Greystone Financial Group, LLC Incresed Positions in Q3 2025

Greystone Financial Group, LLC

  • $628 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
BA
Boeing CO

Industrials
5.7K
+ 183.31%
$209.79 - $237.38 $1.2M - $1.35M
8.81K $1.9M
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
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
UBER
Uber Technologies, Inc

Technology
1.76K
+ 6.94%
$86.91 - $99.57 $153K - $175K
27.2K $2.66M
TSLA
Tesla, Inc.

Consumer Cyclical
92
+ 5.46%
$293.94 - $444.72 $27K - $40.9K
1.78K $790K
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
AZN
Astrazeneca PLC

Healthcare
102
+ 1.19%
$68.72 - $82.11 $7.01K - $8.38K
8.71K $668K
CME
Cme Group Inc.

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