Copperleaf Capital, LLC Reduced Holdings in Q1 2025

Copperleaf Capital, LLC

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.51K
- 18.52%
$554.06 - $615.85 $1.94M - $2.16M
15.4K $8.68M
EFG
Msci Eafe Growth ETF

ETFs
-12.1K
- 38.05%
$96.1 - $106.37 $1.16M - $1.28M
19.7K $1.97M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-196
- 36.77%
$4295.4 - $5141.88 $842K - $1.01M
337 $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.99K
- 11.29%
$190.26 - $242.06 $379K - $482K
15.6K $2.98M
IQV
Iqvia Holdings Inc.

Healthcare
-3.74K
- 42.91%
$176.3 - $209.96 $658K - $784K
4.97K $876K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-15.7K
- 68.08%
$43.76 - $45.31 $685K - $710K
7.34K $330K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.2K
- 9.05%
$165.25 - $224.62 $199K - $270K
12.1K $2.01M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-8.46K
- 24.5%
$54.25 - $57.64 $459K - $487K
26.1K $1.44M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.33K
- 64.34%
$85.29 - $92.57 $455K - $493K
2.95K $268K
EFV
Msci Eafe Value ETF

ETFs
-14.6K
- 22.7%
$51.88 - $60.73 $756K - $885K
49.6K $2.92M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-11.9K
- 6.74%
$44.72 - $46.25 $531K - $550K
164K $7.58M
CRM
Salesforce, Inc.

Technology
-59
- 1.34%
$268.36 - $359.95 $15.8K - $21.2K
4.34K $1.17M
SBUX
Starbucks Corp

Consumer Cyclical
-4.09K
- 22.43%
$91.75 - $115.81 $375K - $474K
14.2K $1.39M
MBB
Ishares Tr

ETFs
-3.39K
- 13.58%
$90.37 - $94.08 $306K - $319K
21.6K $2.02M
KMX
Carmax Inc

Consumer Cyclical
-2.51K
- 16.09%
$69.25 - $89.19 $174K - $224K
13.1K $1.02M
AAPL
Apple Inc.

Technology
-47
- 0.55%
$209.68 - $247.1 $9.85K - $11.6K
8.46K $1.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.28%
$468.34 - $539.52 $4.22K - $4.86K
3.23K $1.52M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-730
- 12.25%
$101.98 - $115.66 $74.4K - $84.4K
5.23K $535K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.01K
- 33.53%
$63.91 - $70.19 $129K - $141K
3.99K $268K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-709
- 15.51%
$120.24 - $134.3 $85.3K - $95.2K
3.86K $470K
MUB
Ishares National Muni Bond ETF

ETFs
-520
- 8.94%
$104.71 - $107.69 $54.4K - $56K
5.3K $558K
ECL
Ecolab Inc.

Basic Materials
-429
- 16.74%
$229.72 - $269.82 $98.5K - $116K
2.13K $540K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.3K
- 15.55%
$44.68 - $46.49 $58.1K - $60.5K
7.07K $327K
ABC
Amerisourcebergen Corp

Healthcare
-277
- 5.94%
N/A
4.39K $811K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.1K
- 5.05%
$22.25 - $23.0 $46.7K - $48.3K
39.5K $907K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.28K
- 6.41%
$46.74 - $47.55 $59.6K - $60.7K
18.6K $884K
TFLO
Ishares Treasury Floating Rate

ETFs
-899
- 13.47%
$50.48 - $50.68 $45.4K - $45.6K
5.77K $292K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.33K
- 4.7%
$40.79 - $42.32 $54.3K - $56.3K
27K $1.14M
ADSK
Autodesk, Inc.

Technology
-55
- 1.54%
N/A
3.52K $865K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-545
- 5.87%
$22.42 - $23.22 $12.2K - $12.7K
8.74K $201K
QCOM
Qualcomm Inc

Technology
-50
- 0.8%
$151.94 - $175.86 $7.6K - $8.79K
6.24K $958K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-88
- 1.03%
$47.35 - $48.24 $4.17K - $4.25K
8.46K $402K
FISV
Fiserv Inc

Technology
-52
- 1.16%
N/A
4.44K $556K
Dimensional ETF Trust
-518
- 2.36%
N/A
21.5K $0
Blackrock ETF Trust Ii
-1.19K
- 3.76%
N/A
30.6K $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-45
- 0.7%
$32.74 - $36.2 $1.47K - $1.63K
6.4K $223K
VEEV
Veeva Systems Inc

Healthcare
-113
- 4.34%
$210.58 - $246.8 $23.8K - $27.9K
2.49K $577K
MA
Mastercard Inc

Financial Services
-90
- 2.35%
$504.67 - $576.31 $45.4K - $51.9K
3.74K $2.05M
V
Visa Inc.

Financial Services
-184
- 3.31%
$306.92 - $362.71 $56.5K - $66.7K
5.37K $1.88M
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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