Greenleaf Trust Incresed Positions in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
1.75K
+ 4.59%
$49.06 - $57.74 $86K - $101K
39.9K $2.09M
GRMN
Garmin LTD

Technology
114
+ 3.01%
$161.91 - $220.77 $18.5K - $25.2K
3.9K $803K
ALL
Allstate Corp

Financial Services
545
+ 5.66%
$181.25 - $208.2 $98.8K - $113K
10.2K $1.96M
ETR
Entergy Corp

Utilities
5.24K
+ 110.09%
$73.19 - $156.4 $383K - $819K
9.99K $757K
DTH
Wisdomtree Tr

ETFs
10.3K
+ 14.48%
$37.38 - $41.11 $385K - $424K
81.5K $3.08M
COIN
Coinbase Global, Inc.

Technology
105
+ 7.39%
$163.17 - $343.62 $17.1K - $36.1K
1.53K $378K
CIEN
Ciena Corp

Technology
136
+ 2.81%
$61.45 - $91.14 $8.36K - $12.4K
4.98K $422K
JEF
Jefferies Financial Group Inc.

Financial Services
179
+ 2.81%
$61.95 - $81.75 $11.1K - $14.6K
6.55K $513K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
80
+ 1.21%
$110.69 - $154.48 $8.86K - $12.4K
6.72K $853K
OKE
Oneok Inc

Energy
312
+ 3.28%
$92.28 - $117.05 $28.8K - $36.5K
9.82K $986K
CAH
Cardinal Health Inc

Healthcare
694
+ 15.4%
$107.89 - $125.33 $74.9K - $87K
5.2K $615K
BR
Broadridge Financial Solutions, Inc.

Technology
28
+ 0.28%
$209.64 - $236.44 $5.87K - $6.62K
10.1K $2.27M
SHOP
Shopify Inc.

Technology
183
+ 4.87%
$78.14 - $119.49 $14.3K - $21.9K
3.94K $418K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
834
+ 3.45%
$55.73 - $66.16 $46.5K - $55.2K
25K $1.51M
ALK
Alaska Air Group, Inc.

Industrials
258
+ 5.13%
$42.48 - $67.6 $11K - $17.4K
5.28K $342K
APO
Apollo Global Management, Inc.

Financial Services
228
+ 12.09%
$131.36 - $178.61 $30K - $40.7K
2.11K $349K
INTU
Intuit Inc

Technology
72
+ 0.79%
$602.01 - $706.25 $43.3K - $50.9K
9.22K $5.8M
TRV
Travelers Companies, Inc.

Financial Services
183
+ 1.77%
$225.97 - $266.66 $41.4K - $48.8K
10.5K $2.53M
CCL
Carnival Corp

Consumer Cyclical
1K
+ 7.55%
$17.34 - $26.8 $17.3K - $26.8K
14.3K $355K
USB
Us Bancorp \De\

Financial Services
890
+ 2.79%
$43.98 - $53.66 $39.1K - $47.8K
32.8K $1.57M
CPRT
Copart Inc

Consumer Cyclical
387
+ 2.29%
$51.36 - $63.8 $19.9K - $24.7K
17.3K $991K
EXPE
Expedia Group, Inc.

Consumer Cyclical
61
+ 2.48%
$146.47 - $191.01 $8.93K - $11.7K
2.52K $469K
DLR
Digital Realty Trust, Inc.

Real Estate
222
+ 5.24%
$156.46 - $195.69 $34.7K - $43.4K
4.46K $790K
LITE
Lumentum Holdings Inc.

Technology
46
+ 0.95%
$61.49 - $94.9 $2.83K - $4.37K
4.9K $411K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
+ 1.58%
$1146.59 - $1270.6 $33.3K - $36.8K
1.87K $2.22M
FHN
First Horizon Corp

Financial Services
198
+ 0.99%
$14.91 - $21.42 $2.95K - $4.24K
20.1K $405K
PCAR
Paccar Inc

Industrials
295
+ 2.55%
$97.92 - $118.41 $28.9K - $34.9K
11.8K $1.23M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
25.2K
+ 229.94%
$27.54 - $83.04 $695K - $2.1M
36.2K $1M
CTVA
Corteva, Inc.

Basic Materials
2.12K
+ 12.58%
$55.21 - $64.13 $117K - $136K
19K $1.08M
PWR
Quanta Services, Inc.

Industrials
95
+ 3.01%
$296.05 - $346.6 $28.1K - $32.9K
3.25K $1.03M
SAP
Sap Se

Technology
4
+ 0.08%
$218.13 - $255.54 $873 - $1.02K
5.04K $1.24M
BKR
Baker Hughes CO

Energy
535
+ 4.11%
$35.98 - $44.88 $19.2K - $24K
13.6K $556K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
371
+ 0.9%
$66.77 - $71.52 $24.8K - $26.5K
41.4K $2.85M
DRI
Darden Restaurants Inc

Consumer Cyclical
23
+ 0.64%
$155.96 - $188.66 $3.59K - $4.34K
3.63K $677K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
863
+ 21.33%
$101.77 - $113.02 $87.8K - $97.5K
4.91K $518K
IDCC
Inter Digital, Inc.

Communication Services
6
+ 0.4%
$142.61 - $200.59 $856 - $1.2K
1.52K $295K
WST
West Pharmaceutical Services Inc

Healthcare
156
+ 14.8%
$285.69 - $344.0 $44.6K - $53.7K
1.21K $396K
ANSS
Ansys Inc

Technology
32
+ 0.88%
$313.05 - $361.45 $10K - $11.6K
3.65K $1.23M
XEL
Xcel Energy Inc

Utilities
705
+ 5.1%
$62.16 - $72.92 $43.8K - $51.4K
14.5K $980K
VRSK
Verisk Analytics, Inc.

Industrials
14
+ 0.14%
$262.86 - $294.75 $3.68K - $4.13K
9.82K $2.71M
MMM
3 M CO

Industrials
1.46K
+ 9.87%
$124.74 - $137.12 $183K - $201K
16.3K $2.1M
PM
Philip Morris International Inc.

Consumer Defensive
907
+ 2.79%
$118.38 - $133.06 $107K - $121K
33.5K $4.03M
TTWO
Take Two Interactive Software Inc

Communication Services
98
+ 5.17%
$147.66 - $190.46 $14.5K - $18.7K
1.99K $366K
SQ
Block, Inc.

Technology
16
+ 0.39%
$65.06 - $98.92 $1.04K - $1.58K
4.09K $347K
CNP
Centerpoint Energy Inc

Utilities
669
+ 2.95%
$28.58 - $32.66 $19.1K - $21.8K
23.4K $740K
IP
International Paper CO

Consumer Cyclical
568
+ 6.72%
$46.64 - $59.57 $26.5K - $33.8K
9.02K $485K
MOH
Molina Healthcare, Inc.

Healthcare
446
+ 40.33%
$274.73 - $341.91 $123K - $152K
1.55K $451K
AZO
Autozone Inc

Consumer Cyclical
9
+ 1.12%
$2981.19 - $3370.27 $26.8K - $30.3K
810 $2.59M
XPO
Xpo Logistics, Inc.

Industrials
114
+ 5.04%
$105.35 - $158.2 $12K - $18K
2.37K $311K
Activity Summary
Buys All Purchases 473 New Holdings 36 Increased Positions 437 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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