Greenleaf Trust Top Holdings and 13F Report (2025) About Greenleaf TrustInvestment ActivityGreenleaf Trust has $10.97 billion in total holdings as of March 31, 2025.Greenleaf Trust owns shares of 797 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.27% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Greenleaf Trust has purchased 806 new stocks and bought additional shares in 413 stocks.Greenleaf Trust sold shares of 291 stocks and completely divested from 44 stocks this quarter.Largest Holdings Stryker $6,371,729,544iShares Core S&P 500 ETF $1,115,292,272iShares Core MSCI EAFE ETF $209,664,656Visa $197,384,328Apple $161,617,345 Largest New Holdings this Quarter 49714P108 - Kinsale Capital Group $2,166,346 Holding922042742 - Vanguard Total World Stock ETF $508,325 Holding49177J102 - Kenvue $358,789 Holding372460105 - Genuine Parts $277,358 HoldingG0378L100 - Anglogold Ashanti Limited $270,011 Holding Largest Purchases this Quarter Visa 327,528 shares (about $114.79M)iShares Core S&P 500 ETF 100,748 shares (about $56.61M)Apple 17,663 shares (about $3.92M)CME Group 11,780 shares (about $3.13M)American Tower 12,933 shares (about $2.81M) Largest Sales this Quarter Stryker 628,360 shares (about $233.91M)iShares MSCI Emerging Markets ETF 300,684 shares (about $13.14M)Booking 2,266 shares (about $10.44M)iShares Core MSCI EAFE ETF 50,528 shares (about $3.82M)iShares Core S&P Small-Cap ETF 35,994 shares (about $3.76M) 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$6,371,729,544$233,907,010 ▼-3.5%17,116,80258.1%MedicalIVViShares Core S&P 500 ETF$1,115,292,272$56,610,301 ▲5.3%1,984,85910.2%ETFIEFAiShares Core MSCI EAFE ETF$209,664,656$3,822,443 ▼-1.8%2,771,5091.9%ETFVVisa$197,384,328$114,785,462 ▲139.0%563,2151.8%Business ServicesAAPLApple$161,617,345$3,923,482 ▲2.5%727,5801.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$132,617,822$3,315,272 ▼-2.4%2,272,7991.2%ETFMSFTMicrosoft$123,584,394$1,310,111 ▲1.1%329,2161.1%Computer and TechnologyAMZNAmazon.com$96,859,083$453,009 ▲0.5%509,0880.9%Retail/WholesaleNVDANVIDIA$90,402,359$2,357,482 ▼-2.5%834,1240.8%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$80,284,141$3,763,893 ▼-4.5%767,7550.7%ETFEEMiShares MSCI Emerging Markets ETF$79,191,217$13,139,891 ▼-14.2%1,812,1560.7%FinanceBRK.BBerkshire Hathaway$74,336,451$140,069 ▼-0.2%139,5780.7%FinanceMETAMeta Platforms$64,906,781$57,636 ▼-0.1%112,6150.6%Computer and TechnologyGOOGAlphabet$63,445,159$1,864,761 ▼-2.9%406,1010.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$59,521,893$1,180,313 ▲2.0%106,4050.