Greystone Financial Group, LLC Reduced Holdings in Q3 2024

Greystone Financial Group, LLC

  • $557 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
-608K
- 95.89%
$9.71 - $14.55 $5.9M - $8.84M
26.1K $275K
PG
Procter & Gamble CO

Consumer Defensive
-8.41K
- 18.01%
$160.76 - $177.82 $1.35M - $1.5M
38.3K $6.63M
VUG
Vanguard Growth ETF

ETFs
-2.73K
- 22.16%
$341.08 - $391.94 $931K - $1.07M
9.59K $3.68M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.73K
- 70.83%
$191.76 - $263.26 $715K - $982K
1.54K $401K
XLV
Select Sector Spdr Fund Health

ETFs
-2.24K
- 47.82%
$143.3 - $157.24 $322K - $353K
2.45K $377K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-588
- 41.88%
$523.84 - $572.02 $308K - $336K
816 $464K
SHEL
Shell PLC

Energy
-68
- 0.31%
$65.65 - $73.28 $4.46K - $4.98K
21.7K $1.43M
CRM
Salesforce, Inc.

Technology
-709
- 19.72%
$238.42 - $276.53 $169K - $196K
2.89K $789K
STZ
Constellation Brands, Inc.

Consumer Defensive
-376
- 13.28%
$236.42 - $259.82 $88.9K - $97.7K
2.46K $632K
ADBE
Adobe Inc.

Technology
-6
- 0.47%
$508.13 - $586.55 $3.05K - $3.52K
1.26K $653K
Ge Healthcare Technologies I
-734
- 9.86%
N/A
6.71K $0
AOR
Ishares Tr Core Growth Allocat

ETFs
-630
- 4.0%
$55.15 - $59.31 $34.7K - $37.4K
15.1K $896K
CME
Cme Group Inc.

Financial Services
-385
- 7.6%
$193.43 - $220.62 $74.5K - $84.9K
4.68K $1.03M
BK
Bank Of New York Mellon Corp

Financial Services
-20.1K
- 11.59%
$59.54 - $72.17 $1.2M - $1.45M
154K $11M
IBM
International Business Machines Corp

Technology
-8.02K
- 15.64%
$175.1 - $223.38 $1.4M - $1.79M
43.3K $9.57M
ABT
Abbott Laboratories

Healthcare
-2.68K
- 2.69%
$100.07 - $118.13 $268K - $316K
96.6K $11M
PLD
Prologis, Inc.

Real Estate
-90
- 0.16%
$111.95 - $132.43 $10.1K - $11.9K
57.7K $7.29M
FOXA
Fox Corp

Communication Services
-15.3K
- 7.04%
$34.12 - $42.33 $523K - $648K
202K $8.56M
WMT
Walmart Inc.

Consumer Defensive
-5.68K
- 3.15%
$66.91 - $81.4 $380K - $463K
175K $14.1M
LMT
Lockheed Martin Corp

Industrials
-2.09K
- 7.64%
$460.3 - $584.56 $960K - $1.22M
25.2K $14.7M
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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