Haverford Trust CO Incresed Positions in Q4 2024

Haverford Trust CO

  • $9.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
46
+ 5.37%
$262.86 - $294.75 $12.1K - $13.6K
903 $248K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.57K
+ 15.32%
$31.92 - $36.14 $50K - $56.6K
11.8K $376K
EXC
Exelon Corp

Utilities
897
+ 8.72%
$36.22 - $40.97 $32.5K - $36.8K
11.2K $420K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.5K
+ 99.99%
$25.33 - $51.16 $215K - $435K
17K $439K
WTRG
Essential Utilities, Inc.

Utilities
1.61K
+ 6.31%
$36.18 - $40.55 $58.4K - $65.4K
27.2K $987K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
198
+ 0.51%
$126.68 - $134.74 $25.1K - $26.7K
38.9K $4.97M
Ge Vernova Inc
119
+ 3.9%
N/A
3.17K $0
Brookfield Corp
192
+ 4.66%
N/A
4.31K $0
Ge Healthcare Technologies I
115
+ 2.41%
N/A
4.9K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.4K
+ 200.0%
$27.54 - $83.04 $340K - $1.03M
18.5K $513K
Te Connectivity PLC
2.24K
+ 1.09%
N/A
208K $0
MCO
Moodys Corp

Financial Services
3
+ 0.25%
$454.04 - $500.88 $1.36K - $1.5K
1.23K $580K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
2.09K
+ 6.31%
$11.33 - $12.6 $23.7K - $26.3K
35.2K $410K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.73K
+ 8.3%
$33.39 - $37.66 $91K - $103K
35.6K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
401
+ 1.46%
$60.73 - $64.94 $24.4K - $26K
27.9K $1.71M
HLN
Haleon PLC

Healthcare
1.23K
+ 5.01%
$9.23 - $10.71 $11.4K - $13.2K
25.8K $247K
LQD
Ishares Iboxx $ Investment Gra

ETFs
51
+ 1.48%
$106.56 - $113.11 $5.43K - $5.77K
3.5K $373K
VTV
Vanguard Value ETF

ETFs
148
+ 1.7%
$168.32 - $181.87 $24.9K - $26.9K
8.87K $1.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
394
+ 12.72%
$219.66 - $257.62 $86.5K - $102K
3.49K $771K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.3K
+ 188.81%
$26.93 - $84.95 $303K - $956K
17.2K $470K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.26K
+ 101.22%
$18.41 - $40.87 $170K - $378K
18.4K $340K
ED
Consolidated Edison Inc

Utilities
132
+ 3.69%
$88.87 - $107.38 $11.7K - $14.2K
3.71K $330K
TT
Trane Technologies PLC

Industrials
12
+ 0.45%
$369.35 - $419.14 $4.43K - $5.03K
2.66K $982K
CEG
Constellation Energy Corp

Utilities
315
+ 8.95%
$224.28 - $285.52 $70.6K - $89.9K
3.83K $862K
FNDX
Schwab Fundamental U S Large C

ETFs
570K
+ 201.99%
$23.49 - $71.77 $13.4M - $40.9M
853K $20.2M
TSCO
Tractor Supply CO

Consumer Cyclical
7.86K
+ 379.49%
$52.59 - $303.74 $414K - $2.39M
9.94K $527K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.25K
+ 3.78%
$56.61 - $61.63 $70.5K - $76.7K
34.2K $1.94M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
12
+ 3.91%
$701.85 - $1046.91 $8.42K - $12.6K
319 $227K
CNI
Canadian National Railway CO

Industrials
16
+ 0.25%
$100.62 - $117.12 $1.61K - $1.87K
6.44K $653K
IEF
Ishares Barclays

ETFs
7.56K
+ 5.34%
$92.08 - $98.18 $696K - $742K
149K $13.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
26
+ 0.55%
$62.74 - $97.24 $1.63K - $2.53K
4.79K $359K
GE
General Electric CO

Industrials
631
+ 4.96%
$159.95 - $194.23 $101K - $123K
13.3K $2.23M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
44.3K
+ 3.91%
$51.33 - $53.74 $2.27M - $2.38M
1.18M $60.7M
KLAC
Kla Corp

Technology
61
+ 2.89%
$614.46 - $829.55 $37.5K - $50.6K
2.17K $1.37M
NVS
Novartis Ag

Healthcare
516
+ 1.38%
$96.78 - $117.18 $49.9K - $60.5K
37.9K $3.69M
NVT
N Vent Electric PLC

Industrials
4.54K
+ 0.83%
$67.69 - $79.19 $307K - $359K
553K $37.7M
NVO
Novo Nordisk A S

Healthcare
61
+ 0.23%
$85.0 - $120.04 $5.19K - $7.32K
26.8K $2.31M
DD
Du Pont De Nemours, Inc.

Basic Materials
173
+ 0.13%
$75.95 - $88.05 $13.1K - $15.2K
137K $10.4M
ABBV
Abb Vie Inc.

Healthcare
346
+ 0.36%
$164.99 - $203.87 $57.1K - $70.5K
95.7K $17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.38K
+ 0.31%
$113.92 - $127.38 $612K - $685K
1.72M $199M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.26K
+ 0.3%
$285.5 - $335.62 $359K - $422K
417K $121M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.7K
+ 2.23%
$58.88 - $64.8 $984K - $1.08M
765K $45.1M
MAS
Masco Corp

Industrials
3.17K
+ 0.69%
$72.52 - $85.73 $230K - $272K
464K $33.7M
SPGI
S&P Global Inc.

Financial Services
1.51K
+ 0.39%
$480.36 - $529.17 $725K - $799K
384K $191M
AVDV
American Centy ETF Tr Avantis

ETFs
27.7K
+ 1.68%
$63.85 - $70.4 $1.77M - $1.95M
1.68M $109M
IEFA
Ishares Tr

ETFs
75.1K
+ 2.72%
$70.06 - $77.43 $5.26M - $5.81M
2.83M $199M
NEE
Nextera Energy Inc

Utilities
54.3K
+ 3.48%
$69.77 - $85.43 $3.79M - $4.64M
1.61M $116M
Activity Summary
Buys All Purchases 103 New Holdings 5 Increased Positions 98 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 0 Puts 0
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