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$50,894,897$3,624,301 ▼-6.6%943,0220.5%ETFGOOGLAlphabet$47,403,501$2,073,568 ▲4.6%306,5410.4%Computer and TechnologyAMTAmerican Tower$38,259,302$2,814,221 ▲7.9%175,8240.3%FinanceEFAiShares MSCI EAFE ETF$37,992,272$218,219 ▼-0.6%464,8510.3%FinanceVOOVanguard S&P 500 ETF$37,646,991$941,483 ▲2.6%73,2560.3%ETFSPGIS&P Global$37,524,710$712,864 ▲1.9%73,8530.3%Business ServicesICVTiShares Convertible Bond ETF$37,050,038$1,063,269 ▲3.0%443,1290.3%ETFPFFiShares Preferred and Income Securities ETF$34,952,341$1,601,187 ▲4.8%1,137,4010.3%ETFJPMJPMorgan Chase & Co.$33,011,002$1,200,743 ▲3.8%134,5740.3%FinanceIVWiShares S&P 500 Growth ETF$31,464,079$1,343,993 ▼-4.1%338,9430.3%ETFIVEiShares S&P 500 Value ETF$29,928,111$806,153 ▲2.8%157,0370.3%ETFCRMSalesforce$26,486,059$356,114 ▲1.4%98,6960.2%Computer and TechnologyHONHoneywell International$25,706,027$871,775 ▲3.5%121,3980.2%Multi-Sector ConglomeratesVEUVanguard FTSE All-World ex-US ETF$23,246,307$1,290,117 ▼-5.3%383,2230.2%ETFABBVAbbVie$22,480,448$678,216 ▼-2.9%107,2950.2%MedicalCPCanadian Pacific Kansas City$22,442,767$1,081,515 ▲5.1%319,6520.2%TransportationROPRoper Technologies$21,898,770$291,253 ▲1.3%37,1430.2%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$21,693,540$2,579,626 ▼-10.6%432,8320.2%ETFLLYEli Lilly and Company$21,586,809$57,814 ▲0.3%26,1370.2%MedicalMDLZMondelez International$21,194,440$445,300 ▼-2.1%312,3720.2%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$19,646,697$1,196,321 ▲6.5%206,0050.2%ETFAVGOBroadcom$19,583,617$614,468 ▲3.2%116,9660.2%Computer and TechnologyDHRDanaher$19,135,315$1,264,030 ▼-6.2%93,3430.2%MedicalADBEAdobe$18,375,689$1,709,010 ▲10.3%47,9120.2%Computer and TechnologyPGProcter & Gamble$18,123,827$295,679 ▼-1.6%106,3480.2%Consumer StaplesGVIiShares Intermediate Government/Credit Bond ETF$18,080,227$1,446,855 ▼-7.4%170,5360.2%ETFTJXTJX Companies$17,701,925$398,042 ▲2.3%145,3360.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$17,554,030$12,643 ▲0.1%63,8700.2%ETFCOSTCostco Wholesale$17,325,744$1,444,206 ▲9.1%18,3190.2%Retail/WholesaleEFViShares MSCI EAFE Value ETF$16,967,471$695,433 ▼-3.9%287,8770.2%ETFTSMTaiwan Semiconductor Manufacturing$16,875,228$1,966,768 ▼-10.4%101,6580.2%Computer and TechnologyHDHome Depot$16,293,413$767,064 ▲4.9%44,4580.1%Retail/WholesaleJNJJohnson & Johnson$16,165,586$1,579,294 ▲10.8%97,4770.1%MedicalMAMastercard$15,792,434$405,061 ▲2.6%28,8120.1%Business ServicesBRK.ABerkshire Hathaway$14,371,9490.0%180.1%FinanceXOMExxon Mobil$14,174,434$785,533 ▲5.9%119,1830.1%EnergyBKNGBooking$14,161,642$10,439,259 ▼-42.4%3,0740.1%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$14,071,047$31,967 ▼-0.2%115,3270.1%ETFTSLATesla$13,897,196$1,069,553 ▼-7.1%53,6240.1%Auto/Tires/TrucksEFGiShares MSCI EAFE Growth ETF$13,614,700$2,544,400 ▼-15.7%136,1470.1%ETFPEPPepsiCo$13,409,434$238,555 ▼-1.7%89,4320.1%Consumer StaplesABTAbbott Laboratories$13,172,411$458,836 ▲3.6%99,3020.1%MedicalISRGIntuitive Surgical$13,103,854$461,592 ▼-3.4%26,4580.1%MedicalPYPLPayPal$13,044,193$512,278 ▲4.1%199,9110.1%Computer and