Greystone Financial Group, LLC Reduced Holdings in Q3 2025

Greystone Financial Group, LLC

  • $628 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-49.1K
- 97.38%
$150.47 - $161.22 $7.38M - $7.91M
1.32K $202K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-72K
- 16.15%
$76.16 - $78.59 $5.48M - $5.66M
374K $29.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-81K
- 16.21%
$67.48 - $71.55 $5.47M - $5.79M
419K $29.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-105K
- 15.1%
$49.78 - $50.75 $5.24M - $5.34M
592K $30M
DIS
Walt Disney CO

Communication Services
-26.8K
- 26.17%
$112.25 - $124.0 $3.01M - $3.32M
75.6K $8.66M
EMR
Emerson Electric CO

Industrials
-12.2K
- 12.58%
$128.6 - $149.63 $1.57M - $1.83M
84.7K $11.1M
AVGO
Broadcom Inc.

Technology
-14.5K
- 23.06%
$264.74 - $369.57 $3.85M - $5.37M
48.5K $16M
MS
Morgan Stanley

Financial Services
-14.5K
- 14.94%
$139.09 - $161.16 $2.02M - $2.34M
82.7K $13.1M
FOXA
Fox Corp

Communication Services
-25.3K
- 15.76%
$53.87 - $63.06 $1.36M - $1.6M
135K $8.54M
RF
Regions Financial Corp

Financial Services
-48.5K
- 13.17%
$24.03 - $27.41 $1.16M - $1.33M
320K $8.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.85K
- 8.97%
$62.09 - $66.51 $363K - $389K
59.3K $3.87M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1K
- 4.28%
$37.4 - $48.23 $37.5K - $48.4K
22.4K $839K
NFLX
Netflix Inc

Communication Services
-1
- 0.13%
$1147.87 - $1297.18 $1.15K - $1.3K
740 $887K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-33
- 0.41%
$89.59 - $104.45 $2.96K - $3.45K
7.93K $710K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.11K
- 2.78%
$72.57 - $74.72 $80.3K - $82.7K
38.8K $2.88M
META
Meta Platforms, Inc.

Communication Services
-50
- 1.17%
$695.21 - $791.73 $34.8K - $39.6K
4.24K $3.11M
AMZN
Amazon Com Inc

Consumer Cyclical
-209
- 1.03%
$211.65 - $238.24 $44.2K - $49.8K
20.2K $4.43M
PANW
Palo Alto Networks Inc

Technology
-131
- 1.34%
$167.06 - $208.19 $21.9K - $27.3K
9.66K $1.97M
LLY
Eli Lilly & CO

Healthcare
-20
- 1.7%
$625.65 - $812.69 $12.5K - $16.3K
1.16K $883K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-545
- 17.48%
$275.84 - $326.36 $150K - $178K
2.57K $839K
XLC
Select Sector Spdr Tr Communic

ETFs
-716
- 11.83%
$105.99 - $119.41 $75.9K - $85.5K
5.33K $631K
KLAC
Kla Corp

Technology
-304
- 18.2%
$843.9 - $1078.6 $257K - $328K
1.37K $1.47M
XLF
Financial Sector Spdr

ETFs
-744
- 3.86%
$51.37 - $54.25 $38.2K - $40.4K
18.6K $999K
ABC
Amerisourcebergen Corp

Healthcare
-25
- 0.92%
N/A
2.69K $498K
XLI
Industrial Sector Spdr

ETFs
-183
- 4.49%
$147.94 - $154.99 $27.1K - $28.4K
3.9K $601K
F
Ford Motor CO

Consumer Cyclical
-2.24K
- 9.1%
$10.82 - $12.09 $24.2K - $27K
22.3K $266K
Blackrock Inc
-2
- 0.74%
N/A
270 $0
HCA
Hca Healthcare, Inc.

Healthcare
-72
- 9.25%
$334.32 - $426.2 $24.1K - $30.7K
706 $300K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-686
- 4.85%
$42.67 - $46.91 $29.3K - $32.2K
13.5K $629K
GS
Goldman Sachs Group Inc

Financial Services
-182
- 9.1%
$696.56 - $806.32 $127K - $147K
1.82K $1.45M
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 2.68%
$620.67 - $670.08 $18.6K - $20.1K
1.09K $730K
SCHW
Schwab Charles Corp

Financial Services
-215
- 1.47%
$91.03 - $98.69 $19.6K - $21.2K
14.4K $1.37M
VUG
Vanguard Growth ETF

ETFs
-981
- 7.69%
$433.97 - $484.08 $426K - $475K
11.8K $5.65M
VEA
Vanguard Ftse Developed Market

ETFs
-1.59K
- 2.51%
$56.02 - $60.3 $89.1K - $95.9K
61.8K $3.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 0.3%
$617.65 - $666.84 $5.56K - $6K
2.96K $1.97M
HOOD
Robinhood Markets, Inc.

Technology
-1.35K
- 19.81%
$91.27 - $143.18 $123K - $193K
5.45K $780K
VTV
Vanguard Value ETF

ETFs
-953
- 2.77%
$175.51 - $186.57 $167K - $178K
33.5K $6.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-765
- 10.68%
$224.68 - $282.71 $172K - $216K
6.4K $1.79M
LDOS
Leidos Holdings, Inc.

Technology
-61
- 0.98%
$159.2 - $188.96 $9.71K - $11.5K
6.14K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-4.1K
- 6.86%
$282.78 - $316.06 $1.16M - $1.3M
55.6K $17.6M
LMT
Lockheed Martin Corp

Industrials
-1.59K
- 5.51%
$410.74 - $499.21 $653K - $793K
27.3K $13.6M
AXP
American Express CO

Financial Services
-1.09K
- 2.3%
$294.27 - $342.31 $320K - $372K
46.1K $15.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-101
- 1.42%
$546.99 - $602.2 $55.2K - $60.8K
7.02K $4.22M
MSFT
Microsoft Corp

Technology
-839
- 2.34%
$491.09 - $535.64 $412K - $449K
35K $18.1M
GOOGL
Alphabet Inc.

Communication Services
-659
- 5.3%
$174.36 - $254.72 $115K - $168K
11.8K $2.86M
WMT
Walmart Inc.

Consumer Defensive
-1.5K
- 0.9%
$94.4 - $104.27 $142K - $157K
166K $17.1M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.16K
- 8.26%
$121.35 - $144.54 $869K - $1.03M
79.5K $11.5M
NVDA
Nvidia Corp

Technology
-1.13K
- 3.06%
$153.3 - $186.58 $173K - $210K
35.7K $6.67M
CVX
Chevron Corp

Energy
-499
- 0.62%
$145.57 - $161.83 $72.6K - $80.8K
79.4K $12.3M
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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