Greenleaf Trust Top Holdings and 13F Report (2025) About Greenleaf TrustInvestment ActivityGreenleaf Trust has $10.99 billion in total holdings as of December 31, 2024.Greenleaf Trust owns shares of 806 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.33% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Greenleaf Trust has purchased 832 new stocks and bought additional shares in 437 stocks.Greenleaf Trust sold shares of 277 stocks and completely divested from 62 stocks this quarter.Largest Holdings Stryker $6,389,145,578iShares Core S&P 500 ETF $1,109,138,463iShares Core MSCI EAFE ETF $198,332,760Apple $177,777,415iShares Core S&P Mid-Cap ETF $145,158,373 Largest New Holdings this Quarter iShares Short-Term National Muni Bond ETF $12,229,773 HoldingBlackrock Inc $7,129,640 HoldingArista Networks Inc $6,764,436 HoldingiShares National Muni Bond ETF $5,014,563 HoldingLam Research Corp $3,894,064 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 74,734 shares (about $43.99M)iShares Short-Term National Muni Bond ETF 115,944 shares (about $12.23M)Blackrock Inc 6,955 shares (about $7.13M)Arista Networks Inc 61,200 shares (about $6.76M)iShares National Muni Bond ETF 47,063 shares (about $5.01M) Largest Sales this Quarter Stryker 780,063 shares (about $280.86M)iShares MSCI Emerging Markets ETF 190,409 shares (about $7.96M)iShares Core S&P Mid-Cap ETF 80,855 shares (about $5.04M)iShares Core S&P Small-Cap ETF 38,294 shares (about $4.41M)iShares Core MSCI Emerging Markets ETF 82,868 shares (about $4.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenleaf Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSYKStryker$6,389,145,578$280,861,683 ▼-4.2%17,745,16258.2%MedicalIVViShares Core S&P 500 ETF$1,109,138,463$43,994,411 ▲4.1%1,884,11110.1%ETFIEFAiShares Core MSCI EAFE ETF$198,332,760$48,563 ▼0.0%2,822,0371.8%ETFAAPLApple$177,777,415$1,826,313 ▲1.0%709,9171.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$145,158,373$5,038,075 ▼-3.4%2,329,6161.3%ETFMSFTMicrosoft$137,293,509$2,043,011 ▼-1.5%325,7261.2%Computer and TechnologyNVDANVIDIA$114,935,588$587,922 ▲0.5%855,8761.0%Computer and TechnologyAMZNAmazon.com$111,166,449$306,268 ▲0.3%506,7071.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$92,607,960$4,412,235 ▼-4.5%803,7490.8%ETFEEMiShares MSCI Emerging Markets ETF$88,358,987$7,962,906 ▼-8.3%2,112,8400.8%FinanceGOOGAlphabet$79,610,966$1,127,214 ▼-1.4%418,0370.7%Computer and TechnologyVVisa$74,486,519$9,481 ▲0.0%235,6870.7%Business ServicesMETAMeta Platforms$65,995,760$459,040 ▼-0.7%112,7150.6%Computer and TechnologyBRK.BBerkshire Hathaway$63,387,128$406,592 ▼-0.6%139,8410.6%FinanceSPYSPDR S&P 500 ETF Trust$61,125,214$373,919 ▼-0.6%104,2950.6%FinanceGOOGLAlphabet$55,489,888$1,390,409 ▲2.6%293,1320.