Greenleaf Trust Incresed Positions 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
UBER
Uber Technologies, Inc

Technology
1.86K
+ 8.18%
$64.62 - $93.3 $120K - $174K
24.6K $2.3M
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
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
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
APP
App Lovin Corp

Technology
682
+ 77.94%
$219.37 - $417.89 $150K - $285K
1.56K $545K
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
LITE
Lumentum Holdings Inc.

Technology
1.06K
+ 21.77%
$49.56 - $95.06 $52.7K - $101K
5.95K $565K
MOS
Mosaic CO

Basic Materials
2.4K
+ 15.19%
$22.76 - $36.95 $54.5K - $88.5K
18.2K $662K
RDY
Dr Reddys Laboratories LTD

Healthcare
1.03K
+ 0.88%
$12.36 - $16.17 $12.7K - $16.6K
118K $1.78M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
866
+ 1.98%
$39.89 - $49.46 $34.5K - $42.8K
44.7K $2.21M
FLEX
Flex Ltd.

Technology
914
+ 9.03%
$26.68 - $50.09 $24.4K - $45.8K
11K $550K
FSLR
First Solar, Inc.

Technology
80
+ 1.64%
$120.38 - $192.98 $9.63K - $15.4K
4.97K $822K
IRM
Iron Mountain Inc

Real Estate
774
+ 10.5%
$76.93 - $105.25 $59.5K - $81.5K
8.14K $835K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.05K
+ 7.46%
$86.58 - $104.91 $90.9K - $110K
15.1K $1.59M
DLR
Digital Realty Trust, Inc.

Real Estate
300
+ 6.48%
$136.11 - $177.69 $40.8K - $53.3K
4.93K $859K
MPWR
Monolithic Power Systems Inc

Technology
46
+ 4.5%
$455.19 - $737.73 $20.9K - $33.9K
1.07K $781K
FVD
First Tr Value Line Divid Inde

ETFs
4.17K
+ 64.31%
$40.62 - $45.12 $169K - $188K
10.6K $476K
AMCR
Amcor PLC

Consumer Cyclical
20.6K
+ 151.78%
$8.57 - $9.81 $177K - $202K
34.2K $314K
USB
Us Bancorp \De\

Financial Services
1.69K
+ 5.13%
$36.4 - $45.76 $61.7K - $77.5K
34.7K $1.57M
OMF
One Main Holdings, Inc.

Financial Services
663
+ 3.87%
$40.42 - $57.0 $26.8K - $37.8K
17.8K $1.01M
MAR
Marriott International Inc

Consumer Cyclical
29
+ 0.62%
$211.12 - $274.14 $6.12K - $7.95K
4.69K $1.28M
EBAY
Ebay Inc

Consumer Cyclical
190
+ 0.84%
$59.52 - $79.36 $11.3K - $15.1K
22.8K $1.7M
NTAP
Net App, Inc.

Technology
551
+ 10.31%
$76.1 - $106.55 $41.9K - $58.7K
5.9K $628K
OC
Owens Corning

Industrials
1.29K
+ 33.57%
$126.32 - $147.75 $163K - $190K
5.13K $704K
SAN
Banco Santander, S.A.

Financial Services
8K
+ 14.35%
$5.72 - $8.32 $45.7K - $66.5K
63.7K $529K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
144
+ 0.58%
$45.98 - $56.15 $6.62K - $8.09K
24.9K $1.4M
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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