Greystone Financial Group, LLC

13F filer · CIK 0001845302

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$358MU.S. long equity reported on 13F

Positions536 new · 13 closed

Net flow last quarter-$14.6MBuys minus sells

Top 10 positions weight30.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202653 positions
BSVNBank7 Corp.	$21.5M	6.00%	2.90%	-1.7%	Q2 2023
AVGOBroadcom Inc.	$13M	3.62%	0.00%	+24.5%	Q4 2020
AAPLApple Inc.	$10.9M	3.05%	0.00%	-4.9%	Q4 2020
JPMJPMorgan Chase & Co	$9.66M	2.70%	0.00%	-3.6%	Q4 2020
AMGNAmgen Inc	$9.25M	2.58%	0.00%	-3.4%	Q1 2023
SPGSimon Property Group Inc.	$9.01M	2.52%	503.45%	-4.1%	Q4 2020
MUMicron Technology Inc	$8.95M	2.50%	0.00%	New	Q2 2026
MSMorgan Stanley	$8.87M	2.48%	0.00%	-3.7%	Q2 2023
LINLinde PLC	$8.69M	2.43%	0.00%	-4.2%	Q3 2023
BNYBank of New York Mellon Corp	$8.69M	2.43%	0.01%	-4.2%	Q1 2023
NVDANvidia Corp	$8.51M	2.38%	0.00%	+20.3%	Q2 2022
CRWDCrowdStrike Holdings, Inc.	$7.62M	2.13%	0.00%	-6.0%	Q4 2024
WMWaste Management Inc	$7.57M	2.11%	0.01%	-3.4%	Q1 2021
DUKDuke Energy CORP	$7.5M	2.10%	0.01%	-3.4%	Q1 2021
LMTLockheed Martin Corp	$7.5M	2.10%	0.01%	-3.4%	Q4 2020
NOWServiceNow, Inc.	$7.19M	2.01%	0.01%	+50.3%	Q1 2026
CSCOCisco Systems, Inc.	$7.18M	2.01%	0.00%	-6.7%	Q3 2022
WMTWalmart Inc.	$7.09M	1.98%	0.00%	-3.3%	Q4 2020
EMREmerson Electric Co	$7M	1.96%	0.01%	-3.5%	Q1 2021
TJXTJX Companies Inc	$6.91M	1.93%	0.00%	-3.6%	Q4 2021
TMOThermo Fisher Scientific Inc.	$6.83M	1.91%	0.00%	+53.1%	Q4 2020
IBMInternational Business Machines Corp	$6.79M	1.90%	0.00%	-2.5%	Q2 2023
MSFTMicrosoft Corp	$6.73M	1.88%	0.00%	-3.0%	Q4 2020
