Greystone Financial Group, LLC Top Holdings and 13F Report (2025) About Greystone Financial Group, LLCInvestment ActivityGreystone Financial Group, LLC has $645.41 million in total holdings as of September 30, 2025.Greystone Financial Group, LLC owns shares of 100 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 12.23% of the portfolio was purchased this quarter.About 10.96% of the portfolio was sold this quarter.This quarter, Greystone Financial Group, LLC has purchased 94 new stocks and bought additional shares in 29 stocks.Greystone Financial Group, LLC sold shares of 52 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $36,192,263Vanguard Short-Term Inflation-Protected Securities ETF $29,980,195Vanguard Long-Term Bond ETF $29,659,189Vanguard Intermediate-Term Bond ETF $29,185,499Apple $21,745,261 Largest New Holdings this Quarter 921946885 - Vanguard Emerging Markets Government Bond ETF $21,742,768 Holding580135101 - McDonald's $9,796,806 Holding17275R102 - Cisco Systems $8,563,305 Holding872590104 - T-Mobile US $8,560,947 Holding883556102 - Thermo Fisher Scientific $7,187,511 Holding Largest Purchases this Quarter Vanguard Emerging Markets Government Bond ETF 325,004 shares (about $21.74M)McDonald's 32,238 shares (about $9.80M)Cisco Systems 125,158 shares (about $8.56M)T-Mobile US 35,763 shares (about $8.56M)Thermo Fisher Scientific 14,819 shares (about $7.19M) Largest Sales this Quarter Procter & Gamble 49,066 shares (about $7.54M)Vanguard Long-Term Bond ETF 80,992 shares (about $5.74M)Vanguard Intermediate-Term Bond ETF 71,959 shares (about $5.62M)Vanguard Short-Term Inflation-Protected Securities ETF 105,318 shares (about $5.33M)Broadcom 14,533 shares (about $4.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreystone Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$36,192,263$1,902,522 ▲5.5%458,6525.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$29,980,195$5,332,249 ▼-15.1%592,1434.6%ManufacturingBLVVanguard Long-Term Bond ETF$29,659,189$5,738,290 ▼-16.2%418,6194.6%ETFBIVVanguard Intermediate-Term Bond ETF$29,185,499$5,619,276 ▼-16.1%373,7424.5%ETFAAPLApple$21,745,261$727,482 ▲3.5%85,3993.4%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$21,742,768$21,742,768 ▲New Holding325,0043.4%ETFMSFTMicrosoft$18,125,525$434,557 ▼-2.3%34,9952.8%Computer and TechnologyJPMJPMorgan Chase & Co.$17,552,327$1,292,625 ▼-6.9%55,6462.7%FinanceWMTWalmart$17,134,890$154,899 ▼-0.9%166,2612.7%Retail/WholesaleAVGOBroadcom$15,997,713$4,794,596 ▼-23.1%48,4912.5%Computer and TechnologyBKBank of New York Mellon$15,309,665$1,482,185 ▼-8.8%140,5072.4%FinanceAXPAmerican Express$15,305,094$361,062 ▼-2.3%46,0772.4%FinanceLOWLowe's Companies$15,149,214$180,692 ▼-1.2%60,2812.3%Retail/WholesaleIBMInternational Business Machines$13,827,634$3,243,171 ▲30.6%49,0062.1%Computer and TechnologyBRK.BBerkshire