0001845302-23-000002.txt : 20230123 0001845302-23-000002.hdr.sgml : 20230123 20230123154420 ACCESSION NUMBER: 0001845302-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Greystone Financial Group, LLC CENTRAL INDEX KEY: 0001845302 IRS NUMBER: 475308851 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20746 FILM NUMBER: 23544103 BUSINESS ADDRESS: STREET 1: 665 HULET DR CITY: BLOOMFIELD HILLS STATE: MI ZIP: 48302 BUSINESS PHONE: (248) 267-1270 MAIL ADDRESS: STREET 1: 665 HULET DR CITY: BLOOMFIELD HILLS STATE: MI ZIP: 48302 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001845302 XXXXXXXX 12-31-2022 12-31-2022 false Greystone Financial Group, LLC

665 Hulet Dr Bloomfield Hills MI 48302

13F HOLDINGS REPORT 028-20746 N Todd R. Moss 248-267-1270 /s/ Todd R. Moss Bloomfield Hills MI 01-23-2023 0 71 340219455 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 7949137 66287 SH SOLE 0 0 66287 ADVANCED MICRO DEVICES INC COM 007903107 604757 9337 SH SOLE 0 0 9337 AFLAC INC COM 001055102 7626978 106019 SH SOLE 0 0 106019 AIR PRODS & CHEMS INC COM 009158106 8006252 25972 SH SOLE 0 0 25972 ALPHABET INC CAP STK CL A 02079K305 1216339 13786 SH SOLE 0 0 13786 ALPS ETF TR ALERIAN MLP 00162Q452 7908164 207727 SH SOLE 0 0 207727 AMAZON COM INC COM 023135106 963060 11465 SH SOLE 0 0 11465 AMERICAN EXPRESS CO COM 025816109 688515 4660 SH SOLE 0 0 4660 APPLE INC COM 037833100 8667479 66709 SH SOLE 0 0 66709 BARRICK GOLD CORP COM 067901108 1216516 70810 SH SOLE 0 0 70810 BECTON DICKINSON & CO COM 075887109 7594161 29863 SH SOLE 0 0 29863 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1438547 4657 SH SOLE 0 0 4657 BP PLC SPONSORED ADR 055622104 7827918 224103 SH SOLE 0 0 224103 BROADCOM INC COM 11135F101 8815244 15766 SH SOLE 0 0 15766 CIGNA CORP NEW COM 125523100 8559838 25834 SH SOLE 0 0 25834 CISCO SYS INC COM 17275R102 7888755 165591 SH SOLE 0 0 165591 COCA COLA CO COM 191216100 8955410 140786 SH SOLE 0 0 140786 COMCAST CORP NEW CL A 20030N101 8645528 247227 SH SOLE 0 0 247227 CONAGRA BRANDS INC COM 205887102 9077859 234570 SH SOLE 0 0 234570 CVS HEALTH CORP COM 126650100 1234768 13250 SH SOLE 0 0 13250 DOW INC COM 260557103 7215092 143185 SH SOLE 0 0 143185 DUKE ENERGY CORP NEW COM NEW 26441C204 7323804 71112 SH SOLE 0 0 71112 EMERSON ELEC CO COM 291011104 8442406 87887 SH SOLE 0 0 87887 ENCORE CAP GROUP INC COM 292554102 336587 7021 SH SOLE 0 0 7021 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 263511 12699 SH SOLE 0 0 12699 GOLDMAN SACHS GROUP INC COM 38141G104 3379889 9843 SH SOLE 0 0 9843 GSK PLC SPONSORED ADR 37733W204 730420 20786 SH SOLE 0 0 20786 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 696420 47119 SH SOLE 0 0 47119 INVESCO QQQ TR UNIT SER 1 46090E103 430841 1618 SH SOLE 0 0 1618 ISHARES TR AGGRES ALLOC ETF 464289859 1225831 20516 SH SOLE 0 0 