Canopy Partners, LLC Purchases in Q2 2025

Canopy Partners, LLC

  • $273 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
20.1K
+ 10.59%
$34.04 - $42.36 $683K - $849K
209K $8.87B
AVGO
Broadcom Inc.

Technology
510
+ 7.47%
$146.29 - $275.65 $74.6K - $141K
7.34K $2.02B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
364
+ 3.56%
$141.37 - $228.57 $51.5K - $83.2K
10.6K $2.4B
JPM
Jpmorgan Chase & CO

Financial Services
125
+ 0.86%
$210.28 - $289.91 $26.3K - $36.2K
14.7K $4.27B
NOW
Service Now, Inc.

Technology
30
+ 1.45%
$721.65 - $1040.18 $21.6K - $31.2K
2.1K $2.16B
AXP
American Express CO

Financial Services
526
+ 9.27%
$231.39 - $318.98 $122K - $168K
6.2K $1.98B
MELI
Mercadolibre Inc

Consumer Cyclical
146
New
$1794.73 - $2613.63 $262K - $382K
146 $382M
EME
Emcor Group, Inc.

Industrials
640
New
$342.02 - $534.89 $219K - $342K
640 $342M
WMT
Walmart Inc.

Consumer Defensive
153
+ 0.47%
$81.79 - $99.98 $12.5K - $15.3K
32.5K $3.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
927
+ 38.01%
$483.48 - $539.8 $448K - $500K
3.37K $1.64B
PLTR
Palantir Technologies Inc.

Technology
2.28K
New
$74.01 - $144.25 $169K - $329K
2.28K $311M
ETN
Eaton Corp PLC

Industrials
141
+ 4.95%
$246.52 - $356.99 $34.8K - $50.3K
2.99K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
197
+ 8.96%
$908.13 - $1056.85 $179K - $208K
2.4K $2.37B
ATEYY
Advantest Corp

Technology
3.88K
New
$35.49 - $75.39 $138K - $293K
3.88K $287M
TSLA
Tesla, Inc.

Consumer Cyclical
245
+ 6.86%
$221.86 - $362.89 $54.4K - $88.9K
3.82K $1.21B
LLY
Eli Lilly & CO

Healthcare
428
+ 37.94%
$713.71 - $898.95 $305K - $385K
1.56K $1.21B
IVW
Ishares S&P 500 Growth ETF

ETFs
656
+ 5.7%
$82.96 - $110.1 $54.4K - $72.2K
12.2K $1.34B
ADSK
Autodesk, Inc.

Technology
716
+ 80.81%
N/A
1.6K $496M
ISRG
Intuitive Surgical Inc

Healthcare
401
+ 48.84%
$451.58 - $565.94 $181K - $227K
1.22K $664M
SCHW
Schwab Charles Corp

Financial Services
296
+ 1.74%
$69.06 - $91.24 $20.4K - $27K
17.3K $1.58B
SHOP
Shopify Inc.

Technology
2.07K
New
$76.89 - $115.35 $159K - $239K
2.07K $239M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.04%
$4164.15 - $5789.24 $8.33K - $11.6K
194 $1.12B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
759
New
$177.93 - $313.14 $135K - $238K
759 $238M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.54K
New
$70.56 - $92.75 $179K - $235K
2.54K $228M
TTD
Trade Desk, Inc.

Technology
1.65K
+ 26.37%
$45.27 - $79.4 $74.6K - $131K
7.89K $568M
GE
General Electric CO

Industrials
304
+ 12.31%
$166.81 - $257.39 $50.7K - $78.2K
2.77K $714M
COF
Capital One Financial Corp

Financial Services
1.03K
New
$150.57 - $212.76 $155K - $220K
1.03K $220M
SPOT
Spotify Technology S.A.

Communication Services
285
New
$503.3 - $775.9 $143K - $221K
285 $219M
SHG
Shinhan Financial Group CO LTD

Financial Services
4.74K
New
N/A
4.74K $214M
Ge Vernova Inc
404
New
N/A
404 $214M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
1.65K
New
$96.27 - $130.59 $159K - $215K
1.65K $213M
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
2.71K
New
$62.6 - $77.72 $170K - $210K
2.71K $208M
MSTR
Microstrategy Inc

Technology
515
New
$237.95 - $421.61 $123K - $217K
515 $208M
DIS
Walt Disney CO

Communication Services
1.67K
New
$81.72 - $124.01 $137K - $208K
1.67K $208M
TOELY
Tokyo Electron LTD Unsponsored

Technology
2.13K
New
$60.66 - $96.13 $129K - $205K
2.13K $205M
VEA
Vanguard Ftse Developed Market

ETFs
3.57K
New
$45.65 - $57.01 $163K - $203K
3.57K $203M
TJX
Tjx Companies Inc

Consumer Cyclical
1.63K
New
$119.13 - $135.03 $194K - $220K
1.63K $202M
KB
Kb Financial Group Inc.

Financial Services
19
+ 0.28%
$46.88 - $82.59 $891 - $1.57K
6.73K $556M
SYK
Stryker Corp

Healthcare
374
+ 26.03%
$337.37 - $395.63 $126K - $148K
1.81K $716M
CTAS
Cintas Corp

Industrials
648
+ 40.45%
$190.11 - $227.66 $123K - $148K
2.25K $501M
BX
Blackstone Inc.

Financial Services
1.15K
New
$120.07 - $151.11 $138K - $174K
1.15K $172M
Black Rock Fndg Inc
37
+ 2.86%
N/A
1.33K $1.39B
PANW
Palo Alto Networks Inc

Technology
520
+ 31.06%
$152.44 - $204.64 $79.3K - $106K
2.19K $449M
EMR
Emerson Electric CO

Industrials
520
+ 13.81%
$94.15 - $133.33 $49K - $69.3K
4.29K $571M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.63%
$462.22 - $707.75 $2.77K - $4.25K
953 $675M
MA
Mastercard Inc

Financial Services
158
+ 3.43%
$479.92 - $590.74 $75.8K - $93.3K
4.77K $2.68B
CSCO
Cisco Systems, Inc.

Technology
134
+ 0.88%
$53.19 - $69.38 $7.13K - $9.3K
15.4K $1.07B
CMWAY
Commonwealth Bk Of Australia S

Financial Services
226
+ 7.05%
$86.73 - $125.84 $19.6K - $28.4K
3.43K $419M
AMAT
Applied Materials Inc

Technology
81
+ 3.08%
$126.95 - $183.52 $10.3K - $14.9K
2.71K $497M
Activity Summary
Buys All Purchases 102 New Holdings 19 Increased Positions 83 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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