Greystone Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
100
Total value ($000)
$645,413
Net value change ($000)
+38,237 (6.3%)
New positions
13
Sold out positions
7
Turnover %
14.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWOB 21,743 NEW
MCD 9,797 NEW
CSCO 8,563 NEW
TMUS 8,561 NEW
TMO 7,188 NEW
AAPL 4,810 28.4%
SPG 4,706 54.8%
IBM 2,770 25.0%
VBIL 2,294 NEW
DUK 1,788 18.2%
Top Reduces (Value $000, Stocks/ETFs)
FDX -10,201 -100.0%
PLD -8,765 -100.0%
PG -7,824 -97.5%
BIV -5,286 -15.3%
VTIP -5,081 -14.5%
DIS -4,043 -31.8%
EMR -1,809 -14.0%
AVGO -1,374 -7.9%
CRM -1,284 -100.0%
NEE -829 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type