Greenleaf Trust as of Dec. 31, 2016
Portfolio Holdings for Greenleaf Trust
Greenleaf Trust holds 243 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Stryker Corporation (SYK) | 79.8 | $3.0B | 25M | 119.84 | |
iShares S&P 500 Index (IVV) | 2.4 | $90M | 402k | 224.99 | |
iShares S&P SmallCap 600 Index (IJR) | 0.6 | $21M | 155k | 137.52 | |
Energy Select Sector SPDR (XLE) | 0.5 | $19M | 257k | 75.32 | |
iShares S&P MidCap 400 Index (IJH) | 0.5 | $18M | 110k | 165.34 | |
Apple (AAPL) | 0.5 | $18M | 156k | 115.82 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $17M | 297k | 57.73 | |
Chubb (CB) | 0.4 | $16M | 119k | 132.12 | |
Pepsi (PEP) | 0.4 | $15M | 143k | 104.63 | |
Verizon Communications (VZ) | 0.4 | $14M | 264k | 53.38 | |
Procter & Gamble Company (PG) | 0.4 | $14M | 163k | 84.08 | |
Celgene Corporation | 0.4 | $14M | 118k | 115.75 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $13M | 128k | 101.38 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $13M | 17k | 771.84 | |
iShares S&P 500 Growth Index (IVW) | 0.3 | $12M | 101k | 121.79 | |
Honeywell International (HON) | 0.3 | $12M | 103k | 115.85 | |
AFLAC Incorporated (AFL) | 0.3 | $12M | 166k | 69.60 | |
Chemical Financial Corporation | 0.3 | $11M | 208k | 54.17 | |
Ansys (ANSS) | 0.3 | $11M | 119k | 92.49 | |
U.S. Bancorp (USB) | 0.3 | $11M | 218k | 51.37 | |
Nextera Energy (NEE) | 0.3 | $11M | 94k | 119.46 | |
Sherwin-Williams Company (SHW) | 0.3 | $11M | 40k | 268.75 | |
Lockheed Martin Corporation (LMT) | 0.3 | $11M | 42k | 249.95 | |
Merck & Co (MRK) | 0.3 | $11M | 182k | 58.87 | |
Starbucks Corporation (SBUX) | 0.3 | $10M | 184k | 55.52 | |
3M Company (MMM) | 0.2 | $9.6M | 54k | 178.57 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $9.1M | 259k | 35.01 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $9.1M | 108k | 84.46 | |
Synchrony Financial (SYF) | 0.2 | $8.7M | 240k | 36.27 | |
Scripps Networks Interactive | 0.2 | $8.2M | 116k | 71.37 | |
iShares MSCI EAFE Value Index (EFV) | 0.2 | $8.5M | 179k | 47.25 | |
Gw Pharmaceuticals Plc ads | 0.2 | $8.3M | 75k | 111.75 | |
Colgate-Palmolive Company (CL) | 0.2 | $7.9M | 121k | 65.44 | |
Monsanto Company | 0.2 | $7.7M | 74k | 105.21 | |
Visa (V) | 0.2 | $7.6M | 98k | 78.02 | |
Roper Industries (ROP) | 0.2 | $7.8M | 43k | 183.08 | |
Citigroup (C) | 0.2 | $7.5M | 126k | 59.43 | |
Edwards Lifesciences (EW) | 0.2 | $7.1M | 75k | 93.70 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $7.0M | 126k | 56.03 | |
Danaher Corporation (DHR) | 0.2 | $7.0M | 90k | 77.85 | |
American Electric Power Company (AEP) | 0.2 | $6.4M | 102k | 62.96 | |
Hershey Company (HSY) | 0.2 | $6.4M | 62k | 103.43 | |
Paypal Holdings (PYPL) | 0.2 | $6.4M | 163k | 39.47 | |
Pfizer (PFE) | 0.2 | $5.9M | 183k | 32.48 | |
Polaris Industries (PII) | 0.2 | $6.0M | 73k | 82.38 | |
Gilead Sciences (GILD) | 0.2 | $6.2M | 87k | 71.61 | |
