Greenleaf Trust Incresed Positions in Q3 2025

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
390K
+ 942.31%
$72.65 - $78.68 $28.3M - $30.7M
431K $33.8M
AVGO
Broadcom Inc.

Technology
171
+ 0.15%
$264.74 - $369.57 $45.3K - $63.2K
111K $36.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.27K
+ 0.51%
$89.29 - $100.17 $203K - $227K
448K $44.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.37K
+ 3.22%
$459.11 - $506.91 $2.01M - $2.22M
140K $70.4M
HD
Home Depot, Inc.

Consumer Cyclical
5.98K
+ 16.12%
$357.4 - $423.42 $2.14M - $2.53M
43.1K $17.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71.9K
+ 228.64%
$39.8 - $42.86 $2.86M - $3.08M
103K $4.42M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
61K
+ 16.13%
$50.08 - $50.37 $3.05M - $3.07M
439K $22M
SCS
Steelcase Inc

Industrials
96.6K
+ 76.69%
$10.12 - $17.22 $978K - $1.66M
223K $3.83M
ETN
Eaton Corp PLC

Industrials
5.1K
+ 37.84%
$342.99 - $392.76 $1.75M - $2M
18.6K $6.95M
PFF
Ishares Trust Ishares Pfd And

ETFs
30.2K
+ 2.71%
$30.67 - $32.13 $927K - $971K
1.15M $36.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
617
+ 5.95%
$404.94 - $499.99 $250K - $308K
11K $5.33M
LMT
Lockheed Martin Corp

Industrials
1.61K
+ 22.87%
$410.74 - $499.21 $660K - $802K
8.64K $4.31M
IEF
Ishares Barclays

ETFs
8.45K
+ 4.0%
$93.91 - $97.26 $794K - $822K
220K $21.2M
GE
General Electric CO

Industrials
54
+ 0.26%
$244.75 - $305.63 $13.2K - $16.5K
21K $6.33M
NKE
Nike, Inc.

Consumer Cyclical
15.1K
+ 12.74%
$69.24 - $79.24 $1.05M - $1.2M
134K $9.34M
INTC
Intel Corp

Technology
5.13K
+ 9.19%
$19.31 - $35.5 $99K - $182K
60.9K $2.04M
UNH
Unitedhealth Group Inc

Healthcare
588
+ 3.34%
$237.77 - $353.61 $140K - $208K
18.2K $6.28M
KLAC
Kla Corp

Technology
95
+ 2.66%
$843.9 - $1078.6 $80.2K - $102K
3.67K $3.96M
BA
Boeing CO

Industrials
3.1K
+ 30.37%
$209.79 - $237.38 $650K - $735K
13.3K $2.87M
WMT
Walmart Inc.

Consumer Defensive
166
+ 0.13%
$94.4 - $104.27 $15.7K - $17.3K
131K $13.5M
APP
App Lovin Corp

Technology
186
+ 11.95%
$335.1 - $718.54 $62.3K - $134K
1.74K $1.25M
BAC
Bank Of America Corp

Financial Services
1.07K
+ 0.75%
$44.92 - $52.42 $48K - $56K
144K $7.44M
FAST
Fastenal CO

Industrials
303
+ 0.38%
$42.47 - $50.39 $12.9K - $15.3K
79.3K $3.89M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
121
+ 1.44%
$103.83 - $179.9 $12.6K - $21.8K
8.53K $1.52M
MA
Mastercard Inc

Financial Services
613
+ 2.13%
$550.18 - $598.96 $337K - $367K
29.4K $16.7M
AZO
Autozone Inc

Consumer Cyclical
26
+ 4.17%
$3649.42 - $4354.54 $94.9K - $113K
650 $2.79M
ROL
Rollins Inc

Consumer Cyclical
7.71K
+ 158.28%
$55.05 - $58.74 $424K - $453K
12.6K $738K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18
+ 0.07%
$89.32 - $107.82 $1.61K - $1.94K
26.1K $2.82M
DUK
Duke Energy Corp

Utilities
2.61K
+ 13.76%
$116.31 - $125.93 $303K - $329K
21.6K $2.67M
NOC
Northrop Grumman Corp

Industrials
94
+ 3.12%
$498.9 - $609.32 $46.9K - $57.3K
3.1K $1.89M
GLW
Corning Inc

Technology
423
+ 3.67%
$51.6 - $82.03 $21.8K - $34.7K
12K $980K
PFE
Pfizer Inc

Healthcare
3.5K
+ 1.56%
$23.29 - $25.88 $81.5K - $90.5K
228K $5.82M
UBS
Ubs Group Ag

Financial Services
219
+ 0.45%
$33.77 - $42.38 $7.4K - $9.28K
48.9K $2M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
5
+ 0.18%
$311.12 - $482.13 $1.56K - $2.41K
2.74K $1.25M
GFI
Gold Fields LTD

Basic Materials
36
+ 0.19%
$23.36 - $42.3 $841 - $1.52K
19.3K $808K
MO
Altria Group, Inc.

Consumer Defensive
1.53K
+ 4.58%
$57.75 - $67.68 $88.2K - $103K
34.9K $2.3M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.34K
+ 1.66%
$14.73 - $19.31 $19.7K - $25.9K
82.1K $1.58M
URI
United Rentals, Inc.

Industrials
5
+ 0.31%
$774.14 - $975.23 $3.87K - $4.88K
1.61K $1.53M
GM
General Motors CO

Consumer Cyclical
87
+ 0.33%
$48.89 - $61.24 $4.25K - $5.33K
26.2K $1.6M
MPC
Marathon Petroleum Corp

Energy
221
+ 2.25%
$158.59 - $198.69 $35K - $43.9K
10K $1.94M
BX
Blackstone Inc.

Financial Services
134
+ 1.02%
$152.77 - $188.68 $20.5K - $25.3K
13.3K $2.28M
ED
Consolidated Edison Inc

Utilities
2.77K
+ 33.46%
$95.57 - $105.36 $265K - $292K
11.1K $1.11M
FSLR
First Solar, Inc.

Technology
21
+ 0.42%
$160.84 - $223.53 $3.38K - $4.69K
4.99K $1.1M
SAN
Banco Santander, S.A.

Financial Services
12.6K
+ 19.71%
$8.27 - $10.48 $104K - $132K
76.3K $799K
VLO
Valero Energy Corp

Energy
33
+ 0.46%
$131.77 - $175.63 $4.35K - $5.8K
7.16K $1.22M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
422
+ 0.37%
$13.29 - $16.05 $5.61K - $6.77K
115K $1.83M
CDNS
Cadence Design Systems Inc

Technology
61
+ 1.1%
$309.46 - $373.37 $18.9K - $22.8K
5.59K $1.96M
EA
Electronic Arts Inc.

Communication Services
3
+ 0.05%
$147.79 - $202.05 $443 - $606
5.83K $1.18M
TME
Tencent Music Entertainment Group

Communication Services
19
+ 0.03%
$19.17 - $26.36 $364 - $501
60.8K $1.42M
Activity Summary
Buys All Purchases 336 New Holdings 49 Increased Positions 287 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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