Haverford Trust CO Incresed Positions in Q3 2025

Haverford Trust CO

  • $10.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
88.7K
+ 1169.63%
$695.21 - $791.73 $61.7M - $70.2M
96.3K $70.7M
IVV
Ishares Core S&P 500 ETF

ETFs
33.8K
+ 7.69%
$620.67 - $670.08 $21M - $22.7M
474K $317M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
814K
+ 93.44%
$50.53 - $50.82 $41.2M - $41.4M
1.69M $85.6M
LLY
Eli Lilly & CO

Healthcare
49.2K
+ 45.7%
$625.65 - $812.69 $30.8M - $40M
157K $120M
QUAL
Ishares Msci Usa Quality Facto

ETFs
67.5K
+ 4.19%
$182.33 - $194.5 $12.3M - $13.1M
1.68M $327M
JMBS
Janus Detroit Str Tr Henderson

ETFs
360K
+ 14.59%
$44.34 - $45.94 $15.9M - $16.5M
2.82M $129M
VONG
Vanguard Russell 1000 Growth E

ETFs
130K
+ 1838.53%
$108.08 - $121.73 $14M - $15.8M
137K $16.5M
NEE
Nextera Energy Inc

Utilities
31.9K
+ 1.85%
$69.77 - $77.54 $2.23M - $2.47M
1.76M $133M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
178
+ 0.01%
$62.09 - $66.51 $11.1K - $11.8K
2.57M $168M
MCD
Mcdonalds Corp

Consumer Cyclical
12.7K
+ 5.24%
$291.67 - $316.99 $3.71M - $4.03M
255K $77.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
60.7K
+ 4.89%
$52.55 - $54.37 $3.19M - $3.3M
1.3M $70.4M
PVAL
Putnam ETF Tr Putnam Focused L
59.4K
+ 31.63%
$39.93 - $42.72 $2.37M - $2.54M
247K $10.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
43.6K
+ 2.54%
$52.39 - $53.11 $2.29M - $2.32M
1.76M $93.5M
MS
Morgan Stanley

Financial Services
4.07K
+ 3.97%
$139.09 - $161.16 $567K - $656K
107K $17M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
21.2K
+ 3.41%
$102.4 - $103.88 $2.17M - $2.2M
642K $66.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.1K
+ 0.46%
$40.2 - $44.58 $125K - $138K
675K $29.6M
VGSH
Vanguard

ETFs
37.4K
+ 8.28%
$58.43 - $58.88 $2.19M - $2.2M
489K $28.8M
VZ
Verizon Communications Inc

Communication Services
27.7K
+ 1.98%
$40.84 - $45.06 $1.13M - $1.25M
1.42M $62.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.96K
+ 10.55%
$192.76 - $203.86 $1.15M - $1.21M
62.5K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
531
+ 2.24%
$546.99 - $602.2 $290K - $320K
24.3K $14.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
170
+ 0.61%
$567.77 - $614.76 $96.5K - $105K
28.1K $17.2M
AVGO
Broadcom Inc.

Technology
114
+ 0.52%
$264.74 - $369.57 $30.2K - $42.1K
22.1K $7.29M
IEF
Ishares Barclays

ETFs
9.5K
+ 6.07%
$93.91 - $97.26 $892K - $924K
166K $16M
GE
General Electric CO

Industrials
367
+ 2.81%
$244.75 - $305.63 $89.8K - $112K
13.4K $4.04M
VB
Vanguard Small Cap ETF

ETFs
146
+ 0.42%
$237.58 - $259.17 $34.7K - $37.8K
35K $8.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 21.79%
$55.61 - $57.37 $563K - $581K
56.6K $3.23M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.76K
+ 2.71%
$117.65 - $120.08 $442K - $452K
143K $17.1M
WMT
Walmart Inc.

Consumer Defensive
457
+ 0.56%
$94.4 - $104.27 $43.1K - $47.7K
82.8K $8.53M
MO
Altria Group, Inc.

Consumer Defensive
185
+ 0.3%
$57.75 - $67.68 $10.7K - $12.5K
61.5K $4.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
202
+ 0.8%
$236.25 - $257.69 $47.7K - $52.1K
25.6K $6.56M
TSLA
Tesla, Inc.

Consumer Cyclical
268
+ 9.96%
$293.94 - $444.72 $78.8K - $119K
2.96K $1.32M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
373
+ 5.04%
$567.09 - $607.37 $212K - $227K
7.77K $4.63M
IVW
Ishares S&P 500 Growth ETF

ETFs
289
+ 0.84%
$108.97 - $121.65 $31.5K - $35.2K
34.7K $4.18M
AME
Ametek Inc

Industrials
1.97K
+ 67.14%
$176.44 - $192.03 $347K - $378K
4.9K $921K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.71K
+ 4.13%
$84.28 - $89.46 $144K - $153K
43K $3.82M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
719
+ 2.55%
$109.47 - $119.06 $78.7K - $85.6K
28.9K $3.42M
VTV
Vanguard Value ETF

ETFs
1.14K
+ 13.24%
$175.51 - $186.57 $200K - $212K
9.73K $1.82M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.35K
+ 22.53%
$26.38 - $27.95 $220K - $233K
45.4K $1.24M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
165
+ 0.26%
$41.34 - $45.65 $6.82K - $7.53K
62.6K $2.82M
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
BA
Boeing CO

Industrials
400
+ 27.17%
$209.79 - $237.38 $83.9K - $95K
1.87K $404K
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
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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