Canopy Partners, LLC Purchases in Q3 2025

Canopy Partners, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.8K
+ 20.28%
$153.3 - $186.58 $1.5M - $1.83M
58.1K $10.8B
GOOGL
Alphabet Inc.

Communication Services
655
+ 1.81%
$174.36 - $254.72 $114K - $167K
36.9K $8.96B
DFAU
Dimensional ETF Tr

ETFs
18.3K
+ 8.75%
$42.42 - $45.96 $777K - $842K
228K $10.4B
TSLA
Tesla, Inc.

Consumer Cyclical
1.55K
+ 40.55%
$293.94 - $444.72 $455K - $688K
5.36K $2.38B
AVGO
Broadcom Inc.

Technology
2.21K
+ 30.16%
$264.74 - $369.57 $586K - $818K
9.55K $3.15B
GOOG
Alphabet Inc.

Communication Services
318
+ 2.86%
$175.16 - $255.24 $55.7K - $81.2K
11.4K $2.79B
DFAX
Dimensional ETF Tr
5.85K
+ 3.32%
$29.25 - $31.56 $171K - $185K
182K $5.72B
APP
App Lovin Corp

Technology
71
+ 6.6%
$335.1 - $718.54 $23.8K - $51K
1.15K $824M
JPM
Jpmorgan Chase & CO

Financial Services
156
+ 1.06%
$282.78 - $316.06 $44.1K - $49.3K
14.9K $4.7B
Blackstone Private Credi T Fund Class I
15.9K
+ 7.11%
N/A
240K $6.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
490
+ 14.56%
$459.11 - $506.91 $225K - $248K
3.86K $1.94B
PRYMY
Prysmian S.P.A.

Industrials
5.61K
New
$34.59 - $49.53 $194K - $278K
5.61K $278M
MEDP
Medpace Holdings, Inc.

Healthcare
110
+ 10.0%
$308.88 - $514.16 $34K - $56.6K
1.21K $622M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 3.41%
$211.65 - $238.24 $259K - $292K
37.1K $8.15B
PLTR
Palantir Technologies Inc.

Technology
925
+ 40.5%
$130.68 - $186.97 $121K - $173K
3.21K $586M
ABBV
Abb Vie Inc.

Healthcare
120
+ 2.28%
$184.85 - $231.54 $22.2K - $27.8K
5.38K $1.25B
APH
Amphenol Corp

Technology
191
+ 1.98%
$97.39 - $125.4 $18.6K - $24K
9.83K $1.22B
CMI
Cummins Inc

Industrials
607
New
$327.85 - $426.39 $199K - $259K
607 $256M
SFTBY
Softbank Group Corp

Communication Services
3.92K
New
$34.81 - $64.9 $136K - $254K
3.92K $248M
TM
Toyota Motor Corp

Consumer Cyclical
1.29K
New
$167.86 - $202.79 $217K - $262K
1.29K $247M
Lam Research Corp
1.83K
New
N/A
1.83K $245M
CRWD
Crowd Strike Holdings, Inc.

Technology
498
New
$412.46 - $514.1 $205K - $256K
498 $244M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
468
+ 4.76%
$63.12 - $85.15 $29.5K - $39.9K
10.3K $877M
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
6.07K
New
$34.77 - $39.22 $211K - $238K
6.07K $233M
Arista Networks Inc
1.57K
New
N/A
1.57K $229M
ETN
Eaton Corp PLC

Industrials
445
+ 14.89%
$342.99 - $392.76 $153K - $175K
3.43K $1.28B
GE
General Electric CO

Industrials
322
+ 11.61%
$244.75 - $305.63 $78.8K - $98.4K
3.1K $931M
EADSY
Airbus Se

Industrials
3.72K
New
$48.9 - $58.22 $182K - $216K
3.72K $216M
UNH
Unitedhealth Group Inc

Healthcare
285
+ 8.22%
$237.77 - $353.61 $67.8K - $101K
3.75K $1.3B
WMT
Walmart Inc.

Consumer Defensive
398
+ 1.22%
$94.4 - $104.27 $37.6K - $41.5K
32.9K $3.39B
UL
Unilever PLC

Consumer Defensive
3.52K
New
$58.43 - $65.01 $206K - $229K
3.52K $209M
TD
Toronto Dominion Bank

Financial Services
2.61K
New
$72.55 - $79.95 $189K - $208K
2.61K $208M
INTC
Intel Corp

Technology
6.19K
New
$19.31 - $35.5 $120K - $220K
6.19K $208M
OEF
Ishares S&P 100 ETF

ETFs
620
New
N/A
620 $206M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.44K
New
$26.38 - $27.95 $196K - $208K
7.44K $203M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
309
+ 14.02%
$103.83 - $179.9 $32.1K - $55.6K
2.51K $449M
BAC
Bank Of America Corp

Financial Services
917
+ 2.68%
$44.92 - $52.42 $41.2K - $48.1K
35.1K $1.81B
ASML
Asml Holding Nv

Technology
38
+ 4.52%
$689.63 - $968.09 $26.2K - $36.8K
879 $851M
Black Rock Fndg Inc
14
+ 1.05%
N/A
1.34K $1.57B
MA
Mastercard Inc

Financial Services
217
+ 4.55%
$550.18 - $598.96 $119K - $130K
4.98K $2.83B
UBER
Uber Technologies, Inc

Technology
1.03K
+ 14.05%
$86.91 - $99.57 $89.6K - $103K
8.37K $820M
LLY
Eli Lilly & CO

Healthcare
196
+ 12.6%
$625.65 - $812.69 $123K - $159K
1.75K $1.34B
LOW
Lowes Companies Inc

Consumer Cyclical
150
+ 5.24%
$215.01 - $273.02 $32.3K - $41K
3.02K $758M
CVX
Chevron Corp

Energy
235
+ 3.49%
$145.57 - $161.83 $34.2K - $38K
6.96K $1.08B
GD
General Dynamics Corp

Industrials
225
+ 27.08%
$293.92 - $341.0 $66.1K - $76.7K
1.06K $360M
ASX
Ase Technology Holding Co., Ltd.

Technology
10.1K
New
$9.5 - $11.71 $96.3K - $119K
10.1K $112M
ATEYY
Advantest Corp

Technology
64
+ 1.65%
$66.73 - $105.67 $4.27K - $6.76K
3.95K $397M
MS
Morgan Stanley

Financial Services
92
+ 1.76%
$139.09 - $161.16 $12.8K - $14.8K
5.32K $845M
ADSK
Autodesk, Inc.

Technology
301
+ 18.79%
N/A
1.9K $605M
Activity Summary
Buys All Purchases 132 New Holdings 18 Increased Positions 114 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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