Canopy Partners, LLC Purchases in Q1 2025

Canopy Partners, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
71
+ 1.44%
$53.9 - $63.11 $3.83K - $4.48K
5.01K $306M
AXP
American Express CO

Financial Services
617
+ 12.2%
$255.39 - $325.87 $158K - $201K
5.67K $1.53B
AON
Aon PLC

Financial Services
4
+ 0.66%
$348.44 - $409.32 $1.39K - $1.64K
607 $242M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
15
+ 0.11%
$11.66 - $14.98 $175 - $225
13.1K $179M
ADBE
Adobe Inc.

Technology
259
+ 20.19%
$377.84 - $464.11 $97.9K - $120K
1.54K $591M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
14
+ 0.7%
$127.2 - $139.7 $1.78K - $1.96K
2K $275M
ADSK
Autodesk, Inc.

Technology
166
+ 23.06%
N/A
886 $232M
DUK
Duke Energy Corp

Utilities
79
+ 11.97%
$105.87 - $121.97 $8.36K - $9.64K
739 $90.1M
STN
Stantec Inc

Industrials
79
+ 2.93%
$74.62 - $89.33 $5.89K - $7.06K
2.77K $230M
UNICY
Unicharm Corp Sponsored Adr (J

Consumer Defensive
4.66K
+ 26.48%
$3.71 - $4.95 $17.3K - $23.1K
22.3K $88.4M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
141
+ 1.13%
$14.13 - $16.72 $1.99K - $2.36K
12.6K $195M
XYL
Xylem Inc.

Industrials
19
+ 0.55%
$114.02 - $132.04 $2.17K - $2.51K
3.48K $416M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
521
+ 11.13%
$57.21 - $65.8 $29.8K - $34.3K
5.2K $303M
GD
General Dynamics Corp

Industrials
15
+ 1.95%
$241.94 - $272.58 $3.63K - $4.09K
786 $214M
IWF
Ishares Russell 1000 Gr ETF

ETFs
95
+ 14.46%
$360.07 - $417.26 $34.2K - $39.6K
752 $272M
XEL
Xcel Energy Inc

Utilities
25
+ 5.03%
$63.37 - $72.1 $1.58K - $1.8K
522 $37M
INTU
Intuit Inc

Technology
11
+ 2.81%
$555.63 - $630.23 $6.11K - $6.93K
402 $247M
Black Rock Fndg Inc
100
+ 8.39%
N/A
1.29K $1.22B
USB
Us Bancorp \De\

Financial Services
32
+ 6.79%
$40.92 - $50.9 $1.31K - $1.63K
503 $21.2M
CMWAY
Commonwealth Bk Of Australia S

Financial Services
11
+ 0.34%
$90.59 - $106.04 $996 - $1.17K
3.21K $304M
SPG
Simon Property Group Inc

Real Estate
10
+ 0.78%
$159.48 - $187.78 $1.59K - $1.88K
1.29K $215M
PH
Parker Hannifin Corp

Industrials
4
+ 1.13%
$591.65 - $707.05 $2.37K - $2.83K
358 $218M
BA
Boeing CO

Industrials
14
+ 0.78%
$148.15 - $186.25 $2.07K - $2.61K
1.81K $309M
BAC
Bank Of America Corp

Financial Services
1.48K
+ 4.45%
$39.61 - $47.74 $58.6K - $70.6K
34.7K $1.45B
TXN
Texas Instruments Inc

Technology
52
+ 1.81%
N/A
2.92K $525M
PANW
Palo Alto Networks Inc

Technology
24
+ 1.45%
$167.82 - $208.28 $4.03K - $5K
1.67K $286M
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 4.22%
$347.25 - $424.87 $34.4K - $42.1K
2.45K $896M
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.86%
$476.63 - $610.45 $3.34K - $4.27K
821 $407M
SBGSY
Schneider Electric Se Unsponso

Industrials
40
+ 0.69%
$45.92 - $56.77 $1.84K - $2.27K
5.85K $269M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.64%
$524.81 - $672.19 $3.15K - $4.03K
947 $517M
TM
Toyota Motor Corp

Consumer Cyclical
6
+ 0.48%
$176.53 - $195.35 $1.06K - $1.17K
1.25K $221M
ETN
Eaton Corp PLC

Industrials
442
+ 18.38%
$271.83 - $371.23 $120K - $164K
2.85K $774M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
4.78K
+ 90.76%
$23.45 - $56.63 $112K - $270K
10K $235M
ADI
Analog Devices Inc

Technology
45
+ 1.29%
$201.56 - $243.82 $9.07K - $11K
3.53K $712M
IVW
Ishares S&P 500 Growth ETF

ETFs
699
+ 6.46%
$92.45 - $106.69 $64.6K - $74.6K
11.5K $1.07B
AMD
Advanced Micro Devices Inc

Technology
158
+ 6.04%
$96.63 - $129.55 $15.3K - $20.5K
2.77K $285M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
156
+ 1.92%
$96.93 - $109.51 $15.1K - $17.1K
8.28K $811M
LMT
Lockheed Martin Corp

Industrials
35
+ 2.25%
$423.19 - $506.29 $14.8K - $17.7K
1.59K $712M
MS
Morgan Stanley

Financial Services
17
+ 0.31%
$111.68 - $141.08 $1.9K - $2.4K
5.43K $633M
EMR
Emerson Electric CO

Industrials
20
+ 0.53%
$108.64 - $131.17 $2.17K - $2.62K
3.77K $413M
APP
App Lovin Corp

Technology
22
+ 2.05%
$238.08 - $510.13 $5.24K - $11.2K
1.1K $290M
MRK
Merck & Co., Inc.

Healthcare
404
+ 3.53%
$83.01 - $101.02 $33.5K - $40.8K
11.9K $1.06B
ORCL
Oracle Corp

Technology
74
+ 1.53%
$139.81 - $186.47 $10.3K - $13.8K
4.92K $687M
CAT
Caterpillar Inc

Industrials
7
+ 0.15%
$326.75 - $407.63 $2.29K - $2.85K
4.59K $1.51B
TTD
Trade Desk, Inc.

Technology
946
+ 17.85%
$53.59 - $126.58 $50.7K - $120K
6.25K $342M
GOOG
Alphabet Inc.

Communication Services
400
+ 3.5%
$156.06 - $207.71 $62.4K - $83.1K
11.8K $1.85B
AVGO
Broadcom Inc.

Technology
336
+ 5.17%
$167.43 - $244.7 $56.3K - $82.2K
6.83K $1.14B
NVDA
Nvidia Corp

Technology
1.09K
+ 2.19%
$106.98 - $149.43 $117K - $163K
50.9K $5.51B
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
Track This Portfolio

Track Canopy Partners, LLC Portfolio

Follow Canopy Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canopy Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canopy Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email