salesforce (CRM) | 0.2 | $5.9M | 87k | 68.46 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $5.9M | 33k | 182.20 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $6.1M | 42k | 145.20 | |
Johnson & Johnson (JNJ) | 0.1 | $5.8M | 51k | 115.22 | |
Nike (NKE) | 0.1 | $5.5M | 109k | 50.83 | |
Illumina (ILMN) | 0.1 | $5.4M | 43k | 128.04 | |
IAC/InterActive | 0.1 | $5.0M | 77k | 64.79 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $4.9M | 122k | 40.27 | |
Ambarella (AMBA) | 0.1 | $4.9M | 91k | 54.13 | |
T. Rowe Price (TROW) | 0.1 | $4.8M | 63k | 75.26 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $4.6M | 30k | 149.99 | |
American Tower Reit (AMT) | 0.1 | $4.5M | 43k | 105.68 | |
Mead Johnson Nutrition | 0.1 | $4.2M | 59k | 70.76 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $4.4M | 31k | 140.02 | |
Microsoft Corporation (MSFT) | 0.1 | $3.9M | 63k | 62.14 | |
V.F. Corporation (VFC) | 0.1 | $3.8M | 70k | 53.35 | |
AmerisourceBergen (COR) | 0.1 | $3.6M | 46k | 78.19 | |
Amdocs Ltd ord (DOX) | 0.1 | $3.7M | 63k | 58.25 | |
Williams-Sonoma (WSM) | 0.1 | $3.3M | 69k | 48.38 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $2.9M | 27k | 105.43 | |
Ventas (VTR) | 0.1 | $3.1M | 50k | 62.52 | |
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $3.0M | 30k | 101.04 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $2.5M | 11k | 223.57 | |
General Electric Company | 0.1 | $2.5M | 80k | 31.60 | |
Rydex S&P Equal Weight ETF | 0.1 | $2.8M | 32k | 86.64 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $2.5M | 71k | 35.78 | |
SPDR S&P Dividend (SDY) | 0.1 | $2.6M | 30k | 85.55 | |
Broadridge Financial Solutions (BR) | 0.1 | $2.3M | 35k | 66.31 | |
Exxon Mobil Corporation (XOM) | 0.1 | $2.2M | 24k | 90.25 | |
Abbvie (ABBV) | 0.1 | $2.3M | 37k | 62.63 | |
Comcast Corporation (CMCSA) | 0.1 | $1.8M | 26k | 69.03 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $2.1M | 24k | 86.31 | |
Walt Disney Company (DIS) | 0.1 | $1.8M | 17k | 104.22 | |
Intel Corporation (INTC) | 0.1 | $1.8M | 49k | 36.26 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.1 | $1.9M | 67k | 28.03 | |
Time Warner | 0.0 | $1.5M | 15k | 96.53 | |
MasterCard Incorporated (MA) | 0.0 | $1.5M | 14k | 103.23 | |
Berkshire Hathaway (BRK.B) | 0.0 | $1.4M | 8.4k | 162.99 | |
Chevron Corporation (CVX) | 0.0 | $1.4M | 12k | 117.74 | |
Wells Fargo & Company (WFC) | 0.0 | $1.5M | 27k | 55.12 | |
Altria (MO) | 0.0 | $1.7M | 25k | 67.61 | |
Qualcomm (QCOM) | 0.0 | $1.4M | 21k | 65.20 | |
Harman International Industries | 0.0 | $1.5M | 13k | 111.14 | |
FLIR Systems | 0.0 | $1.4M | 38k | 36.20 | |
Wec Energy Group (WEC) | 0.0 | $1.4M | 25k | 58.65 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $1.6M | 2.1k | 792.45 | |
Coca-Cola Company (KO) | 0.0 | $1.1M | 26k | 41.47 | |
Cisco Systems (CSCO) | 0.0 | $1.1M | 35k | 30.23 | |
Microchip Technology (MCHP) | 0.0 | $1.1M | 17k | 64.14 | |
