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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2023-11-09 (Q3 2023) | Holdings: 743 | Value: $8.7B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SYK - Stryker Corporation | Reduce 1% $(29.7M) | 60.92% | $5.3B | +40.99% | +25.89% | +40.80% | |
| IVV - iShares Core S&P 500 Index | Add 2% ($11.7M) | 8.94% | $775.3M | +56.40% | +15.40% | +39.31% | |
| IEFA - iShares Core MSCI EAFE ETF | Add 2% ($3.6M) | 1.93% | $167.6M | +44.53% | +11.03% | +18.78% | |
| AAPL - Apple Inc | 1.39% | $120.7M | +34.58% | +1.86% | +22.48% | ||
| IJH - iShares Core S&P Midcap 400 Index | Add 3% ($3.3M) | 1.37% | $118.4M | +39.00% | +17.21% | +39.06% | |
| MSFT - Microsoft Corporation | Add 1% ($898.9K) | 1.15% | $99.7M | +45.44% | +15.11% | +16.50% | |
| EEM - iShares MSCI Emerging Index Fund MFC | Add 4% ($3.1M) | 1.05% | $91.0M | +46.64% | +6.73% | +19.38% | |
| MNA - IQ Merger Arbitrage ETF | Add 1% ($638.7K) | 0.96% | $83.4M | +16.42% | +2.11% | +7.00% | |
| IJR - iShares Core S&P Smallcap 600 Index | Add 3% ($2.2M) | 0.87% | $75.4M | +35.55% | +18.91% | +40.70% | |
| AMZN - Amazon.com Inc | Add 2% ($976.2K) | 0.70% | $60.8M | +64.80% | +22.70% | +47.26% | |
| GOOG - Alphabet Inc. Cl C | Add 1% ($585.8K) | 0.65% | $56.6M | +95.38% | +13.08% | +38.69% | |
| V - Visa Inc - Class A | Add 1% ($434.7K) | 0.59% | $51.4M | +41.81% | +12.95% | +28.17% | |
| BRK.B - Berkshire Hathaway Cl B | 0.58% | $50.5M | +40.98% | +13.76% | +33.68% | ||
| SPY - S&P 500 Index ETF | Reduce 6% $(2.3M) | 0.45% | $39.1M | +55.73% | +15.37% | +39.19% | |
| NVDA - Nvidia Corp | Reduce 6% $(2.4M) | 0.45% | $38.8M | +272.16% | +52.11% | +205.90% | |
| META - Meta Platforms Inc. Cl A | Add 1% ($342.2K) | 0.43% | $37.3M | +144.62% | +46.56% | +82.82% | |
| GOOGL - Alphabet Inc. Cl A | Add 1% ($177.2K) | 0.39% | $34.0M | +97.13% | +13.39% | +38.96% | |
| EFA - iShares MSCI EAFE ETF | 0.37% | $32.1M | +43.73% | +11.11% | +18.67% | ||
| IVW - Ishares S&P 500 Growth Index Fund | Reduce 1% $(403.7K) | 0.37% | $32.1M | +74.72% | +17.13% | +45.46% | |
| VOO - Vanguard S&P 500 ETF | Add 2% ($594.5K) | 0.34% | $29.6M | +56.39% | +15.42% | +39.33% | |
| IVE - Ishares S&P 500 Value ETF | Reduce 1% $(150.8K) | 0.31% | $26.9M | +35.75% | +13.41% | +32.05% | |
| DHR - Danaher Corporation | Add 2% ($441.1K) | 0.29% | $25.4M | -0.47% | +26.15% | +24.71% | |
| AMT - American Tower Corporation | Add 3% ($614.5K) | 0.29% | $25.1M | +11.53% | +5.31% | +10.35% | |
| TJX - TJX Companies, Inc | 0.27% | $23.2M | +56.45% | +7.26% | +30.49% | ||
| ADBE - Adobe Systems Inc | 0.27% | $23.0M | -36.97% | +5.40% | -13.09% | ||
