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GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2025-01-24 (Q4 2024) | Holdings: 806 | Value: $11.0B | 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 4% $(280.9M) | 58.15% | $6.4B | -4.42% | -7.60% | ||
| IVV - iShares Core S&P 500 Index | Add 4% ($44.0M) | 10.10% | $1.1B | +12.61% | -7.15% | ||
| IEFA - iShares Core MSCI EAFE ETF | 1.81% | $198.3M | +20.78% | +6.64% | |||
| AAPL - Apple Inc | Add 1% ($1.8M) | 1.62% | $177.8M | +9.98% | -6.48% | ||
| IJH - iShares Core S&P Midcap 400 Index | Reduce 3% $(5.0M) | 1.32% | $145.2M | +2.30% | -12.32% | ||
| MSFT - Microsoft Corporation | Reduce 1% $(2.0M) | 1.25% | $137.3M | +22.82% | -7.40% | ||
| NVDA - Nvidia Corp | Add 1% ($587.9K) | 1.05% | $114.9M | +41.59% | -11.04% | ||
| AMZN - Amazon.com Inc | 1.01% | $111.2M | +2.33% | -16.45% | |||
| IJR - iShares Core S&P Smallcap 600 Index | Reduce 5% $(4.4M) | 0.84% | $92.6M | +1.73% | -15.46% | ||
| EEM - iShares MSCI Emerging Index Fund MFC | Reduce 8% $(8.0M) | 0.80% | $88.4M | +26.83% | +2.96% | ||
| GOOG - Alphabet Inc. Cl C | Reduce 1% $(1.1M) | 0.72% | $79.6M | +31.86% | -15.53% | ||
| V - Visa Inc - Class A | 0.68% | $74.5M | +4.05% | +1.74% | |||
| META - Meta Platforms Inc. Cl A | Reduce 1% $(459.0K) | 0.60% | $66.0M | +24.43% | -12.58% | ||
| BRK.B - Berkshire Hathaway Cl B | Reduce 1% $(406.6K) | 0.58% | $63.4M | +6.15% | +14.36% | ||
| SPY - S&P 500 Index ETF | Reduce 1% $(373.9K) | 0.56% | $61.1M | +12.25% | -7.15% | ||
| GOOGL - Alphabet Inc. Cl A | Add 3% ($1.4M) | 0.51% | $55.5M | +32.82% | -15.73% | ||
| IEMG - iShares Core MSCI Emerging Market | Reduce 8% $(4.3M) | 0.48% | $52.8M | +26.64% | +2.40% | ||
| VOO - Vanguard S&P 500 ETF | 0.35% | $38.5M | +12.59% | -7.14% | |||
| ICVT - iShares Convertible Bond ETF | Add 3% ($965.5K) | 0.33% | $36.6M | +16.13% | -2.58% | ||
| SPGI - S&P Global Inc | Reduce 1% $(384.5K) | 0.33% | $36.1M | -0.25% | -5.93% | ||
| IVW - Ishares S&P 500 Growth Index Fund | 0.33% | $35.9M | +18.74% | -7.69% | |||
| EFA - iShares MSCI EAFE ETF | Reduce 1% $(513.6K) | 0.32% | $35.3M | +20.00% | +6.70% | ||
| PFF - iShares Preferred & Income Securities ETF | Add 5% ($1.6M) | 0.31% | $34.1M | +5.01% | -3.89% | ||
| CRM - Salesforce, Inc. | Reduce 2% $(813.8K) | 0.30% | $32.6M | -25.29% | -19.28% | ||
| JPM - J P Morgan Chase & Co | Add 1% ($266.6K) | 0.28% | $31.1M | +20.47% | -7.24% | ||
| AMT - American Tower Corporation | Reduce 1% $(345.0K) | 0.27% | $29.9M | +3.39% | +11.87% | ||
| IVE - Ishares S&P 500 Value ETF | 0.27% | $29.2M | +6.04% | -6.55% | |||
| BKNG - Booking Holdings Inc | Reduce 3% $(919.2K) | 0.24% | $26.5M | +17.56% | +4.11% | ||
| HON - Honeywell International Inc | Add 1% ($192.5K) | 0.24% | $26.5M | -3.44% | -9.09% | ||
| AVGO - Broadcom Inc | Add 5% ($1.4M) | 0.24% | $26.3M | +62.51% | -9.61% | ||
| GSY - Invesco Ultra Short Duration ETF | Add 14% ($3.0M) | 0.22% | $24.3M | +3.32% | +1.10% | ||
| TSLA - Tesla Mtrs Inc | New Purchase | 0.21% | $23.3M | +7.92% | -27.82% | ||
| VEU - Vanguard FTSE All-World ex-US ETF | Reduce 1% $(249.5K) | 0.21% | $23.2M | +22.36% | +5.17% | ||
| DHR - Danaher Corporation | Reduce 1% $(278.4K) | 0.21% | $22.8M | -21.67% | -20.23% | ||
| TSM - Taiwan Semiconductor Mfg Co ADR | Reduce 1% $(192.8K) | 0.20% | $22.4M | +35.56% | -15.95% | ||
| CP - Canadian Pacific Kansas City Ltd | 0.20% | $22.0M | -4.80% | -8.94% | |||
| LLY - Lilly Eli & Co | Reduce 8% $(1.8M) | 0.18% | $20.1M | -2.85% | +13.79% | ||
| ABBV - AbbVie Inc | Add 6% ($1.1M) | 0.18% | $19.6M | +31.16% | +8.76% | ||
| ADBE - Adobe Systems Inc | Reduce 1% $(148.1K) | 0.18% | $19.3M | -14.95% | -14.53% | ||
| GVI - iShares Intermediate Gov/Credit Bond ETF | Add 14% ($2.4M) | 0.17% | $19.2M | +5.25% | +2.36% | ||
| ROP - Roper Technologies Inc. | 0.17% | $19.1M | -4.14% | +5.79% | |||
| MDLZ - Mondelez International Inc Cl A | Add 2% ($303.8K) | 0.17% | $19.0M | +10.57% | +13.04% | ||
| VTI - Vanguard Total Stock Market Fund | Reduce 1% $(230.1K) | 0.17% | $18.5M | +12.06% | -7.93% | ||
| PG - Procter & Gamble Co | Add 1% ($241.1K) | 0.16% | $18.1M | -5.18% | -2.82% | ||
| IEF - iShares 7-10 Year Treasury Bond ETF | Add 3% ($549.8K) | 0.16% | $17.9M | +6.50% | +3.24% | ||
| TJX - TJX Companies, Inc | Reduce 3% $(564.1K) | 0.16% | $17.2M | +14.63% | +3.12% | ||
| HD - Home Depot Inc | 0.15% | $16.5M | +2.03% | -13.27% | |||
| PYPL - Paypal Holdings Inc | New Purchase | 0.15% | $16.4M | -22.07% | -25.36% | ||
| EFV - Ishares MSCI EAFE Value ETF | Add 3% ($530.2K) | 0.14% | $15.7M | +25.85% | +10.80% | ||
| EFG - iShares MSCI EAFE Growth ETF | Add 10% ($1.4M) | 0.14% | $15.6M | +13.58% | +2.27% | ||
| JNJ - Johnson & Johnson | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - Pepsico Inc | Reduce 100% | 0.00% | $0.00 | ||||