Greystone Financial Group, LLC Portfolio Holdings

Greystone Financial Group, LLC

  • $628 Million
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.22B
$710,000 0.11% of portfolio
7,931
Q3 2025 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $628 Million
  • Prior Value $594 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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