Canopy Partners, LLC Incresed Positions 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
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
TCEHY
Tencent Holdings Limited Unspo

Communication Services
468
+ 4.76%
$63.12 - $85.15 $29.5K - $39.9K
10.3K $877M
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
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
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
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
MELI
Mercadolibre Inc

Consumer Cyclical
62
+ 42.47%
$2292.04 - $2514.05 $142K - $156K
208 $486M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 3.4%
$357.4 - $423.42 $23.9K - $28.4K
2.04K $825M
MRK
Merck & Co., Inc.

Healthcare
487
+ 3.9%
$77.6 - $87.37 $37.8K - $42.5K
13K $1.09B
RTX
Raytheon Technologies Corp

Industrials
309
+ 13.73%
$144.19 - $167.33 $44.6K - $51.7K
2.56K $428M
NFLX
Netflix Inc

Communication Services
192
+ 19.75%
$1147.87 - $1297.18 $220K - $249K
1.16K $1.4B
WSM
Williams Sonoma Inc

Consumer Cyclical
155
+ 7.96%
$163.62 - $210.2 $25.4K - $32.6K
2.1K $411M
XOM
Exxon Mobil Corp

Energy
566
+ 11.09%
$105.83 - $117.22 $59.9K - $66.3K
5.67K $639M
SHOP
Shopify Inc.

Technology
106
+ 5.12%
$112.11 - $157.12 $11.9K - $16.7K
2.18K $323M
META
Meta Platforms, Inc.

Communication Services
148
+ 1.81%
$695.21 - $791.73 $103K - $117K
8.35K $6.13B
EME
Emcor Group, Inc.

Industrials
4
+ 0.63%
$530.88 - $655.83 $2.12K - $2.62K
644 $418M
Ge Vernova Inc
67
+ 16.58%
N/A
471 $290M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
946
+ 1.39%
$41.8 - $43.15 $39.5K - $40.8K
68.9K $2.95B
XYL
Xylem Inc.

Industrials
61
+ 1.72%
$129.67 - $147.5 $7.91K - $9K
3.6K $532M
AMD
Advanced Micro Devices Inc

Technology
160
+ 6.72%
$134.8 - $184.42 $21.6K - $29.5K
2.54K $411M
HBM
Hudbay Minerals Inc.

Basic Materials
326
+ 2.19%
$9.06 - $15.21 $2.95K - $4.96K
15.2K $230M
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 2.44%
$291.67 - $316.99 $24.8K - $26.9K
3.57K $1.08B
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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