Haverford Trust CO Incresed Positions in Q1 2025

Haverford Trust CO

  • $9.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
46.5K
+ 13.68%
$348.44 - $409.32 $16.2M - $19M
387K $154M
JMBS
Janus Detroit Str Tr Henderson

ETFs
631K
+ 42.36%
$43.53 - $45.42 $27.5M - $28.7M
2.12M $95.9M
LLY
Eli Lilly & CO

Healthcare
31.3K
+ 82.24%
$725.72 - $929.72 $22.7M - $29.1M
69.4K $57.3M
CVX
Chevron Corp

Energy
13.9K
+ 1.46%
$146.71 - $167.97 $2.03M - $2.33M
963K $161M
QUAL
Ishares Msci Usa Quality Facto

ETFs
141K
+ 10.23%
$168.16 - $186.21 $23.8M - $26.3M
1.52M $260M
MDT
Medtronic PLC

Healthcare
37.5K
+ 3.73%
$79.84 - $94.5 $3M - $3.55M
1.04M $93.7M
NEE
Nextera Energy Inc

Utilities
163K
+ 10.11%
$66.96 - $76.16 $10.9M - $12.4M
1.78M $126M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
195K
+ 36.14%
$50.48 - $51.04 $9.85M - $9.96M
735K $37.3M
SYK
Stryker Corp

Healthcare
18.3K
+ 8.53%
$355.18 - $399.9 $6.5M - $7.31M
233K $86.7M
MS
Morgan Stanley

Financial Services
69.4K
+ 236.68%
$111.68 - $141.08 $7.75M - $9.78M
98.7K $11.5M
QCOM
Qualcomm Inc

Technology
28.8K
+ 11.42%
$151.94 - $175.86 $4.37M - $5.06M
281K $43.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
93.7K
+ 35.61%
$36.91 - $41.03 $3.46M - $3.85M
357K $14.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
47K
+ 3.99%
$50.82 - $52.7 $2.39M - $2.48M
1.23M $64.4M
V
Visa Inc.

Financial Services
1.73K
+ 1.99%
$306.92 - $362.71 $530K - $626K
88.3K $31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17.7K
+ 2.99%
$100.59 - $103.47 $1.78M - $1.83M
610K $63.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
314
+ 0.74%
$442.66 - $534.52 $139K - $168K
42.7K $22.8M
FNDX
Schwab Fundamental U S Large C

ETFs
132K
+ 15.5%
$23.03 - $25.01 $3.04M - $3.31M
985K $23.3M
MKC
Mccormick & CO Inc

Consumer Defensive
14.4K
+ 4.83%
$71.24 - $84.73 $1.02M - $1.22M
312K $25.7M
VIG
Vanguard Dividend Appreciation

ETFs
11.8K
+ 2.95%
N/A
411K $74.8M
ASML
Asml Holding Nv

Technology
4.5K
+ 15.14%
$662.63 - $776.99 $2.98M - $3.49M
34.2K $22.7M
XOM
Exxon Mobil Corp

Energy
2.54K
+ 1.84%
$105.44 - $118.93 $268K - $302K
140K $16.7M
VTI
Vanguard Total Stock Market Et

ETFs
18K
+ 8.24%
$271.18 - $303.12 $4.88M - $5.45M
236K $64.9M
NVDA
Nvidia Corp

Technology
200K
+ 25.84%
$106.98 - $149.43 $21.4M - $29.9M
974K $106M
PFE
Pfizer Inc

Healthcare
80.5K
+ 22.34%
$25.01 - $27.13 $2.01M - $2.18M
441K $11.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.2K
+ 118.83%
$56.17 - $59.71 $1.47M - $1.56M
48.2K $2.75M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.8K
+ 3.22%
$81.83 - $82.73 $882K - $892K
346K $28.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.7K
+ 34.34%
$71.17 - $73.66 $901K - $933K
49.6K $3.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11.3K
+ 5.4%
$497.6 - $606.74 $5.61M - $6.84M
220K $110M
IEF
Ishares Barclays

ETFs
4.45K
+ 2.99%
$91.17 - $95.39 $406K - $425K
154K $14.6M
IXUS
Ishares Tr

ETFs
9.91K
+ 33.18%
$65.06 - $72.31 $644K - $716K
39.8K $2.78M
ITW
Illinois Tool Works Inc

Industrials
6.65K
+ 3.9%
$244.9 - $274.48 $1.63M - $1.83M
177K $43.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
70.4K
+ 12.02%
$33.98 - $39.84 $2.39M - $2.8M
656K $22.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.8K
+ 132.59%
$27.01 - $28.54 $617K - $651K
40K $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.36K
+ 1.72%
$114.57 - $118.14 $271K - $279K
139K $16.5M
MO
Altria Group, Inc.

Consumer Defensive
2.63K
+ 4.67%
$50.81 - $60.02 $133K - $158K
58.8K $3.53M
CTVA
Corteva, Inc.

Basic Materials
760
+ 1.15%
$55.94 - $66.15 $42.5K - $50.3K
67K $4.21M
UNP
Union Pacific Corp

Industrials
35
+ 0.08%
$225.21 - $254.42 $7.88K - $8.9K
45.7K $10.8M
VEA
Vanguard Ftse Developed Market

ETFs
513
+ 0.44%
$47.4 - $52.99 $24.3K - $27.2K
117K $5.94M
ZTS
Zoetis Inc.

Healthcare
665
+ 0.53%
$156.48 - $175.67 $104K - $117K
127K $20.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
+ 7.06%
$507.05 - $563.67 $985K - $1.1M
29.5K $15.1M
DUK
Duke Energy Corp

Utilities
1.33K
+ 14.05%
$105.87 - $121.97 $141K - $162K
10.8K $1.32M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.97K
+ 10.38%
$56.12 - $68.15 $111K - $134K
20.9K $1.42M
PGR
Progressive Corp

Financial Services
63
+ 1.05%
$235.61 - $291.22 $14.8K - $18.3K
6.05K $1.71M
GPC
Genuine Parts CO

Consumer Cyclical
140
+ 0.13%
$115.91 - $129.02 $16.2K - $18.1K
107K $12.7M
UL
Unilever PLC

Consumer Defensive
1.02K
+ 1.46%
$54.72 - $60.29 $55.9K - $61.6K
71.1K $4.23M
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
GVI
Ishares Tr

ETFs
1.76K
+ 5.12%
$103.49 - $106.02 $183K - $187K
36.2K $3.84M
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
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