Greystone Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$353,343
Net value change ($000)
-287,375 (-44.9%)
New positions
4
Sold out positions
23
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NOW 5,040 NEW
PG 4,681 NEW
RSP 596 253.6%
GEV 315 NEW
AZN 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
AXP -14,243 -93.9%
AAPL -12,184 -54.7%
BIV -11,909 -40.3%
VTIP -11,149 -38.7%
MSFT -9,892 -58.9%
WMT -9,776 -54.8%
VWOB -9,109 -41.1%
JPM -8,599 -48.9%
BK -8,424 -53.1%
TMUS -7,962 -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