Greenleaf Trust Incresed Positions in Q3 2024

Greenleaf Trust

  • $11.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.17K
+ 0.51%
$520.18 - $576.82 $4.77M - $5.29M
1.81M $1.04B
IEFA
Ishares Tr

ETFs
51.1K
+ 1.84%
$70.09 - $78.74 $3.58M - $4.02M
2.82M $220M
AAPL
Apple Inc.

Technology
8.96K
+ 1.29%
$207.23 - $234.82 $1.86M - $2.1M
703K $164M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.4K
+ 1.32%
$57.32 - $62.65 $1.8M - $1.97M
2.41M $150M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 1.7%
$105.53 - $118.34 $1.48M - $1.67M
842K $98.5M
META
Meta Platforms, Inc.

Communication Services
2.21K
+ 1.99%
$453.41 - $572.44 $1M - $1.27M
113K $65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.87K
+ 2.08%
$405.19 - $478.57 $1.16M - $1.37M
141K $64.8M
V
Visa Inc.

Financial Services
18.5K
+ 8.51%
$253.74 - $291.56 $4.69M - $5.39M
236K $64.8M
AMT
American Tower Corp

Real Estate
28
+ 0.02%
$192.27 - $242.73 $5.38K - $6.8K
165K $38.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.21K
+ 5.22%
$517.38 - $573.86 $2.69M - $2.99M
105K $60.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
750
+ 0.38%
$57.22 - $80.08 $42.9K - $60.1K
198K $15.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
16.9K
+ 4.2%
$77.24 - $83.67 $1.3M - $1.41M
419K $35.1M
ABBV
Abb Vie Inc.

Healthcare
4.01K
+ 3.99%
$163.84 - $199.33 $657K - $800K
105K $20.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
43.6K
+ 4.4%
$31.18 - $33.5 $1.36M - $1.46M
1.03M $34.4M
IEMG
Ishares Inc

ETFs
55.2K
+ 5.31%
$53.64 - $53.64 $2.96M - $2.96M
1.09M $58.6M
DHR
Danaher Corp

Healthcare
119
+ 0.12%
$239.25 - $280.76 $28.5K - $33.4K
101K $28M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.38K
+ 0.76%
$64.35 - $75.71 $153K - $180K
314K $23.1M
HD
Home Depot, Inc.

Consumer Cyclical
282
+ 0.67%
$333.64 - $405.2 $94.1K - $114K
42.4K $17.2M
JNJ
Johnson & Johnson

Healthcare
6.63K
+ 7.25%
$145.48 - $167.38 $964K - $1.11M
98.1K $15.9M
ORCL
Oracle Corp

Technology
2.4K
+ 3.42%
$125.9 - $170.35 $303K - $409K
72.7K $12.4M
ADP
Automatic Data Processing Inc

Industrials
3.73K
+ 11.5%
$233.44 - $279.45 $870K - $1.04M
36.2K $10M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
472
+ 0.67%
$475.2 - $527.7 $224K - $249K
71.3K $37.6M
IEF
Ishares Barclays

ETFs
14.3K
+ 8.26%
$92.67 - $99.14 $1.33M - $1.42M
188K $18.4M
AMZN
Amazon Com Inc

Consumer Cyclical
29.2K
+ 6.13%
$161.02 - $200.0 $4.7M - $5.84M
505K $94.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
27.4K
+ 556.4%
$61.42 - $76.46 $1.68M - $2.1M
32.3K $2.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.01K
+ 0.99%
$56.47 - $63.69 $227K - $256K
409K $25.8M
UNH
Unitedhealth Group Inc

Healthcare
539
+ 2.4%
$488.01 - $604.18 $263K - $326K
23K $13.4M
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 1.3%
$66.91 - $81.4 $119K - $145K
139K $11.2M
CRM
Salesforce, Inc.

Technology
805
+ 0.81%
$238.42 - $276.53 $192K - $223K
99.8K $27.3M
NEE
Nextera Energy Inc

Utilities
1.77K
+ 1.42%
$69.9 - $84.97 $124K - $151K
127K $10.7M
FDS
Factset Research Systems Inc

Financial Services
3.94K
+ 653.82%
$397.04 - $469.48 $1.56M - $1.85M
4.54K $2.09M
RTX
Raytheon Technologies Corp

Industrials
791
+ 0.97%
$99.55 - $123.34 $78.7K - $97.6K
82.5K $9.99M
JPM
Jpmorgan Chase & CO

Financial Services
2.84K
+ 2.26%
$194.9 - $224.8 $553K - $638K
129K $27.1M
AVGO
Broadcom Inc.

Technology
96.9K
+ 919.92%
$136.27 - $1745.86 $13.2M - $169M
107K $18.5M
ACN
Accenture PLC

Technology
974
+ 4.03%
$295.44 - $355.81 $288K - $347K
25.1K $8.88M
MA
Mastercard Inc

Financial Services
164
+ 0.6%
$429.6 - $500.99 $70.5K - $82.2K
27.6K $13.6M
KO
Coca Cola CO

Consumer Defensive
838
+ 0.48%
$62.69 - $73.01 $52.5K - $61.2K
175K $12.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.48K
+ 74.8%
$332.02 - $382.76 $1.15M - $1.33M
8.12K $3.05M
ISRG
Intuitive Surgical Inc

Healthcare
209
+ 0.78%
$416.14 - $494.01 $87K - $103K
27K $13.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.25K
+ 1.97%
$255.18 - $283.2 $318K - $353K
64.6K $18.3M
BLK
Black Rock Inc.

Financial Services
179
+ 2.63%
$782.27 - $949.51 $140K - $170K
6.99K $6.64M
BRO
Brown & Brown, Inc.

Financial Services
11.4K
+ 290.73%
$89.11 - $105.82 $1.02M - $1.21M
15.3K $1.59M
GVI
Ishares Tr

ETFs
6.56K
+ 4.24%
$103.17 - $107.43 $677K - $705K
161K $17.3M
ANET
Arista Networks, Inc.

Technology
2.22K
+ 20.13%
$311.42 - $388.21 $690K - $860K
13.2K $5.08M
ABT
Abbott Laboratories

Healthcare
1.31K
+ 1.35%
$100.07 - $118.13 $131K - $155K
98.4K $11.2M
IBM
International Business Machines Corp

Technology
1.01K
+ 5.44%
$175.1 - $223.38 $176K - $225K
19.5K $4.31M
SCHW
Schwab Charles Corp

Financial Services
21.6K
+ 63.83%
$61.74 - $76.08 $1.34M - $1.65M
55.6K $3.6M
CAT
Caterpillar Inc

Industrials
266
+ 1.56%
$316.8 - $391.12 $84.3K - $104K
17.3K $6.77M
EFG
Msci Eafe Growth ETF

ETFs
2.92K
+ 2.03%
$96.84 - $108.77 $283K - $318K
147K $15.8M
Activity Summary
Buys All Purchases 512 New Holdings 68 Increased Positions 444 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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