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$52,751,391$4,327,367 ▼-7.6%1,010,1760.5%ETFVOOVanguard S&P 500 ETF$38,483,965$56,036 ▲0.1%71,4240.4%ETFICVTiShares Convertible Bond ETF$36,572,068$965,513 ▲2.7%430,4120.3%ETFSPGIS&P Global$36,082,274$384,479 ▼-1.1%72,4500.3%Business ServicesIVWiShares S&P 500 Growth ETF$35,882,834$172,703 ▼-0.5%353,4210.3%ETFEFAiShares MSCI EAFE ETF$35,349,263$513,619 ▼-1.4%467,5210.3%FinancePFFiShares Preferred and Income Securities ETF$34,121,699$1,599,824 ▲4.9%1,085,2960.3%ETFCRMSalesforce$32,553,378$813,759 ▼-2.4%97,3690.3%Computer and TechnologyJPMJPMorgan Chase & Co.$31,085,353$266,558 ▲0.9%129,6790.3%FinanceAMTAmerican Tower$29,875,838$344,994 ▼-1.1%162,8910.3%FinanceIVEiShares S&P 500 Value ETF$29,167,800$104,793 ▲0.4%152,8070.3%ETFBKNGBooking$26,531,363$919,158 ▼-3.3%5,3400.2%Retail/WholesaleHONHoneywell International$26,492,605$192,458 ▲0.7%117,2810.2%Multi-Sector ConglomeratesAVGOBroadcom$26,266,545$1,350,932 ▲5.4%113,2960.2%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$24,268,323$3,044,333 ▲14.3%484,3010.2%ETFTSLATesla$23,322,164$2,079,372 ▲9.8%57,7510.2%Auto/Tires/TrucksVEUVanguard FTSE All-World ex-US ETF$23,221,828$249,504 ▼-1.1%404,4910.2%ETFDHRDanaher$22,842,291$278,444 ▼-1.2%99,5090.2%Multi-Sector ConglomeratesTSMTaiwan Semiconductor Manufacturing$22,416,300$192,750 ▼-0.9%113,5060.2%Computer and TechnologyCPCanadian Pacific Kansas City$22,018,428$3,184 ▲0.0%304,2480.2%TransportationLLYEli Lilly and Company$20,123,724$1,829,640 ▼-8.3%26,0670.2%MedicalABBVAbbVie$19,641,536$1,064,601 ▲5.7%110,5320.2%MedicalADBEAdobe$19,324,014$148,078 ▼-0.8%43,4560.2%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$19,197,394$2,378,633 ▲14.1%184,1830.2%ETFROPRoper Technologies$19,051,983$9,877 ▼-0.1%36,6490.2%Computer and TechnologyMDLZMondelez International$19,049,988$303,787 ▲1.6%318,9350.2%Consumer StaplesVTIVanguard Total Stock Market ETF$18,496,833$230,109 ▼-1.2%63,8240.2%ETFPGProcter & Gamble$18,120,115$241,081 ▲1.3%108,0830.2%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$17,885,469$549,800 ▲3.2%193,4610.2%ETFTJXTJX Companies$17,163,235$564,062 ▼-3.2%142,0680.2%Retail/WholesaleHDHome Depot$16,479,561$4,668 ▲0.0%42,3650.1%Retail/WholesalePYPLPayPal$16,392,321$485,044 ▼-2.9%192,0600.1%Computer and TechnologyEFViShares MSCI EAFE Value ETF$15,724,000$530,157 ▲3.5%299,6760.1%ETFEFGiShares MSCI EAFE Growth ETF$15,646,857$1,424,660 ▲10.0%161,5910.1%ETFCOSTCostco Wholesale$15,386,006$49,479 ▲0.3%16,7920.1%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$14,867,057$126,305 ▲0.9%115,5890.1%ETFMAMastercard$14,782,400$232,217 ▲1.6%28,0730.1%Business ServicesISRGIntuitive Surgical$14,296,484$181,120 ▲1.3%27,3900.1%MedicalPEPPepsiCo$13,840,957$652,185 ▼-4.5%91,0230.1%Consumer StaplesJNJJohnson & Johnson$12,719,907$1,466,881 ▼-10.3%87,9540.1%MedicalWMTWalmart$12,601,115$42,193 ▲0.3%139,4700.1%Retail/WholesaleORCLOracle$12,348,691$226,630 ▲1.9%74,1040.1%Computer and TechnologyBRK.ABerkshire