Greystone Financial Group, LLC
RIA/Wealth
Greystone Financial Group, LLC is a RIA/Wealth based in Bloomfield Hills, MI led by Todd Robinson Moss, reporting $1.0B in AUM as of Q3 2025 with BSV as the largest holding (6% allocation).
CCOTodd Robinson Moss
- Portfolio Value
- $643.1M
- Positions
- 99
- Top Holding
- BSV at 5.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Greystone Financial Group, LLC's portfolio (36.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $36.2M | 5.63% | +$1.9M Bought | — 458.7K shares | |
ETF ETF | $30.0M | 4.66% | -$5.3M Sold | — 592.1K shares | |
ETF ETF | $29.7M | 4.61% | -$5.7M Sold | — 418.6K shares | |
ETF ETF | $29.2M | 4.54% | -$5.6M Sold | — 373.7K shares | |
Consumer Electronics Technology | $21.7M | 3.38% | +$727.5K Bought | 0.00% 85.4K shares | |
ETF ETF | $21.7M | 3.38% | +$21.7M New | — 325.0K shares | |
Software - Infrastructure Technology | $18.1M | 2.82% | -$434.6K Sold | 0.00% 35.0K shares | |
Banks - Diversified Financial Services | $17.6M | 2.73% | -$1.3M Sold | 0.00% 55.6K shares | |
Discount Stores Consumer Defensive | $17.1M | 2.66% | -$154.9K Sold | 0.00% 166.3K shares | |
Semiconductors Technology | $16.0M | 2.49% | -$4.8M Sold | 0.00% 48.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Greystone Financial Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Greystone Financial Group, LLC
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