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CIK: 0001162170
Total reported value
$10.4B
$10.4B
806 檔
77.2%
At the close of Q4 2024, Greenleaf Trust disclosed equity holdings valued at approximately $10.4B, spread across 806 reported holdings.
Greenleaf Trust executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 4 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including SYK, IVV, IEFA) accounted for 77.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 806 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 58.15% | -5.30% | -4.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.10% | +0.72% | +4.13% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.81% | +0.01% | -0.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.15% | +1.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.32% | +0.06% | -3.35% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | — | -1.47% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.12% | +0.51% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.11% | +0.28% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.06% | -4.55% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.80% | +0.09% | -8.27% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.12% | -1.40% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.09% | +0.01% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.02% | -0.69% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.02% | -0.64% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.03% | -0.61% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.18% | +2.57% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.10% | -7.58% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.06% | +0.15% | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.33% | +0.07% | +2.71% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 0.33% | -0.02% | -1.05% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.07% | -0.48% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | +0.01% | -1.43% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.31% | +0.02% | +4.92% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.30% | -0.04% | -2.44% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.02% | +0.86% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 0.27% | -0.02% | -1.14% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +0.36% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.24% | — | -3.35% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | -0.25% | EXIT | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.07% | +5.42% | |
| 31 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.22% | -0.01% | +14.34% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | +0.02% | +9.79% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.21% | — | -1.06% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.21% | +0.01% | -1.20% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.12% | -0.85% | |
| 36 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.20% | +0.02% | +0.01% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.05% | -8.33% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.02% | +5.73% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.18% | -0.02% | -0.76% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | 0.17% | -0.01% | +14.14% | |
| 41 | ROP | Roper Technologies Inc | Stock-Tech | 0.17% | -0.01% | -0.05% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.17% | -0.01% | +1.62% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | +0.01% | -1.23% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +1.35% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.16% | +0.07% | +3.17% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.16% | -0.01% | -3.18% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.01% | +0.03% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.15% | — | -2.87% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.14% | -0.01% | +3.49% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.14% | +0.01% | +10.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +4.13% | Add |
| 2 | AMZN | Amazon.com Inc | +0.2% | +0.28% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +1.04% | Add |
| 4 | NVDA | Nvidia CORP | +0.1% | +0.51% | Add |
| 5 | SUB | Ishares Short-term National | +0.1% | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | +0.1% | +0.01% | Add |
| 7 | TSLA | Tesla Inc | +0.1% | +9.79% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -1.40% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.57% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | +5.42% | Add |
| 11 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 12 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 13 | CRM | Salesforce Inc | +0.1% | -2.44% | Trim |
| 14 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | 0% | +0.86% | Add |
| 16 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | 0% | +20.56% | Add |
| 18 | BKNG | Booking Holdings Inc | 0% | -3.35% | Trim |
| 19 | GSY | Invesco Ultra Short Duration | 0% | +14.34% | Add |
| 20 | HON | Honeywell International Inc | 0% | +0.73% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.48% | Trim |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.85% | Trim |
| 23 | NFLX | Netflix Inc | 0% | +3.13% | Add |
| 24 | GVI | Ishares Intermediate Governm | 0% | +14.14% | Add |
| 25 | PEP | Pepsico Inc | 0% | -4.50% | Trim |
| 26 | KO | Coca-cola Co/the | 0% | -1.10% | Trim |
| 27 | SPGI | S&p Global Inc | 0% | -1.05% | Trim |
| 28 | UNH | Unitedhealth Group Inc | 0% | +1.14% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.35% | Trim |
| 30 | MSFT | Microsoft CORP | 0% | -1.47% | Trim |
| 31 | ADBE | Adobe Inc | 0% | -0.76% | Trim |
| 32 | JNJ | Johnson & Johnson | 0% | -10.34% | Trim |
| 33 | VEU | Vanguard Ftse All-world Ex-u | 0% | -1.06% | Trim |
| 34 | PFE | Pfizer Inc | 0% | -20.45% | Trim |
| 35 | AMD | Advanced Micro Devices | 0% | -8.43% | Trim |
| 36 | XDCFX | Bnym Alcentra Glbl Crdt 2024 | 0% | EXIT | Sold out |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | -1.43% | Trim |
| 38 | CP | Canadian Pacific Kansas City | 0% | +0.01% | Add |
| 39 | IJR | Ishares Core S&p Small-cap E | 0% | -4.55% | Trim |
| 40 | DHR | Danaher CORP | 0% | -1.20% | Trim |
| 41 | LLY | Eli Lilly & Co | 0% | -8.33% | Trim |
| 42 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 43 | MDLZ | Mondelez International Inc-a | 0% | +1.62% | Add |
| 44 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 45 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 46 | AMT | American Tower CORP | -0.1% | -1.14% | Trim |
| 47 | IEMG | Ishares Core Msci Emerging | -0.1% | -7.58% | Trim |
| 48 | EEM | Ishares Msci Emerging Market | -0.1% | -8.27% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -0.02% | Trim |
| 50 | SYK | Stryker CORP | -1.4% | -4.21% | Trim |
According to official SEC Form 13F filings, Greenleaf Trust reported a total U.S. public equity portfolio value of $10.4B across 806 disclosed positions in Q4 2024.
During Q4 2024, Greenleaf Trust's top holdings by market value included SYK (58.1%)、IVV (10.1%)、IEFA (1.8%). The largest single position, SYK, represented 58.1% of total portfolio value.
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Top New Position Initiated
SUB
市值: $12.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $6.6M
In Q4 2024, Greenleaf Trust made 50 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 24 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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