Canopy Partners, LLC Reduced Holdings in Q2 2025

Canopy Partners, LLC

  • $273 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
-16
- 0.95%
$113.94 - $140.12 $1.82K - $2.24K
1.67K $235M
CRM
Salesforce, Inc.

Technology
-39
- 0.61%
$236.26 - $291.15 $9.21K - $11.4K
6.33K $1.73B
LMT
Lockheed Martin Corp

Industrials
-17
- 1.07%
$430.82 - $486.45 $7.32K - $8.27K
1.58K $730M
ADP
Automatic Data Processing Inc

Industrials
-16
- 0.19%
$276.76 - $326.81 $4.43K - $5.23K
8.38K $2.58B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-682
- 5.63%
$49.48 - $61.22 $33.7K - $41.8K
11.4K $697M
RTX
Raytheon Technologies Corp

Industrials
-27
- 1.19%
$113.75 - $148.48 $3.07K - $4.01K
2.25K $329M
IBN
Icici Bank LTD

Financial Services
-7
- 0.05%
$30.16 - $34.39 $211 - $241
13.9K $466M
HON
Honeywell International Inc

Industrials
-154
- 4.96%
$182.86 - $232.88 $28.2K - $35.9K
2.95K $687M
PH
Parker Hannifin Corp

Industrials
-3
- 0.84%
$517.23 - $700.54 $1.55K - $2.1K
355 $248M
SBGSY
Schneider Electric Se Unsponso

Industrials
-190
- 3.25%
$40.53 - $53.96 $7.7K - $10.3K
5.66K $302M
IWM
Ishares Russell 2000 ETF

ETFs
-78
- 2.2%
$174.82 - $215.79 $13.6K - $16.8K
3.47K $748M
HBM
Hudbay Minerals Inc.

Basic Materials
-119
- 0.79%
$6.09 - $10.7 $725 - $1.27K
14.9K $158M
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
-8
- 0.09%
$22.97 - $33.42 $184 - $267
8.45K $282M
EEM
Ishares Msci Emerging Markets

ETFs
-282
- 2.11%
$38.52 - $48.28 $10.9K - $13.6K
13.1K $630M
AMD
Advanced Micro Devices Inc

Technology
-391
- 14.1%
$78.21 - $143.81 $30.6K - $56.2K
2.38K $338M
SAP
Sap Se

Technology
-9
- 0.55%
$237.53 - $309.8 $2.14K - $2.79K
1.62K $494M
TXN
Texas Instruments Inc

Technology
-70
- 2.4%
N/A
2.85K $592M
ASML
Asml Holding Nv

Technology
-59
- 6.56%
$595.37 - $815.24 $35.1K - $48.1K
841 $674M
APP
App Lovin Corp

Technology
-19
- 1.74%
$219.37 - $417.89 $4.17K - $7.94K
1.08K $377M
MS
Morgan Stanley

Financial Services
-202
- 3.72%
$99.83 - $140.86 $20.2K - $28.5K
5.22K $736M
MPC
Marathon Petroleum Corp

Energy
-94
- 1.39%
$118.55 - $170.08 $11.1K - $16K
6.65K $1.11B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-364
- 1.06%
$90.56 - $109.49 $33K - $39.9K
34.1K $3.72B
GOOG
Alphabet Inc.

Communication Services
-700
- 5.92%
$146.58 - $180.01 $103K - $126K
11.1K $1.97B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.15K
- 5.11%
$74.88 - $91.97 $236K - $290K
58.6K $5.39B
UBER
Uber Technologies, Inc

Technology
-65
- 0.88%
$64.62 - $93.3 $4.2K - $6.06K
7.34K $685M
BAC
Bank Of America Corp

Financial Services
-494
- 1.42%
$34.39 - $47.46 $17K - $23.4K
34.2K $1.62B
AMZN
Amazon Com Inc

Consumer Cyclical
-4K
- 10.03%
$167.32 - $223.3 $670K - $894K
35.9K $7.88B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-400
- 2.28%
$468.22 - $566.51 $187K - $227K
17.1K $9.7B
NFLX
Netflix Inc

Communication Services
-23
- 2.31%
$855.86 - $1339.13 $19.7K - $30.8K
972 $1.3B
ORCL
Oracle Corp

Technology
-5
- 0.1%
$122.82 - $218.63 $614 - $1.09K
4.91K $1.07B
IEMG
Ishares Inc

ETFs
-503
- 0.68%
N/A
73K $4.38B
DFAX
Dimensional ETF Tr
-156
- 0.09%
$23.37 - $29.39 $3.65K - $4.58K
176K $5.18B
GOOGL
Alphabet Inc.

Communication Services
-763
- 2.06%
$144.7 - $178.6 $110K - $136K
36.2K $6.38B
VTI
Vanguard Total Stock Market Et

ETFs
-1.83K
- 4.22%
$243.75 - $303.93 $446K - $556K
41.5K $12.6B
IEFA
Ishares Tr

ETFs
-522
- 0.43%
$67.83 - $84.09 $35.4K - $43.9K
122K $10.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 0.34%
$496.48 - $617.85 $30.3K - $37.7K
17.8K $11B
META
Meta Platforms, Inc.

Communication Services
-167
- 2.0%
$484.66 - $738.09 $80.9K - $123K
8.2K $6.05B
NVDA
Nvidia Corp

Technology
-2.54K
- 5.0%
$94.31 - $157.99 $240K - $402K
48.3K $7.64B
MSFT
Microsoft Corp

Technology
-710
- 2.75%
$354.56 - $497.45 $252K - $353K
25.1K $12.5B
Activity Summary
Buys All Purchases 102 New Holdings 19 Increased Positions 83 Sells All Sells 90 Reductions 90 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