Greenleaf Trust
Latest statistics and disclosures from Greenleaf Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SYK, IVV, IEFA, AAPL, MSFT, and represent 73.88% of Greenleaf Trust's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$95M), IEF (+$16M), SPGI (+$5.7M), MSFT (+$5.7M), CP, AAPL, IEMG, XOM, IEFA, APH.
- Started 57 new stock positions in LH, SHM, ENPH, INCY, BURL, EQR, LOGI, TSN, BNS, WPC.
- Reduced shares in these 10 stocks: VCIT (-$27M), SYK (-$15M), SBUX (-$14M), EEM (-$8.1M), IVW, IVV, BND, IVE, Pioneer Natural Resources, BMY.
- Sold out of its positions in AGCO, APA, ARCB, BIDU, BIO, TECH, CSGP, DLTR, EPAM, BEN.
- Greenleaf Trust was a net buyer of stock by $103M.
- Greenleaf Trust has $11B in assets under management (AUM), dropping by -2.00%.
- Central Index Key (CIK): 0001162170
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Portfolio Holdings for Greenleaf Trust
Greenleaf Trust holds 792 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Greenleaf Trust has 792 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Greenleaf Trust June 30, 2024 positions
- Download the Greenleaf Trust June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stryker Corporation (SYK) | 59.9 | $6.3B | 19M | 340.25 |
|
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| iShares Core S&P 500 Index Core S&p500 Etf (IVV) | 9.3 | $985M | 1.8M | 547.23 |
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| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 1.9 | $201M | 2.8M | 72.64 |
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| Apple (AAPL) | 1.4 | $146M | +2% | 694k | 210.62 |
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| Microsoft Corporation (MSFT) | 1.4 | $145M | +4% | 324k | 446.95 |
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| iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH) | 1.3 | $139M | 2.4M | 58.52 |
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| NVIDIA Corporation (NVDA) | 1.0 | $105M | +895% | 851k | 123.54 |
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| iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM) | 1.0 | $102M | -7% | 2.4M | 42.59 |
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| Amazon (AMZN) | 0.9 | $92M | 476k | 193.25 |
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| iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR) | 0.8 | $88M | 828k | 106.66 |
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| Alphabet Inc. Cl C CL C (GOOG) | 0.7 | $79M | 428k | 183.42 |
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| Visa Inc - Class A Cl A (V) | 0.5 | $57M | 217k | 262.47 |
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| Meta Platforms Inc. Cl A Cl A (META) | 0.5 | $56M | 111k | 504.22 |
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| Berkshire Hathaway Cl B Cl B New (BRK.B) | 0.5 | $56M | 138k | 406.80 |
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| iShares Core MSCI Emerging Market Core Msci Emkt (IEMG) | 0.5 | $56M | +7% | 1.0M | 53.53 |
|
| S&P 500 Index ETF Tr Unit (SPY) | 0.5 | $54M | 100k | 544.22 |
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| Alphabet Inc. Cl A Cl A (GOOGL) | 0.5 | $49M | 268k | 182.15 |
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| iShares MSCI EAFE ETF Msci Eafe Etf (EFA) | 0.4 | $38M | 478k | 78.33 |
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| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 0.3 | $35M | 71k | 500.13 |
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| Ishares S&P 500 Growth Index Fund S&p 500 Grwt Etf (IVW) | 0.3 | $35M | -10% | 376k | 92.54 |
|
| S&p Global (SPGI) | 0.3 | $33M | +21% | 74k | 446.00 |
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| American Tower Reit (AMT) | 0.3 | $32M | +2% | 165k | 194.38 |
|
| iShares Convertible Bond ETF Conv Bd Etf (ICVT) | 0.3 | $32M | +3% | 402k | 78.63 |
