0001845302-22-000009.txt : 20220803 0001845302-22-000009.hdr.sgml : 20220803 20220803151118 ACCESSION NUMBER: 0001845302-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220803 EFFECTIVENESS DATE: 20220803 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: 221132248 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 13F-HR LIVE false true false 0001845302 XXXXXXXX 06-30-2022 06-30-2022 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 08-03-2022 0 68 320767 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 870 2376 SH SOLE 0 0 2376 ADVANCED MICRO DEVICES INC COM 007903107 1322 17282 SH SOLE 0 0 17282 AFLAC INC COM 001055102 7396 133676 SH SOLE 0 0 133676 AIR PRODS & CHEMS INC COM 009158106 7977 33172 SH SOLE 0 0 33172 ALPHABET INC CAP STK CL A 02079K305 1425 654 SH SOLE 0 0 654 ALPS ETF TR ALERIAN MLP 00162Q452 8023 232882 SH SOLE 0 0 232882 AMAZON COM INC COM 023135106 1370 12903 SH SOLE 0 0 12903 APPLE INC COM 037833100 9941 72708 SH SOLE 0 0 72708 BECTON DICKINSON & CO COM 075887109 7403 30030 SH SOLE 0 0 30030 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1436 5259 SH SOLE 0 0 5259 CHEVRON CORP NEW COM 166764100 6590 45521 SH SOLE 0 0 45521 CIGNA CORP NEW COM 125523100 7958 30199 SH SOLE 0 0 30199 COCA COLA CO COM 191216100 3865 61437 SH SOLE 0 0 61437 CONAGRA BRANDS INC COM 205887102 8566 250170 SH SOLE 0 0 250170 CVS HEALTH CORP COM 126650100 1535 16571 SH SOLE 0 0 16571 DIAMONDBACK ENERGY INC COM 25278X109 819 6760 SH SOLE 0 0 6760 DISCOVER FINL SVCS COM 254709108 832 8797 SH SOLE 0 0 8797 DUKE ENERGY CORP NEW COM NEW 26441C204 8034 74939 SH SOLE 0 0 74939 EMERSON ELEC CO COM 291011104 6817 85701 SH SOLE 0 0 85701 GOLDMAN SACHS GROUP INC COM 38141G104 8897 29953 SH SOLE 0 0 29953 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 1209 67017 SH SOLE 0 0 67017 ISHARES TR CORE US AGGBD ET 464287226 4791 47115 SH SOLE 0 0 47115 ISHARES TR CORE S&P MCP ETF 464287507 847 3743 SH SOLE 0 0 3743 ISHARES TR ISHARES BIOTECH 464287556 987 8389 SH SOLE 0 0 8389 ISHARES TR CORE S&P SCP ETF 464287804 1230 13307 SH SOLE 0 0 13307 ISHARES TR MSCI ACWI ETF 464288257 681 8116 SH SOLE 0 0 8116 ISHARES TR PFD AND INCM SEC 464288687 7038 214055 SH SOLE 0 0 214055 ISHARES TR US AER DEF ETF 464288760 510 5140 SH SOLE 0 0 5140 ISHARES TR AGGRES ALLOC ETF 464289859 1109 18525 SH SOLE 0 0 18525 ISHARES TR GRWT ALLOCAT ETF 464289867 680 14176 SH SOLE 0 0 14176 ISHARES TR CORE MSCI TOTAL 46432F834 2104 36900 SH SOLE 0 0 36900 ISHARES TR 0-5YR HI YL CP 46434V407 11808 291194 SH SOLE 0 0 291194 JOHNSON & JOHNSON COM 478160104 8213 46268 SH SOLE 0 0 46268 JPMORGAN CHASE & CO COM 46625H100 826 7335 SH SOLE 0 0 7335 KLA CORP COM NEW 482480100 7010 21969 SH SOLE 0 0 21969 LOCKHEED MARTIN CORP COM 539830109 9797 22785 SH SOLE 0 0 22785 LOWES COS INC COM 548661107 6850 39218 SH SOLE 0 0 39218 MEDICAL PPTYS TRUST INC COM 58463J304 7551 494496 SH SOLE 0 0 494496 MEDTRONIC PLC SHS G5960L103 7606 84752 SH SOLE 0 0 84752 META PLATFORMS INC CL A 30303M102 764 4736 SH SOLE 0 0 4736 MICROSOFT CORP COM 594918104 8783 34196 SH SOLE 0 0 34196 NRG ENERGY INC COM NEW 629377508 8354 218863 SH SOLE 0 0 218863 NVIDIA CORPORATION COM 67066G104 836 5515 SH SOLE 0 0 5515 PACER FDS TR US CASH COWS 100 69374H881 1883 43725 SH SOLE 0 0 43725 PFIZER INC COM 717081103 9500 181187 SH SOLE 0 0 181187 PHILLIPS 66 COM 718546104 8087 98632 SH SOLE 0 0 98632 SALESFORCE INC COM 79466L302 1458 8835 SH SOLE 0 0 8835 SCHLUMBERGER LTD COM STK 806857108 8245 230575 SH SOLE 0 0 230575 SCHWAB STRATEGIC TR US TIPS ETF 808524870 9393 168337 SH SOLE 0 0 168337 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 953 7434 SH SOLE 0 0 7434 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 740 10254 SH SOLE 0 0 10254 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 378 5392 SH SOLE 0 0 5392 SIMON PPTY GROUP INC NEW COM 828806109 6049 63725 SH SOLE 0 0 63725 SPDR GOLD TR GOLD SHS 78463V107 799 4744 SH SOLE 0 0 4744 SPDR SER TR PORTFOLIO LN TSR 78464A664 4691 141853 SH SOLE 0 0 141853 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 9686 232618 SH SOLE 0 0 232618 TARGET CORP COM 87612E106 6090 43122 SH SOLE 0 0 43122 TJX COS INC NEW COM 872540109 897 16068 SH SOLE 0 0 16068 TOTALENERGIES SE SPONSORED ADS 89151E109 8382 159230 SH SOLE 0 0 159230 TRAVELERS COMPANIES INC COM 89417E109 7831 46300 SH SOLE 0 0 46300 TYSON FOODS INC CL A 902494103 8933 103794 SH SOLE 0 0 103794 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 730 8012 SH SOLE 0 0 8012 VANGUARD INDEX FDS VALUE ETF 922908744 2281 17297 SH SOLE 0 0 17297 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 894 11584 SH SOLE 0 0 11584 VANGUARD WORLD FDS INF TECH ETF 92204A702 698 2137 SH SOLE 0 0 2137 VERIZON COMMUNICATIONS INC COM 92343V104 7706 151839 SH SOLE 0 0 151839 WALGREENS BOOTS ALLIANCE INC COM 931427108 6421 169420 SH SOLE 0 0 169420 WALMART INC COM 931142103 7382 60718 SH SOLE 0 0 60718