Haverford Trust CO Purchases in Q1 2025

Haverford Trust CO

  • $9.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.04K
New
$208.48 - $244.03 $216K - $253K
1.04K $253K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.26K
+ 3.1%
$50.44 - $50.7 $215K - $216K
142K $7.18M
UHS
Universal Health Services Inc

Healthcare
1.2K
+ 36.62%
$163.99 - $193.27 $197K - $232K
4.47K $840K
KMB
Kimberly Clark Corp

Consumer Defensive
25
+ 0.11%
$124.46 - $147.4 $3.11K - $3.69K
22.3K $3.17M
CUBI
Customers Bancorp, Inc.

Financial Services
4.97K
New
$45.61 - $58.42 $227K - $290K
4.97K $249K
GVI
Ishares Tr

ETFs
1.76K
+ 5.12%
$103.49 - $106.02 $183K - $187K
36.2K $3.84M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.75K
+ 9.36%
$75.32 - $84.77 $132K - $148K
20.4K $1.67M
KHC
Kraft Heinz CO

Consumer Defensive
7.89K
New
$28.51 - $32.22 $225K - $254K
7.89K $240K
AWK
American Water Works Company, Inc.

Utilities
1.04K
+ 28.78%
$121.01 - $149.31 $126K - $155K
4.65K $685K
SO
Southern CO

Utilities
1.69K
+ 19.97%
$80.96 - $92.96 $136K - $157K
10.1K $930K
UGI
Ugi Corp

Utilities
7.01K
New
$28.0 - $34.16 $196K - $239K
7.01K $231K
NEM
Newmont Corp

Basic Materials
4.77K
New
$37.79 - $48.39 $180K - $231K
4.77K $230K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.08K
+ 16.52%
$96.93 - $109.51 $395K - $447K
28.8K $2.82M
GLD
Spdr Gold Trust

ETFs
250
+ 7.46%
$243.19 - $288.14 $60.8K - $72K
3.6K $1.04M
EPD
Enterprise Products Partners L.P.

Energy
480
+ 0.65%
$31.75 - $34.14 $15.2K - $16.4K
74.8K $2.56M
YUM
Yum Brands Inc

Consumer Cyclical
1.37K
New
$123.25 - $162.53 $168K - $222K
1.37K $214K
KMI
Kinder Morgan, Inc.

Energy
7.52K
New
$26.1 - $31.22 $196K - $235K
7.52K $214K
MU
Micron Technology Inc

Technology
2.37K
New
$86.89 - $109.38 $206K - $260K
2.37K $206K
CTSH
Cognizant Technology Solutions Corp

Technology
2.68K
New
$75.32 - $90.7 $202K - $243K
2.68K $204K
MSI
Motorola Solutions, Inc.

Technology
462
New
$411.73 - $482.1 $190K - $223K
462 $202K
BSX
Boston Scientific Corp

Healthcare
1.99K
New
$89.38 - $106.18 $178K - $212K
1.99K $201K
IWD
Ishares Russell 1000 Val ETF

ETFs
47
+ 0.08%
$182.82 - $196.21 $8.59K - $9.22K
56.7K $10.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.4K
+ 6.07%
$196.12 - $229.48 $274K - $321K
24.4K $4.94M
ALL
Allstate Corp

Financial Services
16
+ 0.14%
$180.99 - $210.18 $2.9K - $3.36K
11.3K $2.33M
WFC
Wells Fargo & Company

Financial Services
833
+ 1.53%
$66.78 - $81.42 $55.6K - $67.8K
55.2K $3.96M
GILD
Gilead Sciences, Inc.

Healthcare
94
+ 1.6%
$89.14 - $117.41 $8.38K - $11K
5.96K $667K
SAP
Sap Se

Technology
7
+ 0.13%
$241.4 - $293.69 $1.69K - $2.06K
5.53K $1.48M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
790
+ 2.31%
$55.47 - $61.45 $43.8K - $48.5K
35K $2.06M
KLAC
Kla Corp

Technology
3
+ 0.14%
$636.62 - $777.63 $1.91K - $2.33K
2.18K $1.48M
NFLX
Netflix Inc

Communication Services
40
+ 2.61%
$828.4 - $1058.6 $33.1K - $42.3K
1.57K $1.47M
DG
Dollar General Corp

Consumer Defensive
598
+ 16.95%
$68.44 - $87.93 $40.9K - $52.6K
4.13K $362K
VHT
Vanguard Health Care ETF

ETFs
282
+ 18.8%
$254.06 - $273.83 $71.6K - $77.2K
1.78K $471K
NOC
Northrop Grumman Corp

Industrials
28
+ 1.62%
$433.45 - $513.82 $12.1K - $14.4K
1.76K $899K
ED
Consolidated Edison Inc

Utilities
26
+ 0.7%
$88.0 - $110.59 $2.29K - $2.88K
3.74K $413K
WEC
Wec Energy Group, Inc.

Utilities
41
+ 0.86%
$92.12 - $108.98 $3.78K - $4.47K
4.78K $521K
META
Meta Platforms, Inc.

Communication Services
269
+ 4.36%
$576.36 - $736.67 $155K - $198K
6.44K $3.71M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 0.74%
$1187.71 - $1432.58 $2.38K - $2.87K
274 $392K
IDV
Ishares Tr

ETFs
43
+ 0.31%
$27.0 - $31.7 $1.16K - $1.36K
13.8K $427K
AZN
Astrazeneca PLC

Healthcare
32
+ 0.54%
$65.37 - $77.96 $2.09K - $2.49K
5.91K $434K
VO
Vanguard Mid Cap ETF

ETFs
392
+ 4.14%
$251.87 - $277.95 $98.7K - $109K
9.87K $2.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
309
+ 4.57%
$95.85 - $99.25 $29.6K - $30.7K
7.07K $699K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
998
+ 5.42%
$18.36 - $20.51 $18.3K - $20.5K
19.4K $383K
EEM
Ishares Msci Emerging Markets

ETFs
260
+ 1.75%
$40.81 - $45.34 $10.6K - $11.8K
15.1K $660K
GRMN
Garmin LTD

Technology
125
+ 12.12%
$204.55 - $241.93 $25.6K - $30.2K
1.16K $251K
BK
Bank Of New York Mellon Corp

Financial Services
130
+ 4.33%
$75.42 - $88.95 $9.8K - $11.6K
3.13K $262K
ENB
Enbridge Inc

Energy
16
+ 0.11%
$41.54 - $45.45 $665 - $727
14.3K $635K
DRI
Darden Restaurants Inc

Consumer Cyclical
12
+ 1.02%
$180.02 - $208.56 $2.16K - $2.5K
1.19K $246K
PRU
Prudential Financial Inc

Financial Services
339
+ 19.4%
$105.04 - $122.33 $35.6K - $41.5K
2.09K $232K
XLY
Select Sector Spdr Consumer Di

ETFs
314
+ 22.99%
$192.6 - $233.2 $60.5K - $73.2K
1.68K $331K
Activity Summary
Buys All Purchases 155 New Holdings 15 Increased Positions 140 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Haverford Trust CO Portfolio

Follow Haverford Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Haverford Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Haverford Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email