Greystone Financial Group, LLC Sells in Q1 2025

Greystone Financial Group, LLC

  • $539 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-46.8K
- 97.88%
$201.62 - $250.59 $9.43M - $11.7M
1.02K $208K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-131K
- 31.71%
$66.9 - $71.57 $8.79M - $9.41M
283K $19.8M
AVGO
Broadcom Inc.

Technology
-11.7K
- 14.38%
$167.43 - $244.7 $1.96M - $2.87M
69.7K $11.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-81.1K
- 21.49%
$76.94 - $78.28 $6.24M - $6.35M
296K $23.2M
EMB
Ishares Tr

ETFs
-44.6K
- 18.73%
$88.64 - $92.03 $3.95M - $4.1M
193K $17.5M
SRE
Sempra Energy

Utilities
-16.1K
- 11.68%
$67.85 - $87.67 $1.09M - $1.41M
121K $8.66M
AAPL
Apple Inc.

Technology
-1.12K
- 1.34%
$209.68 - $247.1 $235K - $277K
82.5K $18.3M
AXP
American Express CO

Financial Services
-2.49K
- 4.96%
$255.39 - $325.87 $635K - $810K
47.6K $12.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-25.9K
- 3.84%
$42.38 - $43.28 $1.1M - $1.12M
647K $27.5M
MS
Morgan Stanley

Financial Services
-2.04K
- 2.04%
$111.68 - $141.08 $228K - $288K
97.9K $11.4M
HON
Honeywell International Inc

Industrials
-1.28K
- 2.67%
$202.75 - $226.52 $259K - $289K
46.5K $9.85M
FOXA
Fox Corp

Communication Services
-45.2K
- 21.91%
$47.9 - $58.0 $2.17M - $2.62M
161K $9.12M
IBM
International Business Machines Corp

Technology
-7.54K
- 16.67%
$217.4 - $264.74 $1.64M - $2M
37.7K $9.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.79K
- 13.52%
$57.21 - $65.8 $331K - $381K
37.1K $2.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-831
- 8.21%
$165.25 - $224.62 $137K - $187K
9.3K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-343
- 5.21%
$468.34 - $539.52 $161K - $185K
6.24K $2.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.94K
- 46.2%
$102.49 - $119.96 $301K - $352K
3.42K $355K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-579
- 20.66%
$507.05 - $563.67 $294K - $326K
2.22K $1.14M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.15K
- 8.04%
$45.72 - $51.73 $144K - $163K
36K $1.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.41K
- 6.64%
$308.86 - $455.36 $434K - $640K
19.8K $6.97M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-247
- 6.68%
$497.6 - $606.74 $123K - $150K
3.45K $1.72M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.61K
- 14.75%
$48.43 - $49.9 $175K - $180K
20.9K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
-6.81K
- 10.3%
$47.4 - $52.99 $323K - $361K
59.3K $3.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 0.6%
$551.42 - $612.93 $9.93K - $11K
2.98K $1.67M
DKNG
Draft Kings Inc.

Consumer Cyclical
-306
- 1.53%
$33.21 - $53.49 $10.2K - $16.4K
19.6K $693K
AMD
Advanced Micro Devices Inc

Technology
-7
- 0.27%
$96.63 - $129.55 $676 - $907
2.63K $270K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.23K
- 3.36%
$71.17 - $73.66 $87.6K - $90.7K
35.4K $2.6M
CME
Cme Group Inc.

Financial Services
-674
- 14.11%
$225.82 - $266.54 $152K - $180K
4.1K $1.09M
XLC
Select Sector Spdr Tr Communic

ETFs
-112
- 1.82%
$94.84 - $105.31 $10.6K - $11.8K
6.03K $577K
BUG
Global X Fds Cybersecurity ETF

ETFs
-215
- 1.71%
$31.56 - $36.78 $6.79K - $7.91K
12.4K $406K
HCA
Hca Healthcare, Inc.

Healthcare
-93
- 9.93%
$296.7 - $345.55 $27.6K - $32.1K
844 $291K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-89
- 1.14%
$48.65 - $53.06 $4.33K - $4.72K
7.7K $400K
SCHW
Schwab Charles Corp

Financial Services
-394
- 2.62%
$71.24 - $83.64 $28.1K - $33K
14.7K $1.15M
SHEL
Shell PLC

Energy
-120
- 0.51%
$62.84 - $73.29 $7.54K - $8.79K
23.3K $1.7M
BK
Bank Of New York Mellon Corp

Financial Services
-8.64K
- 5.5%
$75.42 - $88.95 $652K - $769K
149K $12.5M
ABT
Abbott Laboratories

Healthcare
-10.7K
- 10.54%
$111.1 - $140.22 $1.18M - $1.5M
90.5K $12M
KO
Coca Cola CO

Consumer Defensive
-5.77K
- 5.33%
$60.81 - $72.32 $351K - $417K
103K $7.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.8K
- 6.24%
$442.66 - $534.52 $797K - $963K
27.1K $14.2M
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
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