SBUXStarbucks Corp	$6.36M	1.78%	0.01%	-4.3%	Q4 2020
AMZNAmazon Com Inc	$6.08M	1.70%	0.00%	-4.2%	Q4 2021
METAMeta Platforms, Inc.	$5.66M	1.58%	Not reported	+77.2%	Q1 2021
CVXChevron Corp	$5.65M	1.58%	0.00%	-30.3%	Q1 2021
KOCoca Cola Co	$5.65M	1.58%	0.00%	-3.6%	Q4 2020
TXNTexas Instruments Inc	$5.13M	1.43%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$5.05M	1.41%	0.00%	-3.0%	Q4 2020
MCKMckesson Corp	$4.95M	1.38%	0.01%	-2.9%	Q4 2023
PGPROCTER & GAMBLE Co	$4.61M	1.29%	0.00%	-3.1%	Q4 2020
FOXAFox Corp	$3.49M	0.97%	6682100.00%	-2.7%	Q2 2024
HONHoneywell International Inc	$2.73M	0.76%	0.00%	-4.8%	Q3 2023
HONAHoneywell Aerospace Inc.	$2.63M	0.73%	Not reported	-7.4%	Q2 2026
PANWPalo Alto Networks Inc	$1.07M	0.30%	0.00%	-8.3%	Q4 2023
SMHMarket Vectors ETF Trust	$1.02M	0.29%	Not reported	-5.4%	Q3 2021
AXPAmerican Express Co	$945K	0.26%	0.00%	-8.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$931K	0.26%	0.00%	+1.7%	Q4 2020
GOOGLAlphabet Inc.	$929K	0.26%	0.00%	-13.7%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$771K	0.22%	0.00%	-8.3%	Q1 2023
UBERUber Technologies, Inc	$693K	0.19%	0.00%	-7.8%	Q3 2023
CEGConstellation Energy Corp	$461K	0.13%	0.00%	Not reported	Q3 2025
KLACKla Corp	$456K	0.13%	0.00%	-42.3%	Q1 2021
TSLATesla, Inc.	$379K	0.11%	0.00%	+1.6%	Q1 2023
GEVGE Vernova Inc.	$372K	0.10%	0.00%	-12.2%	Q1 2026
GSGoldman Sachs Group Inc	$315K	0.09%	0.00%	-15.3%	Q4 2020
SPCXSpace Exploration Technologies Corp	$290K	0.08%	Not reported	New	Q2 2026
BABoeing Co	$256K	0.07%	0.00%	-62.3%	Q4 2020
SCHWSchwab Charles Corp	$244K	0.07%	0.00%	-13.6%	Q4 2020

