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Name: |
Greystone Financial Group LLC |
City: |
Bloomfield Hills |
State: |
MI |
Zip: |
48302 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SRE |
Sempra Energy |
15 |
New |
$71.98 |
$9,974,000 |
138,861 |
1.99% |
9,974,000 |
138,861 |
0.022 |
Electric Utilities |
|
BK |
Bank of New York Mellon Corp |
18 |
New |
$57.40 |
$9,658,000 |
167,611 |
1.93% |
9,658,000 |
167,611 |
0.019 |
Domestic Money Center... |
|
F |
Ford Motor Co |
39 |
New |
$12.50 |
$5,369,000 |
404,309 |
1.07% |
5,369,000 |
404,309 |
0.01 |
Auto Manufacturers |
|
UNH |
Unitedhealth Group Inc |
55 |
New |
$500.96 |
$1,258,000 |
2,543 |
0.25% |
1,258,000 |
2,543 |
0 |
Health Care Plans |
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CALF |
Pacer Us Small Cap Cash Cow... |
64 |
New |
$0.00 |
$851,000 |
17,315 |
0.17% |
851,000 |
17,315 |
0.017 |
N/A |
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STZ |
Constellation Brands Inc |
73 |
New |
$258.49 |
$664,000 |
2,444 |
0.13% |
664,000 |
2,444 |
0.001 |
Beverage - Wineries &... |
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DLR |
Digital Realty Trust Inc |
77 |
New |
$144.63 |
$614,000 |
4,264 |
0.12% |
614,000 |
4,264 |
0.001 |
REIT - Diversified |
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LYV |
Live Nation Inc |
79 |
New |
$96.34 |
$534,000 |
5,049 |
0.11% |
534,000 |
5,049 |
0.002 |
Business Services |
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XLC |
Communication Services Sele... |
80 |
New |
$81.39 |
$526,000 |
6,441 |
0.1% |
526,000 |
6,441 |
0 |
N/A |
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GEHC |
Ge Healthcare Holding Llc |
87 |
New |
$81.43 |
$435,000 |
4,785 |
0.09% |
435,000 |
4,785 |
0.001 |
N/A |
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BND |
Vanguard Total Bond Market ETF |
91 |
New |
$71.56 |
$399,000 |
5,489 |
0.08% |
399,000 |
5,489 |
0.001 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
93 |
New |
$475.40 |
$394,000 |
821 |
0.08% |
394,000 |
821 |
0 |
Closed - End Fund - E... |
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AMLP |
Alerian MLP ETF |
95 |
New |
$4.60 |
$363,000 |
7,649 |
0.07% |
363,000 |
7,649 |
0.005 |
Closed - End Fund - Debt |
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