Nuance Communications | 0.0 | $1.0M | 68k | 14.90 | |
Amgen (AMGN) | 0.0 | $1.2M | 8.3k | 146.17 | |
Philip Morris International (PM) | 0.0 | $968k | 11k | 91.45 | |
Ishares Tr msci usavalfct (VLUE) | 0.0 | $1.1M | 16k | 70.18 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $633k | 48k | 13.23 | |
CMS Energy Corporation (CMS) | 0.0 | $740k | 18k | 41.60 | |
Bank of America Corporation (BAC) | 0.0 | $628k | 28k | 22.12 | |
CSX Corporation (CSX) | 0.0 | $638k | 18k | 35.94 | |
Home Depot (HD) | 0.0 | $620k | 4.6k | 134.08 | |
Abbott Laboratories (ABT) | 0.0 | $746k | 19k | 38.40 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $675k | 5.9k | 114.14 | |
Automatic Data Processing (ADP) | 0.0 | $674k | 6.6k | 102.76 | |
Thermo Fisher Scientific (TMO) | 0.0 | $833k | 5.9k | 141.14 | |
International Business Machines (IBM) | 0.0 | $747k | 4.5k | 165.89 | |
Royal Dutch Shell | 0.0 | $580k | 11k | 54.41 | |
Schlumberger (SLB) | 0.0 | $768k | 9.2k | 83.92 | |
UnitedHealth (UNH) | 0.0 | $817k | 5.1k | 160.13 | |
Omni (OMC) | 0.0 | $735k | 8.6k | 85.11 | |
Oracle Corporation (ORCL) | 0.0 | $599k | 16k | 38.47 | |
Amazon (AMZN) | 0.0 | $806k | 1.1k | 749.77 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $765k | 7.1k | 108.13 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $659k | 3.7k | 178.83 | |
Alerian Mlp Etf | 0.0 | $581k | 46k | 12.60 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $729k | 14k | 51.31 | |
Facebook Inc cl a (META) | 0.0 | $830k | 7.2k | 115.10 | |
Walgreen Boots Alliance (WBA) | 0.0 | $639k | 7.7k | 82.72 | |
Lamar Advertising Co-a (LAMR) | 0.0 | $855k | 13k | 67.23 | |
Broad | 0.0 | $635k | 3.6k | 176.63 | |
BP (BP) | 0.0 | $270k | 7.2k | 37.34 | |
China Mobile | 0.0 | $343k | 6.5k | 52.38 | |
HSBC Holdings (HSBC) | 0.0 | $256k | 6.4k | 40.24 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $418k | 15k | 28.75 | |
Goldman Sachs (GS) | 0.0 | $448k | 1.9k | 239.19 | |
American Express Company (AXP) | 0.0 | $292k | 3.9k | 74.21 | |
Caterpillar (CAT) | 0.0 | $370k | 4.0k | 92.78 | |
Costco Wholesale Corporation (COST) | 0.0 | $283k | 1.8k | 160.16 | |
FedEx Corporation (FDX) | 0.0 | $422k | 2.3k | 186.15 | |
McDonald's Corporation (MCD) | 0.0 | $248k | 2.0k | 121.57 | |
Wal-Mart Stores (WMT) | 0.0 | $539k | 7.8k | 69.16 | |
Baxter International (BAX) | 0.0 | $253k | 5.7k | 44.40 | |
Eli Lilly & Co. (LLY) | 0.0 | $247k | 3.4k | 73.67 | |
Bristol Myers Squibb (BMY) | 0.0 | $516k | 8.8k | 58.46 | |
Shaw Communications Inc cl b conv | 0.0 | $221k | 11k | 20.02 | |
United Parcel Service (UPS) | 0.0 | $389k | 3.4k | 114.75 | |
At&t (T) | 0.0 | $560k | 13k | 42.54 | |
Genuine Parts Company (GPC) | 0.0 | $478k | 5.0k | 95.60 | |
LKQ Corporation (LKQ) | 0.0 | $494k | 16k | 30.65 | |
Reynolds American | 0.0 | $403k | 7.2k | 55.99 | |
Spectra Energy | 0.0 | $204k | 5.0k | 41.00 | |
SYSCO Corporation (SYY) | 0.0 | $221k | 4.0k | 55.49 | |
