Canopy Partners, LLC Incresed Positions in Q4 2024

Canopy Partners, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
99.3K
+ 2605.67%
$55.21 - $63.3 $5.48M - $6.29M
103K $6.31B
AMZN
Amazon Com Inc

Consumer Cyclical
8.3K
+ 25.42%
$180.88 - $232.93 $1.5M - $1.93M
41K $8.99B
AAPL
Apple Inc.

Technology
7.38K
+ 15.16%
$221.69 - $259.02 $1.64M - $1.91M
56K $14B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
42.8K
+ 111.31%
$41.17 - $43.34 $1.76M - $1.86M
81.3K $3.36B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.75K
+ 17.37%
$563.99 - $620.12 $1.55M - $1.7M
18.6K $10.6B
V
Visa Inc.

Financial Services
3.66K
+ 65.81%
$273.87 - $320.91 $1M - $1.18M
9.23K $2.92B
GOOG
Alphabet Inc.

Communication Services
6.23K
+ 119.77%
$163.08 - $198.16 $1.02M - $1.23M
11.4K $2.18B
MSFT
Microsoft Corp

Technology
3.27K
+ 14.24%
$406.35 - $454.46 $1.33M - $1.49M
26.3K $11.1B
JPM
Jpmorgan Chase & CO

Financial Services
2.96K
+ 24.77%
$205.18 - $250.29 $607K - $741K
14.9K $3.57B
ACN
Accenture PLC

Technology
2.14K
+ 72.59%
$343.9 - $376.86 $737K - $808K
5.1K $1.79B
CAT
Caterpillar Inc

Industrials
2.1K
+ 84.35%
$360.37 - $416.88 $755K - $874K
4.58K $1.66B
ABT
Abbott Laboratories

Healthcare
5.78K
+ 71.52%
$111.93 - $119.39 $647K - $690K
13.9K $1.57B
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.03K
+ 42.09%
$178.39 - $215.0 $540K - $650K
10.2K $1.97B
CB
Chubb LTD

Financial Services
2.34K
+ 94.43%
$271.57 - $301.89 $635K - $706K
4.82K $1.33B
TSLA
Tesla, Inc.

Consumer Cyclical
141
+ 3.85%
$213.65 - $479.86 $30.1K - $67.7K
3.81K $1.54B
SCHW
Schwab Charles Corp

Financial Services
6.62K
+ 68.88%
$63.31 - $82.85 $419K - $548K
16.2K $1.2B
LMT
Lockheed Martin Corp

Industrials
1.21K
+ 343.87%
$479.66 - $614.62 $579K - $742K
1.56K $757M
DFAU
Dimensional ETF Tr

ETFs
9.2K
+ 5.76%
$39.27 - $42.38 $361K - $390K
169K $6.84B
ADP
Automatic Data Processing Inc

Industrials
1.31K
+ 18.48%
$280.08 - $307.97 $366K - $403K
8.39K $2.45B
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 4.72%
$79.1 - $95.7 $119K - $144K
33.3K $3.01B
CRM
Salesforce, Inc.

Technology
98
+ 1.56%
$270.87 - $367.87 $26.5K - $36.1K
6.38K $2.13B
CSCO
Cisco Systems, Inc.

Technology
5.91K
+ 63.8%
$52.45 - $60.02 $310K - $355K
15.2K $898M
TMO
Thermo Fisher Scientific Inc.

Healthcare
999
+ 79.86%
$501.29 - $612.85 $501K - $612K
2.25K $1.17B
TTD
Trade Desk, Inc.

Technology
2.99K
+ 129.0%
$108.7 - $139.51 $324K - $416K
5.3K $623M
COST
Costco Wholesale Corp

Consumer Defensive
332
+ 17.38%
$873.59 - $994.69 $290K - $330K
2.24K $2.05B
NEE
Nextera Energy Inc

Utilities
5.85K
+ 103.29%
$69.77 - $85.43 $408K - $500K
11.5K $825M
MPC
Marathon Petroleum Corp

Energy
3K
+ 80.21%
$131.65 - $174.84 $395K - $524K
6.74K $940M
AXP
American Express CO

Financial Services
579
+ 12.93%
$267.35 - $305.57 $155K - $177K
5.06K $1.5B
AMGN
Amgen Inc

Healthcare
1.66K
+ 64.74%
$258.78 - $328.31 $430K - $546K
4.23K $1.1B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
94
+ 0.91%
$172.07 - $207.36 $16.2K - $19.5K
10.4K $2.05B
ORCL
Oracle Corp

Technology
1.51K
+ 45.22%
$165.41 - $192.43 $249K - $290K
4.84K $807M
MA
Mastercard Inc

Financial Services
180
+ 4.1%
$491.3 - $536.15 $88.4K - $96.5K
4.57K $2.4B
BAC
Bank Of America Corp

Financial Services
1.87K
+ 5.94%
$39.22 - $47.77 $73.1K - $89.1K
33.2K $1.46B
NFLX
Netflix Inc

Communication Services
2
+ 0.21%
$687.65 - $936.56 $1.38K - $1.87K
971 $866M
ABBV
Abb Vie Inc.

Healthcare
1.48K
+ 33.88%
$164.99 - $203.87 $244K - $301K
5.83K $1.04B
HON
Honeywell International Inc

Industrials
509
+ 19.19%
$202.84 - $236.0 $103K - $120K
3.16K $714M
DE
Deere & CO

Industrials
356
+ 21.03%
$389.45 - $466.0 $139K - $166K
2.05K $868M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.52%
$4100.99 - $5300.34 $4.1K - $5.3K
192 $954M
MS
Morgan Stanley

Financial Services
15
+ 0.28%
$104.42 - $134.99 $1.57K - $2.02K
5.41K $680M
PG
Procter & Gamble CO

Consumer Defensive
779
+ 14.48%
$161.05 - $179.7 $125K - $140K
6.16K $1.03B
WFC
Wells Fargo & Company

Financial Services
24
+ 0.37%
$54.98 - $77.35 $1.32K - $1.86K
6.53K $459M
PLD
Prologis, Inc.

Real Estate
1.22K
+ 65.96%
$101.4 - $126.96 $124K - $155K
3.07K $325M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 1.4%
$486.1 - $608.57 $6.32K - $7.91K
941 $539M
CVX
Chevron Corp

Energy
578
+ 9.08%
$141.15 - $162.53 $81.6K - $93.9K
6.95K $1.01B
SYK
Stryker Corp

Healthcare
158
+ 17.14%
$345.14 - $392.15 $54.5K - $62K
1.08K $389M
EMR
Emerson Electric CO

Industrials
10
+ 0.27%
$108.13 - $134.33 $1.08K - $1.34K
3.75K $464M
UNH
Unitedhealth Group Inc

Healthcare
794
+ 17.84%
$485.52 - $625.25 $386K - $496K
5.24K $2.65B
APH
Amphenol Corp

Technology
62
+ 0.65%
$62.07 - $75.35 $3.85K - $4.67K
9.53K $662M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
173
+ 2.18%
$100.18 - $109.1 $17.3K - $18.9K
8.12K $852M
Activity Summary
Buys All Purchases 133 New Holdings 19 Increased Positions 114 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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