Hathaway$13,696,146$182,997 ▲1.4%27,2432.1%FinanceLMTLockheed Martin$13,607,080$793,251 ▼-5.5%27,2572.1%AerospaceAMGNAmgen$13,570,716$720,174 ▲5.6%48,0892.1%MedicalSPGSimon Property Group$13,291,020$3,268,847 ▲32.6%70,8212.1%FinanceMSMorgan Stanley$13,142,023$2,307,623 ▼-14.9%82,6752.0%FinanceLINDE PLC$12,901,950$105,925 ▲0.8%27,1622.0%SHSCVXChevron$12,332,184$77,490 ▼-0.6%79,4141.9%EnergyABTAbbott Laboratories$12,158,317$13,662 ▲0.1%90,7741.9%MedicalWMWaste Management$11,864,754$1,501,423 ▲14.5%53,7281.8%Business ServicesDUKDuke Energy$11,603,543$1,309,275 ▲12.7%93,7661.8%UtilitiesSBUXStarbucks$11,544,576$264,036 ▲2.3%136,4611.8%Retail/WholesaleTJXTJX Companies$11,497,145$1,034,762 ▼-8.3%79,5431.8%Retail/WholesaleEMREmerson Electric$11,116,192$1,600,265 ▼-12.6%84,7401.7%IndustrialsMCDMcDonald's$9,796,806$9,796,806 ▲New Holding32,2381.5%Retail/WholesaleMCKMcKesson$8,834,824$67,984 ▲0.8%11,4361.4%MedicalCRWDCrowdStrike$8,657,659$849,338 ▲10.9%17,6551.3%Computer and TechnologyDISWalt Disney$8,655,284$3,068,600 ▼-26.2%75,5921.3%Consumer DiscretionaryCSCOCisco Systems$8,563,305$8,563,305 ▲New Holding125,1581.3%Computer and TechnologyTMUST-Mobile US$8,560,947$8,560,947 ▲New Holding35,7631.3%Computer and TechnologyFOXAFOX$8,536,219$1,596,990 ▼-15.8%135,3671.3%Consumer DiscretionaryRFRegions Financial$8,431,728$1,278,444 ▼-13.2%319,7471.3%FinanceHONHoneywell International$7,768,070$573,401 ▲8.0%36,9031.2%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$7,187,511$7,187,511 ▲New Holding14,8191.1%MedicalKOCocaCola$6,902,063$72,819 ▲1.1%104,0721.1%Consumer StaplesNVDANVIDIA$6,665,454$210,464 ▼-3.1%35,7241.0%Computer and TechnologyVTVVanguard Value ETF$6,239,023$177,725 ▼-2.8%33,4551.0%ETFVUGVanguard Growth ETF$5,649,806$470,497 ▼-7.7%11,7800.9%ETFAMZNAmazon.com$4,428,727$45,890 ▼-1.0%20,1700.7%Retail/WholesaleQQQInvesco QQQ$4,215,103$60,636 ▼-1.4%7,0210.7%FinanceIJHiShares Core S&P Mid-Cap ETF$3,872,086$381,772 ▼-9.0%59,3330.6%ETFVEAVanguard FTSE Developed Markets ETF$3,705,204$95,273 ▼-2.5%61,8360.6%ETFMETAMeta Platforms$3,110,922$36,720 ▼-1.2%4,2360.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,883,582$82,329 ▼-2.8%38,7730.4%ETFGOOGLAlphabet$2,864,147$160,200 ▼-5.3%11,7820.4%Computer and TechnologyUBERUber Technologies$2,660,081$172,623 ▲6.9%27,1520.4%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,512,932$6,497 ▲0.3%18,1780.4%ManufacturingVANGUARD INSTL INDEX FD$2,293,553$2,293,553 ▲New Holding30,3320.4%0-3 MO TREAS BILAOAiShares Core 80/20 Aggressive Allocation ETF$2,013,805$30,761 ▲1.6%22,8480.3%ETFSPYSPDR S&P 500 ETF Trust$1,971,843$5,995 ▼-0.3%2,9600.3%FinancePANWPalo Alto Networks$1,966,562$26,674 ▼-1.3%9,6580.3%Computer and TechnologyBABoeing$1,901,031$1,230,015 ▲183.3%8,8080.3%AerospaceTSMTaiwan Semiconductor Manufacturing$1,787,456$213,657 ▼-10.7%6,4000.3%Computer and