Union Pacific Corporation (UNP) | 0.0 | $292k | 2.8k | 103.51 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $279k | 2.7k | 103.07 | |
Boeing Company (BA) | 0.0 | $319k | 2.0k | 155.84 | |
Dow Chemical Company | 0.0 | $294k | 5.1k | 57.29 | |
Morgan Stanley (MS) | 0.0 | $247k | 5.8k | 42.24 | |
E.I. du Pont de Nemours & Company | 0.0 | $463k | 6.3k | 73.35 | |
Emerson Electric (EMR) | 0.0 | $492k | 8.8k | 55.69 | |
Valero Energy Corporation (VLO) | 0.0 | $250k | 3.7k | 68.25 | |
CVS Caremark Corporation (CVS) | 0.0 | $292k | 3.7k | 78.92 | |
Novartis (NVS) | 0.0 | $278k | 3.8k | 72.72 | |
Anadarko Petroleum Corporation | 0.0 | $304k | 4.4k | 69.80 | |
Berkshire Hathaway (BRK.A) | 0.0 | $244k | 1.00 | 244000.00 | |
Capital One Financial (COF) | 0.0 | $332k | 3.8k | 87.23 | |
ConocoPhillips (COP) | 0.0 | $537k | 11k | 50.13 | |
General Mills (GIS) | 0.0 | $228k | 3.7k | 61.71 | |
Intuitive Surgical (ISRG) | 0.0 | $300k | 473.00 | 634.25 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $227k | 3.2k | 71.25 | |
Sanofi-Aventis SA (SNY) | 0.0 | $211k | 5.2k | 40.42 | |
Target Corporation (TGT) | 0.0 | $201k | 2.8k | 72.33 | |
Texas Instruments Incorporated (TXN) | 0.0 | $253k | 3.5k | 73.02 | |
Unilever | 0.0 | $214k | 5.2k | 40.98 | |
United Technologies Corporation | 0.0 | $407k | 3.7k | 109.59 | |
Statoil ASA | 0.0 | $223k | 12k | 18.23 | |
Ford Motor Company (F) | 0.0 | $243k | 20k | 12.13 | |
KB Financial (KB) | 0.0 | $208k | 5.9k | 35.27 | |
Total (TTE) | 0.0 | $442k | 8.7k | 50.93 | |
Shire | 0.0 | $246k | 1.4k | 170.36 | |
Stericycle (SRCL) | 0.0 | $344k | 4.5k | 77.08 | |
Illinois Tool Works (ITW) | 0.0 | $337k | 2.8k | 122.55 | |
Accenture (ACN) | 0.0 | $288k | 2.5k | 117.07 | |
EOG Resources (EOG) | 0.0 | $256k | 2.5k | 101.03 | |
General Dynamics Corporation (GD) | 0.0 | $235k | 1.4k | 172.79 | |
Lowe's Companies (LOW) | 0.0 | $413k | 5.8k | 71.13 | |
Fifth Third Ban (FITB) | 0.0 | $325k | 12k | 26.96 | |
Discovery Communications | 0.0 | $302k | 11k | 26.78 | |
Applied Materials (AMAT) | 0.0 | $201k | 6.2k | 32.25 | |
Varian Medical Systems | 0.0 | $323k | 3.6k | 89.72 | |
Toyota Motor Corporation (TM) | 0.0 | $231k | 2.0k | 117.32 | |
Industrial SPDR (XLI) | 0.0 | $374k | 6.0k | 62.27 | |
Amer (UHAL) | 0.0 | $554k | 1.5k | 369.33 | |
Atmos Energy Corporation (ATO) | 0.0 | $222k | 3.0k | 74.00 | |
BHP Billiton (BHP) | 0.0 | $253k | 7.1k | 35.79 | |
MFA Mortgage Investments | 0.0 | $234k | 31k | 7.62 | |
Bk Nova Cad (BNS) | 0.0 | $260k | 4.7k | 55.75 | |
Carnival (CUK) | 0.0 | $392k | 7.7k | 51.19 | |
Nippon Telegraph & Telephone (NTTYY) | 0.0 | $342k | 8.1k | 42.03 | |
Tor Dom Bk Cad (TD) | 0.0 | $253k | 5.1k | 49.38 | |
Technology SPDR (XLK) | 0.0 | $399k | 8.3k | 48.35 | |
Materials SPDR (XLB) | 0.0 | $249k | 5.0k | 49.80 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $229k | 2.2k | 105.00 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $342k | 6.6k | 51.76 | |