Q1 2026Reported Apr 24, 202659 positions
BSVNBank7 Corp.	$22M	6.22%	2.95%	-39.8%	Q2 2023
CVXChevron Corp	$10.1M	2.86%	0.00%	-38.0%	Q1 2021
AAPLApple Inc.	$10.1M	2.85%	0.00%	-51.5%	Q4 2020
AMGNAmgen Inc	$9.3M	2.63%	0.00%	-41.1%	Q1 2023
LMTLockheed Martin Corp	$9.21M	2.61%	0.01%	-42.9%	Q4 2020
JPMJPMorgan Chase & Co	$9M	2.55%	0.00%	-44.0%	Q4 2020
LINLinde PLC	$8.67M	2.45%	0.00%	-42.7%	Q3 2023
AVGOBroadcom Inc.	$8.53M	2.41%	0.00%	-41.8%	Q4 2020
WMWaste Management Inc	$8.08M	2.29%	0.01%	-39.5%	Q1 2021
WMTWalmart Inc.	$8.05M	2.28%	0.00%	-59.5%	Q4 2020
DUKDuke Energy CORP	$8.03M	2.27%	0.01%	-39.0%	Q1 2021
LOWLowes Companies Inc	$7.92M	2.24%	0.01%	-44.0%	Q1 2021
SPGSimon Property Group Inc.	$7.83M	2.22%	524.94%	-39.4%	Q4 2020
TJXTJX Companies Inc	$7.55M	2.14%	0.00%	-39.3%	Q4 2021
BNYBank of New York Mellon Corp	$7.44M	2.11%	0.01%	-54.1%	Q1 2023
MSMorgan Stanley	$7.25M	2.05%	0.00%	-45.3%	Q2 2023
MSFTMicrosoft Corp	$6.89M	1.95%	0.00%	-46.4%	Q4 2020
EMREmerson Electric Co	$6.64M	1.88%	0.01%	-39.6%	Q1 2021
BRK.BBerkshire Hathaway Inc	$6.53M	1.85%	Not reported	-49.6%	Q4 2020
NVDANvidia Corp	$6.16M	1.74%	0.00%	+1.3%	Q2 2022
RFRegions Financial Corp	$6.11M	1.73%	0.03%	-39.2%	Q1 2025
IBMInternational Business Machines Corp	$6M	1.70%	0.00%	-38.2%	Q2 2023
MCDMcdonalds Corp	$5.98M	1.69%	0.00%	-39.2%	Q4 2020
MCKMckesson Corp	$5.84M	1.65%	0.01%	-39.4%	Q4 2023
SBUXStarbucks Corp	$5.83M	1.65%	0.01%	-40.1%	Q4 2020
HONHoneywell International Inc	$5.8M	1.64%	0.00%	-39.9%	Q3 2023
AMZNAmazon Com Inc	$5.55M	1.57%	0.00%	-27.5%	Q4 2021
ABTAbbott Laboratories	$5.54M	1.57%	0.00%	-40.4%	Q2 2023
KOCoca Cola Co	$5.48M	1.55%	0.00%	-39.5%	Q4 2020
CSCOCisco Systems, Inc.	$5.08M	1.44%	0.00%	-40.0%	Q3 2022
NOWServiceNow, Inc.	$5.04M	1.43%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$4.68M	1.32%	0.00%	Not reported	Q4 2020
TMOThermo Fisher Scientific Inc.	$4.38M	1.24%	0.00%	-38.9%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$4.14M	1.17%	0.00%	-30.7%	Q4 2024
FOXAFox Corp	$4.01M	1.13%	6865400.00%	-47.8%	Q2 2024
METAMeta Platforms, Inc.	$3.25M	0.92%	Not reported	-46.9%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$948K	0.27%	Not reported	-66.7%	Q4 2020
AXPAmerican Express Co	$919K	0.26%	0.00%	-92.6%	Q4 2020
GOOGLAlphabet Inc.	$866K	0.25%	0.00%	-71.5%	Q4 2020
UBERUber Technologies, Inc	$749K	0.21%	0.00%	-65.1%	Q3 2023
SHELShell plc	$657K	0.19%	0.00%	-70.9%	Q3 2022
SMHMarket Vectors ETF Trust	$631K	0.18%	Not reported	-35.2%	Q3 2021
BABoeing Co	$624K	0.18%	0.00%	-65.9%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$619K	0.18%	Not reported	-34.3%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$595K	0.17%	0.00%	-70.6%	Q1 2023
PANWPalo Alto Networks Inc	$548K	0.16%	0.00%	-67.8%	Q4 2023
KLACKla Corp	$386K	0.11%	0.00%	-80.5%	Q1 2021
TSLATesla, Inc.	$330K	0.09%	0.00%	-51.0%	Q1 2023
CMECme Group Inc.	$329K	0.09%	0.00%	-74.6%	Q1 2023
AMDAdvanced Micro Devices Inc	$321K	0.09%	0.00%	-39.7%	Q4 2020

