Greystone Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$357,857
Net value change ($000)
+4,514 (1.3%)
New positions
11
Sold out positions
14
Turnover %
22.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
USHY 17,078 NEW
MU 8,952 NEW
TXN 5,131 NEW
AVGO 4,431 52.0%
CRWD 3,473 83.8%
HONEYWELL INTL INC 2,735 NEW
HONEYWELL AEROSPACE INC 2,626 NEW
TMO 2,459 56.2%
META 2,417 74.5%
NVDA 2,346 38.1%
Top Reduces (Value $000, Stocks/ETFs)
LOW -7,918 -100.0%
BRK-B -6,529 -100.0%
RF -6,106 -100.0%
HON -5,799 -100.0%
ABT -5,537 -100.0%
CVX -4,462 -44.1%
LMT -1,709 -18.6%
WMT -957 -11.9%
QQQ -948 -100.0%
MCD -932 -15.6%
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