Greenbush Financial Group

Greenbush Financial Group as of March 31, 2025

Portfolio Holdings for Greenbush Financial Group

Greenbush Financial Group holds 33 positions in its portfolio as reported in the March 2025 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) 11.0 $22M 43k 513.91
Capital Group Growth Etf Shs Creation Uni (CGGR) 8.5 $17M 499k 34.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.5 $17M 231k 73.45
Spdr Gold Tr Gold Shs (GLD) 6.0 $12M 42k 288.14
Vanguard Index Fds Value Etf (VTV) 5.8 $12M 68k 172.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.4 $11M 176k 62.10
Capital Group Core Balanced SHS (CGBL) 5.1 $10M 333k 30.98
J P Morgan Exchange Traded F Active Growth (JGRO) 4.4 $8.8M 119k 73.79
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 4.3 $8.6M 328k 26.28
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $8.2M 32k 258.62
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $8.0M 29k 274.84
Vanguard Index Fds Small Cp Etf (VB) 3.7 $7.5M 34k 221.75
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.7 $7.5M 332k 22.45
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.6 $7.2M 203k 35.64
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.5 $7.1M 152k 47.04
Mfs Active Exchange Traded F Value Etf (MFSV) 3.2 $6.3M 257k 24.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $4.5M 90k 49.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.5 $3.1M 60k 50.63
Apple (AAPL) 1.4 $2.9M 13k 222.13
Palo Alto Networks (PANW) 1.4 $2.8M 16k 170.64
Tesla Motors (TSLA) 1.2 $2.5M 9.7k 259.16
NVIDIA Corporation (NVDA) 1.2 $2.5M 23k 108.38
Amazon (AMZN) 1.2 $2.3M 12k 190.26
Microsoft Corporation (MSFT) 1.1 $2.3M 6.0k 375.37
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.1M 14k 156.23
Meta Platforms Cl A (META) 0.8 $1.6M 2.7k 576.28
Generac Holdings (GNRC) 0.5 $918k 7.2k 126.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $895k 11k 78.28
Advanced Micro Devices (AMD) 0.4 $866k 8.4k 102.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $752k 1.3k 559.22
Microstrategy Cl A New (MSTR) 0.2 $476k 1.7k 288.27
McDonald's Corporation (MCD) 0.1 $245k 784.00 312.50
Opko Health (OPK) 0.0 $17k 10k 1.66