Greystone Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$359,647
Net value change ($000)
+1,790 (0.5%)
New positions
10
Sold out positions
11
Turnover %
36.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XEMD 12,150 NEW
JAAA 10,710 NEW
COST 8,139 NEW
RHI 7,729 NEW
BMY 5,287 NEW
VZ 5,006 NEW
CRWD 4,661 61.2%
ENB 3,893 NEW
AMZN 3,004 49.4%
MSFT 2,502 37.2%
Top Reduces (Value $000, Stocks/ETFs)
BIV -17,191 -100.0%
VWOB -13,084 -100.0%
WM -7,568 -100.0%
TJX -6,910 -100.0%
IBM -6,789 -100.0%
SBUX -6,357 -100.0%
MCD -5,045 -100.0%
HON -2,735 -100.0%
HONEYWELL AEROSPACE INC -2,626 -100.0%
AVGO -1,549 -12.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type