The Analysis of Greenbush Financial Group, LLC's Holdings
Currently, Greenbush Financial Group, LLC holds 34 types of securities in its portfolio with a total value $294.1M. In the most recent quarter, they have increased their positions in N/A (+4.9K shares, valued at $3.1M), BND (+25.9K shares, valued at $1.9M), MFSV (+70.2K shares, valued at $1.9M); initiated new positions in PLTR (+1.9K shares, valued at $330.8K), NLR (+2.2K shares, valued at $273.6K), GEV (+347 shares, valued at $227.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGGR CAPITAL GROUP GROWTH ETF556.7K shares7.57%2025-12-312026-01-20
BND VANGUARD BD INDEX FDS280.7K shares10.18%2025-12-312026-01-20 CGBL CAPITAL GROUP CORE BALANCED515.0K shares11.34%2025-12-312026-01-20 GLD SPDR GOLD TR42.8K shares4.06%2025-12-312026-01-20 VTV VANGUARD INDEX FDS86.7K shares12.00%2025-12-312026-01-20 VXUS VANGUARD STAR FDS215.6K shares11.97%2025-12-312026-01-20 CGDV CAPITAL GROUP DIVIDEND294.2K shares16.64%2025-12-312026-01-20 JGRO J P MORGAN EXCHANGE TRADED131.9K shares14.63%2025-12-312026-01-20 CGCB CAPITAL GRP FIXED INCM ETF440.8K shares14.39%2025-12-312026-01-20 VTI VANGUARD INDEX FDS31.8K shares3.62%2025-12-312026-01-20 CGCP CAPITAL GRP FIXED INCM ETF452.0K shares16.80%2025-12-312026-01-20 MFSV MFS ACTIVE EXCHANGE TRADED384.8K shares22.31%2025-12-312026-01-20 VO VANGUARD INDEX FDS34.9K shares13.24%2025-12-312026-01-20 JCPB J P MORGAN EXCHANGE TRADED203.5K shares11.87%2025-12-312026-01-20 TSLA TESLA INC13.8K shares3.35%2025-12-312026-01-20 VTIP VANGUARD MALVERN FDS111.6K shares12.75%2025-12-312026-01-20 ALPHABET INC ALPHABET INC16.2K shares3.53%2025-12-312026-01-20 NVDA NVIDIA CORPORATION26.0K shares5.15%2025-12-312026-01-20 JPST J P MORGAN EXCHANGE TRADED92.5K shares28.69%2025-12-312026-01-20 AAPL APPLE INC16.5K shares14.09%2025-12-312026-01-20 AMZN AMAZON COM INC14.8K shares8.41%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC18.5K shares6.56%2025-12-312026-01-20 MSFT MICROSOFT CORP7.0K shares7.55%2025-12-312026-01-20 META META PLATFORMS INC3.1K shares5.20%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC9.5K shares5.08%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS20.4K shares17.30%2025-12-312026-01-20 GNRC GENERAC HLDGS INC8.3K shares8.59%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR1.4K shares0.29%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC1.9K sharesnew addition2025-12-312026-01-20 NLR VANECK ETF TRUST2.2K sharesnew addition2025-12-312026-01-20 MCD MCDONALDS CORP842 shares4.34%2025-12-312026-01-20 GEV GE VERNOVA INC347 sharesnew addition2025-12-312026-01-20 OPK OPKO HEALTH INC10.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available