Greenleaf Trust Incresed Positions in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.71K
+ 220.2%
$26.93 - $84.95 $235K - $740K
12.7K $346K
CF
Cf Industries Holdings, Inc.

Basic Materials
169
+ 4.67%
$81.39 - $94.14 $13.8K - $15.9K
3.78K $322K
ESS
Essex Property Trust, Inc.

Real Estate
46
+ 5.1%
N/A
948 $258K
THG
Hanover Insurance Group, Inc.

Financial Services
14
+ 0.95%
$144.81 - $165.01 $2.03K - $2.31K
1.49K $229K
FLR
Fluor Corp

Industrials
29
+ 0.54%
$46.92 - $58.93 $1.36K - $1.71K
5.45K $268K
EQR
Equity Residential

Real Estate
256
+ 7.44%
$69.12 - $77.48 $17.7K - $19.8K
3.7K $265K
AIG
American International Group, Inc.

Financial Services
255
+ 1.15%
$70.0 - $79.22 $17.9K - $20.2K
22.5K $1.64M
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 1.19%
N/A
3.82K $696K
FIS
Fidelity National Information Services, Inc.

Technology
244
+ 6.89%
$80.14 - $90.95 $19.6K - $22.2K
3.79K $305K
IBN
Icici Bank LTD

Financial Services
291
+ 0.46%
$28.69 - $31.9 $8.35K - $9.28K
62.9K $1.88M
NWSA
News Corp

Communication Services
38
+ 0.42%
$25.68 - $29.86 $976 - $1.13K
9.11K $250K
BOKF
Bok Financial Corp

Financial Services
3
+ 0.07%
$101.23 - $119.67 $304 - $359
4.09K $435K
NRG
Nrg Energy, Inc.

Utilities
159
+ 1.89%
$85.3 - $101.61 $13.6K - $16.2K
8.57K $773K
DFAT
Dimensional ETF Tr U S Target

ETFs
149
+ 1.97%
$54.54 - $61.04 $8.13K - $9.09K
7.71K $428K
HRL
Hormel Foods Corp

Consumer Defensive
336
+ 4.37%
$29.21 - $33.55 $9.81K - $11.3K
8.03K $251K
JBHT
Hunt J B Transport Services Inc

Industrials
55
+ 3.44%
$164.22 - $197.19 $9.03K - $10.8K
1.65K $282K
U
Unity Software Inc.

Technology
416
+ 3.03%
$17.34 - $27.72 $7.21K - $11.5K
14.1K $317K
ALV
Autoliv Inc

Consumer Cyclical
37
+ 0.6%
$91.27 - $101.57 $3.38K - $3.76K
6.17K $578K
BIO
Bio Rad Laboratories, Inc.

Healthcare
26
+ 4.31%
$313.15 - $374.28 $8.14K - $9.73K
629 $206K
ASX
Ase Technology Holding Co., Ltd.

Technology
117
+ 1.08%
$9.49 - $10.74 $1.11K - $1.26K
11K $110K
LECO
Lincoln Electric Holdings Inc

Industrials
81
+ 3.42%
$187.47 - $219.94 $15.2K - $17.8K
2.45K $458K
HST
Host Hotels & Resorts, Inc.

Real Estate
443
+ 1.0%
$17.24 - $19.07 $7.64K - $8.45K
44.7K $782K
NOK
Nokia Corp

Technology
538
+ 4.57%
$4.13 - $4.95 $2.22K - $2.66K
12.3K $54K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
44
+ 1.12%
N/A
3.98K $257K
SHG
Shinhan Financial Group CO LTD

Financial Services
78
+ 0.54%
N/A
14.6K $506K
HUBB
Hubbell Inc

Industrials
20
+ 2.63%
$418.89 - $472.12 $8.38K - $9.44K
781 $327K
DPZ
Dominos Pizza Inc

Consumer Cyclical
26
+ 3.14%
$408.59 - $476.19 $10.6K - $12.4K
854 $358K
EVRG
Evergy, Inc.

Utilities
52
+ 1.51%
$59.06 - $65.0 $3.07K - $3.38K
3.5K $215K
GLD
Spdr Gold Trust

ETFs
21
+ 0.48%
$236.59 - $257.5 $4.97K - $5.41K
4.38K $1.06M
Nat West Group PLC Adr
200
+ 1.71%
N/A
11.9K $0
Veralto Corp
126
+ 1.12%
N/A
11.4K $0
AVB
Avalonbay Communities Inc

Real Estate
70
+ 2.37%
$216.28 - $237.81 $15.1K - $16.6K
3.03K $666K
Atlas Energy Solutions Inc.
84
+ 0.29%
N/A
29.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.74K
+ 66.76%
N/A
11.8K $0
Jacobs Solutions Inc
95
+ 3.55%
N/A
2.77K $0
Knife River Holding CO
6
+ 0.25%
N/A
2.41K $0
Ge Vernova Inc
340
+ 6.03%
N/A
5.98K $0
Canadian Pacific Kansas City LTD
44
+ 0.01%
N/A
304K $0
CRH.L
Crh PLC

Basic Materials
1
+ 0.01%
N/A
8.05K $0
Linde PLC
934
+ 9.33%
N/A
10.9K $0
Ferguson Enterprises Inc
21
+ 0.56%
N/A
3.8K $0
Bunge Global Sa
31
+ 0.85%
N/A
3.7K $0
The Cooper Companies Inc
139
+ 5.01%
N/A
2.92K $0
FSV
First Service Corp

Real Estate
14
+ 0.72%
$176.17 - $197.05 $2.47K - $2.76K
1.95K $353K
UTHR
United Therapeutics Corp

Healthcare
13
+ 1.14%
$348.66 - $410.0 $4.53K - $5.33K
1.15K $406K
MGY
Magnolia Oil & Gas Corp

Energy
262
+ 3.1%
$22.89 - $28.79 $6K - $7.54K
8.71K $203K
MAA
Mid America Apartment Communities Inc.

Real Estate
44
+ 1.87%
$149.17 - $165.2 $6.56K - $7.27K
2.4K $370K
PPL
Ppl Corp

Utilities
134
+ 1.02%
$31.47 - $35.0 $4.22K - $4.69K
13.3K $431K
HLN
Haleon PLC

Healthcare
1.33K
+ 8.39%
$9.23 - $10.71 $12.3K - $14.3K
17.2K $164K
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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