| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 3.5% |
| MICROSOFT CORP | 15 | Q2 2024 | 4.0% |
| WALMART INC | 15 | Q2 2024 | 2.6% |
| SIMON PPTY GROUP INC NEW | 15 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & CO. | 15 | Q2 2024 | 2.4% |
| ALPHABET INC | 15 | Q2 2024 | 0.6% |
| ISHARES TR | 15 | Q2 2024 | 0.4% |
| EMERSON ELEC CO | 14 | Q2 2024 | 2.5% |
| VERIZON COMMUNICATIONS INC | 14 | Q2 2024 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 14 | Q2 2024 | 1.9% |
View Greystone Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-02 |
View Greystone Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.