Canopy Partners, LLC Incresed Positions in Q3 2024

Canopy Partners, LLC

  • $232 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.53K
+ 10.74%
$523.84 - $572.02 $803K - $877K
15.8K $9B
AAPL
Apple Inc.

Technology
1.01K
+ 2.12%
$207.23 - $234.82 $209K - $237K
48.7K $11.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21K
+ 58.75%
$49.93 - $51.15 $1.05M - $1.07M
56.6K $2.9B
DFAU
Dimensional ETF Tr

ETFs
13.6K
+ 9.32%
$35.8 - $39.69 $488K - $541K
160K $6.34B
META
Meta Platforms, Inc.

Communication Services
80
+ 0.95%
$453.41 - $572.44 $36.3K - $45.8K
8.54K $4.89B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
710
+ 2.05%
$105.53 - $118.34 $74.9K - $84K
35.4K $4.14B
DFAX
Dimensional ETF Tr
7.21K
+ 4.68%
$24.29 - $27.25 $175K - $197K
161K $4.36B
UNH
Unitedhealth Group Inc

Healthcare
81
+ 1.85%
$488.01 - $604.18 $39.5K - $48.9K
4.45K $2.6B
SBUX
Starbucks Corp

Consumer Cyclical
1.57K
+ 13.82%
$72.51 - $98.6 $114K - $155K
12.9K $1.26B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.43K
+ 20.08%
$41.34 - $43.55 $266K - $280K
38.5K $1.66B
NOW
Service Now, Inc.

Technology
45
+ 2.12%
$730.87 - $937.36 $32.9K - $42.2K
2.17K $1.94B
MA
Mastercard Inc

Financial Services
48
+ 1.11%
$429.6 - $500.99 $20.6K - $24K
4.39K $2.17B
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 2.37%
$191.76 - $263.26 $16.3K - $22.4K
3.67K $959M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.78K
+ 45.33%
$50.99 - $57.81 $193K - $219K
12.1K $693M
AXP
American Express CO

Financial Services
305
+ 7.31%
$225.92 - $271.17 $68.9K - $82.7K
4.48K $1.21B
JNJ
Johnson & Johnson

Healthcare
77
+ 0.56%
$145.48 - $167.38 $11.2K - $12.9K
13.8K $2.23B
BLK
Black Rock Inc.

Financial Services
63
+ 6.18%
$782.27 - $949.51 $49.3K - $59.8K
1.08K $1.03B
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.08%
$156.14 - $187.2 $937 - $1.12K
7.19K $1.33B
CAT
Caterpillar Inc

Industrials
189
+ 8.23%
$316.8 - $391.12 $59.9K - $73.9K
2.49K $972M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 88.71%
$96.25 - $101.98 $181K - $192K
4.01K $406M
MCD
Mcdonalds Corp

Consumer Cyclical
78
+ 2.34%
$245.82 - $304.51 $19.2K - $23.8K
3.41K $1.04B
GE
General Electric CO

Industrials
714
+ 59.3%
$156.66 - $189.66 $112K - $135K
1.92K $362M
ACN
Accenture PLC

Technology
40
+ 1.37%
$295.44 - $355.81 $11.8K - $14.2K
2.95K $1.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
309
+ 36.92%
$434.77 - $502.96 $134K - $155K
1.15K $559M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 1.45%
$333.64 - $405.2 $11K - $13.4K
2.31K $935M
IEF
Ishares Barclays

ETFs
750
+ 5.97%
$92.67 - $99.14 $69.5K - $74.4K
13.3K $1.31B
CRM
Salesforce, Inc.

Technology
78
+ 1.26%
$238.42 - $276.53 $18.6K - $21.6K
6.28K $1.72B
SYK
Stryker Corp

Healthcare
308
+ 50.16%
$315.94 - $371.96 $97.3K - $115K
922 $333M
ABBV
Abb Vie Inc.

Healthcare
59
+ 1.37%
$163.84 - $199.33 $9.67K - $11.8K
4.36K $860M
AVGO
Broadcom Inc.

Technology
5.92K
+ 944.34%
$136.27 - $1745.86 $807K - $10.3M
6.55K $1.13B
MDLZ
Mondelez International, Inc.

Consumer Defensive
161
+ 1.22%
$64.35 - $75.71 $10.4K - $12.2K
13.3K $982M
DHR
Danaher Corp

Healthcare
19
+ 0.59%
$239.25 - $280.76 $4.55K - $5.33K
3.26K $907M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
170
+ 1.81%
$45.07 - $57.27 $7.66K - $9.74K
9.57K $530M
PFE
Pfizer Inc

Healthcare
1.62K
+ 4.91%
$27.7 - $31.39 $44.8K - $50.8K
34.6K $1B
ITW
Illinois Tool Works Inc

Industrials
4
+ 0.13%
$233.14 - $263.97 $933 - $1.06K
3.06K $801M
V
Visa Inc.

Financial Services
19
+ 0.34%
$253.74 - $291.56 $4.82K - $5.54K
5.57K $1.53B
AMT
American Tower Corp

Real Estate
14
+ 0.76%
$192.27 - $242.73 $2.69K - $3.4K
1.85K $430M
AFL
Aflac Inc

Financial Services
10
+ 0.31%
$88.52 - $111.8 $885 - $1.12K
3.22K $360M
INFY
Infosys LTD

Technology
522
+ 3.14%
$18.76 - $23.28 $9.79K - $12.2K
17.1K $381M
MMM
3 M CO

Industrials
54
+ 3.14%
$99.69 - $139.42 $5.38K - $7.53K
1.78K $243M
RY
Royal Bank Of Canada

Financial Services
61
+ 2.12%
$105.65 - $124.73 $6.44K - $7.61K
2.93K $366M
IDEXY
Industria De Diseno Textil Ind
508
+ 6.11%
N/A
8.82K $262M
SPGI
S&P Global Inc.

Financial Services
8
+ 1.13%
$446.32 - $527.38 $3.57K - $4.22K
713 $368M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
344
+ 4.63%
$33.89 - $42.33 $11.7K - $14.6K
7.77K $310M
SAP
Sap Se

Technology
38
+ 2.39%
$197.21 - $231.0 $7.49K - $8.78K
1.63K $373M
RTX
Raytheon Technologies Corp

Industrials
67
+ 3.16%
$99.55 - $123.34 $6.67K - $8.26K
2.19K $265M
ECL
Ecolab Inc.

Basic Materials
33
+ 1.4%
$228.86 - $255.76 $7.55K - $8.44K
2.38K $608M
PG
Procter & Gamble CO

Consumer Defensive
28
+ 0.52%
$160.76 - $177.82 $4.5K - $4.98K
5.38K $931M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
4.34K
+ 412.64%
$40.0 - $232.64 $174K - $1.01M
5.39K $286M
Activity Summary
Buys All Purchases 117 New Holdings 23 Increased Positions 94 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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