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 - $424.58 $32K - $42.5K
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
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email