Canopy Partners, LLC Incresed Positions 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
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
APH
Amphenol Corp

Technology
188
+ 1.99%
$59.09 - $98.75 $11.1K - $18.6K
9.64K $952M
ETN
Eaton Corp PLC

Industrials
141
+ 4.95%
$246.52 - $356.99 $34.8K - $50.3K
2.99K $1.07B
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.04%
$4164.15 - $5789.24 $8.33K - $11.6K
194 $1.12B
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
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
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
ECL
Ecolab Inc.

Basic Materials
279
+ 11.35%
$225.65 - $270.95 $63K - $75.6K
2.74K $737M
WF
Woori Financial Group Inc.

Financial Services
35
+ 0.58%
$30.46 - $49.73 $1.07K - $1.74K
6.07K $302M
TDG
Trans Digm Group Inc

Industrials
1
+ 0.15%
$1231.75 - $1520.64 $1.23K - $1.52K
675 $1.03B
DFAE
Dimensional ETF Tr

ETFs
2.21K
+ 22.87%
$22.87 - $28.95 $50.5K - $63.9K
11.9K $343M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.48K
+ 8.83%
$63.54 - $68.5 $94.3K - $102K
18.3K $1.23B
INTU
Intuit Inc

Technology
27
+ 6.72%
$544.07 - $787.63 $14.7K - $21.3K
429 $338M
RDY
Dr Reddys Laboratories LTD

Healthcare
3.89K
+ 23.52%
$12.36 - $16.17 $48.1K - $62.9K
20.4K $307M
STN
Stantec Inc

Industrials
104
+ 3.75%
$78.92 - $109.58 $8.21K - $11.4K
2.88K $313M
IBM
International Business Machines Corp

Technology
48
+ 3.57%
$221.03 - $294.78 $10.6K - $14.1K
1.39K $410M
BA
Boeing CO

Industrials
14
+ 0.77%
$136.59 - $217.51 $1.91K - $3.05K
1.83K $382M
NEE
Nextera Energy Inc

Utilities
1.29K
+ 12.02%
$64.11 - $75.0 $82.4K - $96.4K
12K $831M
WFC
Wells Fargo & Company

Financial Services
138
+ 2.08%
$60.98 - $80.12 $8.42K - $11.1K
6.76K $541M
RY
Royal Bank Of Canada

Financial Services
98
+ 3.5%
$108.36 - $131.55 $10.6K - $12.9K
2.9K $381M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
466
+ 2.0%
$9.33 - $13.18 $4.35K - $6.14K
23.8K $309M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
11
+ 0.11%
$19.0 - $29.8 $209 - $328
10K $292M
LRLCY
L'Oreal CO Adr

Consumer Defensive
10
+ 0.21%
$72.9 - $88.25 $729 - $883
4.82K $412M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
775
+ 5.2%
$17.76 - $22.1 $13.8K - $17.1K
15.7K $346M
QCOM
Qualcomm Inc

Technology
181
+ 4.88%
$124.66 - $159.48 $22.6K - $28.9K
3.89K $620M
XYL
Xylem Inc.

Industrials
63
+ 1.81%
$102.86 - $129.5 $6.48K - $8.16K
3.54K $458M
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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