Canopy Partners, LLC Purchases in Q3 2024

Canopy Partners, LLC

  • $232 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.53K
+ 10.74%
$523.84 - $572.02 $803K - $877K
15.8K $9B
AAPL
Apple Inc.

Technology
1.01K
+ 2.12%
$207.23 - $234.82 $209K - $237K
48.7K $11.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21K
+ 58.75%
$49.93 - $51.15 $1.05M - $1.07M
56.6K $2.9B
DFAU
Dimensional ETF Tr

ETFs
13.6K
+ 9.32%
$35.8 - $39.69 $488K - $541K
160K $6.34B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.95K
New
$91.37 - $101.65 $726K - $808K
7.95K $808M
META
Meta Platforms, Inc.

Communication Services
80
+ 0.95%
$453.41 - $572.44 $36.3K - $45.8K
8.54K $4.89B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
710
+ 2.05%
$105.53 - $118.34 $74.9K - $84K
35.4K $4.14B
DFAX
Dimensional ETF Tr
7.21K
+ 4.68%
$24.29 - $27.25 $175K - $197K
161K $4.36B
HEFA
Ishares Currency Hedged Msci E

ETFs
12.3K
New
$32.34 - $35.85 $397K - $440K
12.3K $435M
UNH
Unitedhealth Group Inc

Healthcare
81
+ 1.85%
$488.01 - $604.18 $39.5K - $48.9K
4.45K $2.6B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.36K
New
$46.18 - $48.92 $340K - $360K
7.36K $358M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.43K
+ 20.08%
$41.34 - $43.55 $266K - $280K
38.5K $1.66B
JPM
Jpmorgan Chase & CO

Financial Services
877
+ 7.92%
$194.9 - $224.8 $171K - $197K
12K $2.52B
NOW
Service Now, Inc.

Technology
45
+ 2.12%
$730.87 - $937.36 $32.9K - $42.2K
2.17K $1.94B
TTD
Trade Desk, Inc.

Technology
2.31K
New
$83.08 - $110.79 $192K - $256K
2.31K $254M
BMY
Bristol Myers Squibb CO

Healthcare
4.89K
New
$39.66 - $51.75 $194K - $253K
4.89K $253M
MA
Mastercard Inc

Financial Services
48
+ 1.11%
$429.6 - $500.99 $20.6K - $24K
4.39K $2.17B
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 2.37%
$191.76 - $263.26 $16.3K - $22.4K
3.67K $959M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.78K
+ 45.33%
$50.99 - $57.81 $193K - $219K
12.1K $693M
AXP
American Express CO

Financial Services
305
+ 7.31%
$225.92 - $271.17 $68.9K - $82.7K
4.48K $1.21B
PH
Parker Hannifin Corp

Industrials
381
New
$501.01 - $635.92 $191K - $242K
381 $241M
JNJ
Johnson & Johnson

Healthcare
77
+ 0.56%
$145.48 - $167.38 $11.2K - $12.9K
13.8K $2.23B
SLF
Sun Life Financial Inc

Financial Services
3.94K
New
$47.07 - $58.09 $186K - $229K
3.94K $229M
BLK
Black Rock Inc.

Financial Services
63
+ 6.18%
$782.27 - $949.51 $49.3K - $59.8K
1.08K $1.03B
WF
Woori Financial Group Inc.

Financial Services
6.24K
New
$31.41 - $37.84 $196K - $236K
6.24K $223M
SONVY
Sonova Holding Ag Unsponsored

Healthcare
3.07K
New
$59.16 - $72.22 $181K - $221K
3.07K $221M
SONY
Sony Group Corp

Technology
2.27K
New
$81.61 - $98.65 $185K - $223K
2.27K $219M
SHG
Shinhan Financial Group CO LTD

Financial Services
5.14K
New
$34.61 - $34.61 $178K - $178K
5.14K $218M
SPG
Simon Property Group Inc

Real Estate
1.28K
New
$146.09 - $170.11 $188K - $218K
1.28K $217M
TRGP
Targa Resources Corp.

Energy
1.46K
New
$127.86 - $156.46 $186K - $228K
1.46K $216M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.08%
$156.14 - $187.2 $937 - $1.12K
7.19K $1.33B
HCA
Hca Healthcare, Inc.

Healthcare
513
New
$315.12 - $406.43 $162K - $208K
513 $208M
CAT
Caterpillar Inc

Industrials
189
+ 8.23%
$316.8 - $391.12 $59.9K - $73.9K
2.49K $972M
CSLLY
Csl LTD

Healthcare
2.1K
New
$97.0 - $105.54 $203K - $221K
2.1K $207M
PRYMY
Prysmian S.P.A.

Industrials
5.68K
New
$30.45 - $37.18 $173K - $211K
5.68K $206M
LMT
Lockheed Martin Corp

Industrials
351
New
$460.3 - $584.56 $162K - $205K
351 $205M
CBSH
Commerce Bancshares Inc

Financial Services
3.44K
New
$55.02 - $65.08 $189K - $224K
3.44K $204M
MTD
Mettler Toledo International Inc

Healthcare
136
New
$1308.0 - $1521.03 $178K - $207K
136 $204M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.91K
New
$72.18 - $107.33 $138K - $204K
1.91K $202M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 88.71%
$96.25 - $101.98 $181K - $192K
4.01K $406M
MCD
Mcdonalds Corp

Consumer Cyclical
78
+ 2.34%
$245.82 - $304.51 $19.2K - $23.8K
3.41K $1.04B
GE
General Electric CO

Industrials
714
+ 59.3%
$156.66 - $189.66 $112K - $135K
1.92K $362M
ACN
Accenture PLC

Technology
40
+ 1.37%
$295.44 - $355.81 $11.8K - $14.2K
2.95K $1.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
309
+ 36.92%
$434.77 - $502.96 $134K - $155K
1.15K $559M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 1.45%
$333.64 - $405.2 $11K - $13.4K
2.31K $935M
IEF
Ishares Barclays

ETFs
750
+ 5.97%
$92.67 - $99.14 $69.5K - $74.4K
13.3K $1.31B
CRM
Salesforce, Inc.

Technology
78
+ 1.26%
$238.42 - $276.53 $18.6K - $21.6K
6.28K $1.72B
SYK
Stryker Corp

Healthcare
308
+ 50.16%
$315.94 - $371.96 $97.3K - $115K
922 $333M
ABBV
Abb Vie Inc.

Healthcare
59
+ 1.37%
$163.84 - $199.33 $9.67K - $11.8K
4.36K $860M
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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