Copperleaf Capital, LLC Incresed Positions in Q4 2024

Copperleaf Capital, LLC

  • $123 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
16K
+ 47.13%
$94.43 - $105.47 $1.51M - $1.69M
50K $5.07M
EFV
Msci Eafe Value ETF

ETFs
24.4K
+ 61.41%
$51.78 - $57.15 $1.26M - $1.4M
64.2K $3.37M
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 13.45%
$180.88 - $232.93 $378K - $487K
17.6K $3.87M
CRM
Salesforce, Inc.

Technology
2.46K
+ 126.74%
$270.87 - $367.87 $666K - $905K
4.4K $1.47M
SBUX
Starbucks Corp

Consumer Cyclical
8.71K
+ 91.35%
$87.44 - $102.5 $762K - $893K
18.2K $1.66M
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
+ 8.78%
$4100.99 - $5300.34 $176K - $228K
533 $2.65M
EFG
Msci Eafe Growth ETF

ETFs
8.42K
+ 36.13%
$96.83 - $106.88 $815K - $900K
31.7K $3.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.18K
+ 9.76%
$172.07 - $207.36 $203K - $245K
13.3K $2.62M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.1K
+ 47.61%
$55.45 - $61.08 $617K - $680K
34.5K $1.91M
V
Visa Inc.

Financial Services
807
+ 16.99%
$273.87 - $320.91 $221K - $259K
5.56K $1.76M
MA
Mastercard Inc

Financial Services
477
+ 14.23%
$491.3 - $536.15 $234K - $256K
3.83K $2.02M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.69K
+ 4.65%
$49.03 - $53.35 $181K - $197K
83K $4.25M
META
Meta Platforms, Inc.

Communication Services
415
+ 10.4%
$554.08 - $632.68 $230K - $263K
4.41K $2.6M
MSFT
Microsoft Corp

Technology
805
+ 14.21%
$406.35 - $454.46 $327K - $366K
6.47K $2.73M
AAPL
Apple Inc.

Technology
573
+ 7.22%
$221.69 - $259.02 $127K - $148K
8.51K $2.13M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.96K
+ 32.54%
$41.17 - $43.34 $287K - $302K
28.3K $1.17M
ADBE
Adobe Inc.

Technology
723
+ 49.86%
$437.39 - $552.96 $316K - $400K
2.17K $966K
UNH
Unitedhealth Group Inc

Healthcare
652
+ 44.6%
$485.52 - $625.25 $317K - $408K
2.11K $1.07M
SCHW
Schwab Charles Corp

Financial Services
37
+ 0.16%
$63.31 - $82.85 $2.34K - $3.07K
22.9K $1.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.93K
+ 3.64%
$33.92 - $36.6 $167K - $180K
140K $4.86M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.79K
+ 31.71%
$46.75 - $47.8 $224K - $229K
19.9K $932K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
+ 5.14%
$176.42 - $186.91 $206K - $218K
23.9K $4.25M
DIS
Walt Disney CO

Communication Services
32
+ 0.29%
$92.39 - $117.6 $2.96K - $3.76K
11.1K $1.23M
IEMG
Ishares Inc

ETFs
3.19K
+ 31.32%
N/A
13.4K $717K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.9K
+ 35.69%
$83.09 - $89.28 $158K - $170K
7.22K $613K
NVDA
Nvidia Corp

Technology
249
+ 3.58%
$117.0 - $148.88 $29.1K - $37.1K
7.2K $967K
VTI
Vanguard Total Stock Market Et

ETFs
279
+ 4.79%
$280.04 - $302.45 $78.1K - $84.4K
6.11K $1.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
147
+ 4.41%
$521.84 - $558.82 $76.7K - $82.1K
3.48K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
224
+ 13.71%
$205.18 - $250.29 $46K - $56.1K
1.86K $445K
IVE
Ishares S&P 500 Value ETF

ETFs
854
+ 7.9%
$189.5 - $206.17 $162K - $176K
11.7K $2.23M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.47K
+ 34.82%
$71.75 - $75.11 $105K - $110K
5.69K $409K
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 13.34%
$25.61 - $28.0 $264K - $288K
87.5K $2.26M
ABC
Amerisourcebergen Corp

Healthcare
469
+ 11.19%
N/A
4.66K $863K
FISV
Fiserv Inc

Technology
616
+ 15.88%
N/A
4.5K $562K
ADSK
Autodesk, Inc.

Technology
208
+ 6.18%
N/A
3.57K $878K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.3K
+ 27.74%
$64.62 - $71.43 $84.3K - $93.1K
6K $387K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.02K
+ 13.58%
$47.65 - $48.6 $48.7K - $49.7K
8.55K $408K
MUB
Ishares National Muni Bond ETF

ETFs
369
+ 6.77%
$105.78 - $108.7 $39K - $40.1K
5.82K $619K
VEEV
Veeva Systems Inc

Healthcare
121
+ 4.87%
$201.81 - $250.45 $24.4K - $30.3K
2.61K $547K
ECL
Ecolab Inc.

Basic Materials
266
+ 11.59%
$234.32 - $261.43 $62.3K - $69.5K
2.56K $600K
IFRA
Ishares Tr

ETFs
448
+ 5.71%
$45.94 - $51.71 $20.6K - $23.2K
8.29K $383K
CHKP
Check Point Software Technologies LTD

Technology
264
+ 4.09%
$170.18 - $209.01 $44.9K - $55.2K
6.72K $1.26M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.03K
+ 8.55%
$26.16 - $28.82 $79.3K - $87.4K
38.5K $1.01M
APD
Air Products & Chemicals, Inc.

Basic Materials
98
+ 3.05%
$285.5 - $335.62 $28K - $32.9K
3.32K $961K
Dimensional ETF Trust
1.18K
+ 1.86%
N/A
64.5K $0
Fidelity Wise Origin Bitcoin
19K
+ 52.13%
N/A
55.5K $0
Ishares Bitcoin Trust ETF
238K
+ 146.03%
N/A
401K $0
Blackrock ETF Trust Ii
14.2K
+ 80.4%
N/A
31.8K $0
Dimensional ETF Trust
619
+ 3.59%
N/A
17.9K $0
Activity Summary
Buys All Purchases 69 New Holdings 10 Increased Positions 59 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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