Canopy Partners, LLC Portfolio Holdings

Canopy Partners, LLC

  • $257 Billion
  • Q1 2025

Canopy Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.2B, Vanguard Total Stock Market Et with a value of $11.9B, Spdr S&P 500 ETF Trust with a value of $9.99B, Microsoft Corp with a value of $9.69B, and Spdr S&P Midcap 400 ETF Trust with a value of $9.35B.

Examining the 13F form we can see an decrease of $5.33B in the current position value, from $262B to 257B.

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 $257 Billion
ETFs: $81.6 Billion
Technology: $45.8 Billion
Financial Services: $31 Billion
Healthcare: $18 Billion
Consumer Defensive: $16.7 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $14.8 Billion
Communication Services: $14.2 Billion
Other: $7.12 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $257 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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