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| iShares Preferred & Income Securities ETF Pfd And Incm Sec (PFF) | 0.3 | $31M | +3% | 991k | 31.55 |
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| Ishares S&P 500 Value ETF S&p 500 Val Etf (IVE) | 0.3 | $29M | -4% | 161k | 182.01 |
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| TJX Companies (TJX) | 0.3 | $27M | 248k | 110.10 |
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| salesforce (CRM) | 0.2 | $26M | 99k | 257.10 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $25M | 126k | 202.26 |
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| Eli Lilly & Co. (LLY) | 0.2 | $25M | +7% | 28k | 905.38 |
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| Danaher Corporation (DHR) | 0.2 | $25M | +2% | 101k | 249.85 |
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| Honeywell International (HON) | 0.2 | $25M | 115k | 213.54 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $24M | +22% | 306k | 78.73 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $24M | +2% | 43k | 555.54 |
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| Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) | 0.2 | $24M | 405k | 58.64 |
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| Booking Holdings (BKNG) | 0.2 | $22M | 5.6k | 3961.50 |
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| Invesco Ultra Short Duration ETF Ultra Shrt Dur (GSY) | 0.2 | $22M | -3% | 435k | 49.90 |
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| Roper Industries (ROP) | 0.2 | $21M | 37k | 563.66 |
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| Mondelez International Inc Cl A Cl A (MDLZ) | 0.2 | $20M | 312k | 65.44 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $20M | 114k | 173.81 |
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| Procter & Gamble Company (PG) | 0.2 | $18M | 106k | 164.92 |
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| Abbvie (ABBV) | 0.2 | $17M | +3% | 101k | 171.52 |
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| Vanguard Total Stock Market Fund Total Stk Mkt (VTI) | 0.2 | $17M | 63k | 267.51 |
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| Broadcom (AVGO) | 0.2 | $17M | +3% | 11k | 1605.53 |
|
| iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF) | 0.2 | $16M | +5360% | 173k | 93.65 |
|
| iShares Intermediate Gov/Credit Bond ETF Intrm Gov Cr Etf (GVI) | 0.2 | $16M | 155k | 103.73 |
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| Pepsi (PEP) | 0.2 | $16M | 97k | 164.93 |
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| Ishares MSCI EAFE Value ETF Eafe Value Etf (EFV) | 0.1 | $15M | 291k | 53.04 |
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| iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG) | 0.1 | $15M | -3% | 144k | 102.30 |
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| Home Depot (HD) | 0.1 | $15M | 42k | 344.24 |
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| Ishares Core S&P Total US Core S&p Ttl Stk (ITOT) | 0.1 | $14M | 118k | 118.78 |
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| Costco Wholesale Corporation (COST) | 0.1 | $14M | +2% | 16k | 849.99 |
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| Johnson & Johnson (JNJ) | 0.1 | $13M | +9% | 92k | 146.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $13M | +34% | 115k | 115.12 |
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| Merck & Co (MRK) | 0.1 | $13M | 102k | 123.80 |
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| Dollar General (DG) | 0.1 | $13M | +2% | 95k | 132.23 |
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| Mastercard Inc CL A Cl A (MA) | 0.1 | $12M | 28k | 441.16 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $12M | +3% | 27k | 444.85 |
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| Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP) | 0.1 | $11M | 70k | 164.28 |
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| Paypal Holdings (PYPL) | 0.1 | $11M | 197k | 58.03 |
