Greystone Financial Group, LLC Purchases in Q3 2025

Greystone Financial Group, LLC

  • $628 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
325K
New
N/A
325K $20.3M
MCD
Mcdonalds Corp

Consumer Cyclical
32.2K
New
$291.67 - $316.99 $9.4M - $10.2M
32.2K $9.8M
CSCO
Cisco Systems, Inc.

Technology
125K
New
$66.2 - $71.79 $8.29M - $8.99M
125K $8.56M
TMUS
T Mobile Us, Inc.

Communication Services
35.8K
New
$226.02 - $259.01 $8.08M - $9.26M
35.8K $8.56M
TMO
Thermo Fisher Scientific Inc.

Healthcare
14.8K
New
$404.94 - $499.99 $6M - $7.41M
14.8K $7.19M
AAPL
Apple Inc.

Technology
2.86K
+ 3.46%
$202.38 - $256.87 $578K - $734K
85.4K $21.7M
SPG
Simon Property Group Inc

Real Estate
17.4K
+ 32.62%
$159.93 - $187.67 $2.79M - $3.27M
70.8K $13.3M
IBM
International Business Machines Corp

Technology
11.5K
+ 30.64%
$234.77 - $292.47 $2.7M - $3.36M
49K $13.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24.1K
+ 5.55%
$78.11 - $79.07 $1.88M - $1.91M
459K $36.2M
DUK
Duke Energy Corp

Utilities
10.6K
+ 12.72%
$116.31 - $125.93 $1.23M - $1.33M
93.8K $11.6M
WM
Waste Management Inc

Industrials
6.8K
+ 14.49%
$213.88 - $237.1 $1.45M - $1.61M
53.7K $11.9M
AMGN
Amgen Inc

Healthcare
2.55K
+ 5.6%
$271.18 - $309.22 $692K - $789K
48.1K $13.6M
CEG
Constellation Energy Corp

Utilities
2.49K
New
$298.82 - $354.89 $743K - $882K
2.49K $818K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.88K
New
$108.46 - $120.63 $746K - $830K
6.88K $817K
VGSH
Vanguard

ETFs
13K
New
$58.43 - $58.88 $760K - $765K
13K $765K
APO
Apollo Global Management, Inc.

Financial Services
5.69K
New
$131.55 - $156.05 $748K - $888K
5.69K $758K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
364
+ 1.35%
$459.11 - $506.91 $167K - $185K
27.2K $13.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.73K
+ 10.88%
$412.46 - $514.1 $714K - $890K
17.7K $8.66M
MCK
Mckesson Corp

Healthcare
88
+ 0.78%
$659.01 - $772.54 $58K - $68K
11.4K $8.83M
SPOT
Spotify Technology S.A.

Communication Services
706
New
$620.01 - $738.53 $438K - $521K
706 $492K
UBER
Uber Technologies, Inc

Technology
1.76K
+ 6.94%
$86.91 - $99.57 $153K - $175K
27.2K $2.66M
JNJ
Johnson & Johnson

Healthcare
1.55K
New
$155.17 - $185.42 $240K - $286K
1.55K $286K
TSLA
Tesla, Inc.

Consumer Cyclical
92
+ 5.46%
$293.94 - $444.72 $27K - $40.9K
1.78K $790K
LHX
L3 Harris Technologies, Inc.

Industrials
748
New
$252.18 - $305.41 $189K - $228K
748 $228K
ACWI
Ishares Msci Acwi ETF

ETFs
47
+ 0.26%
$128.32 - $138.41 $6.03K - $6.51K
18.2K $2.51M
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.73%
$184.85 - $231.54 $4.62K - $5.79K
3.46K $801K
SHOP
Shopify Inc.

Technology
60
+ 1.29%
$112.11 - $157.12 $6.73K - $9.43K
4.71K $699K
AOA
Ishares Tr Core Aggressive All

ETFs
349
+ 1.55%
$82.71 - $88.14 $28.9K - $30.8K
22.8K $2.01M
COST
Costco Wholesale Corp

Consumer Defensive
185
+ 26.35%
$915.95 - $994.57 $169K - $184K
887 $821K
AOR
Ishares Tr Core Growth Allocat

ETFs
796
+ 5.09%
$60.99 - $64.39 $48.5K - $51.3K
16.4K $1.06M
CME
Cme Group Inc.

Financial Services
328
+ 8.25%
$258.83 - $287.1 $84.9K - $94.2K
4.31K $1.16M
AZN
Astrazeneca PLC

Healthcare
102
+ 1.19%
$68.72 - $82.11 $7.01K - $8.38K
8.71K $668K
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.04%
$134.8 - $184.42 $135 - $184
2.62K $423K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.19%
$567.09 - $607.37 $1.7K - $1.82K
1.61K $958K
SHEL
Shell PLC

Energy
261
+ 1.1%
$69.82 - $73.93 $18.2K - $19.3K
24.1K $1.72M
Vanguard Instl Index Fd
30.3K
New
N/A
30.3K $0
Linde PLC
223
+ 0.83%
N/A
27.2K $0
ABT
Abbott Laboratories

Healthcare
102
+ 0.11%
$120.51 - $136.62 $12.3K - $13.9K
90.8K $12.2M
HON
Honeywell International Inc

Industrials
2.72K
+ 7.97%
$207.7 - $240.4 $566K - $655K
36.9K $7.77M
KO
Coca Cola CO

Consumer Defensive
1.1K
+ 1.07%
$65.67 - $71.67 $72.1K - $78.7K
104K $6.9M
SBUX
Starbucks Corp

Consumer Cyclical
3.12K
+ 2.34%
$81.9 - $96.86 $256K - $302K
136K $11.5M
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greystone Financial Group, LLC Portfolio

Follow Greystone Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greystone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greystone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email