INC740 shares-0.13%2025-09-302025-10-22history
LLY ELI LILLY & CO1.2K shares-1.70%2025-09-302025-10-22history
COR CENCORA INC2.7K shares-0.92%2025-09-302025-10-22history
DKNG DRAFTKINGS INC NEW22.4K shares-4.28%2025-09-302025-10-22history
SMH VANECK ETF TRUST2.6K shares-17.48%2025-09-302025-10-22history
Sponsored
COST COSTCO WHSL CORP NEW887 shares26.35%2025-09-302025-10-22history
CEG CONSTELLATION ENERGY CORP2.5K sharesnew addition2025-09-302025-10-22history
IJR ISHARES TR6.9K sharesnew addition2025-09-302025-10-22history
ABBV ABBVIE INC3.5K shares0.73%2025-09-302025-10-22history
TSLA TESLA INC1.8K shares5.46%2025-09-302025-10-22history
HOOD ROBINHOOD MKTS INC5.5K shares-19.81%2025-09-302025-10-22history
VGSH VANGUARD SCOTTSDALE FDS13.0K sharesnew addition2025-09-302025-10-22history
APO APOLLO GLOBAL MGMT INC5.7K sharesnew addition2025-09-302025-10-22history
Sponsored
IVV ISHARES TR1.1K shares-2.68%2025-09-302025-10-22history
RHP RYMAN HOSPITALITY PPTYS INC7.9K shares-0.41%2025-09-302025-10-22history
SHOP SHOPIFY INC4.7K shares1.29%2025-09-302025-10-22history
AZN ASTRAZENECA PLC8.7K shares1.19%2025-09-302025-10-22history
XLC SELECT SECTOR SPDR TR5.3K shares-11.83%2025-09-302025-10-22history
SPEM SPDR INDEX SHS FDS13.5K shares-4.85%2025-09-302025-10-22history
XLI SELECT SECTOR SPDR TR3.9K shares-4.49%2025-09-302025-10-22history
NSC NORFOLK SOUTHN CORP1.9K shares0.00%2025-09-302025-10-22history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A706 sharesnew addition2025-09-302025-10-22history
BAC BANK AMERICA CORP9.1K shares0.00%2025-09-302025-10-22history
AMD ADVANCED MICRO DEVICES INC2.6K shares0.04%2025-09-302025-10-22history
SPYV SPDR SERIES TRUST6.8K shares0.00%2025-09-302025-10-22history
BLK BLACKROCK INC270 shares-0.74%2025-09-302025-10-22history
HCA HCA HEALTHCARE INC706 shares-9.25%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON1.5K sharesnew addition2025-09-302025-10-22history
F FORD MTR CO22.3K shares-9.10%2025-09-302025-10-22history
Sponsored
GD GENERAL DYNAMICS CORP776 shares0.00%2025-09-302025-10-22history
LHX L3HARRIS TECHNOLOGIES INC748 sharesnew addition2025-09-302025-10-22history
COF CAPITAL ONE FINL CORP1.1K shares0.00%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO1.3K shares-97.38%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available