Canopy Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $232 Billion distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $12.8B, Apple Inc. with a value of $11.3B, Spdr S&P 500 ETF Trust with a value of $10.7B, Ishares Tr with a value of $10.5B, and Microsoft Corp with a value of $9.89B.
Examining the 13F form we can see an increase of $17B in the current position value, from $215B to 232B.
Canopy Partners, LLC is based out at Terrace Park, OH
Below you can find more details about Canopy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$232 Billion
ETFs: $87.1 Billion
Technology: $44.2 Billion
Financial Services: $20.6 Billion
Healthcare: $17.5 Billion
Consumer Cyclical: $14 Billion
Communication Services: $13.7 Billion
Industrials: $12.8 Billion
Consumer Defensive: $10.8 Billion
Other: $6.17 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
