Copperleaf Capital, LLC Purchases in Q1 2025

Copperleaf Capital, LLC

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
4.31K
New
N/A
4.31K $1.15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.9K
New
$97.25 - $104.79 $1.06M - $1.14M
10.9K $1.13M
IVE
Ishares S&P 500 Value ETF

ETFs
5.72K
+ 49.03%
$185.78 - $198.58 $1.06M - $1.14M
17.4K $3.31M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.04K
New
$196.12 - $229.48 $989K - $1.16M
5.04K $1.02M
PM
Philip Morris International Inc.

Consumer Defensive
5.74K
New
$117.15 - $158.79 $672K - $911K
5.74K $910K
ELV
Elevance Health, Inc.

Healthcare
1.63K
+ 72.93%
$365.9 - $436.25 $598K - $712K
3.87K $1.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.7K
+ 350.63%
$56.51 - $62.98 $718K - $801K
16.3K $991K
LLY
Eli Lilly & CO

Healthcare
941
New
$725.72 - $929.72 $683K - $875K
941 $777K
JPM
Jpmorgan Chase & CO

Financial Services
3.03K
+ 163.13%
$225.19 - $279.95 $683K - $849K
4.89K $1.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
19.4K
New
$34.83 - $37.52 $677K - $729K
19.4K $705K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
+ 38.37%
$507.05 - $563.67 $677K - $753K
4.82K $2.48M
AMAT
Applied Materials Inc

Technology
4.04K
New
$145.06 - $195.51 $586K - $789K
4.04K $585K
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.07K
New
$46.82 - $47.8 $424K - $433K
9.07K $426K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.4K
+ 14.26%
$168.16 - $186.21 $572K - $633K
27.3K $4.66M
IAU
Ishares Gold Trust

ETFs
6.4K
New
$49.74 - $58.96 $318K - $377K
6.4K $377K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.38K
+ 76.93%
$71.17 - $73.66 $312K - $323K
10.1K $739K
VXF
Vanguard Extended Market ETF

ETFs
1.79K
New
$170.36 - $201.04 $305K - $360K
1.79K $308K
BNDX
Vanguard Total International B

ETFs
6.05K
New
$48.33 - $49.5 $292K - $299K
6.05K $295K
CHKP
Check Point Software Technologies LTD

Technology
35
+ 0.52%
$179.88 - $231.31 $6.3K - $8.1K
6.76K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
1.27K
+ 20.87%
$271.18 - $303.12 $345K - $386K
7.38K $2.03M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.87K
+ 3.28%
$25.54 - $28.79 $73.3K - $82.6K
90.4K $2.51M
ETR
Entergy Corp

Utilities
2.83K
New
$75.26 - $87.89 $213K - $249K
2.83K $242K
ENB
Enbridge Inc

Energy
5.4K
New
$41.54 - $45.45 $224K - $245K
5.4K $239K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.01K
New
$45.92 - $47.58 $230K - $238K
5.01K $237K
CMCSA
Comcast Corp

Communication Services
6.29K
New
$33.19 - $38.23 $209K - $241K
6.29K $232K
SCHW
Schwab Charles Corp

Financial Services
1.53K
+ 6.66%
$71.24 - $83.64 $109K - $128K
24.4K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
1.25K
New
$158.56 - $176.26 $199K - $221K
1.25K $213K
DFAX
Dimensional ETF Tr
7.83K
New
$24.45 - $27.2 $191K - $213K
7.83K $205K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.3K
New
$58.01 - $64.46 $191K - $213K
3.3K $204K
FAS
Direxion Daily Financial Bull

ETFs
1.27K
New
$136.91 - $185.61 $173K - $235K
1.27K $200K
EMB
Ishares Tr

ETFs
1.32K
+ 21.3%
$88.64 - $92.03 $117K - $121K
7.52K $681K
APD
Air Products & Chemicals, Inc.

Basic Materials
242
+ 7.3%
$283.24 - $338.07 $68.5K - $81.8K
3.56K $1.05M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.02K
+ 14.06%
$83.18 - $89.27 $84.5K - $90.7K
8.24K $688K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.26K
+ 19.25%
$46.38 - $52.65 $105K - $119K
14K $654K
WFC
Wells Fargo & Company

Financial Services
724
+ 21.94%
$66.78 - $81.42 $48.3K - $58.9K
4.02K $288K
IRBO
Ishares Robotics & Artificial

ETFs
1.64K
+ 7.5%
N/A
23.5K $755K
LYG
Lloyds Banking Group PLC

Financial Services
5.38K
+ 19.98%
$2.58 - $3.9 $13.9K - $21K
32.3K $123K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.49K
+ 3.88%
$25.35 - $27.46 $37.8K - $41K
40K $1.06M
XOM
Exxon Mobil Corp

Energy
125
+ 4.94%
$105.44 - $118.93 $13.2K - $14.9K
2.66K $315K
META
Meta Platforms, Inc.

Communication Services
175
+ 3.97%
$576.36 - $736.67 $101K - $129K
4.58K $2.64M
ADBE
Adobe Inc.

Technology
454
+ 20.89%
$377.84 - $464.11 $172K - $211K
2.63K $1.01M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
326
+ 3.81%
$26.64 - $27.14 $8.68K - $8.85K
8.88K $237K
Fidelity Wise Origin Bitcoin
25K
+ 45.12%
N/A
80.6K $0
Calamos ETF Tr
38.8K
New
N/A
38.8K $0
Dimensional ETF Trust
123
+ 1.28%
N/A
9.76K $0
Calamos ETF Tr
270K
New
N/A
270K $0
Tidal Tr Ii
2.5K
+ 16.67%
N/A
17.5K $0
Dimensional ETF Trust
1.27K
+ 1.97%
N/A
65.8K $0
Dimensional ETF Trust
269
+ 1.5%
N/A
18.2K $0
Activity Summary
Buys All Purchases 60 New Holdings 21 Increased Positions 39 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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