Greenleaf Trust Incresed Positions in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
74.7K
+ 4.13%
$570.51 - $610.59 $42.6M - $45.6M
1.88M $1.11B
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 0.28%
$180.88 - $232.93 $253K - $325K
507K $111M
AAPL
Apple Inc.

Technology
7.29K
+ 1.04%
$221.69 - $259.02 $1.62M - $1.89M
710K $178M
NVDA
Nvidia Corp

Technology
4.38K
+ 0.51%
$117.0 - $148.88 $512K - $652K
856K $115M
V
Visa Inc.

Financial Services
30
+ 0.01%
$273.87 - $320.91 $8.22K - $9.63K
236K $74.5M
TSLA
Tesla, Inc.

Consumer Cyclical
5.15K
+ 9.79%
$213.65 - $479.86 $1.1M - $2.47M
57.8K $23.3M
GOOGL
Alphabet Inc.

Communication Services
7.35K
+ 2.57%
$161.86 - $196.66 $1.19M - $1.44M
293K $55.5M
AVGO
Broadcom Inc.

Technology
5.83K
+ 5.42%
$159.67 - $250.0 $930K - $1.46M
113K $26.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
+ 0.86%
$205.18 - $250.29 $228K - $278K
130K $31.1M
PLTR
Palantir Technologies Inc.

Technology
13.6K
+ 20.56%
$36.46 - $82.38 $495K - $1.12M
79.5K $6.02M
HON
Honeywell International Inc

Industrials
852
+ 0.73%
$202.84 - $236.0 $173K - $201K
117K $26.5M
NFLX
Netflix Inc

Communication Services
311
+ 3.13%
$687.65 - $936.56 $214K - $291K
10.2K $9.14M
GVI
Ishares Tr

ETFs
22.8K
+ 14.14%
$103.89 - $107.05 $2.37M - $2.44M
184K $19.2M
ICVT
Ishares Tr Convertible Bond Et

ETFs
11.4K
+ 2.71%
$83.09 - $89.28 $944K - $1.01M
430K $36.6M
WMT
Walmart Inc.

Consumer Defensive
467
+ 0.34%
$79.1 - $95.7 $36.9K - $44.7K
139K $12.6M
GNTX
Gentex Corp

Consumer Cyclical
48K
+ 537.96%
$28.6 - $31.34 $1.37M - $1.5M
56.9K $1.64M
MSTR
Microstrategy Inc

Technology
3.59K
+ 285.28%
$162.69 - $473.83 $583K - $1.7M
4.84K $1.4M
MA
Mastercard Inc

Financial Services
441
+ 1.6%
$491.3 - $536.15 $217K - $236K
28.1K $14.8M
WFC
Wells Fargo & Company

Financial Services
1.79K
+ 2.48%
$54.98 - $77.35 $98.5K - $139K
74.2K $5.21M
CSCO
Cisco Systems, Inc.

Technology
1.13K
+ 0.71%
$52.45 - $60.02 $59.2K - $67.7K
160K $9.47M
ISRG
Intuitive Surgical Inc

Healthcare
347
+ 1.28%
$471.27 - $550.62 $164K - $191K
27.4K $14.3M
GS
Goldman Sachs Group Inc

Financial Services
154
+ 1.46%
$486.1 - $608.57 $74.9K - $93.7K
10.7K $6.15M
LPLA
Lpl Financial Holdings Inc.

Financial Services
22
+ 0.24%
$229.85 - $335.91 $5.06K - $7.39K
9.35K $3.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
104
+ 0.15%
$521.84 - $558.82 $54.3K - $58.1K
71.4K $38.5M
MS
Morgan Stanley

Financial Services
1.01K
+ 3.17%
$104.42 - $134.99 $105K - $136K
32.9K $4.13M
DIS
Walt Disney CO

Communication Services
1.64K
+ 4.02%
$92.39 - $117.6 $151K - $193K
42.4K $4.72M
NOW
Service Now, Inc.

Technology
161
+ 4.35%
$867.18 - $1148.42 $140K - $185K
3.86K $4.09M
BAC
Bank Of America Corp

Financial Services
2.16K
+ 1.45%
$39.22 - $47.77 $84.8K - $103K
151K $6.65M
AXP
American Express CO

Financial Services
310
+ 1.45%
$267.35 - $305.57 $82.9K - $94.7K
21.7K $6.45M
MCK
Mckesson Corp

Healthcare
43
+ 0.56%
$482.27 - $628.5 $20.7K - $27K
7.72K $4.4M
ADP
Automatic Data Processing Inc

Industrials
73
+ 0.2%
$280.08 - $307.97 $20.4K - $22.5K
36.2K $10.6M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
74
+ 0.03%
$12.27 - $15.41 $908 - $1.14K
296K $4.28M
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 0.32%
$873.59 - $994.69 $47.2K - $53.7K
16.8K $15.4M
EMR
Emerson Electric CO

Industrials
205
+ 0.58%
$108.13 - $134.33 $22.2K - $27.5K
35.8K $4.44M
PANW
Palo Alto Networks Inc

Technology
14.7K
+ 109.51%
$181.96 - $405.9 $2.67M - $5.95M
28.1K $5.11M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.1K
+ 34.01%
$22.39 - $23.45 $539K - $565K
94.9K $2.18M
VUG
Vanguard Growth ETF

ETFs
816
+ 13.14%
$378.79 - $428.11 $309K - $349K
7.03K $2.88M
DOV
Dover Corp

Industrials
2.66K
+ 101.72%
$184.72 - $206.51 $491K - $549K
5.27K $988K
VST
Vistra Corp.

Utilities
1.15K
+ 7.04%
$115.74 - $166.61 $133K - $191K
17.5K $2.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.03K
+ 53.41%
$275.15 - $388.2 $284K - $401K
2.97K $1.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
982
+ 0.86%
$124.26 - $134.12 $122K - $132K
116K $14.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
30K
+ 574.31%
$22.4 - $68.28 $672K - $2.05M
35.2K $816K
WTFC
Wintrust Financial Corp

Financial Services
3.1K
+ 112.65%
$104.15 - $138.5 $323K - $429K
5.85K $729K
BMY
Bristol Myers Squibb CO

Healthcare
4.58K
+ 17.87%
$51.92 - $59.94 $238K - $274K
30.2K $1.71M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
257
+ 10.31%
$260.53 - $404.79 $67K - $104K
2.75K $1.05M
JCI
Johnson Controls International PLC

Industrials
4.14K
+ 17.73%
$74.23 - $86.6 $307K - $358K
27.5K $2.17M
WMB
Williams Companies, Inc.

Energy
3.09K
+ 14.41%
$46.37 - $59.74 $143K - $184K
24.5K $1.33M
KMI
Kinder Morgan, Inc.

Energy
944
+ 1.58%
$22.59 - $28.54 $21.3K - $26.9K
60.7K $1.66M
GILD
Gilead Sciences, Inc.

Healthcare
1.35K
+ 5.36%
$83.95 - $97.9 $113K - $132K
26.5K $2.45M
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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