Haverford Trust CO Purchases in Q3 2025

Haverford Trust CO

  • $10.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
464
New
$435.72 - $463.74 $202K - $215K
464 $215K
GNTX
Gentex Corp

Consumer Cyclical
7.23K
New
$22.66 - $29.06 $164K - $210K
7.23K $204K
GLW
Corning Inc

Technology
2.48K
New
$51.6 - $82.03 $128K - $204K
2.48K $203K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.72K
+ 6.04%
$53.81 - $57.52 $92.4K - $98.8K
30.2K $1.74M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
145
+ 0.36%
$39.06 - $43.42 $5.66K - $6.3K
40.6K $1.76M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
125
+ 0.3%
$64.58 - $69.94 $8.07K - $8.74K
41.7K $2.89M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
672
+ 2.67%
$87.05 - $93.19 $58.5K - $62.6K
25.8K $2.4M
USXF
Ishares Esg Advanced Msci Usa

Technology
242
+ 0.71%
$53.69 - $57.31 $13K - $13.9K
34.4K $1.97M
GVI
Ishares Tr

ETFs
950
+ 2.45%
$105.8 - $107.81 $101K - $102K
39.7K $4.26M
PEG
Public Service Enterprise Group Inc

Utilities
1.31K
+ 10.12%
$79.99 - $90.14 $104K - $118K
14.2K $1.19M
MPC
Marathon Petroleum Corp

Energy
290
+ 23.54%
$158.59 - $198.69 $46K - $57.6K
1.52K $293K
IBB
Ishares Biotechnology ETF

ETFs
6
+ 0.12%
$127.63 - $144.37 $766 - $866
4.84K $698K
BND
Vanguard Bd Index Fd Inc Total

ETFs
682
+ 1.45%
$72.57 - $74.72 $49.5K - $51K
47.8K $3.55M
GLD
Spdr Gold Trust

ETFs
2
+ 0.13%
$300.96 - $355.47 $602 - $711
1.6K $569K
IVE
Ishares S&P 500 Value ETF

ETFs
228
+ 10.25%
$194.44 - $206.51 $44.3K - $47.1K
2.45K $506K
IWN
Ishares Russell2000 Val ETF

ETFs
42
+ 1.26%
$157.1 - $178.94 $6.6K - $7.52K
3.38K $597K
BK
Bank Of New York Mellon Corp

Financial Services
13
+ 0.41%
$90.65 - $109.75 $1.18K - $1.43K
3.17K $345K
SO
Southern CO

Utilities
191
+ 1.89%
$90.83 - $96.0 $17.3K - $18.3K
10.3K $975K
MGV
Vanguard Mega Cap Value

ETFs
100
+ 1.88%
$129.46 - $137.85 $12.9K - $13.8K
5.42K $745K
AFL
Aflac Inc

Financial Services
44
+ 0.63%
$98.09 - $111.7 $4.32K - $4.91K
7.03K $785K
XLE
Energy Sector Spdr

ETFs
17
+ 0.17%
$84.25 - $91.99 $1.43K - $1.56K
9.93K $887K
SCHA
Schwab Strategic Tr Us Small C

ETFs
57
+ 0.33%
$25.29 - $28.33 $1.44K - $1.61K
17.1K $477K
XLY
Select Sector Spdr Consumer Di

ETFs
7
+ 0.47%
$216.09 - $242.18 $1.51K - $1.7K
1.49K $357K
SUB
Ishares Short Term National Mu

ETFs
290
+ 6.09%
$106.17 - $107.3 $30.8K - $31.1K
5.05K $539K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
123
+ 0.66%
$28.15 - $30.13 $3.46K - $3.71K
18.7K $553K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
40
+ 0.61%
$79.58 - $83.45 $3.18K - $3.34K
6.56K $544K
EFG
Msci Eafe Growth ETF

ETFs
92
+ 3.84%
$106.99 - $114.46 $9.84K - $10.5K
2.49K $283K
Lam Research Corp
730
+ 12.16%
N/A
6.73K $0
Linde PLC
52K
+ 649.75%
N/A
60K $0
Vanguard Wellington Fd
3.06K
+ 18.45%
N/A
19.6K $0
2023 ETF Series Trust
34.1K
New
N/A
34.1K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
17
+ 4.1%
$412.46 - $514.1 $7.01K - $8.74K
432 $211K
Ge Vernova Inc
74
+ 2.05%
N/A
3.68K $0
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 9.92%
$433.66 - $544.47 $21.7K - $27.2K
554 $247K
PPG
Ppg Industries Inc

Basic Materials
141
+ 2.25%
$103.65 - $119.07 $14.6K - $16.8K
6.41K $674K
NOW
Service Now, Inc.

Technology
15
+ 1.07%
$850.86 - $1044.69 $12.8K - $15.7K
1.42K $1.31M
WM
Waste Management Inc

Industrials
1.76K
+ 0.53%
$213.88 - $237.1 $377K - $418K
332K $73.3M
CRM
Salesforce, Inc.

Technology
2.31K
+ 2.62%
$231.66 - $273.65 $534K - $631K
90.4K $21.4M
AMT
American Tower Corp

Real Estate
1.22K
+ 0.67%
$192.32 - $232.35 $235K - $284K
184K $35.5M
SYK
Stryker Corp

Healthcare
1.57K
+ 0.67%
$368.57 - $403.53 $578K - $633K
237K $87.4M
ACN
Accenture PLC

Technology
94.1K
+ 14.04%
$232.56 - $304.78 $21.9M - $28.7M
764K $188M
Activity Summary
Buys All Purchases 92 New Holdings 14 Increased Positions 78 Sells All Sells 245 Reductions 245 Sold out 0 Options Calls 0 Puts 0
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