| SPGI - S&P Global Inc | Add 2% ($464.4K) | 0.25% | $21.6M | +32.13% | +10.45% | +31.22% | |
| CRM - Salesforce, Inc. | 0.25% | $21.6M | +19.24% | +37.21% | +63.92% | ||
| MDLZ - Mondelez International Inc Cl A | 0.25% | $21.2M | -3.49% | +6.90% | -2.03% | ||
| GSY - Invesco Ultra Short Duration ETF | 0.24% | $21.1M | +11.42% | +2.10% | +6.65% | ||
| VEU - Vanguard FTSE All-World ex-US ETF | Add 4% ($798.4K) | 0.24% | $20.5M | +46.03% | +9.79% | +19.88% | |
| HON - Honeywell International Inc | Add 1% ($269.7K) | 0.24% | $20.4M | +17.66% | +6.90% | +24.00% | |
| SBUX - Starbucks Corp | Add 1% ($154.2K) | 0.22% | $19.3M | -13.81% | -6.39% | -0.30% | |
| BKNG - Booking Holdings Inc | 0.22% | $18.8M | +82.70% | +25.38% | +68.77% | ||
| ROP - Roper Technologies Inc. | 0.21% | $18.6M | -0.33% | +6.19% | +11.12% | ||
| CP - Canadian Pacific Kansas City Ltd | 0.21% | $17.9M | +5.29% | +16.24% | +7.16% | ||
| JPM - J P Morgan Chase & Co | Add 8% ($1.3M) | 0.20% | $17.7M | +125.97% | +22.03% | +69.04% | |
| PEP - Pepsico Inc | 0.20% | $17.4M | -9.26% | +2.75% | +1.23% | ||
| JNJ - Johnson & Johnson | Reduce 3% $(385.2K) | 0.17% | $15.0M | +26.57% | +7.33% | +7.89% | |
| TSLA - Tesla Mtrs Inc | Add 12% ($1.6M) | 0.17% | $14.3M | +102.86% | -10.43% | +66.64% | |
| PG - Procter & Gamble Co | Add 2% ($292.7K) | 0.16% | $14.0M | +8.07% | +4.81% | +12.81% | |
| EFV - Ishares MSCI EAFE Value ETF | Add 3% ($394.6K) | 0.15% | $13.2M | +52.57% | +8.49% | +19.59% | |
| VTI - Vanguard Total Stock Market Fund | New Purchase | 0.15% | $13.0M | +56.42% | +16.32% | +40.33% | |
| HD - Home Depot Inc | Add 1% ($170.1K) | 0.15% | $13.0M | +50.95% | +27.20% | +44.83% | |
| LLY - Lilly Eli & Co | New Purchase | 0.15% | $12.8M | +28.21% | +24.14% | +40.85% | |
| ABBV - AbbVie Inc | Add 1% ($170.5K) | 0.15% | $12.8M | +70.90% | +26.02% | +30.40% | |
| UNH - UnitedHealth Group Inc | Add 3% ($318.1K) | 0.14% | $12.3M | -35.65% | -4.29% | +16.97% | |
| IEMG - iShares Core MSCI Emerging Market | New Purchase | 0.14% | $11.7M | +46.54% | +7.22% | +19.52% | |
| MA - Mastercard Inc CL A | New Purchase | 0.13% | $11.5M | +51.30% | +17.79% | +36.70% | |
| EFG - iShares MSCI EAFE Growth ETF | Add 4% ($387.8K) | 0.13% | $11.4M | +34.38% | +14.12% | +18.10% | |
| NKE - Nike Inc Cl B | Add 1% ($96.7K) | 0.13% | $11.1M | -31.45% | +0.19% | -27.54% | |
| DG - Dollar General Corp | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - Paypal Holdings Inc | Reduce 100% | 0.00% | $0.00 | ||||
| PFE - Pfizer Inc | Reduce 100% | 0.00% | $0.00 | ||||
| TSM - Taiwan Semiconductor Mfg Co ADR | Reduce 100% | 0.00% | $0.00 | ||||