0001845302-22-000011.txt : 20221025 0001845302-22-000011.hdr.sgml : 20221025 20221025115325 ACCESSION NUMBER: 0001845302-22-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221025 DATE AS OF CHANGE: 20221025 EFFECTIVENESS DATE: 20221025 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: 221327991 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 09-30-2022 09-30-2022 false Greystone Financial Group, LLC

665 Hulet Dr Bloomfield Hills MI 48302

13F HOLDINGS REPORT 028-20746 N Todd R. Moss 248-267-1270 Todd R. Moss Bloomfield Hills MI 10-25-2022 0 67 294753 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 1179 18606 SH SOLE 0 0 18606 AFLAC INC COM 001055102 7050 125449 SH SOLE 0 0 125449 AIR PRODS & CHEMS INC COM 009158106 7030 30208 SH SOLE 0 0 30208 ALPHABET INC CAP STK CL A 02079K305 1645 17196 SH SOLE 0 0 17196 ALPS ETF TR ALERIAN MLP 00162Q452 7609 208136 SH SOLE 0 0 208136 AMAZON COM INC COM 023135106 1822 16120 SH SOLE 0 0 16120 APPLE INC COM 037833100 9165 66315 SH SOLE 0 0 66315 BECTON DICKINSON & CO COM 075887109 6625 29730 SH SOLE 0 0 29730 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1277 4781 SH SOLE 0 0 4781 BLACKROCK INC COM 09247X101 7623 13853 SH SOLE 0 0 13853 BROADCOM INC COM 11135F101 3271 7367 SH SOLE 0 0 7367 CHEVRON CORP NEW COM 166764100 3563 24803 SH SOLE 0 0 24803 CIGNA CORP NEW COM 125523100 7280 26236 SH SOLE 0 0 26236 CISCO SYS INC COM 17275R102 6627 165674 SH SOLE 0 0 165674 COCA COLA CO COM 191216100 6612 118034 SH SOLE 0 0 118034 COMCAST CORP NEW CL A 20030N101 7211 245873 SH SOLE 0 0 245873 CONAGRA BRANDS INC COM 205887102 7714 236409 SH SOLE 0 0 236409 CVS HEALTH CORP COM 126650100 1271 13328 SH SOLE 0 0 13328 DOW INC COM 260557103 6242 142090 SH SOLE 0 0 142090 DUKE ENERGY CORP NEW COM NEW 26441C204 6541 70320 SH SOLE 0 0 70320 EMERSON ELEC CO COM 291011104 6502 88796 SH SOLE 0 0 88796 ENCORE CAP GROUP INC COM 292554102 319 7013 SH SOLE 0 0 7013 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 300 12479 SH SOLE 0 0 12479 GOLDMAN SACHS GROUP INC COM 38141G104 3248 11085 SH SOLE 0 0 11085 GSK PLC SPONSORED ADR 37733W204 628 21340 SH SOLE 0 0 21340 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 761 47012 SH SOLE 0 0 47012 INVITATION HOMES INC COM 46187W107 345 10216 SH SOLE 0 0 10216 ISHARES TR CORE MSCI TOTAL 46432F834 1492 29310 SH SOLE 0 0 29310 ISHARES TR CORE S&P MCP ETF 464287507 733 3341 SH SOLE 0 0 3341 ISHARES TR CORE S&P SCP ETF 464287804 880 10090 SH SOLE 0 0 10090 ISHARES TR FLTG RATE NT ETF 46429B655 432 8591 SH SOLE 0 0 8591 ISHARES TR PFD AND INCM SEC 464288687 7214 227797 SH SOLE 0 0 227797 ISHARES TR US AER DEF ETF 464288760 586 6427 SH SOLE 0 0 6427 JOHNSON & JOHNSON COM 478160104 7231 44262 SH SOLE 0 0 44262 JPMORGAN CHASE & CO COM 46625H100 667 6378 SH SOLE 0 0 6378 LOCKHEED MARTIN CORP COM 539830109 8013 20743 SH SOLE 0 0 20743 MEDTRONIC PLC SHS G5960L103 7118 88152 SH SOLE 0 0 88152 MERCK & CO INC COM 58933Y105 622 7225 SH SOLE 0 0 7225 META PLATFORMS INC CL A 30303M102 681 5017 SH SOLE 0 0 5017 MICROSOFT CORP COM 594918104 11336 48672 SH SOLE 0 0 48672 NRG ENERGY INC COM NEW 629377508 7767 202957 SH SOLE 0 0 202957 PACER FDS TR US CASH COWS 100 69374H881 2059 50201 SH SOLE 0 0 50201 PAYPAL HLDGS INC COM 70450Y103 712 8277 SH SOLE 0 0 8277 PFIZER INC COM 717081103 7753 177179 SH SOLE 0 0 177179 PHILLIPS 66 COM 718546104 7943 98397 SH SOLE 0 0 98397 RESTAURANT BRANDS INTL INC COM 76131D103 7341 138036 SH SOLE 0 0 138036 SALESFORCE INC COM 79466L302 1120 7788 SH SOLE 0 0 7788 SCHLUMBERGER LTD COM STK 806857108 4500 125339 SH SOLE 0 0 125339 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 604 9051 SH SOLE 0 0 9051 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 630 5202 SH SOLE 0 0 5202 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 567 8653 SH SOLE 0 0 8653 SHELL PLC SPON ADS 780259305 625 12562 SH SOLE 0 0 12562 SIMON PPTY GROUP INC NEW COM 828806109 6699 74644 SH SOLE 0 0 74644 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 12201 298540 SH SOLE 0 0 298540 TARGET CORP COM 87612E106 6798 45812 SH SOLE 0 0 45812 TJX COS INC NEW COM 872540109 762 12264 SH SOLE 0 0 12264 TRAVELERS COMPANIES INC COM 89417E109 6965 45462 SH SOLE 0 0 45462 VANGUARD INDEX FDS GROWTH ETF 922908736 1137 5314 SH SOLE 0 0 5314 VANGUARD INDEX FDS VALUE ETF 922908744 2415 19554 SH SOLE 0 0 19554 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7366 153114 SH SOLE 0 0 153114 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 12991 222792 SH SOLE 0 0 222792 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13601 183099 SH SOLE 0 0 183099 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 762 10234 SH SOLE 0 0 10234 VANGUARD WORLD FDS INF TECH ETF 92204A702 573 1865 SH SOLE 0 0 1865 VEEVA SYS INC CL A COM 922475108 721 4373 SH SOLE 0 0 4373 VERIZON COMMUNICATIONS INC COM 92343V104 5870 154605 SH SOLE 0 0 154605 WALMART INC COM 931142103 7806 60183 SH SOLE 0 0 60183