Canopy Partners, LLC Reduced Holdings in Q3 2024

Canopy Partners, LLC

  • $232 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-70
- 1.14%
$62.69 - $73.01 $4.39K - $5.11K
6.06K $435M
GIS
General Mills Inc

Consumer Defensive
-51
- 1.01%
$62.5 - $75.15 $3.19K - $3.83K
5.01K $370M
IWM
Ishares Russell 2000 ETF

ETFs
-229
- 4.0%
$200.87 - $224.6 $46K - $51.4K
5.5K $1.22B
GILD
Gilead Sciences, Inc.

Healthcare
-115
- 2.56%
$66.59 - $83.99 $7.66K - $9.66K
4.38K $367M
IBM
International Business Machines Corp

Technology
-21
- 1.56%
$175.1 - $223.38 $3.68K - $4.69K
1.32K $293M
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.47%
$801.83 - $917.05 $7.22K - $8.25K
1.91K $1.69B
ABT
Abbott Laboratories

Healthcare
-178
- 2.15%
$100.07 - $118.13 $17.8K - $21K
8.09K $922M
DE
Deere & CO

Industrials
-25
- 1.46%
$344.84 - $418.0 $8.62K - $10.5K
1.69K $707M
NEE
Nextera Energy Inc

Utilities
-90
- 1.56%
$69.9 - $84.97 $6.29K - $7.65K
5.66K $479M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 1.34%
$531.86 - $624.21 $9.04K - $10.6K
1.25K $774M
ORCL
Oracle Corp

Technology
-24
- 0.71%
$125.9 - $170.35 $3.02K - $4.09K
3.34K $568M
TDG
Trans Digm Group Inc

Industrials
-3
- 0.41%
$1202.03 - $1427.41 $3.61K - $4.28K
723 $1.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.09%
$405.19 - $478.57 $810 - $957
2.35K $1.08B
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.15%
$213.3 - $270.78 $853 - $1.08K
2.71K $733M
ADP
Automatic Data Processing Inc

Industrials
-45
- 0.63%
$233.44 - $279.45 $10.5K - $12.6K
7.08K $1.96B
IEMG
Ishares Inc

ETFs
-1.17K
- 1.25%
$53.64 - $53.64 $62.7K - $62.7K
92.4K $5.31B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.94K
- 3.64%
$79.92 - $88.19 $235K - $259K
77.9K $6.87B
WMT
Walmart Inc.

Consumer Defensive
-27
- 0.08%
$66.91 - $81.4 $1.81K - $2.2K
31.8K $2.57B
IEFA
Ishares Tr

ETFs
-3.78K
- 2.72%
$70.09 - $78.74 $265K - $297K
135K $10.5B
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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