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| UnitedHealth (UNH) | 0.1 | $11M | -3% | 22k | 509.26 |
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| Coca-Cola Company (KO) | 0.1 | $11M | +5% | 175k | 63.65 |
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| Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.1 | $11M | 18.00 | 612241.00 |
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| Abbott Laboratories (ABT) | 0.1 | $10M | 97k | 103.91 |
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| Oracle Corporation (ORCL) | 0.1 | $9.9M | 70k | 141.20 |
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| Applied Materials (AMAT) | 0.1 | $9.4M | 40k | 235.99 |
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| Wal-Mart Stores (WMT) | 0.1 | $9.3M | 137k | 67.71 |
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| Chevron Corporation (CVX) | 0.1 | $9.1M | +9% | 59k | 156.42 |
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| Tesla Motors (TSLA) | 0.1 | $9.1M | +2% | 46k | 197.88 |
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| Nike Inc Cl B CL B (NKE) | 0.1 | $9.1M | +3% | 120k | 75.37 |
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| Nextera Energy (NEE) | 0.1 | $8.8M | +2% | 125k | 70.81 |
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| McDonald's Corporation (MCD) | 0.1 | $8.7M | -2% | 34k | 254.84 |
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| FlexShares Mstar Gbl Upstrm Nat Res ETF Mornstar Upstr (GUNR) | 0.1 | $8.6M | 215k | 40.14 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $8.3M | 628k | 13.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $8.2M | 82k | 100.39 |
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| Pfizer (PFE) | 0.1 | $8.0M | +11% | 285k | 27.98 |
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| Deere & Company (DE) | 0.1 | $7.8M | 21k | 373.63 |
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| SPDR S&P Dividend ETF S&p Divid Etf (SDY) | 0.1 | $7.8M | 61k | 127.18 |
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| Automatic Data Processing (ADP) | 0.1 | $7.7M | 32k | 238.69 |
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| Cisco Systems (CSCO) | 0.1 | $7.7M | -6% | 161k | 47.51 |
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| Ishares S&P Midcap 400 Growth ETF S&p Mc 400gr Etf (IJK) | 0.1 | $7.6M | 86k | 88.11 |
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| Accenture Plc Shs Cl A Shs Class A (ACN) | 0.1 | $7.3M | -2% | 24k | 303.41 |
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| Qualcomm (QCOM) | 0.1 | $7.0M | +2% | 35k | 199.18 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $6.8M | 12k | 553.00 |
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| Netflix (NFLX) | 0.1 | $6.7M | 10k | 674.88 |
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| Ishares Tr S & P Midcap Value Index S&p Mc 400vl Etf (IJJ) | 0.1 | $6.5M | 57k | 113.46 |
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| Ishares Russell 2000 ETF Russell 2000 Etf (IWM) | 0.1 | $6.3M | 31k | 202.89 |
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| Advanced Micro Devices (AMD) | 0.1 | $6.1M | +3% | 38k | 162.21 |
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| Ishares Tr Russell Midcap ETF Rus Mid Cap Etf (IWR) | 0.1 | $6.1M | 75k | 81.08 |
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| Bank of America Corporation (BAC) | 0.1 | $6.0M | +3% | 150k | 39.77 |
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| Intuit (INTU) | 0.1 | $5.9M | -2% | 9.0k | 657.21 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.7M | +2% | 29k | 194.53 |
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| Caterpillar (CAT) | 0.1 | $5.7M | -2% | 17k | 333.10 |
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| Amgen (AMGN) | 0.1 | $5.6M | 18k | 312.45 |
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| Lowe's Companies (LOW) | 0.1 | $5.5M | +4% | 25k | 220.46 |
