StockDriftsStockDriftsTop 50 Greystone Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 6.22% | 280.4K | $22.0M | -39.83%(-185.65K) | $78.04(-0.05%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.99% | 353.0K | $17.6M | -39.34%(-228.93K) | $50.02(+0.89%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.98% | 228.2K | $17.6M | -39.80%(-150.87K) | $76.21(+0.54%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 4.95% | 254.6K | $17.5M | -39.74%(-167.89K) | $72.18(-5.80%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 3.7% | 198.9K | $13.1M | -39.52%(-129.96K) | $66.14(+0.70%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.86% | 48.9K | $10.1M | -37.95%(-29.88K) | $142.63(+30.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 39.7K | $10.1M | -51.52%(-42.18K) | $142.18(+110.20%) | 2026-03-31 | |
| AMGN | AMGEN INC | 2.63% | 26.4K | $9.3M | -41.10%(-18.45K) | $301.14(+11.73%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.61% | 15.2K | $9.2M | -42.90%(-11.45K) | $402.02(+29.33%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.55% | 30.6K | $9.0M | -43.98%(-24.02K) | $139.38(+115.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.19% | +30.19% |
| Top 20 Holdings Unweighted | +12.01% | +40.52% |
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