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Greenleaf Trust

Latest statistics and disclosures from Greenleaf Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are SYK, IVV, IEFA, AAPL, IJH, and represent 73.57% of Greenleaf Trust's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$17M), AMZN (+$5.4M), IVV (+$5.3M), V (+$5.1M), IEFA, IEMG, SPY, GOOGL, MSFT, VNT.
Started 68 new stock positions in BIO, PLTR, HDB, NCV, KNF, DCF, MSTR, SNN, AGG, CW.
Reduced shares in these 10 stocks: TJX (-$12M), SYK (-$10M), EEM, IVW, HBAN, IVE, INTC, , VCIT, ASML.
Sold out of its positions in BMO, BNS, BWA, GAP, GMAB, HE, KD, NIO, NEOG, New York Community Ban.
Greenleaf Trust was a net buyer of stock by $86M.
Greenleaf Trust has $11B in assets under management (AUM), dropping by 6.61%.
Central Index Key (CIK): 0001162170

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Portfolio Holdings for Greenleaf Trust

Greenleaf Trust holds 832 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Greenleaf Trust has 832 total positions. Only the first 250 positions are shown.

Sign up to view all of the Greenleaf Trust Sept. 30, 2024 positions
Download the Greenleaf Trust September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Stryker Corporation (SYK)	59.5	$6.7B		19M	361.26	View chart
iShares Core S&P 500 Index Core S&p500 Etf (IVV)	9.3	$1.0B		1.8M	576.82	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	2.0	$220M		2.8M	78.05	View chart
Apple (AAPL)	1.5	$164M		703k	233.00	View chart
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)	1.3	$150M		2.4M	62.32	View chart
Microsoft Corporation (MSFT)	1.3	$142M		331k	430.30	View chart
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)	0.9	$106M	-3%	2.3M	45.86	View chart
NVIDIA Corporation (NVDA)	0.9	$103M		852k	121.44	View chart
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)	0.9	$99M		842k	116.96	View chart
Amazon (AMZN)	0.8	$94M	+6%	505k	186.33	View chart
Alphabet Inc. Cl C CL C (GOOG)	0.6	$71M		424k	167.19	View chart
Meta Platforms Inc. Cl A Cl A (META)	0.6	$65M		114k	572.44	View chart
Visa Inc - Class A Cl A (V)	0.6	$65M	+8%	236k	274.95	View chart
Berkshire Hathaway Cl B Cl B New (BRK.B)	0.6	$65M	+2%	141k	460.26	View chart
iShares Core MSCI Emerging Market Core Msci Emkt (IEMG)	0.6	$63M	+5%	1.1M	57.41	View chart
S&P 500 Index ETF Tr Unit (SPY)	0.5	$60M	+5%	105k	573.76	View chart
Alphabet Inc. Cl A Cl A (GOOGL)	0.4	$47M	+6%	286k	165.85	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.4	$40M		474k	83.63	View chart
American Tower Reit (AMT)	0.3	$38M		165k	232.56	View chart
S&p Global (SPGI)	0.3	$38M		73k	516.62	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.3	$38M		71k	527.67	View chart
iShares Convertible Bond ETF Conv Bd Etf (ICVT)	0.3	$35M	+4%	419k	83.67	View chart
iShares Preferred & Income Securities ETF Pfd And Incm Sec (PFF)	0.3	$34M	+4%	1.0M	33.23	View chart
Ishares S&P 500 Growth Index Fund S&p 500 Grwt Etf (IVW)	0.3	$34M	-5%	355k	95.75	View chart
Ishares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.3	$30M	-5%	152k	197.17	View chart
Danaher Corporation (DHR)	0.2	$28M		101k	278.02	View chart
