Greenbush Financial Group, LLC Top Holdings and 13F Report (2025) About Greenbush Financial Group, LLCInvestment ActivityGreenbush Financial Group, LLC has $229.52 million in total holdings as of June 30, 2025.Greenbush Financial Group, LLC owns shares of 32 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.40% of the portfolio was purchased this quarter.About 4.45% of the portfolio was sold this quarter.This quarter, Greenbush Financial Group, LLC has purchased 33 new stocks and bought additional shares in 26 stocks.Greenbush Financial Group, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $34,037,338Capital Group Growth ETF $20,016,636Vanguard Total Bond Market ETF $17,994,144CAPITAL GROUP CORE BALANCED $14,552,280Vanguard Value ETF $12,846,645 Largest Purchases this Quarter Vanguard S&P 500 ETF 16,962 shares (about $9.63M)CAPITAL GROUP CORE BALANCED 101,838 shares (about $3.41M)Capital Group Dividend Value ETF 33,190 shares (about $1.31M)Vanguard Total Bond Market ETF 12,972 shares (about $955.13K)Vanguard Value ETF 5,149 shares (about $910.03K) Largest Sales this Quarter JPMorgan Active Growth ETF 13,285 shares (about $1.14M)SPDR Gold Shares 2,322 shares (about $707.81K)Vanguard Mid-Cap ETF 2,160 shares (about $604.43K)Capital Group Growth ETF 6,060 shares (about $246.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenbush Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$34,037,338$9,634,881 ▲39.5%59,92214.8%ETFCGGRCapital Group Growth ETF$20,016,636$246,339 ▼-1.2%492,4148.7%ETFBNDVanguard Total Bond Market ETF$17,994,144$955,129 ▲5.6%244,3867.8%ETFCAPITAL GROUP CORE BALANCED$14,552,280$3,405,461 ▲30.6%435,1766.3%SHSVTVVanguard Value ETF$12,846,645$910,030 ▲7.6%72,6875.6%ETFVXUSVanguard Total International Stock ETF$12,557,167$413,711 ▲3.4%181,7515.5%ETFGLDSPDR Gold Shares$12,119,348$707,810 ▼-5.5%39,7585.3%FinanceCGDVCapital Group Dividend Value ETF$9,335,845$1,310,675 ▲16.3%236,4104.1%ETFCAPITAL GRP FIXED INCM ETF T$9,244,813$630,963 ▲7.3%351,5144.0%CORE BOND ETFVTIVanguard Total Stock Market ETF$9,155,155$312,132 ▲3.5%30,1234.0%ETFJGROJPMorgan Active Growth ETF$9,072,508$1,143,445 ▼-11.2%105,4084.0%ETFVOVanguard Mid-Cap ETF$8,230,065$604,432 ▼-6.8%29,4113.6%ETFCGCPCapital Group Core Plus Income ETF$8,037,062$563,197 ▲7.5%357,2033.5%ETFJCPBJPMorgan Core Plus Bond ETF$7,669,329$535,449 ▲7.5%162,9693.3%ETFMFS ACTIVE EXCHANGE TRADED F$7,195,480$693,903 ▲10.7%284,5623.1%VALUE ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,642,088$118,487 ▲2.6%92,3432.0%ManufacturingTSLATesla$3,871,689$803,690 ▲26.2%12,1881.7%Auto/Tires/TrucksNVDANVIDIA$3,837,265$209,811 ▲5.8%24,2881.7%Computer and TechnologyPANWPalo Alto Networks$3,450,987$117,871 ▲3.5%16,8641.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,172,537$110,838 ▲3.6%62,5991.4%ETFMSFTMicrosoft$3,116,293$134,302 ▲4.5%6,2651.4%Computer and TechnologyAMZNAmazon.com$2,845,506$167,176 ▲6.2%12,9701.2%Retail/WholesaleAAPLApple$2,728,089$85,964 ▲3.3%13,2971.2%Computer and TechnologyGOOGAlphabet$2,594,340$161,426 ▲6.6%14,6251.1%Computer and TechnologyMETAMeta Platforms$2,099,615$83,394 ▲4.1%2,8450.9%Computer and TechnologyAMDAdvanced Micro Devices$1,235,961$39,590 ▲3.3%8,7100.5%Computer and TechnologyGNRCGenerac$1,057,017$19,476 ▲1.9%7,3810.5%IndustrialsBSVVanguard Short-Term Bond ETF$1,055,912$156,061 ▲17.3%13,4170.5%ETFSPYSPDR S&P 500 ETF Trust$833,307$2,471 ▲0.3%1,3490.4%FinanceMSTRMicroStrategy$666,9800.0%1,6500.3%Computer and TechnologyMCDMcDonald's$234,721$5,554 ▲2.4%8030.1%Retail/WholesaleOPKOPKO Health$13,2000.0%10,0000.0%MedicalVBVanguard Small-Cap ETF$0$7,511,910 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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