Hathaway$12,256,5600.0%180.1%FinanceSUBiShares Short-Term National Muni Bond ETF$12,229,773$12,229,773 ▲New Holding115,9440.1%ETFRSPInvesco S&P 500 Equal Weight ETF$12,226,323$23,481 ▲0.2%69,7730.1%ETFXOMExxon Mobil$12,110,015$218,905 ▲1.8%112,5780.1%Oils/EnergyUNHUnitedHealth Group$11,757,198$132,029 ▲1.1%23,2420.1%MedicalABTAbbott Laboratories$10,840,802$293,294 ▼-2.6%95,8430.1%MedicalKOCoca-Cola$10,804,912$120,411 ▼-1.1%173,5450.1%Consumer StaplesADPAutomatic Data Processing$10,608,828$21,369 ▲0.2%36,2410.1%Business ServicesMRKMerck & Co., Inc.$10,289,614$196,274 ▲1.9%103,4340.1%MedicalRTXRTX$9,767,578$222,298 ▲2.3%84,4070.1%AerospaceMCDMcDonald's$9,526,655$209,880 ▼-2.2%32,8630.1%Retail/WholesaleCSCOCisco Systems$9,468,744$66,778 ▲0.7%159,9450.1%Computer and TechnologyNEENextEra Energy$9,370,313$296,438 ▲3.3%130,7060.1%UtilitiesNFLXNetflix$9,135,139$277,201 ▲3.1%10,2490.1%Consumer DiscretionaryCVXChevron$8,822,204$90,525 ▲1.0%60,9100.1%Oils/EnergyDEDeere & Company$8,796,012$112,281 ▲1.3%20,7600.1%Industrial ProductsNKENIKE$8,779,385$27,317 ▲0.3%116,0220.1%Consumer DiscretionaryACNAccenture$8,537,240$300,429 ▼-3.4%24,2680.1%Computer and TechnologySDYSPDR S&P Dividend ETF$8,057,440$160,766 ▲2.0%60,9950.1%ETFDGDollar General$7,927,512$385,848 ▲5.1%104,5570.1%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$7,791,883$28,097 ▼-0.4%85,6910.1%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$7,729,554$71,666 ▼-0.9%212,5840.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$7,138,590$26,991 ▼-0.4%57,1270.1%ETFBlackrock Inc$7,129,640$7,129,640 ▲New Holding6,9550.1%COMArista Networks Inc$6,764,436$6,764,436 ▲New Holding61,2000.1%COM SHSAMATApplied Materials$6,652,218$227,682 ▲3.5%40,9040.1%Computer and TechnologyBACBank of America$6,651,657$95,020 ▲1.4%151,3460.1%FinanceIWRiShares Russell Mid-Cap ETF$6,631,414$102,190 ▼-1.5%75,0160.1%ETFIWMiShares Russell 2000 ETF$6,623,939$280,177 ▼-4.1%29,9780.1%FinanceHBANHuntington Bancshares$6,601,976$1,758,185 ▼-21.0%405,7760.1%FinanceAXPAmerican Express$6,453,995$92,005 ▲1.4%21,7460.1%FinanceCATCaterpillar$6,435,725$158,163 ▲2.5%17,7410.1%Industrial ProductsTMOThermo Fisher Scientific$6,394,147$59,826 ▼-0.9%12,2910.1%MedicalPFEPfizer$6,273,867$1,612,573 ▼-20.4%236,4820.1%MedicalLOWLowe's Companies$6,223,062$82,925 ▲1.4%25,2150.1%Retail/WholesaleADSKAutodesk$6,210,812$80,395 ▲1.3%21,0130.1%Computer and TechnologyGSThe Goldman Sachs Group$6,147,076$88,183 ▲1.5%10,7350.1%FinanceSHWSherwin-Williams$6,116,021$23,455 ▲0.4%17,9920.1%Basic MaterialsTXNTexas Instruments$6,055,448$141,570 ▼-2.3%32,2940.1%Computer and TechnologyPalantir Technologies Inc Cl A$6,015,535$1,026,072 ▲20.6%79,5390.1%CL AINTUIntuit$5,796,656$45,252 ▲0.8%9,2230.1%Computer and TechnologyETNEaton$5,595,660$100,557 ▼-1.8%16,8610.1%Industrial ProductsShowing largest 100 holdings. 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