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| BlackRock (BLK) | 0.1 | $5.4M | +2% | 6.8k | 787.32 |
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| Sherwin-Williams Company (SHW) | 0.1 | $5.4M | 18k | 298.43 |
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| Eaton Corp SHS (ETN) | 0.1 | $5.3M | 17k | 313.55 |
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| Novo Nordisk A/S Adr (NVO) | 0.0 | $5.2M | 36k | 142.74 |
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| Autodesk (ADSK) | 0.0 | $5.1M | 21k | 247.45 |
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| American Express Company (AXP) | 0.0 | $4.9M | 21k | 231.55 |
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| Goldman Sachs (GS) | 0.0 | $4.8M | +4% | 11k | 452.32 |
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| Ishares S&P Smallcap 600 Growth ETF S&P SML 600 GWT (IJT) | 0.0 | $4.7M | 37k | 128.43 |
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| Chubb (CB) | 0.0 | $4.7M | 18k | 255.08 |
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| Air Products & Chemicals (APD) | 0.0 | $4.4M | 17k | 258.05 |
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| Union Pacific Corporation (UNP) | 0.0 | $4.4M | +2% | 19k | 226.26 |
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| Wells Fargo & Company (WFC) | 0.0 | $4.4M | +8% | 74k | 59.39 |
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| Ishares Tr S & P Smallcap Value Index Sp Smcp600vl Etf (IJS) | 0.0 | $4.4M | 45k | 97.27 |
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| Intel Corporation (INTC) | 0.0 | $4.4M | -8% | 141k | 30.97 |
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| Walt Disney Company (DIS) | 0.0 | $4.2M | -4% | 43k | 99.29 |
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| Linde SHS (LIN) | 0.0 | $4.2M | 9.6k | 438.81 |
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| Micron Technology (MU) | 0.0 | $4.1M | +2% | 31k | 131.53 |
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| Palo Alto Networks (PANW) | 0.0 | $4.1M | +22% | 12k | 339.01 |
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| Vanguard Intermediate Term Corporate Bond Ind Int-term Corp (VCIT) | 0.0 | $4.1M | -86% | 51k | 79.93 |
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| Sumitomo Mitsui Sponsored Adr (SMFG) | 0.0 | $4.0M | 296k | 13.41 |
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| Anthem (ELV) | 0.0 | $3.9M | +2% | 7.1k | 541.86 |
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| Arista Networks (ANET) | 0.0 | $3.9M | +11% | 11k | 350.48 |
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| Spdr Port Ttl Stck Mrkt Portfoli S&p1500 (SPTM) | 0.0 | $3.8M | -4% | 58k | 66.35 |
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| Amphenol Corporation CL A Cl A (APH) | 0.0 | $3.8M | +101% | 57k | 67.37 |
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| GE Aerospace Com New (GE) | 0.0 | $3.8M | +18% | 24k | 158.97 |
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| ASML Holding NV N Y Registry Shs (ASML) | 0.0 | $3.7M | +29% | 3.6k | 1022.73 |
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| Lam Research Corporation (LRCX) | 0.0 | $3.6M | +5% | 3.4k | 1064.85 |
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| Comcast Corp Cl A Cl A (CMCSA) | 0.0 | $3.6M | -7% | 92k | 39.16 |
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| Emerson Electric (EMR) | 0.0 | $3.6M | 32k | 110.16 |
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| Ecolab (ECL) | 0.0 | $3.6M | 15k | 238.00 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $3.5M | 7.4k | 467.10 |
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| Edwards Lifesciences (EW) | 0.0 | $3.3M | -2% | 35k | 92.37 |
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| Kla-Tencor Corporation Com New (KLAC) | 0.0 | $3.3M | +7% | 4.0k | 824.51 |
