Greystone Financial Group, LLC Purchases in Q1 2025

Greystone Financial Group, LLC

  • $539 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
160K
New
$53.9 - $63.11 $8.63M - $10.1M
160K $9.76M
UNH
Unitedhealth Group Inc

Healthcare
17.5K
New
$461.52 - $548.18 $8.06M - $9.57M
17.5K $9.15M
FDX
Fedex Corp

Industrials
34.4K
New
$230.33 - $281.53 $7.93M - $9.7M
34.4K $8.4M
TJX
Tjx Companies Inc

Consumer Cyclical
66.9K
New
$112.81 - $126.16 $7.55M - $8.44M
66.9K $8.15M
RF
Regions Financial Corp

Financial Services
342K
New
$20.84 - $24.77 $7.14M - $8.48M
342K $7.44M
SRLN
Ssga Active Trust

ETFs
136K
New
$41.02 - $41.99 $5.56M - $5.69M
136K $5.57M
AMGN
Amgen Inc

Healthcare
6.2K
+ 25.43%
$258.59 - $327.36 $1.6M - $2.03M
30.6K $9.53M
WM
Waste Management Inc

Industrials
5.05K
+ 13.81%
$200.54 - $233.78 $1.01M - $1.18M
41.7K $9.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.3K
+ 7.82%
$73.78 - $76.59 $1.64M - $1.71M
307K $23.5M
CVX
Chevron Corp

Energy
4.19K
+ 7.45%
$146.71 - $167.97 $615K - $704K
60.5K $10.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14.8K
New
$68.32 - $75.06 $1.01M - $1.11M
14.8K $1.09M
GS
Goldman Sachs Group Inc

Financial Services
1.97K
New
$524.81 - $672.19 $1.03M - $1.32M
1.97K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
7.53K
+ 14.35%
$222.66 - $268.42 $1.68M - $2.02M
60K $14M
PLD
Prologis, Inc.

Real Estate
5.15K
+ 6.79%
$103.59 - $124.04 $534K - $639K
81K $9.05M
DIS
Walt Disney CO

Communication Services
20.5K
+ 24.06%
$96.87 - $114.0 $1.99M - $2.34M
106K $10.4M
SPG
Simon Property Group Inc

Real Estate
6.29K
+ 15.61%
$159.48 - $187.78 $1M - $1.18M
46.6K $7.74M
XLF
Financial Sector Spdr

ETFs
15.1K
New
$47.32 - $52.19 $716K - $790K
15.1K $744K
TQQQ
Proshares Ultrapro Qqq

ETFs
12.9K
New
$57.3 - $90.39 $737K - $1.16M
12.9K $737K
NUE
Nucor Corp

Basic Materials
5.29K
New
$114.48 - $142.52 $606K - $754K
5.29K $636K
COST
Costco Wholesale Corp

Consumer Defensive
671
New
$890.62 - $1076.86 $598K - $723K
671 $634K
JPM
Jpmorgan Chase & CO

Financial Services
859
+ 1.45%
$225.19 - $279.95 $193K - $240K
60.2K $14.8M
XLV
Select Sector Spdr Fund Health

ETFs
3.76K
New
$137.61 - $149.68 $517K - $562K
3.76K $542K
D
Dominion Energy, Inc

Utilities
4.71K
+ 4.1%
$52.85 - $57.43 $249K - $271K
120K $6.71M
EMR
Emerson Electric CO

Industrials
14K
+ 19.29%
$108.64 - $131.17 $1.52M - $1.84M
86.7K $9.51M
UBER
Uber Technologies, Inc

Technology
2.04K
+ 8.5%
$63.17 - $81.49 $129K - $166K
26K $1.9M
NFLX
Netflix Inc

Communication Services
376
+ 158.65%
$828.4 - $1058.6 $311K - $398K
613 $571K
AMZN
Amazon Com Inc

Consumer Cyclical
4.06K
+ 27.97%
$190.26 - $242.06 $773K - $983K
18.6K $3.54M
PG
Procter & Gamble CO

Consumer Defensive
1.18K
+ 2.95%
$158.56 - $176.26 $187K - $208K
41.2K $7.02M
META
Meta Platforms, Inc.

Communication Services
564
+ 16.6%
$576.36 - $736.67 $325K - $415K
3.96K $2.28M
ACWI
Ishares Msci Acwi ETF

ETFs
2.39K
+ 15.57%
$115.16 - $124.13 $276K - $297K
17.8K $2.07M
KLAC
Kla Corp

Technology
266
+ 18.99%
$636.62 - $777.63 $169K - $207K
1.67K $1.13M
CRM
Salesforce, Inc.

Technology
1.42K
+ 50.19%
$268.36 - $359.95 $381K - $511K
4.25K $1.14M
ETN
Eaton Corp PLC

Industrials
880
+ 41.53%
$271.83 - $371.23 $239K - $327K
3K $815K
LLY
Eli Lilly & CO

Healthcare
61
+ 7.13%
$725.72 - $929.72 $44.3K - $56.7K
916 $756K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.51K
+ 9.93%
$56.63 - $59.39 $85.6K - $89.8K
16.7K $961K
GOOG
Alphabet Inc.

Communication Services
1K
+ 29.53%
$156.06 - $207.71 $156K - $208K
4.39K $685K
ABC
Amerisourcebergen Corp

Healthcare
134
+ 4.12%
N/A
3.39K $627K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1.17K
+ 17.63%
$91.44 - $106.54 $107K - $124K
7.77K $713K
F
Ford Motor CO

Consumer Cyclical
218
+ 0.88%
$9.12 - $10.43 $1.99K - $2.27K
24.9K $250K
AOA
Ishares Tr Core Aggressive All

ETFs
142
+ 0.65%
$75.7 - $80.01 $10.7K - $11.4K
22.1K $1.69M
NEE
Nextera Energy Inc

Utilities
185
+ 1.27%
$66.96 - $76.16 $12.4K - $14.1K
14.7K $1.04M
Linde PLC
4.51K
+ 24.78%
N/A
22.7K $0
Blackrock Inc
1
+ 0.38%
N/A
267 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17
+ 0.25%
$49.78 - $53.19 $846 - $904
6.79K $343K
PANW
Palo Alto Networks Inc

Technology
508
+ 5.55%
$167.82 - $208.28 $85.3K - $106K
9.66K $1.65M
SHOP
Shopify Inc.

Technology
34
+ 0.74%
$90.59 - $129.31 $3.08K - $4.4K
4.6K $444K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.19%
$522.96 - $601.18 $1.57K - $1.8K
1.6K $854K
VUG
Vanguard Growth ETF

ETFs
1.02K
+ 9.39%
$369.1 - $427.61 $375K - $434K
11.8K $4.38M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
13
+ 0.56%
$211.47 - $267.17 $2.75K - $3.47K
2.34K $497K
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 39 Reductions 39 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