Financial Select Sector SPDR (XLF) | 0.0 | $326k | 14k | 23.28 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $316k | 1.6k | 197.50 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $258k | 856.00 | 301.40 | |
Utilities SPDR (XLU) | 0.0 | $267k | 5.5k | 48.55 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $387k | 4.8k | 81.42 | |
iShares Dow Jones US Tele (IYZ) | 0.0 | $326k | 9.5k | 34.46 | |
Rydex Russell Top 50 ETF | 0.0 | $556k | 3.5k | 157.64 | |
Vanguard Growth ETF (VUG) | 0.0 | $395k | 3.5k | 111.42 | |
Vanguard Value ETF (VTV) | 0.0 | $467k | 5.0k | 93.06 | |
General Motors Company (GM) | 0.0 | $529k | 15k | 34.81 | |
LeMaitre Vascular (LMAT) | 0.0 | $373k | 15k | 25.31 | |
iShares Barclays Credit Bond Fund (USIG) | 0.0 | $296k | 2.7k | 109.23 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $330k | 8.8k | 37.37 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $259k | 3.3k | 79.52 | |
Rydex S&P 500 Pure Growth ETF | 0.0 | $481k | 5.8k | 83.49 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $201k | 2.3k | 85.79 | |
Rydex Etf Trust s^psc600 purgr | 0.0 | $488k | 5.1k | 96.63 | |
Te Connectivity Ltd for (TEL) | 0.0 | $262k | 3.8k | 69.37 | |
Kinder Morgan (KMI) | 0.0 | $218k | 11k | 20.74 | |
Phillips 66 (PSX) | 0.0 | $571k | 6.6k | 86.48 | |
Duke Energy (DUK) | 0.0 | $412k | 5.3k | 77.71 | |
Mondelez Int (MDLZ) | 0.0 | $343k | 7.7k | 44.39 | |
Medtronic (MDT) | 0.0 | $231k | 3.2k | 71.14 | |
Chimera Investment Corp etf | 0.0 | $259k | 15k | 17.03 | |
Allergan | 0.0 | $554k | 2.6k | 210.09 | |
Energizer Holdings (ENR) | 0.0 | $316k | 7.1k | 44.64 | |
Kraft Heinz (KHC) | 0.0 | $239k | 2.7k | 87.35 | |
Edgewell Pers Care (EPC) | 0.0 | $537k | 7.4k | 73.02 | |
Viavi Solutions Inc equities (VIAV) | 0.0 | $409k | 50k | 8.18 | |
Lumentum Hldgs (LITE) | 0.0 | $387k | 10k | 38.70 | |
Pronai Therapeutics | 0.0 | $319k | 214k | 1.49 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $200k | 8.7k | 23.09 | |
Annaly Capital Management | 0.0 | $107k | 11k | 9.93 | |
Xerox Corporation | 0.0 | $100k | 12k | 8.69 | |
KT Corporation (KT) | 0.0 | $160k | 11k | 14.13 | |
Frontier Communications | 0.0 | $39k | 12k | 3.40 | |
Companhia Energetica Minas Gerais (CIG) | 0.0 | $25k | 11k | 2.27 | |
Companhia Paranaense de Energia | 0.0 | $125k | 15k | 8.45 | |
Mizuho Financial (MFG) | 0.0 | $137k | 38k | 3.60 | |
Nomura Holdings (NMR) | 0.0 | $112k | 19k | 5.88 | |
Banco Santander (SAN) | 0.0 | $123k | 24k | 5.17 | |
United Microelectronics (UMC) | 0.0 | $92k | 53k | 1.75 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $999.950000 | 35.00 | 28.57 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $163k | 21k | 7.66 | |
Ambev Sa- (ABEV) | 0.0 | $53k | 11k | 4.86 | |
Fiat Chrysler Auto | 0.0 | $143k | 16k | 9.13 | |
Hp (HPQ) | 0.0 | $183k | 12k | 14.87 |