Q4 2025Reported Jan 27, 202673 positions
BSVNBank7 Corp.	$36.7M	5.73%	4.93%	+1.6%	Q2 2023
AAPLApple Inc.	$22.3M	3.47%	0.00%	-4.1%	Q4 2020
WMTWalmart Inc.	$17.8M	2.78%	0.00%	-3.8%	Q4 2020
JPMJPMorgan Chase & Co	$17.6M	2.75%	0.00%	-1.8%	Q4 2020
MSFTMicrosoft Corp	$16.8M	2.62%	0.00%	-0.8%	Q4 2020
AVGOBroadcom Inc.	$16.4M	2.56%	0.00%	-2.4%	Q4 2020
BNYBank of New York Mellon Corp	$15.9M	2.48%	0.02%	-2.7%	Q1 2023
AXPAmerican Express Co	$15.2M	2.37%	0.01%	-11.1%	Q4 2020
AMGNAmgen Inc	$14.7M	2.29%	0.01%	-6.7%	Q1 2023
LOWLowes Companies Inc	$14.4M	2.25%	0.01%	-0.8%	Q1 2021
MSMorgan Stanley	$14.3M	2.23%	0.01%	-2.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$13.6M	2.12%	Not reported	-0.8%	Q4 2020
LINLinde PLC	$13M	2.03%	0.01%	+12.3%	Q3 2023
LMTLockheed Martin Corp	$12.9M	2.01%	0.01%	-2.1%	Q4 2020
SPGSimon Property Group Inc.	$12.8M	2.00%	865.88%	-2.2%	Q4 2020
WMWaste Management Inc	$12.8M	1.99%	0.01%	+8.1%	Q1 2021
CVXChevron Corp	$12M	1.87%	0.00%	-0.8%	Q1 2021
TJXTJX Companies Inc	$12M	1.87%	0.01%	-2.0%	Q4 2021
IBMInternational Business Machines Corp	$11.9M	1.85%	0.00%	-18.3%	Q2 2023
DUKDuke Energy CORP	$11.8M	1.84%	0.01%	+7.3%	Q1 2021
ABTAbbott Laboratories	$11.3M	1.77%	0.01%	-0.3%	Q2 2023
EMREmerson Electric Co	$11.1M	1.74%	0.01%	-1.0%	Q1 2021
RFRegions Financial Corp	$10.4M	1.63%	0.04%	+20.3%	Q1 2025
MCDMcdonalds Corp	$9.66M	1.51%	0.00%	-1.9%	Q4 2020
FOXAFox Corp	$9.61M	1.50%	13153800.00%	-2.8%	Q2 2024
SBUXStarbucks Corp	$9.14M	1.43%	0.01%	-20.4%	Q4 2020
MCKMckesson Corp	$9.14M	1.43%	0.01%	-2.6%	Q4 2023
AMZNAmazon Com Inc	$8.48M	1.32%	0.00%	+82.2%	Q4 2021
TMOThermo Fisher Scientific Inc.	$8.44M	1.32%	0.00%	-1.7%	Q4 2020
CSCOCisco Systems, Inc.	$8.41M	1.31%	0.00%	-12.8%	Q3 2022
KOCoca Cola Co	$8.34M	1.30%	0.00%	+14.6%	Q4 2020
HONHoneywell International Inc	$8.32M	1.30%	0.01%	+15.6%	Q3 2023
TMUST-Mobile US, Inc.	$7.96M	1.24%	0.00%	+9.6%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$7.18M	1.12%	0.01%	-13.3%	Q4 2024
METAMeta Platforms, Inc.	$7.05M	1.10%	Not reported	+152.1%	Q1 2021
NVDANvidia Corp	$6.51M	1.02%	0.00%	-2.3%	Q2 2022
GOOGLAlphabet Inc.	$3.3M	0.52%	0.00%	-10.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$3.03M	0.47%	Not reported	-29.8%	Q4 2020
UBERUber Technologies, Inc	$2.43M	0.38%	0.00%	+9.7%	Q3 2023
BABoeing Co	$1.99M	0.31%	0.00%	+4.3%	Q4 2020
PANWPalo Alto Networks Inc	$1.95M	0.30%	0.00%	+9.8%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.82M	0.28%	0.00%	-6.5%	Q1 2023
SHELShell plc	$1.78M	0.28%	0.00%	+0.8%	Q3 2022
KLACKla Corp	$1.63M	0.25%	0.00%	-1.8%	Q1 2021
GSGoldman Sachs Group Inc	$1.56M	0.24%	0.00%	-2.4%	Q4 2020
GOOGAlphabet Inc.	$1.48M	0.23%	Not reported	+21.5%	Q2 2023
SCHWSchwab Charles Corp	$1.46M	0.23%	0.00%	+2.0%	Q4 2020
CMECme Group Inc.	$1.2M	0.19%	0.00%	+1.7%	Q1 2023
LDOSLeidos Holdings, Inc.	$1.14M	0.18%	0.00%	+2.7%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.03M	0.16%	Not reported	-49.0%	Q4 2023

