10,000+ stock pitches from top investors available on joinyellowbrick.com
GREENLEAF TRUST 13F Holdings
Holdings from the most recent 13F from GREENLEAF TRUST
Filed: 2025-04-30 (Q1 2025) | Holdings: 1281 | 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.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SYK - Stryker Corporation | Reduce 4% $(233.9M) | 58.11% | $6.4B | +1.40% | +5.68% | ||
| IVV - iShares Core S&P 500 Index | Add 5% ($55.7M) | 10.16% | $1.1B | +19.17% | +13.12% | ||
| IEFA - iShares Core MSCI EAFE ETF | Reduce 2% $(3.8M) | 1.91% | $209.7M | +12.05% | +5.60% | ||
| V - Visa Inc - Class A | Add 139% ($114.8M) | 1.80% | $197.4M | ||||
| AAPL - Apple Inc | Add 2% ($3.9M) | 1.47% | $161.6M | +17.71% | -0.59% | ||
| IJH - iShares Core S&P Midcap 400 In | Reduce 2% $(3.3M) | 1.21% | $132.6M | +15.26% | +10.37% | ||
| MSFT - Microsoft Corporation | Add 1% ($1.3M) | 1.13% | $123.6M | +20.56% | +23.98% | ||
| AMZN - Amazon.com Inc | 0.88% | $96.9M | +21.43% | +22.81% | |||
| NVDA - Nvidia Corp | Reduce 3% $(2.4M) | 0.82% | $90.4M | +56.25% | +57.31% | ||
| IJR - iShares Core S&P Smallcap 600 | Reduce 5% $(3.8M) | 0.73% | $80.3M | +19.31% | +9.92% | ||
| EEM - iShares MSCI Emerging Index Fu | Reduce 16% $(14.7M) | 0.71% | $77.6M | ||||
| BRK.B - Berkshire Hathaway Cl B | 0.68% | $74.3M | -7.18% | -11.13% | |||
| META - Meta Platforms Inc. Cl A | 0.59% | $64.9M | +31.57% | +30.73% | |||
| SPY - S&P 500 Index ETF | Add 2% ($1.1M) | 0.54% | $59.5M | ||||
| GOOG - Alphabet Inc. Cl C | Reduce 15% $(9.6M) | 0.51% | $55.7M | ||||
| IEMG - iShares Core MSCI Emerging Mar | Reduce 7% $(3.6M) | 0.46% | $50.9M | +22.28% | +12.32% | ||
| VOO - Vanguard S&P 500 ETF | Add 3% ($941.5K) | 0.34% | $37.6M | +19.13% | +13.14% | ||
| ICVT - iShares Convertible Bond ETF | Add 3% ($1.1M) | 0.34% | $37.1M | +17.61% | +9.05% | ||
| EFA - iShares MSCI EAFE ETF | Reduce 6% $(2.1M) | 0.33% | $36.1M | +11.33% | +4.77% | ||
| AMT - American Tower Corporation | Add 1% ($493.1K) | 0.33% | $35.9M | ||||
| PFF - iShares Preferred & Income Sec | Add 5% ($1.6M) | 0.32% | $35.0M | +8.84% | +4.77% | ||
| GOOGL - Alphabet Inc. Cl A | Reduce 27% $(12.1M) | 0.30% | $33.2M | ||||
| JPM - J P Morgan Chase & Co | Add 4% ($1.2M) | 0.30% | $33.0M | ||||
| SPGI - S&P Global Inc | Reduce 14% $(5.1M) | 0.29% | $31.7M | +2.02% | +10.67% | ||
| IVW - Ishares S&P 500 Growth Index F | Reduce 4% $(1.3M) | 0.29% | $31.5M | +25.71% | +18.41% | ||
| IVE - Ishares S&P 500 Value ETF | Add 3% ($806.2K) | 0.27% | $29.9M | +11.94% | +7.32% | ||
| VEU - Vanguard FTSE All-World ex-US | Reduce 5% $(1.3M) | 0.21% | $23.2M | +15.23% | +7.39% | ||
| GSY - Invesco Ultra Short Duration E | Reduce 11% $(2.6M) | 0.20% | $21.7M | ||||
| CP - Canadian Pacific Kansas City L | 0.20% | $21.4M | |||||
| HON - Honeywell International Inc | Reduce 14% $(3.6M) | 0.19% | $21.3M | ||||
| CRM - Salesforce, Inc. | Reduce 23% $(5.9M) | 0.18% | $20.2M | ||||
| ROP - Roper Technologies Inc. | Reduce 8% $(1.6M) | 0.18% | $20.0M | -10.42% | -2.29% | ||
| IEF - iShares 7-10 Year Treasury Bon | Add 6% ($1.2M) | 0.18% | $19.6M | +2.10% | -0.38% | ||
| MDLZ - Mondelez International Inc Cl | Reduce 15% $(3.2M) | 0.17% | $18.5M | -4.55% | -3.08% | ||
| GVI - iShares Intermediate Gov/Credi | Reduce 7% $(1.4M) | 0.16% | $18.1M | +2.40% | +0.68% | ||
| VTI - Vanguard Total Stock Market Fu | Reduce 1% $(117.1K) | 0.16% | $17.4M | +19.67% | +13.28% | ||
| AVGO - Broadcom Inc | Reduce 10% $(2.0M) | 0.16% | $17.0M | ||||
| LLY - Lilly Eli & Co | Reduce 24% $(5.2M) | 0.15% | $16.4M | -10.52% | -12.13% | ||
| EFV - Ishares MSCI EAFE Value ETF | Reduce 11% $(2.0M) | 0.14% | $15.7M | +12.46% | +5.88% | ||
| DHR - Danaher Corporation | Reduce 25% $(5.2M) | 0.14% | $15.2M | -2.41% | -0.46% | ||
| ADBE - Adobe Systems Inc | Reduce 14% $(2.3M) | 0.13% | $14.4M | -3.28% | -5.45% | ||
| TSLA - Tesla Mtrs Inc | Reduce 100% | 0.00% | $0.00 | ||||
| TJX - TJX Companies, Inc | Reduce 100% | 0.00% | $0.00 | ||||
| PG - Procter & Gamble Co | Reduce 100% | 0.00% | $0.00 | ||||
| BKNG - Booking Holdings Inc | Reduce 100% | 0.00% | $0.00 | ||||
| EFG - iShares MSCI EAFE Growth ETF | Reduce 100% | 0.00% | $0.00 | ||||
| HD - Home Depot Inc | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - Paypal Holdings Inc | Reduce 100% | 0.00% | $0.00 | ||||
| TSM - Taiwan Semiconductor Mfg Co ADR | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - AbbVie Inc | Reduce 100% | 0.00% | $0.00 | ||||