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| Colgate-Palmolive Company (CL) | 0.0 | $3.3M | +3% | 34k | 97.04 |
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| Starbucks Corporation (SBUX) | 0.0 | $3.2M | -80% | 42k | 77.85 |
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| Verizon Communications (VZ) | 0.0 | $3.2M | 78k | 41.24 |
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| International Business Machines (IBM) | 0.0 | $3.2M | +2% | 19k | 172.95 |
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| Synopsys (SNPS) | 0.0 | $3.2M | +12% | 5.3k | 595.06 |
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| Ishares Edge MSCI USA Quality Msci Usa Qlt Fct (QUAL) | 0.0 | $3.2M | 19k | 170.76 |
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| Philip Morris International (PM) | 0.0 | $3.1M | +15% | 31k | 101.33 |
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| Morgan Stanley Com New (MS) | 0.0 | $3.1M | +3% | 32k | 97.19 |
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| Illinois Tool Works (ITW) | 0.0 | $3.1M | -4% | 13k | 236.96 |
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| Cigna Corp (CI) | 0.0 | $2.9M | -11% | 8.9k | 330.57 |
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| Servicenow (NOW) | 0.0 | $2.8M | +8% | 3.6k | 786.67 |
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| Verisk Analytics (VRSK) | 0.0 | $2.8M | +11% | 10k | 269.55 |
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| Moody's Corporation (MCO) | 0.0 | $2.8M | +3% | 6.7k | 420.93 |
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| CSX Corporation (CSX) | 0.0 | $2.8M | 84k | 33.45 |
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| SPDR S&P Midcap 400 ETF Tr Unit Ser MFC Utser1 S&pdcrp (MDY) | 0.0 | $2.8M | +2% | 5.2k | 535.08 |
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| WisdomTree International High Dvd Itl High Div Fd (DTH) | 0.0 | $2.8M | 73k | 38.37 |
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| American Water Works (AWK) | 0.0 | $2.8M | -5% | 21k | 129.16 |
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| McKesson Corporation (MCK) | 0.0 | $2.8M | 4.7k | 584.04 |
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| At&t (T) | 0.0 | $2.8M | +7% | 145k | 19.11 |
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| Analog Devices (ADI) | 0.0 | $2.7M | +3% | 12k | 228.26 |
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| Waste Management (WM) | 0.0 | $2.6M | +3% | 12k | 213.34 |
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| Target Corporation (TGT) | 0.0 | $2.6M | 18k | 148.04 |
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| SPDR Portfolio S&P 500 ETF Portfolio S&p500 (SPLG) | 0.0 | $2.6M | 41k | 64.00 |
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| Fastenal Company (FAST) | 0.0 | $2.5M | 41k | 62.84 |
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| Microchip Technology (MCHP) | 0.0 | $2.5M | -3% | 28k | 91.50 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $2.5M | +8% | 5.4k | 468.72 |
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| Omni (OMC) | 0.0 | $2.5M | +18% | 28k | 89.70 |
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| Progressive Corporation (PGR) | 0.0 | $2.5M | 12k | 207.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $2.5M | 34k | 73.69 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $2.4M | 12k | 204.97 |
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| AutoZone (AZO) | 0.0 | $2.4M | 801.00 | 2964.10 |
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| Ishares 0-5 year TIPS Bond ETF 0-5 Yr Tips Etf (STIP) | 0.0 | $2.4M | -3% | 24k | 99.49 |
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| Hershey Company (HSY) | 0.0 | $2.3M | +24% | 13k | 183.83 |
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| ConocoPhillips (COP) | 0.0 | $2.3M | -5% | 20k | 114.38 |
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| Wisdomtree ETF Emerging Markets Equity Emer Mkt High Fd (DEM) | 0.0 | $2.3M | +3% | 54k | 43.31 |