Q3 2025Reported Oct 22, 202578 positions
BSVNBank7 Corp.	$36.2M	5.61%	4.85%	+5.6%	Q2 2023
AAPLApple Inc.	$21.7M	3.37%	0.00%	+3.5%	Q4 2020
MSFTMicrosoft Corp	$18.1M	2.81%	0.00%	-2.3%	Q4 2020
JPMJPMorgan Chase & Co	$17.6M	2.72%	0.00%	-6.9%	Q4 2020
WMTWalmart Inc.	$17.1M	2.65%	0.00%	-0.9%	Q4 2020
AVGOBroadcom Inc.	$16M	2.48%	0.00%	-23.1%	Q4 2020
BNYBank of New York Mellon Corp	$15.3M	2.37%	0.02%	-8.8%	Q1 2023
AXPAmerican Express Co	$15.3M	2.37%	0.01%	-2.3%	Q4 2020
LOWLowes Companies Inc	$15.1M	2.35%	0.01%	-1.2%	Q1 2021
IBMInternational Business Machines Corp	$13.8M	2.14%	0.01%	+30.6%	Q2 2023
BRK.BBerkshire Hathaway Inc	$13.7M	2.12%	Not reported	+1.4%	Q4 2020
LMTLockheed Martin Corp	$13.6M	2.11%	0.01%	-5.5%	Q4 2020
AMGNAmgen Inc	$13.6M	2.10%	0.01%	+5.6%	Q1 2023
SPGSimon Property Group Inc.	$13.3M	2.06%	885.26%	+32.6%	Q4 2020
MSMorgan Stanley	$13.1M	2.04%	0.01%	-14.9%	Q2 2023
LINLinde PLC	$12.9M	2.00%	0.01%	+0.8%	Q3 2023
CVXChevron Corp	$12.3M	1.91%	0.00%	-0.6%	Q1 2021
ABTAbbott Laboratories	$12.2M	1.88%	0.01%	+0.1%	Q2 2023
WMWaste Management Inc	$11.9M	1.84%	0.01%	+14.5%	Q1 2021
DUKDuke Energy CORP	$11.6M	1.80%	0.01%	+12.7%	Q1 2021
SBUXStarbucks Corp	$11.5M	1.79%	0.01%	+2.3%	Q4 2020
TJXTJX Companies Inc	$11.5M	1.78%	0.01%	-8.3%	Q4 2021
EMREmerson Electric Co	$11.1M	1.72%	0.02%	-12.6%	Q1 2021
MCDMcdonalds Corp	$9.8M	1.52%	0.00%	Not reported	Q4 2020
MCKMckesson Corp	$8.83M	1.37%	0.01%	+0.8%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$8.66M	1.34%	0.01%	+10.9%	Q4 2024
DISWalt Disney Co	$8.66M	1.34%	0.00%	-26.2%	Q4 2020
CSCOCisco Systems, Inc.	$8.56M	1.33%	0.00%	Not reported	Q3 2022
TMUST-Mobile US, Inc.	$8.56M	1.33%	0.00%	New	Q3 2025
FOXAFox Corp	$8.54M	1.32%	13536700.00%	-15.8%	Q2 2024
RFRegions Financial Corp	$8.43M	1.31%	0.04%	-13.2%	Q1 2025
HONHoneywell International Inc	$7.77M	1.20%	0.01%	+8.0%	Q3 2023
TMOThermo Fisher Scientific Inc.	$7.19M	1.11%	0.00%	Not reported	Q4 2020
KOCoca Cola Co	$6.9M	1.07%	0.00%	+1.1%	Q4 2020
NVDANvidia Corp	$6.67M	1.03%	0.00%	-3.1%	Q2 2022
AMZNAmazon Com Inc	$4.43M	0.69%	0.00%	-1.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$4.22M	0.65%	Not reported	-1.4%	Q4 2020
METAMeta Platforms, Inc.	$3.11M	0.48%	Not reported	-1.2%	Q1 2021
GOOGLAlphabet Inc.	$2.86M	0.44%	0.00%	-5.3%	Q4 2020
UBERUber Technologies, Inc	$2.66M	0.41%	0.00%	+6.9%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$1.97M	0.31%	Not reported	-0.3%	Q4 2023
PANWPalo Alto Networks Inc	$1.97M	0.30%	0.00%	-1.3%	Q4 2023
BABoeing Co	$1.9M	0.29%	0.00%	+183.3%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.79M	0.28%	0.00%	-10.7%	Q1 2023
SHELShell plc	$1.72M	0.27%	0.00%	+1.1%	Q3 2022
KLACKla Corp	$1.47M	0.23%	0.00%	-18.2%	Q1 2021
GSGoldman Sachs Group Inc	$1.45M	0.22%	0.00%	-9.1%	Q4 2020
SCHWSchwab Charles Corp	$1.37M	0.21%	0.00%	-1.5%	Q4 2020
CMECme Group Inc.	$1.16M	0.18%	0.00%	+8.3%	Q1 2023
LDOSLeidos Holdings, Inc.	$1.16M	0.18%	0.00%	-1.0%	Q2 2025

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