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  Name: Greystone Financial Group LLC
  City: Bloomfield Hills
  State: MI
  Zip: 48302
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $501,080,000
  Total Value Change : $69,108,000
  Securities Held Change : 0
   
All Securities Held : 104
  New Positions : 13
  Closed Positions : 16
  Increased Positions : 63
  Unchanged Positions : 2
  Decreased Positions : 26

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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)1 Year Chart         SRE Sempra Energy 15 New $71.98 $9,974,000 138,861 1.99% 9,974,000 138,861 0.022    Electric Utilities
   (BK)1 Year Chart         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)1 Year Chart         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)1 Year Chart         UNH Unitedhealth Group Inc 55 New $500.96 $1,258,000 2,543 0.25% 1,258,000 2,543 0    Health Care Plans
   (CALF)1 Year Chart         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
   (STZ)1 Year Chart         STZ Constellation Brands Inc 73 New $258.49 $664,000 2,444 0.13% 664,000 2,444 0.001    Beverage - Wineries &...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 77 New $144.63 $614,000 4,264 0.12% 614,000 4,264 0.001    REIT - Diversified
   (LYV)1 Year Chart         LYV Live Nation Inc 79 New $96.34 $534,000 5,049 0.11% 534,000 5,049 0.002    Business Services
   (XLC)1 Year Chart         XLC Communication Services Sele... 80 New $81.39 $526,000 6,441 0.1% 526,000 6,441 0    N/A
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 87 New $81.43 $435,000 4,785 0.09% 435,000 4,785 0.001    N/A
   (BND)1 Year Chart         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...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 93 New $475.40 $394,000 821 0.08% 394,000 821 0    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 95 New $4.60 $363,000 7,649 0.07% 363,000 7,649 0.005    Closed - End Fund - Debt
      13 Records Found
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Page 1 of 1
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