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| Vanguard Growth MFC Growth Etf (VUG) | 0.0 | $2.3M | 6.2k | 374.01 |
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| Southern Company (SO) | 0.0 | $2.3M | +7% | 29k | 77.57 |
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| Prologis (PLD) | 0.0 | $2.2M | 20k | 112.31 |
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| Hartford Financial Services (HIG) | 0.0 | $2.2M | 22k | 100.54 |
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| Vanguard Index Trust Value MFC Value Etf (VTV) | 0.0 | $2.2M | -2% | 14k | 160.41 |
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| MetLife (MET) | 0.0 | $2.2M | 31k | 70.19 |
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| Fifth Third Ban (FITB) | 0.0 | $2.2M | -2% | 60k | 36.49 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $2.2M | +9% | 10k | 218.20 |
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| Cummins (CMI) | 0.0 | $2.2M | 7.8k | 276.93 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $2.1M | +2% | 10k | 210.72 |
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| IQ Merger Arbitrage ETF Iq Mrgr Arb Etf (MNA) | 0.0 | $2.1M | -12% | 67k | 31.60 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.1M | 15k | 136.89 |
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| Motorola Solutions Com New (MSI) | 0.0 | $2.1M | +2% | 5.4k | 386.05 |
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| Ameriprise Financial (AMP) | 0.0 | $2.1M | 4.9k | 427.19 |
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| FlexShares Quality Dividend Defensv ETF Qlt Div Def Idx (QDEF) | 0.0 | $2.1M | 31k | 65.55 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.0M | +2% | 1.9k | 1051.03 |
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| Dow (DOW) | 0.0 | $2.0M | +2% | 38k | 53.05 |
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| AstraZeneca Sponsored Adr (AZN) | 0.0 | $2.0M | 26k | 77.99 |
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| Travelers Companies (TRV) | 0.0 | $2.0M | 9.8k | 203.34 |
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| Broadridge Financial Solutions (BR) | 0.0 | $2.0M | 10k | 197.00 |
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| Boston Scientific Corporation (BSX) | 0.0 | $2.0M | +3% | 26k | 77.01 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.9M | 11k | 173.48 |
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| Technology Select Sector SPDR Technology (XLK) | 0.0 | $1.9M | +4% | 8.5k | 226.23 |
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| Vanguard MSCI Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 0.0 | $1.9M | 44k | 43.76 |
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| Trane Technologies SHS (TT) | 0.0 | $1.9M | 5.8k | 328.93 |
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| Schlumberger Com Stk (SLB) | 0.0 | $1.9M | 40k | 47.18 |
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| O'reilly Automotive (ORLY) | 0.0 | $1.9M | 1.8k | 1056.06 |
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| Boeing Company (BA) | 0.0 | $1.9M | +17% | 10k | 182.01 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $1.8M | 1.4k | 1277.61 |
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| Hca Holdings (HCA) | 0.0 | $1.8M | 5.7k | 321.28 |
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| Norfolk Southern (NSC) | 0.0 | $1.8M | +3% | 8.5k | 214.69 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.8M | 13k | 138.20 |
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| Icici Bank Adr (IBN) | 0.0 | $1.8M | 63k | 28.81 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.8M | 18k | 100.23 |
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| Fiserv (FI) | 0.0 | $1.8M | 12k | 149.04 |
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| Dr Reddys Lab Ltd ADR Repstg 1/2 Sh Adr (RDY) | 0.0 | $1.8M | 24k | 76.19 |
