• 13F History

Greystone Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$551M
Signature - Title
Linda E Meints - Compliance Manager
Location
Bloomfield Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Greystone Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Greystone Financial Group, LLC reported 99 stock holdings with total value $551M as of Q1 2025. Top holdings included SHYG, BIV, BSV, BLV, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 99 $551M +$74.3M -$93.9M -$19.6M SHYG, BIV, BSV, BLV, AAPL 13F-HR 4/14/2025, 02:26 PM
Q4 2024 95 $575M +$76M -$62.6M +$13.5M BSV, SHYG, BLV, BIV, EMB 13F-HR 2/3/2025, 03:27 PM
Q3 2024 102 $560M +$99.2M -$70.1M +$29M BLV, SHYG, EMB, BIV, BSV 13F-HR 10/22/2024, 02:02 PM
Q2 2024 99 $511M +$84.8M -$74.8M +$10M BLV, SHYG, BIV, EMB, AAPL 13F-HR 8/6/2024, 10:52 AM
Q1 2024 104 $501M +$151M -$96.9M +$53.8M BLV, SHYG, EMB, BIV, AAPL 13F-HR 4/22/2024, 05:27 PM
Q4 2023 104 $432M +$69.7M -$67.6M +$2.18M AGG, BLV, FLOT, SHYG, AAPL 13F-HR 2/14/2024, 12:26 PM
Q3 2023 124 $401M +$79.3M -$97.1M -$17.9M AGG, SRLN, FLOT, SHYG, AAPL 13F-HR 11/1/2023, 01:26 PM
Q2 2023 106 $431M +$107M -$58M +$48.7M AGG, BLV, EMB, BIV, AAPL 13F-HR 7/18/2023, 04:14 PM
Q1 2023 94 $397M +$138M -$49.6M +$88.4M BIV, SRLN, MSFT, BLV, AAPL 13F-HR 4/25/2023, 11:23 AM
Q4 2022 71 $340M +$54M -$11.5M +$42.5M SRLN, VCSH, VGIT, MSFT, EMB 13F-HR 1/23/2023, 02:44 PM
Q3 2022 67 $295M +$92.7M -$21.9M +$70.8M VCSH, VGIT, SRLN, MSFT, AAPL 13F-HR 10/25/2022, 11:53 AM
Q2 2022 68 $321M +$88.1M -$30.9M +$57.1M SHYG, AAPL, LMT, SRLN, PFE 13F-HR 8/3/2022, 03:11 PM
Q1 2022 81 $396M +$64M -$32.1M +$31.9M SHYG, CVX, SRLN, SCHP, AAPL 13F-HR 5/2/2022, 03:57 PM
Q4 2021 84 $417M +$121M -$6.2M +$115M SCHP, PFF, SHYG, SRLN, AAPL 13F-HR 2/1/2022, 03:55 PM
Q3 2021 83 $336M +$31.9M -$93.3M -$61.5M SCHP, SHY, SHYG, FALN, IEI 13F-HR 11/3/2021, 03:29 PM
Q2 2021 86 $402M +$34.5M -$28.3M +$6.2M SCHP, SHYG, SHY, AAPL, EMB 13F-HR 8/13/2021, 11:43 AM
Q1 2021 83 $393M +$208M -$170M +$38.3M SCHP, SHY, SHYG, AAPL, IEI 13F-HR 5/13/2021, 09:50 AM
Q4 2020 90 $332M HYG, LQD, AAPL, TGT, SCHP 13F-HR 2/12/2021, 12:00 PM