# EDGAR Filing Document

**Accession Number:** 0001845302
**File Stem:** 0001845302-23-000002
**Filing Date:** 2023-1
**Character Count:** 10532
**Document Hash:** 82b20b6f0407a0f1a5cc25b8ba852501
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001845302-23-000002.hdr.sgml**: 20230123

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Greystone Financial Group LLC<br>**Address:** 665 Hulet Dr<br>Bloomfield Hills, MI 48302

**Form 13F File Number:** 028-20746

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Todd R. Moss<br>**Title:** Managing Partner<br>**Phone:** 248-267-1270

**Signature, Place, and Date of Signing:**

/s/ Todd R. Moss  Bloomfield Hills, MI  01-23-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $340219455

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 MCP ETF | 464287507 |  | 619421 | 2561 | SH |  | SOLE |  | 0 | 0 | 2561 |
| ISHARES TR | CORE S 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 |

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