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GREENBUSH FINANCIAL GROUP, LLC
GREENBUSH FINANCIAL GROUP, LLC
Latest filing: 2026-06-30
GREENBUSH FINANCIAL GROUP, LLC runs GREENBUSH FINANCIAL GROUP, LLC and currently holds 35 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $340.06M. Their top holdings are VOO, VTV, BND, CGGR, CGBL. The top five represent 46.2% of reported portfolio weight. GREENBUSH FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, GREENBUSH FINANCIAL GROUP, LLC initiated 2 new positions. They added to 24 existing positions. They trimmed 6 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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35 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 14.10% | $557.35 | $703.77 | +26.27% | Added +1.15% |
 VTV VANGUARD INDEX FDS | 11.49% | $194.47 | $226.35 | +16.39% | Added +75.81% |
 BND VANGUARD BD INDEX FDS | 7.55% | $72.56 | $72.23 | -0.45% | Added +9.47% |
 CGGR CAPITAL GROUP GROWTH ETF | 6.89% | $37.81 | $46.99 | +24.28% | Added +0.05% |
 CGBL CAPITAL GROUP CORE BALANCED | 6.13% | $32.43 | $38.22 | +17.85% | Trimmed -0.33% |
 VXUS VANGUARD STAR FDS | 5.63% | $62.69 | $87.71 | +39.91% | Added +2.88% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 4.90% | $38.35 | $50.21 | +30.92% | Added +5.43% |
 CGCB CAPITAL GRP FIXED INCM ETF T | 4.48% | $26.05 | $25.84 | -0.83% | Added +9.70% |
 GLD SPDR GOLD TR | 4.18% | $253.71 | $423.45 | +66.90% | Added +1.78% |
 CGCP CAPITAL GRP FIXED INCM ETF T | 4.09% | $22.32 | $22.00 | -1.46% | Added +10.22% |
Showing 1-10 of 35