Greenleaf Trust Reduced Holdings in Q3 2025

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-45.7K
- 0.27%
$368.57 - $403.53 $16.9M - $18.5M
16.6M $6.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
-61K
- 58.4%
$617.65 - $666.84 $37.7M - $40.7M
43.4K $28.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-177K
- 61.68%
$66.38 - $71.68 $11.7M - $12.7M
110K $7.83M
VTI
Vanguard Total Stock Market Et

ETFs
-37.2K
- 59.89%
$303.93 - $329.86 $11.3M - $12.3M
24.9K $8.18M
ISRG
Intuitive Surgical Inc

Healthcare
-8.8K
- 43.36%
$433.66 - $544.47 $3.82M - $4.79M
11.5K $5.14M
MSFT
Microsoft Corp

Technology
-23.2K
- 7.33%
$491.09 - $535.64 $11.4M - $12.4M
293K $152M
DE
Deere & CO

Industrials
-8.16K
- 48.58%
$457.26 - $524.37 $3.73M - $4.28M
8.64K $3.95M
KO
Coca Cola CO

Consumer Defensive
-55.4K
- 36.42%
$65.67 - $71.67 $3.64M - $3.97M
96.7K $6.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-19.7K
- 4.06%
$211.65 - $238.24 $4.16M - $4.68M
465K $102M
COST
Costco Wholesale Corp

Consumer Defensive
-3.44K
- 21.53%
$915.95 - $994.57 $3.15M - $3.42M
12.5K $11.6M
ADP
Automatic Data Processing Inc

Industrials
-12K
- 42.27%
$288.69 - $310.94 $3.47M - $3.74M
16.4K $4.82M
PLTR
Palantir Technologies Inc.

Technology
-41.5K
- 52.5%
$130.68 - $186.97 $5.43M - $7.77M
37.6K $6.86M
PG
Procter & Gamble CO

Consumer Defensive
-20.9K
- 21.98%
$150.47 - $161.22 $3.14M - $3.36M
74.1K $11.4M
LLY
Eli Lilly & CO

Healthcare
-3.84K
- 15.94%
$625.65 - $812.69 $2.4M - $3.12M
20.2K $15.4M
RTX
Raytheon Technologies Corp

Industrials
-28.4K
- 40.84%
$144.19 - $167.33 $4.1M - $4.76M
41.2K $6.89M
IWR
Ishares Russell Mid Cap ETF

ETFs
-35.8K
- 44.77%
$92.26 - $97.51 $3.3M - $3.49M
44.2K $4.26M
JPM
Jpmorgan Chase & CO

Financial Services
-18.8K
- 16.32%
$282.78 - $316.06 $5.32M - $5.95M
96.5K $30.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
-9.79K
- 70.07%
$265.78 - $299.3 $2.6M - $2.93M
4.18K $1.14M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-37.3K
- 73.86%
$74.93 - $80.73 $2.79M - $3.01M
13.2K $1.06M
BRK-A
Berkshire Hathaway Inc

Financial Services
-4
- 22.22%
$692600.0 - $759798.0 $2.77M - $3.04M
14 $10.6M
ABBV
Abb Vie Inc.

Healthcare
-28.7K
- 30.7%
$184.85 - $231.54 $5.3M - $6.64M
64.7K $15M
IWM
Ishares Russell 2000 ETF

ETFs
-12.2K
- 39.8%
$214.92 - $244.84 $2.62M - $2.98M
18.4K $4.46M
ADSK
Autodesk, Inc.

Technology
-8.56K
- 56.47%
N/A
6.6K $1.62M
PANW
Palo Alto Networks Inc

Technology
-9.6K
- 42.28%
$167.06 - $208.19 $1.6M - $2M
13.1K $2.67M
ABT
Abbott Laboratories

Healthcare
-13K
- 14.8%
$120.51 - $136.62 $1.57M - $1.78M
74.9K $10M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-50.3K
- 61.77%
$40.15 - $43.86 $2.02M - $2.21M
31.2K $1.36M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.66K
- 1.82%
$60.9 - $70.75 $345K - $401K
305K $19.1M
NVDA
Nvidia Corp

Technology
-117K
- 16.72%
$153.3 - $186.58 $17.9M - $21.8M
582K $109M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-3.26K
- 85.6%
$415.15 - $489.89 $1.35M - $1.6M
548 $233K
EMR
Emerson Electric CO

Industrials
-11.5K
- 41.07%
$128.6 - $149.63 $1.48M - $1.73M
16.6K $2.17M
ACN
Accenture PLC

Technology
-1.65K
- 7.43%
$232.56 - $304.78 $383K - $502K
20.5K $5.06M
PM
Philip Morris International Inc.

Consumer Defensive
-4.51K
- 11.99%
$157.77 - $183.27 $712K - $827K
33.1K $5.37M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-52
- 1.7%
$5364.25 - $5815.92 $279K - $302K
3K $16.2M
NFLX
Netflix Inc

Communication Services
-143
- 1.59%
$1147.87 - $1297.18 $164K - $185K
8.83K $10.6M
SNPS
Synopsys Inc

Technology
-2.61K
- 40.03%
$387.78 - $645.35 $1.01M - $1.69M
3.91K $1.93M
CSCO
Cisco Systems, Inc.

Technology
-17.8K
- 12.62%
$66.2 - $71.79 $1.18M - $1.28M
123K $8.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.13K
- 20.0%
$291.67 - $316.99 $1.5M - $1.63M
20.5K $6.23M
DHR
Danaher Corp

Healthcare
-6.62K
- 7.82%
$181.46 - $212.2 $1.2M - $1.41M
78K $15.5M
GVI
Ishares Tr

ETFs
-12.6K
- 7.91%
$105.8 - $107.81 $1.33M - $1.36M
146K $15.7M
MSTR
Microstrategy Inc

Technology
-2.64K
- 55.03%
$300.7 - $455.9 $794K - $1.2M
2.16K $695K
META
Meta Platforms, Inc.

Communication Services
-917
- 0.84%
$695.21 - $791.73 $638K - $726K
108K $79.5M
AWK
American Water Works Company, Inc.

Utilities
-7.74K
- 47.24%
$135.05 - $147.0 $1.05M - $1.14M
8.65K $1.2M
INTU
Intuit Inc

Technology
-70
- 0.82%
$646.03 - $807.39 $45.2K - $56.5K
8.45K $5.77M
EFG
Msci Eafe Growth ETF

ETFs
-9.42K
- 6.99%
$106.99 - $114.46 $1.01M - $1.08M
125K $14.3M
FDS
Factset Research Systems Inc

Financial Services
-395
- 9.36%
$283.86 - $450.3 $112K - $178K
3.83K $1.1M
PEP
Pepsico Inc

Consumer Defensive
-10.1K
- 13.2%
$133.81 - $152.16 $1.36M - $1.54M
66.7K $9.36M
IEMG
Ishares Inc

ETFs
-14.4K
- 1.56%
N/A
911K $48.9M
NEE
Nextera Energy Inc

Utilities
-19.3K
- 16.84%
$69.77 - $77.54 $1.35M - $1.5M
95.3K $7.2M
SUB
Ishares Short Term National Mu

ETFs
-7.38K
- 9.85%
$106.17 - $107.3 $784K - $792K
67.6K $7.22M
Activity Summary
Buys All Purchases 336 New Holdings 49 Increased Positions 287 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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