Greenbush Financial Group

Greenbush Financial Group as of June 30, 2025

Portfolio Holdings for Greenbush Financial Group

Greenbush Financial Group holds 32 positions in its portfolio as reported in the June 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) 14.8 $34M 60k 568.03
Capital Group Growth Etf Shs Creation Uni (CGGR) 8.7 $20M 492k 40.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.8 $18M 244k 73.63
Capital Group Core Balanced SHS (CGBL) 6.3 $15M 435k 33.44
Vanguard Index Fds Value Etf (VTV) 5.6 $13M 73k 176.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.5 $13M 182k 69.09
Spdr Gold Tr Gold Shs (GLD) 5.3 $12M 40k 304.83
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.1 $9.3M 236k 39.49
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 4.0 $9.2M 352k 26.30
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $9.2M 30k 303.93
J P Morgan Exchange Traded F Active Growth (JGRO) 4.0 $9.1M 105k 86.07
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $8.2M 29k 279.83
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.5 $8.0M 357k 22.50
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.3 $7.7M 163k 47.06
Mfs Active Exchange Traded F Value Etf (MFSV) 3.1 $7.2M 285k 25.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $4.6M 92k 50.27
Tesla Motors (TSLA) 1.7 $3.9M 12k 317.66
NVIDIA Corporation (NVDA) 1.7 $3.8M 24k 157.99
Palo Alto Networks (PANW) 1.5 $3.5M 17k 204.64
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $3.2M 63k 50.68
Microsoft Corporation (MSFT) 1.4 $3.1M 6.3k 497.41
Amazon (AMZN) 1.2 $2.8M 13k 219.39
Apple (AAPL) 1.2 $2.7M 13k 205.17
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.6M 15k 177.39
Meta Platforms Cl A (META) 0.9 $2.1M 2.8k 738.00
Advanced Micro Devices (AMD) 0.5 $1.2M 8.7k 141.90
Generac Holdings (GNRC) 0.5 $1.1M 7.4k 143.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.1M 13k 78.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $833k 1.3k 617.72
Microstrategy Cl A New (MSTR) 0.3 $667k 1.7k 404.23
McDonald's Corporation (MCD) 0.1 $235k 803.00 292.31
Opko Health (OPK) 0.0 $13k 10k 1.32