salesforce (CRM)	0.2	$27M		100k	273.71	View chart
JPMorgan Chase & Co. (JPM)	0.2	$27M	+2%	129k	210.86	View chart
Canadian Pacific Kansas City (CP)	0.2	$26M		304k	85.54	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.2	$26M		409k	63.00	View chart
Eli Lilly & Co. (LLY)	0.2	$25M		28k	885.94	View chart
Honeywell International (HON)	0.2	$24M		116k	206.71	View chart
Booking Holdings (BKNG)	0.2	$23M		5.5k	4212.12	View chart
Mondelez International Inc Cl A Cl A (MDLZ)	0.2	$23M		314k	73.67	View chart
Adobe Systems Incorporated (ADBE)	0.2	$23M		44k	517.78	View chart
Invesco Ultra Short Duration ETF Ultra Shrt Dur (GSY)	0.2	$21M	-2%	424k	50.18	View chart
Abbvie (ABBV)	0.2	$21M	+3%	105k	197.48	View chart
Roper Industries (ROP)	0.2	$20M		37k	556.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$20M		115k	173.67	View chart
Broadcom (AVGO)	0.2	$19M	+919%	108k	172.50	View chart
Procter & Gamble Company (PG)	0.2	$19M		107k	173.20	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	0.2	$18M	+8%	188k	98.12	View chart
Vanguard Total Stock Market Fund Total Stk Mkt (VTI)	0.2	$18M		65k	283.16	View chart
iShares Intermediate Gov/Credit Bond ETF Intrm Gov Cr Etf (GVI)	0.2	$17M	+4%	161k	107.10	View chart
TJX Companies (TJX)	0.2	$17M	-40%	147k	117.54	View chart
Home Depot (HD)	0.2	$17M		42k	405.20	View chart
Ishares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.1	$17M		290k	57.53	View chart
Pepsi (PEP)	0.1	$16M		95k	170.05	View chart
Johnson & Johnson (JNJ)	0.1	$16M	+7%	98k	162.06	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	0.1	$16M	+2%	147k	107.65	View chart
Paypal Holdings (PYPL)	0.1	$15M		198k	78.03	View chart
Costco Wholesale Corporation (COST)	0.1	$15M	+2%	17k	886.52	View chart
Ishares Core S&P Total US Core S&p Ttl Stk (ITOT)	0.1	$14M	-2%	115k	125.62	View chart
Tesla Motors (TSLA)	0.1	$14M	+14%	53k	261.63	View chart
Mastercard Inc CL A Cl A (MA)	0.1	$14M		28k	493.80	View chart
UnitedHealth (UNH)	0.1	$13M	+2%	23k	584.68	View chart
Intuitive Surgical Com New (ISRG)	0.1	$13M		27k	491.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$13M	-3%	111k	117.22	View chart
Coca-Cola Company (KO)	0.1	$13M		176k	71.86	View chart
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)	0.1	$13M		70k	179.16	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.1	$12M		18.00	691180.00	View chart
Oracle Corporation (ORCL)	0.1	$12M	+3%	73k	170.40	View chart
Merck & Co (MRK)	0.1	$12M		102k	113.56	View chart
Wal-Mart Stores (WMT)	0.1	$11M		139k	80.75	View chart
Abbott Laboratories (ABT)	0.1	$11M		98k	114.01	View chart
Nextera Energy (NEE)	0.1	$11M		127k	84.53	View chart
McDonald's Corporation (MCD)	0.1	$10M		34k	304.51	View chart
Nike Inc Cl B CL B (NKE)	0.1	$10M	-3%	116k	88.40	View chart
Automatic Data Processing (ADP)	0.1	$10M	+11%	36k	276.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$10M		83k	121.16	View chart
Accenture Plc Shs Cl A Shs Class A (ACN)	0.1	$8.9M	+4%	25k	353.48	View chart
Chevron Corporation (CVX)	0.1	$8.9M	+3%	60k	147.27	View chart
FlexShares Mstar Gbl Upstrm Nat Res ETF Mornstar Upstr (GUNR)	0.1	$8.9M		215k	41.25	View chart
