Canopy Partners, LLC Purchases in Q1 2025

Canopy Partners, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackstone Private Credi T Fund Class I
224K
New
N/A
224K $5.68B
BRK-A
Berkshire Hathaway Inc

Financial Services
6
New
$663000.0 - $801950.0 $3.98M - $4.81M
6 $4.79B
DFAX
Dimensional ETF Tr
10.6K
+ 6.38%
$24.45 - $27.2 $259K - $288K
177K $4.63B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.81K
+ 223.94%
$81.83 - $82.73 $475K - $481K
8.4K $695M
DFAU
Dimensional ETF Tr

ETFs
20.3K
+ 12.04%
$37.84 - $42.29 $770K - $860K
189K $7.28B
MEDP
Medpace Holdings, Inc.

Healthcare
1.1K
New
$304.69 - $360.97 $335K - $397K
1.1K $335M
CTAS
Cintas Corp

Industrials
1.6K
New
$182.09 - $208.14 $292K - $333K
1.6K $329M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.88K
+ 20.65%
$56.12 - $68.15 $161K - $196K
16.8K $1.14B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
New
$18.36 - $20.51 $274K - $306K
14.9K $295M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.06K
New
$80.53 - $147.57 $166K - $304K
2.06K $272M
AMGN
Amgen Inc

Healthcare
50
+ 1.18%
$258.59 - $327.36 $12.9K - $16.4K
4.28K $1.33B
CBRE
Cbre Group, Inc.

Real Estate
1.69K
New
$121.79 - $147.13 $206K - $249K
1.69K $221M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.81K
New
$27.01 - $28.54 $211K - $223K
7.81K $218M
PM
Philip Morris International Inc.

Consumer Defensive
1.34K
New
$117.15 - $158.79 $156K - $212K
1.34K $212M
WF
Woori Financial Group Inc.

Financial Services
6.04K
New
$31.09 - $35.8 $188K - $216K
6.04K $201M
T
At&T Inc.

Communication Services
7.06K
New
$21.56 - $28.28 $152K - $200K
7.06K $200M
CVX
Chevron Corp

Energy
4
+ 0.06%
$146.71 - $167.97 $587 - $672
6.95K $1.16B
ASML
Asml Holding Nv

Technology
262
+ 41.07%
$662.63 - $776.99 $174K - $204K
900 $596M
SYK
Stryker Corp

Healthcare
357
+ 33.06%
$355.18 - $399.9 $127K - $143K
1.44K $535M
CB
Chubb LTD

Financial Services
30
+ 0.62%
$257.71 - $301.99 $7.73K - $9.06K
4.85K $1.46B
SCHW
Schwab Charles Corp

Financial Services
777
+ 4.79%
$71.24 - $83.64 $55.4K - $65K
17K $1.33B
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
309
+ 6.34%
$80.4 - $103.55 $24.8K - $32K
5.18K $524M
MA
Mastercard Inc

Financial Services
41
+ 0.9%
$504.67 - $576.31 $20.7K - $23.6K
4.61K $2.53B
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.1%
$286.85 - $318.64 $2.29K - $2.55K
8.39K $2.56B
UBER
Uber Technologies, Inc

Technology
77
+ 1.05%
$63.17 - $81.49 $4.86K - $6.27K
7.4K $539M
GE
General Electric CO

Industrials
85
+ 3.57%
$168.59 - $212.13 $14.3K - $18K
2.47K $494M
DE
Deere & CO

Industrials
5
+ 0.24%
$408.57 - $509.27 $2.04K - $2.55K
2.05K $964M
KO
Coca Cola CO

Consumer Defensive
448
+ 6.75%
$60.81 - $72.32 $27.2K - $32.4K
7.09K $507M
RSG
Republic Services, Inc.

Industrials
10
+ 0.46%
$200.09 - $242.16 $2K - $2.42K
2.18K $529M
ASX
Ase Technology Holding Co., Ltd.

Technology
10.4K
New
$8.76 - $11.36 $91.4K - $119K
10.4K $91.4M
LLY
Eli Lilly & CO

Healthcare
37
+ 3.39%
$725.72 - $929.72 $26.9K - $34.4K
1.13K $932M
PFE
Pfizer Inc

Healthcare
4.81K
+ 16.14%
$25.01 - $27.13 $120K - $130K
34.6K $877M
XOM
Exxon Mobil Corp

Energy
49
+ 0.93%
$105.44 - $118.93 $5.17K - $5.83K
5.3K $630M
WM
Waste Management Inc

Industrials
10
+ 0.47%
$200.54 - $233.78 $2.01K - $2.34K
2.13K $494M
NFLX
Netflix Inc

Communication Services
24
+ 2.47%
$828.4 - $1058.6 $19.9K - $25.4K
995 $928M
ING
Ing Groep Nv

Financial Services
104
+ 0.68%
$15.51 - $20.74 $1.61K - $2.16K
15.4K $302M
AMT
American Tower Corp

Real Estate
24
+ 1.48%
$173.46 - $217.6 $4.16K - $5.22K
1.65K $359M
SONY
Sony Group Corp

Technology
106
+ 0.93%
$19.88 - $25.64 $2.11K - $2.72K
11.5K $292M
RTX
Raytheon Technologies Corp

Industrials
102
+ 4.69%
$114.1 - $135.66 $11.6K - $13.8K
2.28K $302M
CSCO
Cisco Systems, Inc.

Technology
138
+ 0.91%
$58.74 - $64.87 $8.11K - $8.95K
15.3K $945M
Linde PLC F
22
+ 2.96%
N/A
766 $357M
MPC
Marathon Petroleum Corp

Energy
10
+ 0.15%
$134.72 - $159.03 $1.35K - $1.59K
6.75K $983M
SAP
Sap Se

Technology
19
+ 1.18%
$241.4 - $293.69 $4.59K - $5.58K
1.63K $438M
IBM
International Business Machines Corp

Technology
10
+ 0.75%
$217.4 - $264.74 $2.17K - $2.65K
1.34K $334M
HSBC
Hsbc Holdings PLC

Financial Services
40
+ 0.85%
$48.68 - $61.58 $1.95K - $2.46K
4.76K $273M
IMO
Imperial Oil LTD

Energy
41
+ 1.25%
$62.41 - $73.34 $2.56K - $3.01K
3.31K $240M
OPHLY
Ono Pharmaceutical CO LTD Unsp

Healthcare
10.7K
New
$3.26 - $3.88 $34.9K - $41.5K
10.7K $37.8M
UMC
United Microelectronics Corp

Technology
1.98K
+ 7.97%
$5.69 - $7.15 $11.2K - $14.1K
26.8K $191M
PG
Procter & Gamble CO

Consumer Defensive
56
+ 0.91%
$158.56 - $176.26 $8.88K - $9.87K
6.21K $1.06B
Activity Summary
Buys All Purchases 99 New Holdings 14 Increased Positions 85 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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