Greystone Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Bloomfield Hills, MI
CIK
0001845302
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 99 511,275 BLV, SHYG, BIV, EMB 13F-HR 8/6/2024 000184530224000007
Q1 2024 104 501,083 BLV, SHYG, EMB, BIV 13F-HR 4/22/2024 000184530224000005
Q4 2023 104 431,966 AGG, BLV, FLOT, SHYG 13F-HR 2/14/2024 000184530224000003
Q3 2023 104 400,767 AGG, SRLN, FLOT, SHYG 13F-HR 11/1/2023 000184530223000010
Q2 2023 106 431,420 AGG, BLV, EMB, BIV 13F-HR 7/18/2023 000184530223000007
Q1 2023 94 396,604 BIV, SRLN, MSFT, BLV 13F-HR 4/25/2023 000184530223000005
Q4 2022 71 340,219 SRLN, VCSH, VGIT, MSFT 13F-HR 1/23/2023 000184530223000002
Q3 2022 67 294,753 VCSH, VGIT, SRLN, MSFT 13F-HR 10/25/2022 000184530222000011
Q2 2022 68 320,767 SHYG, AAPL, LMT, SRLN 13F-HR 8/3/2022 000184530222000009
Q1 2022 81 395,687 SHYG, CVX, SRLN, SCHP 13F-HR 5/2/2022 000184530222000007
Q4 2021 84 417,308 SCHP, PFF, SHYG, SRLN 13F-HR 2/1/2022 000184530222000003
Q3 2021 83 336,381 SCHP, SHY, SHYG, FALN 13F-HR 11/3/2021 000184530221000002
Q2 2021 86 402,195 SCHP, SHYG, SHY, AAPL 13F-HR 8/13/2021 000090572921000172
Q1 2021 84 397,788 SCHP, SHY, SHYG, AAPL 13F-HR 5/13/2021 000090572921000114
Q4 2020 98 367,314 HYG, PARA, LQD, AAPL 13F-HR 2/12/2021 000090572921000032