Pfizer (PFE)	0.1	$8.6M	+4%	297k	28.94	View chart
Deere & Company (DE)	0.1	$8.6M		21k	417.33	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.1	$8.5M		60k	142.04	View chart
Cisco Systems (CSCO)	0.1	$8.5M		159k	53.22	View chart
Dollar General (DG)	0.1	$8.4M	+5%	100k	84.57	View chart
Applied Materials (AMAT)	0.1	$8.0M		40k	202.05	View chart
Ishares S&P Midcap 400 Growth ETF S&p Mc 400gr Etf (IJK)	0.1	$7.9M		86k	91.93	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.7M		12k	618.57	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$7.6M	-18%	514k	14.70	View chart
Ishares Tr S & P Midcap Value Index S&p Mc 400vl Etf (IJJ)	0.1	$7.1M		57k	123.62	View chart
Netflix (NFLX)	0.1	$7.0M		9.9k	709.27	View chart
Ishares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$6.9M		31k	220.89	View chart
Sherwin-Williams Company (SHW)	0.1	$6.8M		18k	381.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.8M	+12%	33k	206.57	View chart
Caterpillar (CAT)	0.1	$6.8M		17k	391.12	View chart
Lowe's Companies (LOW)	0.1	$6.7M		25k	270.85	View chart
Ishares Tr Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$6.7M		76k	88.14	View chart
BlackRock (BLK)	0.1	$6.6M	+2%	7.0k	949.51	View chart
Advanced Micro Devices (AMD)	0.1	$6.4M	+3%	39k	164.08	View chart
Qualcomm (QCOM)	0.1	$6.0M		36k	170.05	View chart
Bank of America Corporation (BAC)	0.1	$5.9M		149k	39.68	View chart
American Express Company (AXP)	0.1	$5.8M		21k	271.20	View chart
Amgen (AMGN)	0.1	$5.7M		18k	322.21	View chart
Autodesk (ADSK)	0.1	$5.7M		21k	275.48	View chart
Eaton Corp SHS (ETN)	0.1	$5.7M		17k	331.44	View chart
Intuit (INTU)	0.1	$5.7M		9.2k	621.00	View chart
Chubb (CB)	0.0	$5.3M		19k	288.39	View chart
Goldman Sachs (GS)	0.0	$5.2M		11k	495.11	View chart
Ishares S&P Smallcap 600 Growth ETF S&P SML 600 GWT (IJT)	0.0	$5.1M		37k	139.49	View chart
Arista Networks (ANET)	0.0	$5.1M	+20%	13k	383.82	View chart
Air Products & Chemicals (APD)	0.0	$5.0M		17k	297.74	View chart
Union Pacific Corporation (UNP)	0.0	$4.9M		20k	246.48	View chart
Ishares Tr S & P Smallcap Value Index Sp Smcp600vl Etf (IJS)	0.0	$4.8M		45k	107.66	View chart
Linde SHS (LIN)	0.0	$4.8M	+4%	10k	476.86	View chart
Comcast Corp Cl A Cl A (CMCSA)	0.0	$4.6M	+20%	111k	41.77	View chart
Palo Alto Networks (PANW)	0.0	$4.6M	+10%	13k	341.80	View chart
GE Aerospace Com New (GE)	0.0	$4.5M		24k	188.58	View chart
Lam Research Corporation (LRCX)	0.0	$4.4M	+57%	5.3k	816.08	View chart
Lockheed Martin Corporation (LMT)	0.0	$4.3M		7.4k	584.56	View chart
International Business Machines (IBM)	0.0	$4.3M	+5%	20k	221.08	View chart
Novo Nordisk A/S Adr (NVO)	0.0	$4.3M		36k	119.07	View chart
Wells Fargo & Company (WFC)	0.0	$4.1M	-2%	72k	56.49	View chart
Spdr Port Ttl Stck Mrkt Portfoli S&p1500 (SPTM)	0.0	$4.1M		58k	70.06	View chart
Philip Morris International (PM)	0.0	$4.0M	+5%	33k	121.40	View chart
Walt Disney Company (DIS)	0.0	$3.9M	-4%	41k	96.19	View chart
Emerson Electric (EMR)	0.0	$3.9M	+9%	36k	109.37	View chart
McKesson Corporation (MCK)	0.0	$3.8M	+61%	7.7k	494.42	View chart
Verizon Communications (VZ)	0.0	$3.8M	+7%	84k	44.91	View chart
Sumitomo Mitsui Sponsored Adr (SMFG)	0.0	$3.7M		296k	12.63	View chart
