Greenleaf Trust Purchases in Q2 2025

Greenleaf Trust

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
66.7K
+ 3.36%
$498.8 - $620.9 $33.3M - $41.4M
2.05M $1.27B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
22.8K
+ 22.4%
$141.37 - $228.57 $3.22M - $5.21M
124K $28.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.97K
+ 0.22%
$51.16 - $62.02 $254K - $308K
2.28M $141M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.76K
+ 9.23%
$456.74 - $568.03 $3.09M - $3.84M
80K $45.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.24K
+ 0.66%
$82.96 - $110.1 $186K - $246K
341K $37.6M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.15K
+ 0.49%
$78.98 - $90.1 $170K - $194K
445K $40.1M
COF
Capital One Financial Corp

Financial Services
5.43K
+ 49.72%
$150.57 - $212.76 $817K - $1.15M
16.3K $3.48M
SPGI
S&P Global Inc.

Financial Services
60
+ 0.08%
$438.31 - $527.29 $26.3K - $31.6K
73.9K $39M
IVE
Ishares S&P 500 Value ETF

ETFs
3.46K
+ 2.2%
$168.34 - $195.42 $583K - $677K
160K $31.4M
PM
Philip Morris International Inc.

Consumer Defensive
2.49K
+ 7.1%
$149.23 - $184.95 $372K - $461K
37.6K $6.85M
VEA
Vanguard Ftse Developed Market

ETFs
11.1K
+ 32.83%
$45.65 - $57.01 $507K - $633K
45K $2.56M
UBER
Uber Technologies, Inc

Technology
1.86K
+ 8.18%
$64.62 - $93.3 $120K - $174K
24.6K $2.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
30.2K
New
$20.12 - $21.0 $607K - $634K
30.2K $631K
CRWD
Crowd Strike Holdings, Inc.

Technology
131
+ 3.78%
$321.63 - $509.31 $42.1K - $66.7K
3.59K $1.83M
IEF
Ishares Barclays

ETFs
5.39K
+ 2.62%
$93.15 - $96.56 $502K - $520K
211K $20.2M
COIN
Coinbase Global, Inc.

Technology
643
+ 40.29%
$151.47 - $375.07 $97.4K - $241K
2.24K $784K
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
+ 1.32%
$320.42 - $421.7 $32K - $42.2K
7.65K $3.23M
ILMN
Illumina, Inc.

Healthcare
4.23K
+ 114.04%
$70.3 - $95.41 $298K - $404K
7.94K $757K
STX
Seagate Technology Holdings PLC

Technology
490
+ 7.56%
$66.54 - $144.33 $32.6K - $70.7K
6.97K $1.01M
NDAQ
Nasdaq, Inc.

Financial Services
3.1K
+ 25.71%
$66.4 - $89.42 $206K - $277K
15.2K $1.36M
DELL
Dell Technologies Inc.

Technology
866
+ 8.51%
$71.63 - $125.98 $62K - $109K
11K $1.35M
KB
Kb Financial Group Inc.

Financial Services
42
+ 0.29%
$46.88 - $82.59 $1.97K - $3.47K
14.6K $1.21M
DASH
Door Dash, Inc.

Communication Services
927
+ 34.78%
$163.16 - $246.51 $151K - $229K
3.59K $885K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4K
New
$81.46 - $94.63 $326K - $379K
4K $378K
VNT
Vontier Corp

Technology
1.39K
+ 1.77%
$28.04 - $37.3 $38.9K - $51.8K
79.7K $2.94M
NEM
Newmont Corp

Basic Materials
2.19K
+ 9.24%
$44.18 - $59.46 $96.8K - $130K
25.9K $1.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.61K
New
$96.84 - $99.46 $350K - $359K
3.61K $358K
FMC
Fmc Corp

Basic Materials
8.32K
+ 141.02%
$33.98 - $44.06 $283K - $367K
14.2K $593K
STT
State Street Corp

Financial Services
625
+ 3.8%
$75.33 - $106.34 $47.1K - $66.5K
17.1K $1.81M
HWM
Howmet Aerospace Inc.

Industrials
358
+ 7.58%
$112.33 - $186.13 $40.2K - $66.6K
5.08K $946K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.97K
New
$50.29 - $64.29 $250K - $320K
4.97K $319K
APP
App Lovin Corp

Technology
682
+ 77.94%
$219.37 - $417.89 $150K - $285K
1.56K $545K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.21K
New
$58.63 - $59.9 $306K - $312K
5.21K $311K
TME
Tencent Music Entertainment Group

Communication Services
40
+ 0.07%
$11.97 - $19.49 $479 - $780
60.8K $1.18M
BIIB
Biogen Inc.

Healthcare
2.71K
+ 91.84%
$113.38 - $135.49 $308K - $368K
5.67K $711K
ON
On Semiconductor Corp

Technology
5.43K
New
$31.95 - $54.21 $173K - $294K
5.43K $284K
PTC
Ptc Inc.

Technology
1.64K
New
$136.74 - $173.24 $225K - $284K
1.64K $282K
NET
Cloudflare, Inc.

Technology
1.42K
New
$97.08 - $195.83 $138K - $278K
1.42K $278K
GLDM
World Gold Trust

ETFs
4.2K
New
$58.96 - $67.97 $248K - $286K
4.2K $275K
LITE
Lumentum Holdings Inc.

Technology
1.06K
+ 21.77%
$49.56 - $95.06 $52.7K - $101K
5.95K $565K
NTES
Net Ease, Inc.

Communication Services
1.94K
New
$91.37 - $134.58 $177K - $261K
1.94K $261K
HRL
Hormel Foods Corp

Consumer Defensive
8.57K
New
$29.11 - $31.44 $249K - $269K
8.57K $259K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.07K
New
$49.95 - $128.54 $103K - $266K
2.07K $257K
ATR
Aptargroup, Inc.

Healthcare
1.64K
New
$133.66 - $158.53 $220K - $261K
1.64K $257K
FIVE
Five Below, Inc

Consumer Cyclical
1.94K
New
$55.75 - $131.18 $108K - $254K
1.94K $254K
DINO
Hf Sinclair Corp

Energy
6.08K
New
$25.91 - $41.85 $158K - $255K
6.08K $249K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.2K
New
$62.73 - $78.42 $201K - $251K
3.2K $248K
DY
Dycom Industries Inc

Industrials
1.01K
New
$138.96 - $245.71 $140K - $247K
1.01K $245K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.62K
New
$113.67 - $150.4 $184K - $244K
1.62K $244K
Activity Summary
Buys All Purchases 229 New Holdings 57 Increased Positions 172 Sells All Sells 533 Reductions 533 Sold out 0 Options Calls 0 Puts 0
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