Greenleaf Trust Incresed Positions in Q1 2025

Greenleaf Trust

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
503
+ 4.93%
$208.48 - $244.03 $105K - $123K
10.7K $2.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.74K
+ 10.32%
$82.81 - $92.93 $641K - $720K
82.8K $7.04M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
85
+ 1.03%
$80.53 - $147.57 $6.85K - $12.5K
8.34K $1.1M
AIG
American International Group, Inc.

Financial Services
943
+ 4.19%
$70.5 - $86.94 $66.5K - $82K
23.4K $2.04M
CTAS
Cintas Corp

Industrials
924
+ 10.22%
$182.09 - $208.14 $168K - $192K
9.97K $2.05M
WELL
Welltower Inc.

Real Estate
828
+ 8.79%
$124.05 - $156.86 $103K - $130K
10.2K $1.57M
SO
Southern CO

Utilities
1.15K
+ 4.0%
$80.96 - $92.96 $92.9K - $107K
29.9K $2.74M
HIG
Hartford Financial Services Group, Inc.

Financial Services
253
+ 1.13%
$106.31 - $123.73 $26.9K - $31.3K
22.7K $2.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
421
+ 12.72%
$275.89 - $345.24 $116K - $145K
3.73K $1.29M
MMM
3 M CO

Industrials
404
+ 2.48%
$129.7 - $155.12 $52.4K - $62.7K
16.7K $2.45M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.59K
+ 2.02%
$9.49 - $14.83 $15.1K - $23.6K
80.6K $1.1M
EXC
Exelon Corp

Utilities
3.32K
+ 15.97%
$37.3 - $46.08 $124K - $153K
24.1K $1.11M
XLK
Technology Sector Spdr

ETFs
2.66K
+ 31.28%
$206.38 - $242.18 $549K - $644K
11.2K $2.31M
DUK
Duke Energy Corp

Utilities
458
+ 2.45%
$105.87 - $121.97 $48.5K - $55.9K
19.2K $2.34M
WMB
Williams Companies, Inc.

Energy
3.03K
+ 12.35%
$54.02 - $61.09 $164K - $185K
27.5K $1.65M
PLD
Prologis, Inc.

Real Estate
1.76K
+ 9.08%
$103.59 - $124.04 $183K - $219K
21.2K $2.37M
FAST
Fastenal CO

Industrials
1.13K
+ 2.83%
$71.11 - $79.98 $80K - $90K
40.8K $3.17M
AON
Aon PLC

Financial Services
287
+ 6.06%
$348.44 - $409.32 $100K - $117K
5.02K $2.01M
TDG
Trans Digm Group Inc

Industrials
92
+ 6.08%
$1251.32 - $1394.11 $115K - $128K
1.61K $2.22M
TRV
Travelers Companies, Inc.

Financial Services
182
+ 1.73%
$232.43 - $265.13 $42.3K - $48.3K
10.7K $2.82M
GD
General Dynamics Corp

Industrials
885
+ 16.36%
$241.94 - $272.58 $214K - $241K
6.29K $1.72M
NEM
Newmont Corp

Basic Materials
698
+ 3.03%
$37.79 - $48.39 $26.4K - $33.8K
23.7K $1.14M
KLAC
Kla Corp

Technology
138
+ 3.64%
$636.62 - $777.63 $87.9K - $107K
3.93K $2.67M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.1K
+ 12.76%
$22.25 - $23.0 $269K - $278K
107K $2.46M
COP
Conocophillips

Energy
1.06K
+ 3.83%
$88.6 - $105.85 $93.9K - $112K
28.7K $3.02M
ED
Consolidated Edison Inc

Utilities
782
+ 9.14%
$88.0 - $110.59 $68.8K - $86.5K
9.34K $1.03M
SBUX
Starbucks Corp

Consumer Cyclical
300
+ 0.93%
$91.75 - $115.81 $27.5K - $34.7K
32.5K $3.19M
AZN
Astrazeneca PLC

Healthcare
504
+ 1.86%
$65.37 - $77.96 $32.9K - $39.3K
27.6K $2.03M
INTC
Intel Corp

Technology
1.46K
+ 1.79%
$19.1 - $27.39 $27.9K - $40K
83.1K $1.89M
OTIS
Otis Worldwide Corp

Industrials
1.35K
+ 12.86%
$90.77 - $104.01 $122K - $140K
11.8K $1.22M
WFC
Wells Fargo & Company

Financial Services
1.83K
+ 2.47%
$66.78 - $81.42 $122K - $149K
76K $5.45M
RSG
Republic Services, Inc.

Industrials
207
+ 4.4%
$200.09 - $242.16 $41.4K - $50.1K
4.92K $1.19M
ZTS
Zoetis Inc.

Healthcare
1.39K
+ 16.69%
$156.48 - $175.67 $217K - $243K
9.69K $1.6M
HSY
Hershey CO

Consumer Defensive
1.27K
+ 12.41%
$144.74 - $186.36 $184K - $237K
11.5K $1.97M
KR
Kroger CO

Consumer Defensive
433
+ 1.39%
$58.36 - $67.72 $25.3K - $29.3K
31.6K $2.14M
MSTR
Microstrategy Inc

Technology
828
+ 17.1%
$239.27 - $396.5 $198K - $328K
5.67K $1.63M
VRSK
Verisk Analytics, Inc.

Industrials
47
+ 0.48%
$268.63 - $301.33 $12.6K - $14.2K
9.87K $2.94M
VTR
Ventas, Inc.

Real Estate
717
+ 3.89%
$56.9 - $70.47 $40.8K - $50.5K
19.1K $1.32M
KMB
Kimberly Clark Corp

Consumer Defensive
438
+ 2.93%
$124.46 - $147.4 $54.5K - $64.6K
15.4K $2.19M
WHR
Whirlpool Corp

Consumer Cyclical
3.13K
+ 127.83%
$88.58 - $133.14 $278K - $417K
5.58K $503K
ALL
Allstate Corp

Financial Services
350
+ 3.44%
$180.99 - $210.18 $63.3K - $73.6K
10.5K $2.18M
ES
Eversource Energy

Utilities
2.88K
+ 35.27%
$55.63 - $63.8 $160K - $184K
11K $686K
DVN
Devon Energy Corp

Energy
2.87K
+ 12.26%
$33.15 - $38.55 $95.2K - $111K
26.3K $982K
MU
Micron Technology Inc

Technology
1.49K
+ 4.7%
$86.89 - $109.38 $130K - $163K
33.3K $2.89M
AEP
American Electric Power CO Inc

Utilities
406
+ 4.17%
$90.32 - $109.27 $36.7K - $44.4K
10.2K $1.11M
UNP
Union Pacific Corp

Industrials
167
+ 0.81%
$225.21 - $254.42 $37.6K - $42.5K
20.7K $4.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
496
+ 16.72%
$308.86 - $455.36 $153K - $226K
3.46K $1.22M
ADSK
Autodesk, Inc.

Technology
825
+ 3.93%
N/A
21.8K $5.37M
HWM
Howmet Aerospace Inc.

Industrials
943
+ 24.93%
$110.79 - $139.39 $104K - $131K
4.73K $613K
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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