Anthem (ELV)	0.0	$3.7M		7.1k	520.00	View chart
Amphenol Corporation CL A Cl A (APH)	0.0	$3.7M		56k	65.16	View chart
SPDR S&P Midcap 400 ETF Tr Unit Ser MFC Utser1 S&pdcrp (MDY)	0.0	$3.7M	+22%	6.4k	569.66	View chart
Ecolab (ECL)	0.0	$3.6M	-5%	14k	255.33	View chart
Charles Schwab Corporation (SCHW)	0.0	$3.6M	+63%	56k	64.81	View chart
Illinois Tool Works (ITW)	0.0	$3.6M	+5%	14k	262.07	View chart
Starbucks Corporation (SBUX)	0.0	$3.5M	-13%	36k	97.49	View chart
Colgate-Palmolive Company (CL)	0.0	$3.5M		34k	103.81	View chart
Ishares Edge MSCI USA Quality Msci Usa Qlt Fct (QUAL)	0.0	$3.4M		19k	179.30	View chart
Morgan Stanley Com New (MS)	0.0	$3.3M		32k	104.24	View chart
Servicenow (NOW)	0.0	$3.3M	+3%	3.7k	894.39	View chart
American Water Works (AWK)	0.0	$3.3M	+5%	23k	146.24	View chart
Micron Technology (MU)	0.0	$3.2M		31k	103.71	View chart
Kla-Tencor Corporation Com New (KLAC)	0.0	$3.2M	+5%	4.2k	774.41	View chart
Synopsys (SNPS)	0.0	$3.2M	+19%	6.3k	506.39	View chart
Vanguard Intermediate Term Corporate Bond Ind Int-term Corp (VCIT)	0.0	$3.2M	-25%	38k	83.75	View chart
Moody's Corporation (MCO)	0.0	$3.2M		6.7k	474.59	View chart
At&t (T)	0.0	$3.2M		144k	22.00	View chart
Cigna Corp (CI)	0.0	$3.1M		9.0k	346.44	View chart
Progressive Corporation (PGR)	0.0	$3.1M		12k	253.76	View chart
Ishares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$3.0M	+74%	8.1k	375.38	View chart
WisdomTree International High Dvd Itl High Div Fd (DTH)	0.0	$3.0M	-2%	71k	41.44	View chart
CSX Corporation (CSX)	0.0	$2.9M		84k	34.53	View chart
Fastenal Company (FAST)	0.0	$2.9M		41k	71.42	View chart
Omni (OMC)	0.0	$2.9M		28k	103.39	View chart
Analog Devices (ADI)	0.0	$2.8M	+2%	12k	230.17	View chart
Waste Management (WM)	0.0	$2.8M	+8%	13k	207.60	View chart
Target Corporation (TGT)	0.0	$2.8M		18k	155.86	View chart
ConocoPhillips (COP)	0.0	$2.8M	+28%	26k	105.28	View chart
SPDR Portfolio S&P 500 ETF Portfolio S&p500 (SPLG)	0.0	$2.8M		41k	67.51	View chart
Southern Company (SO)	0.0	$2.7M	+2%	30k	90.18	View chart
Vontier Corporation (VNT)	0.0	$2.7M	NEW	79k	33.74	View chart
Hartford Financial Services (HIG)	0.0	$2.6M		22k	117.61	View chart
Verisk Analytics (VRSK)	0.0	$2.6M	-6%	9.8k	267.96	View chart
Cummins (CMI)	0.0	$2.6M	+3%	8.1k	323.79	View chart
MetLife (MET)	0.0	$2.6M		31k	82.48	View chart
Prologis (PLD)	0.0	$2.6M	+2%	21k	126.28	View chart
Fifth Third Ban (FITB)	0.0	$2.5M		59k	42.84	View chart
AutoZone (AZO)	0.0	$2.5M		801.00	3150.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$2.5M		5.4k	465.08	View chart
Intercontinental Exchange (ICE)	0.0	$2.5M		16k	160.64	View chart
Hershey Company (HSY)	0.0	$2.5M	+2%	13k	191.78	View chart
Vanguard MSCI Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$2.5M	+18%	52k	47.85	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.5M	NEW	66k	37.20	View chart
Motorola Solutions Com New (MSI)	0.0	$2.4M		5.4k	449.63	View chart
Vanguard Index Trust Value MFC Value Etf (VTV)	0.0	$2.4M		14k	174.57	View chart
Travelers Companies (TRV)	0.0	$2.4M	+5%	10k	234.12	View chart
Ss&c Technologies Holding (SSNC)	0.0	$2.4M	+556%	32k	74.21	View chart
