Greenbush Financial Group, LLC Top Holdings and 13F Report (2025) About Greenbush Financial Group, LLCInvestment ActivityGreenbush Financial Group, LLC has $201.04 million in total holdings as of March 31, 2025.Greenbush Financial Group, LLC owns shares of 33 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.69% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Greenbush Financial Group, LLC has purchased 33 new stocks and bought additional shares in 25 stocks.Greenbush Financial Group, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $22,077,477Capital Group Growth ETF $17,072,727Vanguard Total Bond Market ETF $16,997,370SPDR Gold Shares $12,124,853Vanguard Value ETF $11,666,519 Largest New Holdings this Quarter 55286W504 - MFS ACTIVE EXCHANGE TRADED F $6,348,287 Holding Largest Purchases this Quarter MFS ACTIVE EXCHANGE TRADED F 257,120 shares (about $6.35M)JPMorgan Active Growth ETF 40,301 shares (about $2.97M)Capital Group Growth ETF 35,003 shares (about $1.20M)Vanguard S&P 500 ETF 2,239 shares (about $1.15M)Vanguard Value ETF 6,139 shares (about $1.06M) Largest Sales this Quarter Tesla 2,669 shares (about $691.70K)SPDR Gold Shares 1,668 shares (about $480.61K)JPMorgan Ultra-Short Income ETF 6,516 shares (about $329.91K)NVIDIA 635 shares (about $68.82K)Strategy 100 shares (about $28.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenbush Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$22,077,477$1,150,639 ▲5.5%42,96011.0%ETFCGGRCapital Group Growth ETF$17,072,727$1,198,852 ▲7.6%498,4748.5%ETFBNDVanguard Total Bond Market ETF$16,997,370$484,330 ▲2.9%231,4148.5%ETFGLDSPDR Gold Shares$12,124,853$480,614 ▼-3.8%42,0806.0%FinanceVTVVanguard Value ETF$11,666,519$1,060,451 ▲10.0%67,5385.8%ETFVXUSVanguard Total International Stock ETF$10,914,880$730,917 ▲7.2%175,7635.4%ETFCAPITAL GROUP CORE BALANCED$10,326,811$340,842 ▲3.4%333,3385.1%SHSJGROJPMorgan Active Growth ETF$8,758,358$2,973,811 ▲51.4%118,6934.4%ETFCAPITAL GRP FIXED INCM ETF T$8,607,299$366,974 ▲4.5%327,5234.3%CORE BOND ETFVOVanguard Mid-Cap ETF$8,164,888$623,791 ▲8.3%31,5714.1%ETFVTIVanguard Total Stock Market ETF$7,996,876$667,048 ▲9.1%29,0964.0%ETFVBVanguard Small-Cap ETF$7,511,910$778,998 ▲11.6%33,8763.7%ETFCGCPCapital Group Core Plus Income ETF$7,457,250$361,759 ▲5.1%332,1723.7%ETFCGDVCapital Group Dividend Value ETF$7,242,775$979,425 ▲15.6%203,2203.6%ETFJCPBJPMorgan Core Plus Bond ETF$7,130,860$331,633 ▲4.9%151,5913.5%ETFMFS ACTIVE EXCHANGE TRADED F$6,348,287$6,348,287 ▲New Holding257,1203.2%VALUE ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,490,286$105,189 ▲2.4%89,9862.2%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$3,058,680$329,907 ▼-9.7%60,4121.5%ETFAAPLApple$2,860,641$41,539 ▲1.5%12,8781.4%Computer and TechnologyPANWPalo Alto Networks$2,779,332$124,565 ▲4.7%16,2881.4%Computer and TechnologyTSLATesla$2,502,970$691,699 ▼-21.7%9,6581.2%Auto/Tires/TrucksNVDANVIDIA$2,488,440$68,822 ▼-2.7%22,9601.2%Computer and TechnologyAMZNAmazon.com$2,322,709$114,157 ▲5.2%12,2081.2%Retail/WholesaleMSFTMicrosoft$2,250,351$122,371 ▲5.8%5,9951.1%Computer and TechnologyGOOGAlphabet$2,142,715$143,889 ▲7.2%13,7151.1%Computer and TechnologyMETAMeta Platforms$1,574,386$139,459 ▲9.7%2,7320.8%Computer and TechnologyGNRCGenerac$917,565$84,601 ▲10.2%7,2450.5%IndustrialsBSVVanguard Short-Term Bond ETF$895,033$121,096 ▲15.6%11,4340.4%ETFAMDAdvanced Micro Devices$866,210$89,796 ▲11.6%8,4310.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$752,153$2,796 ▲0.4%1,3450.4%FinanceMSTRStrategy$475,646$28,827 ▼-5.7%1,6500.2%Computer and TechnologyMCDMcDonald's$244,997$12,812 ▼-5.0%7840.1%Retail/WholesaleOPKOPKO Health$16,6000.0%10,0000.0%MedicalBLVVanguard Long-Term Bond ETF$0$1,557,348 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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