Greystone Financial Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $628 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $36.2M, Vanguard Sht Trm Inflt Prot Fd with a value of $30M, Vanguard Bd Index Fd Inc Long with a value of $29.7M, Vanguard Bd Index Fd Inc Inter with a value of $29.2M, and Apple Inc. with a value of $21.7M.
Examining the 13F form we can see an increase of $34.2M in the current position value, from $594M to 628M.
Below you can find more details about Greystone Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$628 Million
ETFs: $188 Million
Technology: $105 Million
Financial Services: $88.9 Million
Consumer Cyclical: $54.3 Million
Industrials: $47.3 Million
Healthcare: $45.2 Million
Communication Services: $34.1 Million
Consumer Defensive: $25.1 Million
Other: $40.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
