Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
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.