TechnologyKOCoca-Cola$12,626,391$197,098 ▲1.6%176,2970.1%Consumer StaplesWMTWalmart$11,856,302$387,768 ▼-3.2%135,0530.1%Retail/WholesaleUNHUnitedHealth Group$11,814,753$358,245 ▼-2.9%22,5580.1%MedicalRTXRTX$11,569,587$389,035 ▲3.5%87,3440.1%AerospaceADPAutomatic Data Processing$11,288,111$215,399 ▲1.9%36,9460.1%Business ServicesSUBiShares Short-Term National Muni Bond ETF$11,090,006$1,153,680 ▼-9.4%105,0190.1%ETFRSPInvesco S&P 500 Equal Weight ETF$10,903,270$1,183,507 ▼-9.8%62,9410.1%ETFMCDMcDonald's$10,768,956$503,540 ▲4.9%34,4750.1%Retail/WholesaleCVXChevron$10,617,394$427,761 ▲4.2%63,4670.1%EnergyORCLOracle$10,402,423$41,943 ▲0.4%74,4040.1%Computer and TechnologyCSCOCisco Systems$10,095,879$225,673 ▲2.3%163,6020.1%Computer and TechnologyDEDeere & Company$10,011,705$267,999 ▲2.8%21,3310.1%IndustrialsSDYSPDR S&P Dividend ETF$9,847,790$1,571,988 ▲19.0%72,5810.1%ETFDGDollar General$9,681,093$487,396 ▲5.3%110,1000.1%Retail/WholesaleNEENextEra Energy$9,394,555$128,807 ▲1.4%132,5230.1%UtilitiesNFLXNetflix$8,859,967$697,532 ▼-7.3%9,5010.1%Consumer DiscretionaryMRKMerck & Co., Inc.$8,696,487$587,748 ▼-6.3%96,8860.1%MedicalNKENIKE$8,221,168$856,091 ▲11.6%129,5080.1%Consumer DiscretionaryPalantir Technologies Inc Cl A$8,015,046$1,301,954 ▲19.4%94,9650.1%ComGUNRFlexShares Global Upstream Natural Resources Index Fund$7,918,793$331,593 ▼-4.0%204,0400.1%ETFACNAccenture$7,724,862$152,276 ▲2.0%24,7560.1%Computer and TechnologyBlackrock Inc$7,234,893$652,125 ▲9.9%7,6440.1%ComIWRiShares Russell Mid-Cap ETF$7,040,393$658,782 ▲10.3%82,7600.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$6,589,530$546,816 ▼-7.7%79,1250.1%ETFBACBank of America$6,515,931$200,262 ▲3.2%156,1450.1%FinancePFEPfizer$6,404,659$412,206 ▲6.9%252,7490.1%MedicalIWMiShares Russell 2000 ETF$6,357,347$377,036 ▲6.3%31,8680.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$6,314,800$525,016 ▼-7.7%52,7420.1%ETFTMOThermo Fisher Scientific$6,161,780$45,779 ▲0.7%12,3830.1%MedicalHBANHuntington Bancshares$6,081,737$8,961 ▼-0.1%405,1790.1%FinanceTXNTexas Instruments$5,942,859$139,627 ▲2.4%33,0710.1%Computer and TechnologyGSThe Goldman Sachs Group$5,897,200$32,777 ▲0.6%10,7950.1%FinanceLOWLowe's Companies$5,872,498$8,396 ▼-0.1%25,1790.1%Retail/WholesaleAMATApplied Materials$5,821,198$114,790 ▼-1.9%40,1130.1%Computer and TechnologyAXPAmerican Express$5,761,974$88,786 ▼-1.5%21,4160.1%FinanceQCOMQUALCOMM$5,723,816$149,923 ▲2.7%37,2620.1%Computer and TechnologyADSKAutodesk$5,717,188$215,985 ▲3.9%21,8380.1%Computer and TechnologyPMPhilip Morris International$5,573,962$261,111 ▲4.9%35,1160.1%Consumer StaplesWFCWells Fargo & Company$5,454,748$131,304 ▲2.5%75,9820.0%FinanceAMGNAmgen$5,425,644$55,767 ▼-1.0%17,4150.0%MedicalCATCaterpillar$5,412,347$438,634 ▼-7.5%16,4110.0%IndustrialsShowing largest 100 holdings. 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