Greenbush Financial Group

Greenbush Financial Group as of Dec. 31, 2024

Portfolio Holdings for Greenbush Financial Group

Greenbush Financial Group holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.6 $22M 41k 538.81
Capital Group Growth Etf Shs Creation Uni (CGGR) 9.1 $17M 464k 37.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.5 $16M 225k 71.91
Spdr Gold Tr Gold Shs (GLD) 5.6 $11M 44k 242.85
Vanguard Index Fds Value Etf (VTV) 5.5 $10M 61k 169.66
Capital Group Core Balanced SHS (CGBL) 5.3 $10M 322k 31.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.1 $9.7M 164k 58.93
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 4.3 $8.1M 314k 25.79
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $7.7M 27k 289.81
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $7.7M 29k 264.36
Vanguard Index Fds Small Cp Etf (VB) 3.8 $7.3M 30k 240.51
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.7 $7.0M 316k 22.20
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.5 $6.7M 145k 46.07
J P Morgan Exchange Traded F Active Growth (JGRO) 3.3 $6.4M 78k 81.03
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.3 $6.2M 176k 35.26
Tesla Motors (TSLA) 2.6 $5.0M 12k 407.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $4.3M 88k 48.42
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $3.4M 67k 50.37
Apple (AAPL) 1.7 $3.2M 13k 252.78
NVIDIA Corporation (NVDA) 1.7 $3.2M 24k 134.29
Palo Alto Networks (PANW) 1.5 $2.9M 16k 184.30
Amazon (AMZN) 1.4 $2.6M 12k 221.28
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.5M 13k 192.83
Microsoft Corporation (MSFT) 1.3 $2.4M 5.7k 425.22
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $1.6M 23k 68.43
Meta Platforms Cl A (META) 0.8 $1.5M 2.5k 585.61
Generac Holdings (GNRC) 0.5 $1.0M 6.6k 155.05
Advanced Micro Devices (AMD) 0.5 $913k 7.6k 120.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $786k 1.3k 586.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $764k 9.9k 77.27
Microstrategy Cl A New (MSTR) 0.3 $507k 1.8k 289.62
McDonald's Corporation (MCD) 0.1 $239k 825.00 289.87
Opko Health (OPK) 0.0 $15k 10k 1.47