20516 ISHARES TR CORE MSCI TOTAL 46432F834 1596163 27577 SH SOLE 0 0 27577 ISHARES TR CORE S&P MCP ETF 464287507 619421 2561 SH SOLE 0 0 2561 ISHARES TR CORE S&P SCP ETF 464287804 947211 10009 SH SOLE 0 0 10009 ISHARES TR GRWT ALLOCAT ETF 464289867 686508 14557 SH SOLE 0 0 14557 ISHARES TR JPMORGAN USD EMG 464288281 11157256 131898 SH SOLE 0 0 131898 ISHARES TR MSCI ACWI ETF 464288257 762901 8988 SH SOLE 0 0 8988 ISHARES TR US AER DEF ETF 464288760 700365 6261 SH SOLE 0 0 6261 JOHNSON & JOHNSON COM 478160104 7805581 44187 SH SOLE 0 0 44187 JPMORGAN CHASE & CO COM 46625H100 827129 6168 SH SOLE 0 0 6168 KLA CORP COM NEW 482480100 762355 2022 SH SOLE 0 0 2022 LOCKHEED MARTIN CORP COM 539830109 9923423 20398 SH SOLE 0 0 20398 MEDTRONIC PLC SHS G5960L103 6960992 89565 SH SOLE 0 0 89565 MERCK & CO INC COM 58933Y105 777205 7005 SH SOLE 0 0 7005 MICROSOFT CORP COM 594918104 11375610 47434 SH SOLE 0 0 47434 NEXTERA ENERGY INC COM 65339F101 792277 9477 SH SOLE 0 0 9477 NRG ENERGY INC COM NEW 629377508 6473461 203440 SH SOLE 0 0 203440 PACER FDS TR US CASH COWS 100 69374H881 2276799 49228 SH SOLE 0 0 49228 PAYPAL HLDGS INC COM 70450Y103 841749 11819 SH SOLE 0 0 11819 PFIZER INC COM 717081103 8996924 175584 SH SOLE 0 0 175584 PHILLIPS 66 COM 718546104 8233457 79107 SH SOLE 0 0 79107 PROSHARES TR ULTRAPRO QQQ 74347X831 375670 21715 SH SOLE 0 0 21715 RESTAURANT BRANDS INTL INC COM 76131D103 8880355 137318 SH SOLE 0 0 137318 SALESFORCE INC COM 79466L302 554624 4183 SH SOLE 0 0 4183 SCHLUMBERGER LTD COM STK 806857108 4438891 83032 SH SOLE 0 0 83032 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 753177 10103 SH SOLE 0 0 10103 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 739315 5442 SH SOLE 0 0 5442 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 794832 11274 SH SOLE 0 0 11274 SHELL PLC SPON ADS 780259305 1134159 19915 SH SOLE 0 0 19915 SIMON PPTY GROUP INC NEW COM 828806109 8611989 73306 SH SOLE 0 0 73306 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 16341175 399540 SH SOLE 0 0 399540 TARGET CORP COM 87612E106 6845050 45928 SH SOLE 0 0 45928 TRAVELERS COMPANIES INC COM 89417E109 8440087 45016 SH SOLE 0 0 45016 US BANCORP DEL COM NEW 902973304 7282041 166981 SH SOLE 0 0 166981 VANECK ETF TRUST GOLD MINERS ETF 92189F106 393539 13731 SH SOLE 0 0 13731 VANGUARD INDEX FDS GROWTH ETF 922908736 1544840 7249 SH SOLE 0 0 7249 VANGUARD INDEX FDS VALUE ETF 922908744 2571042 18316 SH SOLE 0 0 18316 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7127042 152581 SH SOLE 0 0 152581 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 13292317 227297 SH SOLE 0 0 227297 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13873617 184514 SH SOLE 0 0 184514 VEEVA SYS INC CL A COM 922475108 354229 2195 SH SOLE 0 0 2195 WALMART INC COM 931142103 8424651 59416 SH SOLE 0 0 59416