Long-term investor
Greystone Financial Group, LLC @greystonefinancialgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845302).
Record
- Tracked since 2025-06-30 (448 days), 107 trades recorded
- Returns: week n/a · month n/a · 90 days +4.4% · 6 months n/a · 1 year +10.2% · all +10.2%
- Max drawdown n/a · win rate 51% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937827 · 6.0% · long · since 2025-06-30
- 922020805 · 4.8% · long · since 2025-06-30
- 921937819 · 4.8% · long · since 2025-06-30
- 46435U853 · 4.8% · long · since 2026-06-30
- 921946885 · 3.7% · long · since 2025-09-30
- AVGO · 3.6% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- AMGN · 2.6% · long · since 2025-06-30
- 828806109 · 2.5% · long · since 2025-06-30
- MU · 2.5% · long · since 2026-06-30
- MS · 2.5% · long · since 2025-06-30