Greenleaf Trust Incresed Positions in Q1 2025

Greenleaf Trust

  • $10.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
694
+ 10.76%
$136.06 - $154.52 $94.4K - $107K
7.15K $1.1M
BMY
Bristol Myers Squibb CO

Healthcare
1K
+ 3.32%
$53.9 - $63.11 $54K - $63.2K
31.2K $1.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.87K
+ 54.26%
$87.68 - $94.52 $164K - $177K
5.33K $499K
DTE
Dte Energy CO

Utilities
690
+ 12.54%
$117.6 - $138.27 $81.1K - $95.4K
6.19K $856K
MNST
Monster Beverage Corp

Consumer Defensive
1.97K
+ 16.04%
$46.16 - $58.58 $90.8K - $115K
14.2K $833K
C
Citigroup Inc

Financial Services
2.43K
+ 10.05%
$67.23 - $84.63 $163K - $205K
26.6K $1.89M
VRSN
Verisign Inc

Technology
440
+ 28.42%
$205.1 - $254.74 $90.2K - $112K
1.99K $504K
CNP
Centerpoint Energy Inc

Utilities
2.08K
+ 8.9%
$30.87 - $36.25 $64.1K - $75.3K
25.4K $921K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.6K
+ 23.2%
$104.89 - $113.56 $168K - $182K
8.5K $906K
VLO
Valero Energy Corp

Energy
886
+ 14.52%
$121.76 - $142.99 $108K - $127K
6.99K $922K
SLB
Schlumberger Limited

Energy
1.41K
+ 4.48%
$38.4 - $43.74 $54K - $61.5K
32.8K $1.37M
AFL
Aflac Inc

Financial Services
285
+ 1.65%
$100.99 - $111.19 $28.8K - $31.7K
17.5K $1.95M
CTVA
Corteva, Inc.

Basic Materials
792
+ 4.17%
$55.94 - $66.15 $44.3K - $52.4K
19.8K $1.24M
EBAY
Ebay Inc

Consumer Cyclical
437
+ 1.97%
$61.61 - $70.93 $26.9K - $31K
22.6K $1.53M
MET
Metlife Inc

Financial Services
2.57K
+ 8.07%
$77.7 - $87.0 $199K - $223K
34.4K $2.76M
VICI
Vici Properties Inc.

Real Estate
3.74K
+ 39.7%
$28.21 - $32.68 $105K - $122K
13.2K $429K
TXN
Texas Instruments Inc

Technology
777
+ 2.41%
N/A
33.1K $6.44M
ETR
Entergy Corp

Utilities
627
+ 6.28%
$75.26 - $87.89 $47.2K - $55.1K
10.6K $907K
QCOM
Qualcomm Inc

Technology
976
+ 2.69%
$151.94 - $175.86 $148K - $172K
37.3K $5.72M
SAP
Sap Se

Technology
127
+ 2.52%
$241.4 - $293.69 $30.7K - $37.3K
5.17K $1.39M
SAN
Banco Santander, S.A.

Financial Services
6K
+ 12.06%
$4.46 - $7.14 $26.8K - $42.8K
55.7K $373K
TRGP
Targa Resources Corp.

Energy
24
+ 0.38%
$178.44 - $217.22 $4.28K - $5.21K
6.33K $1.27M
ATO
Atmos Energy Corp

Utilities
665
+ 26.35%
$136.51 - $154.58 $90.8K - $103K
3.19K $492K
PFG
Principal Financial Group Inc

Financial Services
1.07K
+ 16.07%
$76.34 - $89.04 $81.4K - $94.9K
7.7K $649K
SBAC
Sba Communications Corp

Real Estate
518
+ 39.21%
$192.76 - $224.91 $99.8K - $117K
1.84K $404K
KMI
Kinder Morgan, Inc.

Energy
2.33K
+ 3.84%
$26.1 - $31.22 $60.7K - $72.6K
63K $1.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
508
+ 2.29%
$35.35 - $42.74 $18K - $21.7K
22.7K $940K
PFE
Pfizer Inc

Healthcare
16.3K
+ 6.88%
$25.01 - $27.13 $407K - $441K
253K $6.4M
HES
Hess Corp

Energy
268
+ 8.25%
$135.42 - $160.52 $36.3K - $43K
3.52K $561K
SNY
Sanofi

Healthcare
1.08K
+ 11.28%
$48.15 - $59.42 $52.1K - $64.3K
10.7K $591K
WEC
Wec Energy Group, Inc.

Utilities
64
+ 0.79%
$92.12 - $108.98 $5.9K - $6.97K
8.21K $894K
CAH
Cardinal Health Inc

Healthcare
195
+ 3.75%
$118.02 - $137.77 $23K - $26.9K
5.4K $743K
AEE
Ameren Corp

Utilities
867
+ 23.74%
$86.87 - $103.67 $75.3K - $89.9K
4.52K $453K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 67.4%
$111.51 - $128.61 $137K - $158K
3.06K $348K
TTWO
Take Two Interactive Software Inc

Communication Services
380
+ 19.07%
$178.61 - $217.95 $67.9K - $82.8K
2.37K $491K
MPC
Marathon Petroleum Corp

Energy
382
+ 3.53%
$134.72 - $159.03 $51.5K - $60.7K
11.2K $1.63M
PSX
Phillips 66

Energy
94
+ 0.83%
$113.93 - $131.55 $10.7K - $12.4K
11.5K $1.42M
WDAY
Workday, Inc.

Technology
757
+ 32.93%
$233.53 - $277.82 $177K - $210K
3.06K $713K
IAU
Ishares Gold Trust

ETFs
482
+ 5.12%
$49.74 - $58.96 $24K - $28.4K
9.9K $583K
SNPS
Synopsys Inc

Technology
1.18K
+ 17.14%
$428.58 - $551.54 $507K - $653K
8.09K $3.47M
MUB
Ishares National Muni Bond ETF

ETFs
1.6K
+ 3.4%
$104.71 - $107.69 $167K - $172K
48.7K $5.13M
CNC
Centene Corp

Healthcare
1.88K
+ 38.89%
$55.93 - $65.89 $105K - $124K
6.71K $407K
SE
Sea LTD

Consumer Cyclical
116
+ 2.83%
$104.87 - $146.31 $12.2K - $17K
4.21K $549K
CMS
Cms Energy Corp

Utilities
210
+ 1.85%
$64.99 - $75.11 $13.6K - $15.8K
11.6K $869K
HAS
Hasbro, Inc.

Consumer Cyclical
1.28K
+ 26.56%
$56.16 - $69.06 $71.7K - $88.1K
6.08K $373K
CINF
Cincinnati Financial Corp

Financial Services
652
+ 31.74%
$133.67 - $147.81 $87.2K - $96.4K
2.71K $399K
MKC
Mccormick & CO Inc

Consumer Defensive
632
+ 7.56%
$71.24 - $84.73 $45K - $53.5K
9K $740K
LKQ
Lkq Corp

Consumer Cyclical
894
+ 8.02%
$36.24 - $44.05 $32.4K - $39.4K
12K $512K
UMC
United Microelectronics Corp

Technology
630
+ 0.42%
$5.69 - $7.15 $3.58K - $4.5K
150K $1.07M
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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