The Analysis of Greystone Financial Group, LLC's Holdings
Currently, Greystone Financial Group, LLC holds 97 types of securities in its portfolio with a total value $640.7M. In the most recent quarter, they have increased their positions in META (+6.4K shares, valued at $4.3M), AMZN (+16.6K shares, valued at $3.8M), RF (+65.0K shares, valued at $1.8M); decreased their positions in IBM (-9.0K shares, valued at $2.7M), BND (-32.4K shares, valued at $2.4M), SBUX (-27.9K shares, valued at $2.3M); initiated new positions in AEM (+4.3K shares, valued at $725.6K), N/A (+2.7K shares, valued at $711.8K), XBI (+5.4K shares, valued at $657.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSV VANGUARD BD INDEX FDS466.1K shares1.62%2025-12-312026-01-27
BIV VANGUARD BD INDEX FDS379.0K shares1.41%2025-12-312026-01-27 BLV VANGUARD BD INDEX FDS422.4K shares0.91%2025-12-312026-01-27 VTIP VANGUARD MALVERN FDS581.9K shares-1.73%2025-12-312026-01-27 AAPL APPLE INC81.9K shares-4.13%2025-12-312026-01-27 VWOB VANGUARD WHITEHALL FDS328.8K shares1.17%2025-12-312026-01-27 WMT WALMART INC160.0K shares-3.77%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.54.6K shares-1.83%2025-12-312026-01-27 MSFT MICROSOFT CORP34.7K shares-0.84%2025-12-312026-01-27 BROADCOM INC BROADCOM INC47.3K shares-2.39%2025-12-312026-01-27 BK BANK NEW YORK MELLON CORP136.7K shares-2.74%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO41.0K shares-11.05%2025-12-312026-01-27 AMGN AMGEN INC44.9K shares-6.65%2025-12-312026-01-27 LOW LOWES COS INC59.8K shares-0.82%2025-12-312026-01-27 MS MORGAN STANLEY80.6K shares-2.53%2025-12-312026-01-27 LINDE PLC LINDE PLC30.5K shares12.27%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP26.7K shares-2.10%2025-12-312026-01-27 SPG SIMON PPTY GROUP INC NEW69.3K shares-2.19%2025-12-312026-01-27 WM WASTE MGMT INC DEL58.1K shares8.08%2025-12-312026-01-27 CVX CHEVRON CORP NEW78.7K shares-0.84%2025-12-312026-01-27 TJX TJX COS INC NEW77.9K shares-2.04%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS40.0K shares-18.30%2025-12-312026-01-27 ABT ABBOTT LABS90.5K shares-0.34%2025-12-312026-01-27 EMR EMERSON ELEC CO83.9K shares-1.01%2025-12-312026-01-27 RF REGIONS FINANCIAL CORP NEW384.8K shares20.33%2025-12-312026-01-27 MCD MCDONALDS CORP31.6K shares-1.93%2025-12-312026-01-27 FOXA FOX CORP131.5K shares-2.83%2025-12-312026-01-27 SBUX STARBUCKS CORP108.6K shares-20.44%2025-12-312026-01-27 MCK MCKESSON CORP11.1K shares-2.60%2025-12-312026-01-27 AMZN AMAZON COM INC36.8K shares82.21%2025-12-312026-01-27 TMO THERMO FISHER SCIENTIFIC INC14.6K shares-1.66%2025-12-312026-01-27 CSCO CISCO SYS INC109.2K shares-12.77%2025-12-312026-01-27 KO COCA COLA CO119.3K shares14.59%2025-12-312026-01-27 HON HONEYWELL INTL INC42.7K shares15.58%2025-12-312026-01-27 TMUS T-MOBILE US INC39.2K shares9.64%2025-12-312026-01-27 CRWD CROWDSTRIKE HLDGS INC15.3K shares-13.27%2025-12-312026-01-27 META META PLATFORMS INC10.7K shares152.12%2025-12-312026-01-27 NVDA NVIDIA CORPORATION34.9K shares-2.28%2025-12-312026-01-27 VTV