$367 Million is the total value of Greystone Financial Group, LLC's 98 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 3.5% |
MICROSOFT CORP | 12 | Q3 2023 | 4.0% |
WALMART INC | 12 | Q3 2023 | 2.6% |
SIMON PPTY GROUP INC NEW | 12 | Q3 2023 | 2.5% |
COCA COLA CO | 12 | Q3 2023 | 2.6% |
JPMORGAN CHASE & CO | 12 | Q3 2023 | 2.3% |
ISHARES TR | 12 | Q3 2023 | 0.9% |
ALPHABET INC | 12 | Q3 2023 | 0.6% |
CVS HEALTH CORP | 12 | Q3 2023 | 0.5% |
ISHARES TR | 12 | Q3 2023 | 0.4% |
View Greystone Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-01 |
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.