Greenleaf Trust Incresed Positions in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
94
+ 10.11%
$278.19 - $315.36 $26.1K - $29.6K
1.02K $294K
NMR
Nomura Holdings Inc

Financial Services
3.55K
+ 21.18%
$5.05 - $6.25 $17.9K - $22.2K
20.3K $117K
INCY
Incyte Corp

Healthcare
217
+ 4.48%
$65.08 - $83.38 $14.1K - $18.1K
5.07K $349K
PTEN
Patterson Uti Energy Inc

Energy
2.14K
+ 12.28%
$7.26 - $8.7 $15.5K - $18.6K
19.6K $161K
LQDA
Liquidia Corp

Healthcare
393
+ 2.88%
$9.82 - $11.8 $3.86K - $4.64K
14K $164K
AYI
Acuity Brands Inc

Industrials
49
+ 5.6%
$292.13 - $333.45 $14.3K - $16.3K
924 $269K
SAIA
Saia Inc

Industrials
37
+ 6.42%
$411.44 - $569.08 $15.2K - $21.1K
613 $279K
CTRA
Coterra Energy Inc.

Energy
123
+ 0.82%
$22.71 - $27.63 $2.79K - $3.4K
15K $384K
VFC
V F Corp

Consumer Cyclical
444
+ 4.07%
$16.7 - $22.59 $7.41K - $10K
11.3K $243K
WELL
Welltower Inc.

Real Estate
341
+ 3.76%
$123.11 - $139.3 $42K - $47.5K
9.42K $1.19M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
56
+ 0.55%
$47.66 - $57.86 $2.67K - $3.24K
10.2K $576K
RGA
Reinsurance Group Of America Inc

Financial Services
140
+ 10.24%
$201.26 - $231.95 $28.2K - $32.5K
1.51K $321K
RSG
Republic Services, Inc.

Industrials
112
+ 2.44%
$198.0 - $218.75 $22.2K - $24.5K
4.71K $947K
TTD
Trade Desk, Inc.

Technology
13
+ 0.47%
$108.7 - $139.51 $1.41K - $1.81K
2.75K $323K
CW
Curtiss Wright Corp

Industrials
16
+ 2.38%
$335.08 - $389.49 $5.36K - $6.23K
689 $244K
PCG
Pg&E Corp

Utilities
872
+ 5.94%
$19.2 - $21.63 $16.7K - $18.9K
15.5K $313K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.1K
+ 200.0%
$22.01 - $66.82 $595K - $1.81M
40.6K $921K
RLI
Rli Corp

Financial Services
46
+ 3.18%
$151.91 - $180.89 $6.99K - $8.32K
1.49K $246K
FICO
Fair Isaac Corp

Technology
1
+ 0.23%
$1911.01 - $2382.4 $1.91K - $2.38K
428 $852K
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.7K
+ 216.81%
$25.79 - $80.4 $534K - $1.66M
30.3K $788K
AEE
Ameren Corp

Utilities
171
+ 4.91%
$85.81 - $94.98 $14.7K - $16.2K
3.65K $325K
REG
Regency Centers Corp

Real Estate
172
+ 3.77%
$69.77 - $75.91 $12K - $13.1K
4.74K $350K
PH
Parker Hannifin Corp

Industrials
13
+ 0.45%
$621.74 - $709.46 $8.08K - $9.22K
2.93K $1.86M
FNB
Fnb Corp

Financial Services
119
+ 0.45%
$13.56 - $17.29 $1.61K - $2.06K
26.7K $394K
G
Genpact LTD

Technology
4
+ 0.07%
$38.17 - $46.82 $153 - $187
5.37K $230K
ACM
Aecom

Industrials
57
+ 1.65%
$101.97 - $116.97 $5.81K - $6.67K
3.52K $376K
AJG
Arthur J. Gallagher & Co.

Financial Services
36
+ 1.1%
$278.49 - $315.16 $10K - $11.3K
3.31K $939K
WHR
Whirlpool Corp

Consumer Cyclical
1
+ 0.04%
$99.28 - $124.45 $99.3 - $124
2.45K $280K
WRB
Berkley W R Corp

Financial Services
63
+ 0.83%
$56.48 - $64.94 $3.56K - $4.09K
7.64K $447K
WTW
Willis Towers Watson PLC

Financial Services
11
+ 1.3%
$287.99 - $332.53 $3.17K - $3.66K
854 $266K
BCS
Barclays PLC

Financial Services
91
+ 0.62%
$11.65 - $13.67 $1.06K - $1.24K
14.7K $195K
ALB
Albemarle Corp

Basic Materials
783
+ 13.5%
$86.08 - $111.3 $67.4K - $87.1K
6.59K $566K
EIX
Edison International

Utilities
744
+ 12.78%
$77.93 - $88.36 $58K - $65.7K
6.57K $524K
HDB
Hdfc Bank LTD

Financial Services
16
+ 0.15%
$59.45 - $68.01 $951 - $1.09K
11K $701K
RE
Everest Re Group LTD

Financial Services
44
+ 3.76%
N/A
1.21K $449K
WEC
Wec Energy Group, Inc.

Utilities
342
+ 4.38%
$92.94 - $101.82 $31.8K - $34.8K
8.15K $765K
LII
Lennox International Inc

Industrials
20
+ 4.06%
$589.36 - $678.43 $11.8K - $13.6K
513 $312K
AMG
Affiliated Managers Group, Inc.

Financial Services
11
+ 0.61%
$175.77 - $196.52 $1.93K - $2.16K
1.8K $333K
PEG
Public Service Enterprise Group Inc

Utilities
749
+ 7.21%
$81.87 - $94.51 $61.3K - $70.8K
11.1K $941K
RF
Regions Financial Corp

Financial Services
436
+ 1.82%
$22.45 - $27.47 $9.79K - $12K
24.4K $573K
MET
Metlife Inc

Financial Services
407
+ 1.3%
$78.15 - $88.25 $31.8K - $35.9K
31.8K $2.6M
AER
Aer Cap Holdings N.V.

Industrials
41
+ 0.44%
$91.85 - $100.3 $3.77K - $4.11K
9.34K $893K
ATO
Atmos Energy Corp

Utilities
86
+ 3.53%
$136.41 - $151.43 $11.7K - $13K
2.52K $351K
IWN
Ishares Russell2000 Val ETF

ETFs
106
+ 6.85%
$162.69 - $181.35 $17.2K - $19.2K
1.65K $271K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.1%
$264.18 - $304.19 $264 - $304
961 $269K
FE
Firstenergy Corp

Utilities
1.45K
+ 14.89%
$39.14 - $44.52 $56.6K - $64.3K
11.2K $443K
RPM
Rpm International Inc

Basic Materials
72
+ 3.37%
$120.09 - $140.26 $8.65K - $10.1K
2.21K $271K
CTSH
Cognizant Technology Solutions Corp

Technology
196
+ 3.1%
$74.37 - $82.32 $14.6K - $16.1K
6.52K $501K
STLD
Steel Dynamics Inc

Basic Materials
133
+ 2.88%
N/A
4.75K $466K
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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