Greystone Financial Group, LLC Portfolio Holdings

Greystone Financial Group, LLC

  • $567 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $567 Million
  • Prior Value $557 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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