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The Analysis of Greystone Financial Group, LLC's Holdings & P&L

Currently, Greystone Financial Group, LLC holds 78 types of securities in its portfolio with a total value $353.3M. In the most recent quarter, they have increased their positions in NOW (+48.2K shares, valued at $5.0M), PG (+32.4K shares, valued at $4.7M), N/A (+3.1K shares, valued at $595.3K); decreased their positions in BSV (-185.7K shares, valued at $14.6M), WMT (-95.2K shares, valued at $11.8M), BIV (-150.9K shares, valued at $11.6M); initiated new positions in NOW (+48.2K shares, valued at $5.0M), PG (+32.4K shares, valued at $4.7M), GEV (+361 shares, valued at $315.1K).

1M P&L

+5.7M+1.73%

3M P&L

-15.6M-4.41%

HY P&L

-3.4M-1.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A106.2M

33.4%

2Banks - Diversified16.4M

5.2%

3Restaurants11.8M

3.7%

Top Industries by Stock Count

1N/A20 stocks

29.4%

2Semiconductors3 stocks

4.4%

3Software - Infrastructure3 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSV VANGUARD BD INDEX FDS280.4K shares-39.83%2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS353.0K shares-39.34%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS228.2K shares-39.80%2026-03-312026-04-24

BLV VANGUARD BD INDEX FDS254.6K shares-39.74%2026-03-312026-04-24

VWOB VANGUARD WHITEHALL FDS198.9K shares-39.52%2026-03-312026-04-24

CVX CHEVRON CORPORATION48.9K shares-37.95%2026-03-312026-04-24

AAPL APPLE INC39.7K shares-51.52%2026-03-312026-04-24

AMGN AMGEN INC26.4K shares-41.10%2026-03-312026-04-24

Sponsored

LMT LOCKHEED MARTIN CORP15.2K shares-42.90%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO30.6K shares-43.98%2026-03-312026-04-24

LINDE PLC LINDE PLC17.5K shares-42.65%2026-03-312026-04-24

BROADCOM INC BROADCOM INC27.5K shares-41.80%2026-03-312026-04-24

WM WASTE MGMT INC DEL35.2K shares-39.46%2026-03-312026-04-24

WMT WALMART INC64.8K shares-59.53%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW61.3K shares-39.01%2026-03-312026-04-24

LOW LOWES COS INC33.5K shares-43.95%2026-03-312026-04-24

Sponsored

SPG SIMON PPTY GROUP INC NEW42.0K shares-39.37%2026-03-312026-04-24

TJX TJX COS INC NEW47.3K shares-39.29%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP62.7K shares-54.10%2026-03-312026-04-24

MS MORGAN STANLEY44.1K shares-45.31%2026-03-312026-04-24

MSFT MICROSOFT CORP18.6K shares-46.36%2026-03-312026-04-24

EMR EMERSON ELEC CO50.7K shares-39.60%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.6K shares-49.58%2026-03-312026-04-24

NVDA NVIDIA CORPORATION35.3K shares1.25%2026-03-312026-04-24

Sponsored

RF REGIONS FINANCIAL CORP NEW233.8K shares-39.24%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS24.8K shares-38.15%2026-03-312026-04-24

MCD MCDONALDS CORP19.2K shares-39.17%2026-03-312026-04-24

MCK MCKESSON CORP6.8K shares-39.38%2026-03-312026-04-24

SBUX STARBUCKS CORP65.0K shares-40.10%2026-03-312026-04-24

HON HONEYWELL INTL INC25.7K shares-39.85%2026-03-312026-04-24

AMZN AMAZON COM INC26.6K shares-27.53%2026-03-312026-04-24

ABT ABBOTT LABORATORIES53.9K shares-40.39%2026-03-312026-04-24

Sponsored

KO COCA COLA CO72.1K shares-39.54%2026-03-312026-04-24

CSCO CISCO SYS INC65.5K shares-40.02%2026-03-312026-04-24

NOW SERVICENOW INC48.2K sharesnew addition2026-03-312026-04-24

PG PROCTER & GAMBLE CO32.4K sharesnew addition2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC8.9K shares-38.91%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC10.6K shares-30.69%2026-03-312026-04-24

FOXA FOX CORP68.7K shares-47.81%2026-03-312026-04-24

VTV VANGUARD INDEX FDS17.7K shares-47.96%2026-03-312026-04-24

Sponsored

VUG VANGUARD INDEX FDS7.8K shares-35.12%2026-03-312026-04-24

META META PLATFORMS INC5.7K shares-46.89%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS41.4K shares-34.25%2026-03-312026-04-24