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| iShares Core US Treasury Us Treas Bd Etf (GOVT) | 0.0 | $1.7M | -13% | 77k | 22.57 |
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| PNC Financial Services (PNC) | 0.0 | $1.7M | -4% | 11k | 155.48 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $1.7M | 29k | 59.89 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.7M | -6% | 16k | 106.46 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.7M | 5.6k | 307.75 |
|
|
| Ishares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) | 0.0 | $1.7M | 4.6k | 364.51 |
|
|
| Dex (DXCM) | 0.0 | $1.6M | +3% | 15k | 113.38 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.6M | +5427% | 26k | 62.65 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.6M | 9.3k | 176.18 |
|
|
| Steelcase Inc CL A Cl A (SCS) | 0.0 | $1.6M | 126k | 12.96 |
|
|
| Altria (MO) | 0.0 | $1.6M | +6% | 36k | 45.55 |
|
| American International Group Com New (AIG) | 0.0 | $1.6M | 22k | 74.24 |
|
|
| Sony Corp Sponsored Adr (SONY) | 0.0 | $1.6M | -5% | 19k | 84.95 |
|
| Invesco S&P 500 Top 50 ETF S&p 500 Top 50 (XLG) | 0.0 | $1.6M | 35k | 45.75 |
|
|
| Mitsubishi UFJ Finl Group Sponsored Ads (MUFG) | 0.0 | $1.6M | 148k | 10.80 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.6M | -8% | 5.4k | 290.14 |
|
| Vanguard Developed Markets Index Fund Van Ftse Dev Mkt (VEA) | 0.0 | $1.6M | +2% | 32k | 49.42 |
|
| Gilead Sciences (GILD) | 0.0 | $1.6M | -18% | 23k | 68.61 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.6M | 23k | 66.47 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.6M | -13% | 26k | 59.06 |
|
| Allstate Corporation (ALL) | 0.0 | $1.5M | 9.6k | 159.66 |
|
|
| Phillips 66 (PSX) | 0.0 | $1.5M | 11k | 141.17 |
|
|
| Kroger (KR) | 0.0 | $1.5M | -4% | 31k | 49.93 |
|
| First Solar (FSLR) | 0.0 | $1.5M | +2% | 6.8k | 225.46 |
|
| AFLAC Incorporated (AFL) | 0.0 | $1.5M | 17k | 89.31 |
|
|
| Prudential Financial (PRU) | 0.0 | $1.5M | +72% | 13k | 117.19 |
|
| U.S. Bancorp Com New (USB) | 0.0 | $1.5M | -6% | 38k | 39.70 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.5M | +4% | 3.4k | 435.95 |
|
| FedEx Corporation (FDX) | 0.0 | $1.5M | 4.9k | 299.84 |
|
|
| Simon Property (SPG) | 0.0 | $1.5M | 9.6k | 151.80 |
|
|
| 3M Company (MMM) | 0.0 | $1.5M | +31% | 14k | 102.19 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.4M | 23k | 63.08 |
|
|
| Zoetis Inc CL A Cl A (ZTS) | 0.0 | $1.4M | -5% | 8.3k | 173.36 |
|
| Constellation Energy (CEG) | 0.0 | $1.4M | +3% | 7.2k | 200.27 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.4M | 2.8k | 505.81 |
|
|
| UBS Group SHS (UBS) | 0.0 | $1.4M | 48k | 29.54 |
|
|
| Capital One Financial (COF) | 0.0 | $1.4M | +4% | 10k | 138.45 |
|
| Biogen Idec (BIIB) | 0.0 | $1.4M | +313% | 6.1k | 231.82 |
|
| iShares Global Tech ETF Global Tech Etf (IXN) | 0.0 | $1.4M | 17k | 82.82 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $1.4M | +3% | 2.0k | 700.26 |
|
| General Motors Company (GM) | 0.0 | $1.4M | +6% | 30k | 46.46 |
|
| Vanguard S&P Mid-Cap 400 ETF Midcp 400 Idx (IVOO) | 0.0 | $1.4M | 14k | 99.11 |
|
|
| Dupont De Nemours (DD) | 0.0 | $1.4M | +4% | 18k | 80.49 |
|
| Diamondback Energy (FANG) | 0.0 | $1.4M | +3% | 7.0k | 200.19 |
|
| Citigroup Com New (C) | 0.0 | $1.4M | +7% | 22k | 63.46 |
|
| EOG Resources (EOG) | 0.0 | $1.4M | +4% | 11k | 125.87 |
|
| Humana (HUM) | 0.0 | $1.4M | +46% | 3.7k | 373.65 |
|
| Ball Corporation (BALL) | 0.0 | $1.4M | 23k | 60.02 |
|
|
| TE Connectivity Reg Shs (TEL) | 0.0 | $1.3M | 9.0k | 150.43 |
|
|
| Vistra Energy (VST) | 0.0 | $1.3M | +2% | 16k | 85.98 |
|
| Shell PLC- Spon Ads (SHEL) | 0.0 | $1.3M | 19k | 72.18 |
|
|
| United Parcel Service Inc Cl B CL B (UPS) | 0.0 | $1.3M | -20% | 9.7k | 136.85 |
|
Past Filings by Greenleaf Trust
SEC 13F filings are viewable for Greenleaf Trust going back to 2010
- 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
- Greenleaf Trust 2020 Q3 filed Oct. 30, 2020