Canopy Partners, LLC Incresed Positions in Q1 2025

Canopy Partners, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.88K
+ 20.65%
$56.12 - $68.15 $161K - $196K
16.8K $1.14B
AMGN
Amgen Inc

Healthcare
50
+ 1.18%
$258.59 - $327.36 $12.9K - $16.4K
4.28K $1.33B
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
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
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
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
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
WFC
Wells Fargo & Company

Financial Services
88
+ 1.35%
$66.78 - $81.42 $5.88K - $7.16K
6.62K $475M
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
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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