GT
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GREENLEAF TRUST13F | |
| GREENLEAF TRUST | |
| Last update 2025-04-30 | 797 Stocks (34 new) |
| Value $10.96 Bil | Turnover 2 % |
GREENLEAF TRUST Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYK | Stryker Corp | 17,116,802 | 6,371,729.5 | -3.54% | 58.110 | -2.06% | 4.480 | +11.42% | +8.65% | 148,837.9 | Medical Devices & Instruments | |
IVV | iShares Core S&P 500 ETF | 1,984,859 | 1,115,292.3 | +5.35% | 10.170 | +0.52% | 0.200 | +17.02% | +7.08% | 622,054.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 2,771,509 | 209,664.6 | -1.79% | 1.910 | -0.03% | 0.160 | +15.26% | +20.32% | 142,203.0 | ||
V | Visa Inc | 563,215 | 197,384.3 | +138.97% | 1.800 | +1.05% | 0.030 | +4.53% | +10.46% | 679,681.4 | Credit Services | |
AAPL | Apple Inc | 727,580 | 161,617.3 | +2.49% | 1.470 | +0.04% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
IJH | iShares Core S&P Mid-Cap ETF | 2,272,799 | 132,617.8 | -2.44% | 1.210 | -0.03% | 0.150 | +17.05% | +2.42% | 96,994.3 | ||
MSFT | Microsoft Corp | 329,216 | 123,584.4 | +1.07% | 1.130 | +0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 509,088 | 96,859.1 | +0.47% | 0.880 | 0% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 834,124 | 90,402.4 | -2.54% | 0.820 | -0.03% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
IJR | iShares Core S&P Small-Cap ETF | 767,755 | 80,284.1 | -4.48% | 0.730 | -0.04% | 0.100 | +18.68% | -1.42% | 81,378.3 |
GREENLEAF TRUST's Historical Top Holdings Breakdowns
GREENLEAF TRUST's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -2.06% | 355.18 ($380.56) 399.9 | $389.46 | 2.34% | Reduce -3.54% | 17,116,802 | -628,360 | |
V | Visa Inc | 2025-03-31 | Add Add | +1.05% | 306.92 ($338.38) 362.71 | $347.93 | 2.82% | Add 138.97% | 563,215 | 327,528 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.52% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 5.35% | 1,984,859 | 100,748 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.11% | 40.81 ($43.44) 45.34 | $48.26 | 11.10% | Reduce -14.23% | 1,812,156 | -300,684 | |
BKNG | Booking Holdings Inc | 2025-03-31 | Reduce Reduce | -0.10% | 4295.4 ($4781.72) 5141.88 | $5,717.10 | 19.56% | Reduce -42.43% | 3,074 | -2,266 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.04% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Add 2.49% | 727,580 | 17,663 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.04% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Reduce -4.48% | 767,755 | -35,994 | |
AMT | American Tower Corp | 2025-03-31 | Add Add | +0.03% | 173.46 ($196.17) 217.6 | $219.24 | 11.76% | Add 7.94% | 175,824 | 12,933 | |
CME | CME Group Inc | 2025-03-31 | Add Add | +0.03% | 225.82 ($246.67) 266.54 | $275.08 | 11.52% | Add 219.69% | 17,142 | 11,780 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.03% | 57.21 ($62.1) 65.8 | $63.44 | 2.16% | Reduce -2.44% | 2,272,799 | -56,817 |
GREENLEAF TRUST Total Holding History ($B)
GREENLEAF TRUST's Asset Allocation
GREENLEAF TRUST Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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GREENLEAF TRUST's Hypothetical Growth since 2025-03-31
GREENLEAF TRUST's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GREENLEAF TRUST's Holdings Heat Map
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GREENLEAF TRUST's Holdings Bubble Chart
GREENLEAF TRUST News
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