Greystone Financial Group, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $567 Million distributed in 95 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 $29.2M, Ishares 0 5 Year High Yield CO with a value of $28.7M, Vanguard Bd Index Fd Inc Long with a value of $28.4M, Vanguard Bd Index Fd Inc Inter with a value of $21.3M, and Ishares Tr with a value of $21.2M.
Examining the 13F form we can see an increase of $9.79M in the current position value, from $557M to 567M.
Below you can find more details about Greystone Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$567 Million
ETFs: $180 Million
Technology: $92.7 Million
Financial Services: $69.4 Million
Healthcare: $50.5 Million
Industrials: $42.6 Million
Consumer Defensive: $36.4 Million
Communication Services: $32.7 Million
Utilities: $19.3 Million
Other: $43 Million
Stock Holdings Table Market Cap. of $200 Billions or more
