Greenleaf Trust Holdings & Portfolio - 13F Filings Analysis - Stocknear

Greenleaf Trust

CIK Number: 0001162170

11.31B
Market Value
787
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SYK Stryker Corpora...
366.40
+0.62% 16.69M -2.5% 6.6B 69.89 58.38% Share
2 IVV iShares Core S&...
672.48
+0.10% 2.05M +3.36% 1.27B 302.28 11.26% Share
3 IEFA iShares Core MS...
88.08
+0.20% 2.76M -0.53% 230.13M 58.37 2.03% Share
4 MSFT Microsoft Corpo...
515.74
-0.76% 315.97K -4.02% 157.17M 193.26 1.39% Share
5 IJH iShares Core S&...
65.58
+0.13% 2.28M +0.22% 141.27M 35.86 1.25% Share
6 AAPL Apple Inc.
257.13
+0.66% 673.24K -7.47% 138.13M 64.47 1.22% Share
7 NVDA NVIDIA Corporat...
188.89
+0.88% 699.2K -16.18% 110.47M 13.85 0.98% Share
8 AMZN Amazon.com, Inc...
222.41
+0.81% 484.9K -4.75% 106.38M 116.6 0.94% Share
9 V Visa Inc.
346.01
-0.52% 231.57K -58.88% 82.22M 266.62 0.73% Share
10 IJR iShares Core S&...
119.52
+0.29% 749.93K -2.32% 81.96M 72.49 0.72% Share
11 EEM iShares MSCI Em...
54.09
+0.51% 1.69M -6.89% 81.4M 39.18 0.72% Share
12 META Meta Platforms,...
727.05
+1.35% 109.11K -3.12% 80.53M 202.74 0.71% Share
13 GOOG Alphabet Inc.
246.43
+0.36% 375.17K -7.62% 66.55M 53.51 0.59% Share
14 BRK-B Berkshire Hatha...
495.96
-0.45% 135.75K -2.74% 65.94M 214.55 0.58% Share
15 SPY SPDR S&P 500 ET...
669.16
+0.11% 104.45K -1.84% 64.53M 371.45 0.57% Share
16 IEMG iShares Core MS...
66.76
+0.48% 925.58K -1.85% 55.56M 50.75 0.49% Share
17 GOOGL Alphabet Inc.
245.69
+0.32% 292.25K -4.66% 51.5M 89.33 0.46% Share
18 VOO Vanguard S&P 50...
615.21
+0.10% 80.02K +9.23% 45.45M 384.31 0.40% Share
19 EFA iShares MSCI EA...
94.29
+0.16% 456.6K -1.78% 40.82M 64.08 0.36% Share
20 ICVT iShares Convert...
101.66
+0.83% 445.28K +0.49% 40.12M 79.35 0.35% Share
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