TechnologySHELShell$1,722,384$18,669 ▲1.1%24,0790.3%EnergyVOOVanguard S&P 500 ETF$1,520,547$339,260 ▼-18.2%2,4830.2%ETFKLACKLA$1,473,368$327,894 ▼-18.2%1,3660.2%Computer and TechnologyGSThe Goldman Sachs Group$1,448,576$144,937 ▼-9.1%1,8190.2%FinanceSCHWCharles Schwab$1,371,999$20,526 ▼-1.5%14,3710.2%FinanceCMECME Group$1,163,168$88,622 ▲8.2%4,3050.2%FinanceLDOSLeidos$1,160,592$11,527 ▼-1.0%6,1420.2%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$1,058,729$51,246 ▲5.1%16,4450.2%ETFXLFFinancial Select Sector SPDR Fund$999,396$40,079 ▼-3.9%18,5520.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$958,434$1,788 ▲0.2%1,6080.1%ETFGOOGAlphabet$946,3210.0%3,8860.1%Computer and TechnologyNFLXNetflix$887,201$1,199 ▼-0.1%7400.1%Consumer DiscretionaryLLYEli Lilly and Company$883,560$15,260 ▼-1.7%1,1580.1%MedicalCORCencora$841,643$7,813 ▼-0.9%2,6930.1%MedicalDKNGDraftKings$839,593$37,550 ▼-4.3%22,4490.1%Consumer DiscretionarySMHVanEck Semiconductor ETF$839,398$177,866 ▼-17.5%2,5720.1%ManufacturingCOSTCostco Wholesale$821,034$171,242 ▲26.4%8870.1%Retail/WholesaleCEGConstellation Energy$818,068$818,068 ▲New Holding2,4860.1%EnergyIJRiShares Core S&P Small-Cap ETF$817,669$817,669 ▲New Holding6,8810.1%ETFABBVAbbVie$801,118$5,788 ▲0.7%3,4600.1%MedicalTSLATesla$790,267$40,914 ▲5.5%1,7770.1%Auto/Tires/TrucksHOODRobinhood Markets$780,617$192,863 ▼-19.8%5,4520.1%FinanceVGSHVanguard Short-Term Treasury ETF$765,109$765,109 ▲New Holding13,0010.1%ETFAPOApollo Global Management$758,173$758,173 ▲New Holding5,6890.1%FinanceIVViShares Core S&P 500 ETF$730,306$20,082 ▼-2.7%1,0910.1%ETFRHPRyman Hospitality Properties$710,568$2,957 ▼-0.4%7,9310.1%FinanceSHOPIFY INC$699,210$8,917 ▲1.3%4,7050.1%CL A SUB VTG SHSAZNAstraZeneca$668,001$7,825 ▲1.2%8,7070.1%MedicalXLCCommunication Services Select Sector SPDR Fund$631,386$84,753 ▼-11.8%5,3340.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$629,782$32,112 ▼-4.9%13,4540.1%ETFXLIIndustrial Select Sector SPDR Fund$601,034$28,224 ▼-4.5%3,8970.1%ETFNSCNorfolk Southern$557,2160.0%1,8550.1%TransportationSPOTSpotify Technology$492,788$492,788 ▲New Holding7060.1%Computer and TechnologyBACBank of America$469,4170.0%9,0990.1%FinanceAMDAdvanced Micro Devices$423,081$162 ▲0.0%2,6150.1%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$374,7490.0%6,7730.1%ETFBLACKROCK INC$314,803$2,332 ▼-0.7%2700.0%COMHCAHCA Healthcare$300,897$30,686 ▼-9.3%7060.0%MedicalJNJJohnson & Johnson$286,474$286,474 ▲New Holding1,5450.0%MedicalFFord Motor$266,968$26,730 ▼-9.1%22,3220.0%Auto/Tires/TrucksGDGeneral Dynamics$264,6160.0%7760.0%AerospaceLHXL3Harris Technologies$228,447$228,447 ▲New Holding7480.0%AerospaceCOFCapital One Financial$225,1320.0%1,0590.0%FinancePGProcter & Gamble$202,541$7,540,119 ▼-97.4%1,3180.0%Consumer StaplesShowing largest 100 holdings. 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