Greystone Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$640,718
Net value change ($000)
-4,695 (-0.7%)
New positions
5
Sold out positions
8
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AMZN 4,054 91.5%
META 3,939 126.6%
RF 1,995 23.7%
KO 1,435 20.8%
TMO 1,256 17.5%
MS 1,164 8.9%
AMGN 1,123 8.3%
FOXA 1,075 12.6%
WM 894 7.5%
AEM 726 NEW
Top Reduces (Value $000, Stocks/ETFs)
DIS -8,655 -100.0%
BND -2,413 -83.7%
SBUX -2,402 -20.8%
IBM -1,968 -14.2%
IJH -1,759 -45.4%
CRWD -1,480 -17.1%
MSFT -1,344 -7.4%
VTIP -1,200 -4.0%
QQQ -1,189 -28.2%
SPY -942 -47.8%
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