Notify me when Greystone Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 97 | $640,717,951 | +$22,671,016 | -$37,105,043 | -$14,434,027 | BSV, BIV, BLV, VTIP, AAPL | 13F-HR | 27 Jan 2026, 16:34 |
| Q3 2025 | 100 | $645,412,996 | +$78,949,743 | -$70,734,864 | +$8,214,879 | BSV, VTIP, BLV, BIV, AAPL | 13F-HR | 22 Oct 2025, 11:48 |
| Q2 2025 | 94 | $607,176,294 | +$126,062,311 | -$107,107,370 | +$18,954,941 | VTIP, BLV, BIV, BSV, MSFT | 13F-HR | 07 Aug 2025, 14:24 |
| Q1 2025 | 99 | $550,912,642 | +$74,269,552 | -$93,857,911 | -$19,588,359 | SHYG, BIV, BSV, BLV, AAPL | 13F-HR | 14 Apr 2025, 14:26 |
| Q4 2024 | 95 | $574,912,571 | +$76,032,114 | -$62,568,071 | +$13,464,043 | BSV, SHYG, BLV, BIV, EMB | 13F-HR | 03 Feb 2025, 15:27 |
| Q3 2024 | 102 | $559,575,329 | +$99,163,235 | -$70,120,273 | +$29,042,962 | BLV, SHYG, EMB, BIV, BSV | 13F-HR | 22 Oct 2024, 14:02 |
| Q2 2024 | 99 | $511,275,577 | +$84,823,622 | -$74,780,161 | +$10,043,461 | BLV, SHYG, BIV, EMB, AAPL | 13F-HR | 06 Aug 2024, 10:52 |
| Q1 2024 | 104 | $501,083,695 | +$150,711,383 | -$96,867,915 | +$53,843,468 | BLV, SHYG, EMB, BIV, AAPL | 13F-HR | 22 Apr 2024, 17:27 |
| Q4 2023 | 104 | $431,966,230 | +$69,739,869 | -$67,556,550 | +$2,183,319 | AGG, BLV, FLOT, SHYG, AAPL | 13F-HR | 14 Feb 2024, 12:26 |
| Q3 2023 | 104 | $400,767,362 | +$79,271,767 | -$97,141,950 | -$17,870,183 | AGG, SRLN, FLOT, SHYG, AAPL | 13F-HR | 01 Nov 2023, 13:26 |
| Q2 2023 | 106 | $431,420,213 | +$106,720,889 | -$84,224,184 | +$22,496,705 | AGG, BLV, EMB, BIV, AAPL | 13F-HR | 18 Jul 2023, 16:14 |
| Q1 2023 | 94 | $396,604,972 | +$138,001,133 | -$85,043,715 | +$52,957,418 | BIV, SRLN, MSFT, BLV, AAPL | 13F-HR | 25 Apr 2023, 11:23 |
| Q4 2022 | 71 | $340,219,455 | +$53,992,752 | -$39,289,625 | +$14,703,127 | SRLN, VCSH, VGIT, MSFT, EMB | 13F-HR | 23 Jan 2023, 15:44 |
| Q3 2022 | 67 | $294,753,000 | +$92,714,098 | -$106,096,374 | -$13,382,276 | VCSH, VGIT, SRLN, MSFT, AAPL | 13F-HR | 25 Oct 2022, 11:53 |
| Q2 2022 | 68 | $320,767,000 | +$88,085,944 | -$130,561,044 | -$42,475,100 | SHYG, AAPL, LMT, SRLN, PFE | 13F-HR | 03 Aug 2022, 15:11 |
| Q1 2022 | 81 | $395,687,000 | +$64,009,087 | -$83,465,479 | -$19,456,392 | SHYG, CVX, SRLN, SCHP, AAPL | 13F-HR | 02 May 2022, 15:57 |
| Q4 2021 | 84 | $417,308,000 | +$121,453,329 | -$63,527,437 | +$57,925,892 | SCHP, PFF, SHYG, SRLN, AAPL | 13F-HR | 01 Feb 2022, 16:55 |
| Q3 2021 | 83 | $336,381,000 | +$31,864,953 | -$93,346,496 | -$61,481,543 | SCHP, SHY, SHYG, FALN, IEI | 13F-HR | 03 Nov 2021, 15:29 |
| Q2 2021 | 86 | $402,195,000 | +$34,453,129 | -$28,310,353 | +$6,142,776 | SCHP, SHYG, SHY, AAPL, EMB | 13F-HR | 13 Aug 2021, 11:43 |
| Q1 2021 | 84 | $392,278,000 | +$207,431,655 | -$169,970,632 | +$37,461,023 | SCHP, SHY, SHYG, AAPL, IEI | 13F-HR | 13 May 2021, 09:50 |
| Q4 2020 | 98 | $332,457,000 | $0 | $0 | $0 | HYG, LQD, AAPL, TGT, SCHP | 13F-HR | 12 Feb 2021, 13:00 |