ACWI ISHARES TR13.8K shares-28.25%2026-03-312026-04-24

AOA ISHARES TR14.4K shares-35.85%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-66.65%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO3.0K shares-92.59%2026-03-312026-04-24

IJH ISHARES TR13.3K shares-58.33%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC3.0K shares-71.48%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K shares252.40%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-19.26%2026-03-312026-04-24

AOR ISHARES TR11.8K shares-30.71%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC10.4K shares-65.06%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR13.5K shares-32.62%2026-03-312026-04-24

SHEL SHELL PLC7.1K shares-70.93%2026-03-312026-04-24

SMH VANECK ETF TRUST1.6K shares-35.24%2026-03-312026-04-24

Sponsored

BA BOEING CO3.1K shares-65.85%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 401.0K shares-34.25%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares-70.57%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR3.5K shares-12.62%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC3.4K shares-67.76%2026-03-312026-04-24

XBI SPDR SERIES TRUST3.6K shares-33.75%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS9.2K shares-32.53%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR3.7K shares-32.37%2026-03-312026-04-24

Sponsored

KLAC KLA CORP262 shares-80.46%2026-03-312026-04-24

TSLA TESLA INC888 shares-51.02%2026-03-312026-04-24

CME CME GROUP INC1.1K shares-74.58%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.6K shares-39.69%2026-03-312026-04-24

GEV GE VERNOVA INC361 sharesnew addition2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC367 shares-79.32%2026-03-312026-04-24

IJR ISHARES TR2.3K shares-34.69%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP3.1K shares-79.08%2026-03-312026-04-24

Sponsored

SHOP SHOPIFY INC2.4K shares-50.53%2026-03-312026-04-24

LDOS LEIDOS HOLDINGS INC1.5K shares-76.88%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION223 shares-75.73%2026-03-312026-04-24

AEM AGNICO EAGLE MINES LTD1.1K shares-74.67%2026-03-312026-04-24

ASTRAZENECA PLC ASTRAZENECA PLC1.0K sharesnew addition2026-03-312026-04-24

CENCORA INC CENCORA INC637 shares-76.84%2026-03-312026-04-24

BSV

VANGUARD BD INDEX FDS

-39.83%

Shares280.4K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD MALVERN FDS

-39.34%

Shares353.0K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD BD INDEX FDS

-39.80%

Shares228.2K

Event2026-03-31

Filed2026-04-24

BLV

VANGUARD BD INDEX FDS

-39.74%

Shares254.6K

Event2026-03-31

Filed2026-04-24

VWOB

VANGUARD WHITEHALL FDS

-39.52%

Shares198.9K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-37.95%

Shares48.9K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-51.52%

Shares39.7K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-41.10%

Shares26.4K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-42.90%

Shares15.2K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-43.98%

Shares30.6K

Event2026-03-31

Filed2026-04-24

LINDE PLC

-42.65%

Shares17.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-41.80%

Shares27.5K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

-39.46%

Shares35.2K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-59.53%

Shares64.8K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

-39.01%

Shares61.3K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

-43.95%

Shares33.5K

Event2026-03-31

Filed2026-04-24

SPG

SIMON PPTY GROUP INC NEW

-39.37%

Shares42.0K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-39.29%

Shares47.3K

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

-54.10%

Shares62.7K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-45.31%

Shares44.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-46.36%

Shares18.6K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

-39.60%

Shares50.7K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-49.58%

Shares13.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

1.25%

Shares35.3K

Event2026-03-31

Filed2026-04-24

REGIONS FINANCIAL CORP NEW

-39.24%

Shares233.8K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-38.15%

Shares24.8K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-39.17%

Shares19.2K

Event2026-03-31

Filed2026-04-24

MCK

MCKESSON CORP

-39.38%

Shares6.8K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

-40.10%

Shares65.0K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-39.85%

Shares25.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-27.53%

Shares26.6K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-40.39%

Shares53.9K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-39.54%

Shares72.1K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-40.02%

Shares65.5K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

New

Shares48.2K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

New

Shares32.4K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

-38.91%

Shares8.9K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

-30.69%

Shares10.6K

Event2026-03-31

Filed2026-04-24

FOXA

FOX CORP

-47.81%

Shares68.7K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-47.96%

Shares17.7K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-35.12%

Shares7.8K

Event2026-03-31

Filed2026-04-24