Greenleaf Trust Incresed Positions in Q1 2025

Greenleaf Trust

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
328K
+ 138.97%
$306.92 - $362.71 $101M - $119M
563K $197M
AMT
American Tower Corp

Real Estate
12.9K
+ 7.94%
$173.46 - $217.6 $2.24M - $2.81M
176K $38.3M
IVV
Ishares Core S&P 500 ETF

ETFs
101K
+ 5.35%
$554.06 - $615.85 $55.8M - $62M
1.98M $1.12B
JNJ
Johnson & Johnson

Healthcare
9.52K
+ 10.83%
$142.06 - $167.7 $1.35M - $1.6M
97.5K $16.2M
CME
Cme Group Inc.

Financial Services
11.8K
+ 219.69%
$225.82 - $266.54 $2.66M - $3.14M
17.1K $4.55M
ROP
Roper Technologies Inc

Industrials
494
+ 1.35%
$502.71 - $593.81 $248K - $293K
37.1K $21.9M
ABT
Abbott Laboratories

Healthcare
3.46K
+ 3.61%
$111.1 - $140.22 $384K - $485K
99.3K $13.2M
XOM
Exxon Mobil Corp

Energy
6.61K
+ 5.87%
$105.44 - $118.93 $696K - $786K
119K $14.2M
PLTR
Palantir Technologies Inc.

Technology
15.4K
+ 19.39%
$64.98 - $124.62 $1M - $1.92M
95K $8.02M
COST
Costco Wholesale Corp

Consumer Defensive
1.53K
+ 9.09%
$890.62 - $1076.86 $1.36M - $1.64M
18.3K $17.3M
KO
Coca Cola CO

Consumer Defensive
2.75K
+ 1.59%
$60.81 - $72.32 $167K - $199K
176K $12.6M
RTX
Raytheon Technologies Corp

Industrials
2.94K
+ 3.48%
$114.1 - $135.66 $335K - $398K
87.3K $11.6M
CVX
Chevron Corp

Energy
2.56K
+ 4.2%
$146.71 - $167.97 $375K - $429K
63.5K $10.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.6K
+ 18.99%
$128.74 - $138.67 $1.49M - $1.61M
72.6K $9.85M
IEF
Ishares Barclays

ETFs
12.5K
+ 6.48%
$91.17 - $95.39 $1.14M - $1.2M
206K $19.6M
DG
Dollar General Corp

Consumer Defensive
5.54K
+ 5.3%
$68.44 - $87.93 $379K - $487K
110K $9.68M
PM
Philip Morris International Inc.

Consumer Defensive
1.65K
+ 4.91%
$117.15 - $158.79 $193K - $261K
35.1K $5.57M
LLY
Eli Lilly & CO

Healthcare
70
+ 0.27%
$725.72 - $929.72 $50.8K - $65.1K
26.1K $21.6M
SPGI
S&P Global Inc.

Financial Services
1.4K
+ 1.94%
$478.26 - $543.77 $671K - $763K
73.9K $37.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1.61K
+ 4.91%
$279.74 - $321.29 $451K - $518K
34.5K $10.8M
DE
Deere & CO

Industrials
571
+ 2.75%
$408.57 - $509.27 $233K - $291K
21.3K $10M
T
At&T Inc.

Communication Services
8.77K
+ 5.87%
$21.56 - $28.28 $189K - $248K
158K $4.47M
MA
Mastercard Inc

Financial Services
739
+ 2.63%
$504.67 - $576.31 $373K - $426K
28.8K $15.8M
GE
General Electric CO

Industrials
1.36K
+ 6.36%
$168.59 - $212.13 $229K - $288K
22.7K $4.54M
PFF
Ishares Trust Ishares Pfd And

ETFs
52.1K
+ 4.8%
$30.73 - $32.26 $1.6M - $1.68M
1.14M $35M
ELV
Elevance Health, Inc.

Healthcare
975
+ 16.55%
$365.9 - $436.25 $357K - $425K
6.87K $2.99M
MCK
Mckesson Corp

Healthcare
6
+ 0.08%
$566.21 - $672.99 $3.4K - $4.04K
7.73K $5.2M
MDT
Medtronic PLC

Healthcare
7.18K
+ 50.97%
$79.84 - $94.5 $574K - $679K
21.3K $1.91M
GILD
Gilead Sciences, Inc.

Healthcare
2.28K
+ 8.58%
$89.14 - $117.41 $203K - $268K
28.8K $3.23M
IBM
International Business Machines Corp

Technology
689
+ 3.34%
$217.4 - $264.74 $150K - $182K
21.3K $5.29M
IVE
Ishares S&P 500 Value ETF

ETFs
4.23K
+ 2.77%
$185.78 - $198.58 $786K - $840K
157K $29.9M
BX
Blackstone Inc.

Financial Services
6.87K
+ 106.33%
$136.53 - $186.74 $939K - $1.28M
13.3K $1.86M
ADP
Automatic Data Processing Inc

Industrials
705
+ 1.95%
$286.85 - $318.64 $202K - $225K
36.9K $11.3M
TMUS
T Mobile Us, Inc.

Communication Services
671
+ 6.84%
$211.3 - $272.83 $142K - $183K
10.5K $2.79M
CSCO
Cisco Systems, Inc.

Technology
3.66K
+ 2.29%
$58.74 - $64.87 $215K - $237K
164K $10.1M
UBER
Uber Technologies, Inc

Technology
5.65K
+ 33.0%
$63.17 - $81.49 $357K - $460K
22.8K $1.66M
PGR
Progressive Corp

Financial Services
347
+ 2.86%
$235.61 - $291.22 $81.8K - $101K
12.5K $3.53M
CI
Cigna Corp

Healthcare
427
+ 4.74%
$274.49 - $329.0 $117K - $140K
9.43K $3.1M
CVS
Cvs Health Corp

Healthcare
3K
+ 17.7%
$44.22 - $68.64 $133K - $206K
19.9K $1.35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
272
+ 4.95%
$402.49 - $513.76 $109K - $140K
5.77K $2.8M
ECL
Ecolab Inc.

Basic Materials
1.19K
+ 8.71%
$229.72 - $269.82 $273K - $320K
14.8K $3.76M
TJX
Tjx Companies Inc

Consumer Cyclical
3.27K
+ 2.3%
$112.81 - $126.16 $369K - $412K
145K $17.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
43
+ 2.3%
$1187.71 - $1432.58 $51.1K - $61.6K
1.91K $2.74M
SCHW
Schwab Charles Corp

Financial Services
3.35K
+ 6.16%
$71.24 - $83.64 $239K - $280K
57.7K $4.51M
XPO
Xpo Logistics, Inc.

Industrials
5.04K
+ 212.17%
$106.12 - $148.16 $535K - $746K
7.41K $797K
ICVT
Ishares Tr Convertible Bond Et

ETFs
12.7K
+ 2.95%
$83.18 - $89.27 $1.06M - $1.14M
443K $37.1M
MO
Altria Group, Inc.

Consumer Defensive
2.79K
+ 6.99%
$50.81 - $60.02 $142K - $168K
42.7K $2.56M
BSX
Boston Scientific Corp

Healthcare
1.67K
+ 6.26%
$89.38 - $106.18 $149K - $177K
28.3K $2.85M
ICE
Intercontinental Exchange, Inc.

Financial Services
399
+ 2.48%
$142.8 - $176.36 $57K - $70.4K
16.5K $2.85M
Activity Summary
Buys All Purchases 448 New Holdings 35 Increased Positions 413 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 0
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