VANGUARD INDEX FDS33.9K shares1.43%2025-12-312026-01-27 VUG VANGUARD INDEX FDS12.0K shares1.72%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS62.9K shares1.77%2025-12-312026-01-27 ALPHABET INC ALPHABET INC10.6K shares-10.39%2025-12-312026-01-27 ACWI ISHARES TR19.3K shares6.18%2025-12-312026-01-27 VBIL VANGUARD INSTL INDEX FD32.4K shares6.70%2025-12-312026-01-27 UBER UBER TECHNOLOGIES INC29.8K shares9.73%2025-12-312026-01-27 IJH ISHARES TR32.0K shares-46.05%2025-12-312026-01-27 AOA ISHARES TR22.4K shares-1.94%2025-12-312026-01-27 BA BOEING CO9.2K shares4.30%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC10.6K shares9.81%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD6.0K shares-6.45%2025-12-312026-01-27 SHEL SHELL PLC24.3K shares0.84%2025-12-312026-01-27 KLAC KLA CORP1.3K shares-1.83%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC1.8K shares-2.42%2025-12-312026-01-27 ALPHABET INC ALPHABET INC4.7K shares21.46%2025-12-312026-01-27 SCHW SCHWAB CHARLES CORP14.7K shares1.96%2025-12-312026-01-27 CME CME GROUP INC4.4K shares1.70%2025-12-312026-01-27 LDOS LEIDOS HOLDINGS INC6.3K shares2.69%2025-12-312026-01-27 AOR ISHARES TR17.0K shares3.34%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR20.0K shares7.74%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR1.5K shares-48.99%2025-12-312026-01-27 LLY ELI LILLY & CO925 shares-20.12%2025-12-312026-01-27 NFLX NETFLIX INC10.5K shares1319.59%2025-12-312026-01-27 CENCORA INC CENCORA INC2.8K shares2.12%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares-5.04%2025-12-312026-01-27 SMH VANECK ETF TRUST2.5K shares-1.24%2025-12-312026-01-27 VGSH VANGUARD SCOTTSDALE FDS15.5K shares19.56%2025-12-312026-01-27 TSLA TESLA INC1.8K shares2.03%2025-12-312026-01-27 AZN ASTRAZENECA PLC8.7K shares-0.54%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW919 shares3.61%2025-12-312026-01-27 SHOP SHOPIFY INC4.8K shares1.87%2025-12-312026-01-27 CEG CONSTELLATION ENERGY CORP2.1K shares-14.60%2025-12-312026-01-27 AEM AGNICO EAGLE MINES LTD4.3K sharesnew addition2025-12-312026-01-27 XBI SPDR SERIES TRUST5.4K sharesnew addition2025-12-312026-01-27 XLC SELECT SECTOR SPDR TR5.5K shares2.51%2025-12-312026-01-27 SPEM SPDR INDEX SHS FDS13.7K shares1.76%2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR4.0K shares2.87%2025-12-312026-01-27 HOOD ROBINHOOD MKTS INC5.0K shares-8.36%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC2.6K shares-0.08%2025-12-312026-01-27 NSC NORFOLK SOUTHN CORP1.9K shares0.00%2025-12-312026-01-27 BAC BANK AMERICA CORP9.1K shares0.00%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS6.4K shares-83.62%2025-12-312026-01-27 IJR ISHARES TR3.6K shares-47.80%2025-12-312026-01-27 SPYV SPDR SERIES TRUST6.8K shares0.00%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.5K shares-2.59%2025-12-312026-01-27 HCA HCA HEALTHCARE INC667 shares-5.52%2025-12-312026-01-27 LHX L3HARRIS TECHNOLOGIES INC748 shares0.00%2025-12-312026-01-27 OEF ISHARES TR586 sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available