Copperleaf Capital, LLC Purchases and Sells in Q1 2025

Copperleaf Capital, LLC

$123 Million
Q1 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	5.72K + 49.03%	$185.78 - $198.58 $1.06M - $1.14M	17.4K $3.31M
ELV	1.63K + 72.93%	$365.9 - $436.25 $598K - $712K	3.87K $1.68M
VEU	12.7K + 350.63%	$56.51 - $62.98 $718K - $801K	16.3K $991K
JPM	3.03K + 163.13%	$225.19 - $279.95 $683K - $849K	4.89K $1.2M
IEMG	11.4K + 85.42%	N/A	24.8K $1.33M
VOO	1.34K + 38.37%	$507.05 - $563.67 $677K - $753K	4.82K $2.48M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	4.31K New	N/A	4.31K $1.15M
TLH	10.9K New	$97.25 - $104.79 $1.06M - $1.14M	10.9K $1.13M
MTUM	5.04K New	$196.12 - $229.48 $989K - $1.16M	5.04K $1.02M
PM	5.74K New	$117.15 - $158.79 $672K - $911K	5.74K $910K
LLY	941 New	$725.72 - $929.72 $683K - $875K	941 $777K
HEFA	19.4K New	$34.83 - $37.52 $677K - $729K	19.4K $705K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-3.51K - 18.52%	$554.06 - $615.85 $1.94M - $2.16M	15.4K $8.68M
EFG	-12.1K - 38.05%	$96.1 - $106.37 $1.16M - $1.28M	19.7K $1.97M
BKNG	-196 - 36.77%	$4295.4 - $5141.88 $842K - $1.01M	337 $1.55M
AMZN	-1.99K - 11.29%	$190.26 - $242.06 $379K - $482K	15.6K $2.98M
IQV	-3.74K - 42.91%	$176.3 - $209.96 $658K - $784K	4.97K $876K
IGEB	-15.7K - 68.08%	$43.76 - $45.31 $685K - $710K	7.34K $330K

Activity Summary All Purchases 60 New Holdings 21 Increased Positions 39 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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