Hilton Worldwide Holdings (HLT)	0.0	$2.4M	+3%	10k	230.50	View chart
Wisdomtree ETF Emerging Markets Equity Emer Mkt High Fd (DEM)	0.0	$2.4M		54k	44.01	View chart
Vanguard Growth MFC Growth Etf (VUG)	0.0	$2.4M		6.2k	383.93	View chart
Hca Holdings (HCA)	0.0	$2.3M		5.7k	406.43	View chart
Ameriprise Financial (AMP)	0.0	$2.3M		4.9k	469.81	View chart
Marsh & McLennan Companies (MMC)	0.0	$2.3M		10k	223.09	View chart
ASML Holding NV N Y Registry Shs (ASML)	0.0	$2.3M	-24%	2.7k	833.25	View chart
Trane Technologies SHS (TT)	0.0	$2.3M		5.9k	388.73	View chart
Ishares 0-5 year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$2.3M	-5%	22k	101.32	View chart
Microchip Technology (MCHP)	0.0	$2.2M		28k	80.29	View chart
FlexShares Quality Dividend Defensv ETF Qlt Div Def Idx (QDEF)	0.0	$2.2M		31k	71.51	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.2M	+5%	19k	115.30	View chart
Lpl Financial Holdings (LPLA)	0.0	$2.2M	NEW	9.3k	232.63	View chart
Fiserv (FI)	0.0	$2.2M		12k	179.65	View chart
Broadridge Financial Solutions (BR)	0.0	$2.2M		10k	215.03	View chart
PNC Financial Services (PNC)	0.0	$2.2M	+4%	12k	184.85	View chart
Edwards Lifesciences (EW)	0.0	$2.1M	-7%	33k	65.99	View chart
Kimberly-Clark Corporation (KMB)	0.0	$2.1M	+13%	15k	142.28	View chart
Boston Scientific Corporation (BSX)	0.0	$2.1M		25k	83.80	View chart
O'reilly Automotive (ORLY)	0.0	$2.1M	+4%	1.8k	1151.60	View chart
Gilead Sciences (GILD)	0.0	$2.1M	+10%	25k	83.84	View chart
TransDigm Group Incorporated (TDG)	0.0	$2.1M	+2%	1.5k	1427.13	View chart
Bank of New York Mellon Corporation (BK)	0.0	$2.1M		29k	71.86	View chart
Msci (MSCI)	0.0	$2.1M	+36%	3.6k	582.93	View chart
FactSet Research Systems (FDS)	0.0	$2.1M	+653%	4.5k	459.85	View chart
NYLI Merger Arbitrage ETF Nyli Merger Arbi (MNA)	0.0	$2.1M	-5%	63k	32.88	View chart
Dow (DOW)	0.0	$2.1M		38k	54.63	View chart
Toyota Motor Corp Ads (TM)	0.0	$2.1M		12k	178.57	View chart
Norfolk Southern (NSC)	0.0	$2.1M	-2%	8.3k	248.50	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$2.1M		2.0k	1051.24	View chart
3M Company (MMM)	0.0	$2.0M	+4%	15k	136.70	View chart
Novartis Sponsored Adr (NVS)	0.0	$2.0M	+8%	18k	115.02	View chart
AstraZeneca Sponsored Adr (AZN)	0.0	$2.0M		26k	77.91	View chart
Altria (MO)	0.0	$1.9M	+6%	38k	51.04	View chart
Metropcs Communications (TMUS)	0.0	$1.9M		9.4k	206.36	View chart
Intel Corporation (INTC)	0.0	$1.9M	-41%	83k	23.46	View chart
Vistra Energy (VST)	0.0	$1.9M	+3%	16k	118.54	View chart
Technology Select Sector SPDR Technology (XLK)	0.0	$1.9M		8.5k	225.76	View chart
Shell PLC- Spon Ads (SHEL)	0.0	$1.9M	+56%	29k	65.95	View chart
AFLAC Incorporated (AFL)	0.0	$1.9M		17k	111.80	View chart
Icici Bank Adr (IBN)	0.0	$1.9M		63k	29.85	View chart
Carrier Global Corporation (CARR)	0.0	$1.9M		23k	80.49	View chart
Dr Reddys Lab Ltd ADR Repstg 1/2 Sh Adr (RDY)	0.0	$1.9M		24k	79.45	View chart
Cintas Corporation (CTAS)	0.0	$1.9M	+349%	9.0k	205.88	View chart
Constellation Energy (CEG)	0.0	$1.9M		7.1k	260.02	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.8M	+3%	2.9k	631.82	View chart
Sony Corp Sponsored Adr (SONY)	0.0	$1.8M		19k	96.57	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.8M		11k	162.91	View chart
Allstate Corporation (ALL)	0.0	$1.8M		9.6k	189.65	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.8M		3.4k	528.07	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.8M		23k	77.61	View chart
CB Richard Ellis Group Inc A Cl A (CBRE)	0.0	$1.8M	+2%	15k	124.48	View chart
Vanguard Developed Markets Index Fund Van Ftse Dev Mkt (VEA)	0.0	$1.8M	+7%	34k	52.81	View chart
Kroger (KR)	0.0	$1.8M		31k	57.30	View chart
Bny Mellon Alcentra Global Cr (DCF)	0.0	$1.7M	NEW	189k	9.18	View chart
Steelcase Inc CL A Cl A (SCS)	0.0	$1.7M		126k	13.49	View chart
First Solar (FSLR)	0.0	$1.7M		6.8k	249.44	View chart
Invesco S&P 500 Top 50 ETF S&p 500 Top 50 (XLG)	0.0	$1.7M		35k	47.53	View chart
iShares Core US Treasury Us Treas Bd Etf (GOVT)	0.0	$1.7M	-8%	71k	23.45	View chart
Zoetis Inc CL A Cl A (ZTS)	0.0	$1.7M		8.5k	195.38	View chart
Simon Property (SPG)	0.0	$1.6M		9.7k	169.02	View chart
General Dynamics Corporation (GD)	0.0	$1.6M		5.4k	302.20	View chart
Consensus Cloud Solutions In (CCSI)	0.0	$1.6M	NEW	69k	23.55	View chart
Cadence Design Systems (CDNS)	0.0	$1.6M	+7%	6.0k	271.03	View chart
American International Group Com New (AIG)	0.0	$1.6M		22k	73.23	View chart
Brown & Brown (BRO)	0.0	$1.6M	+290%	15k	103.60	View chart
General Mills (GIS)	0.0	$1.6M	+3%	21k	73.85	View chart
Capital One Financial (COF)	0.0	$1.6M	+2%	11k	149.73	View chart
Ishares Tr Russell 1000 Value Index Rus 1000 Val Etf (IWD)	0.0	$1.6M	+61%	8.2k	189.80	View chart
Mitsubishi UFJ Finl Group Sponsored Ads (MUFG)	0.0	$1.5M	+2%	152k	10.18	View chart
Ball Corporation (BALL)	0.0	$1.5M		23k	67.91	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$1.5M	+16%	11k	136.34	View chart
Dupont De Nemours (DD)	0.0	$1.5M		17k	89.11	View chart
abrdn Healthcare Opportunities SHS (THQ)	0.0	$1.5M	NEW	69k	22.08	View chart
UBS Group SHS (UBS)	0.0	$1.5M		49k	30.91	View chart
Phillips 66 (PSX)	0.0	$1.5M	+4%	11k	131.45	View chart
South State Corporation (SSB)	0.0	$1.5M		15k	97.18	View chart
Prudential Financial (PRU)	0.0	$1.5M	-5%	12k	121.10	View chart
Newmont Mining Corporation (NEM)	0.0	$1.5M	+3%	28k	53.45	View chart
Vanguard S&P Mid-Cap 400 ETF Midcp 400 Idx (IVOO)	0.0	$1.5M		14k	105.63	View chart

Past Filings by Greenleaf Trust

SEC 13F filings are viewable for Greenleaf Trust going back to 2010

Greenleaf Trust 2024 Q3 filed Oct. 22, 2024
Greenleaf Trust 2024 Q2 filed July 22, 2024
Greenleaf Trust 2024 Q1 filed April 29, 2024
Greenleaf Trust 2023 Q4 filed Jan. 31, 2024
Greenleaf Trust 2023 Q3 filed Nov. 9, 2023
Greenleaf Trust 2023 Q2 filed Aug. 9, 2023
Greenleaf Trust 2023 Q1 filed May 11, 2023
Greenleaf Trust 2022 Q4 filed Jan. 25, 2023
Greenleaf Trust 2022 Q3 filed Nov. 10, 2022
Greenleaf Trust 2022 Q2 filed Aug. 12, 2022
Greenleaf Trust 2022 Q1 filed April 27, 2022
Greenleaf Trust 2021 Q4 filed Feb. 11, 2022
Greenleaf Trust 2021 Q3 filed Nov. 12, 2021
Greenleaf Trust 2021 Q2 filed Aug. 10, 2021
Greenleaf Trust 2021 Q1 filed April 30, 2021
Greenleaf Trust 2020 Q4 filed Feb. 8, 2021

View all past filings

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