Canopy Partners, LLC Incresed Positions in Q1 2025

Canopy Partners, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
15
+ 1.95%
$241.94 - $272.58 $3.63K - $4.09K
786 $214M
IWF
Ishares Russell 1000 Gr ETF

ETFs
95
+ 14.46%
$360.07 - $417.26 $34.2K - $39.6K
752 $272M
XEL
Xcel Energy Inc

Utilities
25
+ 5.03%
$63.37 - $72.1 $1.58K - $1.8K
522 $37M
INTU
Intuit Inc

Technology
11
+ 2.81%
$555.63 - $630.23 $6.11K - $6.93K
402 $247M
Black Rock Fndg Inc
100
+ 8.39%
N/A
1.29K $1.22B
USB
Us Bancorp \De\

Financial Services
32
+ 6.79%
$40.92 - $50.9 $1.31K - $1.63K
503 $21.2M
CMWAY
Commonwealth Bk Of Australia S

Financial Services
11
+ 0.34%
$90.59 - $106.04 $996 - $1.17K
3.21K $304M
SPG
Simon Property Group Inc

Real Estate
10
+ 0.78%
$159.48 - $187.78 $1.59K - $1.88K
1.29K $215M
PH
Parker Hannifin Corp

Industrials
4
+ 1.13%
$591.65 - $707.05 $2.37K - $2.83K
358 $218M
BA
Boeing CO

Industrials
14
+ 0.78%
$148.15 - $186.25 $2.07K - $2.61K
1.81K $309M
TXN
Texas Instruments Inc

Technology
52
+ 1.81%
N/A
2.92K $525M
PANW
Palo Alto Networks Inc

Technology
24
+ 1.45%
$167.82 - $208.28 $4.03K - $5K
1.67K $286M
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 4.22%
$347.25 - $424.87 $34.4K - $42.1K
2.45K $896M
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.86%
$476.63 - $610.45 $3.34K - $4.27K
821 $407M
SBGSY
Schneider Electric Se Unsponso

Industrials
40
+ 0.69%
$45.92 - $56.77 $1.84K - $2.27K
5.85K $269M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.64%
$524.81 - $672.19 $3.15K - $4.03K
947 $517M
TM
Toyota Motor Corp

Consumer Cyclical
6
+ 0.48%
$176.53 - $195.35 $1.06K - $1.17K
1.25K $221M
ETN
Eaton Corp PLC

Industrials
442
+ 18.38%
$271.83 - $371.23 $120K - $164K
2.85K $774M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
4.78K
+ 90.76%
$23.45 - $56.63 $112K - $270K
10K $235M
ADI
Analog Devices Inc

Technology
45
+ 1.29%
$201.56 - $243.82 $9.07K - $11K
3.53K $712M
IVW
Ishares S&P 500 Growth ETF

ETFs
699
+ 6.46%
$92.45 - $106.69 $64.6K - $74.6K
11.5K $1.07B
AMD
Advanced Micro Devices Inc

Technology
158
+ 6.04%
$96.63 - $129.55 $15.3K - $20.5K
2.77K $285M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
156
+ 1.92%
$96.93 - $109.51 $15.1K - $17.1K
8.28K $811M
LMT
Lockheed Martin Corp

Industrials
35
+ 2.25%
$423.19 - $506.29 $14.8K - $17.7K
1.59K $712M
MS
Morgan Stanley

Financial Services
17
+ 0.31%
$111.68 - $141.08 $1.9K - $2.4K
5.43K $633M
EMR
Emerson Electric CO

Industrials
20
+ 0.53%
$108.64 - $131.17 $2.17K - $2.62K
3.77K $413M
APP
App Lovin Corp

Technology
22
+ 2.05%
$238.08 - $510.13 $5.24K - $11.2K
1.1K $290M
MRK
Merck & Co., Inc.

Healthcare
404
+ 3.53%
$83.01 - $101.02 $33.5K - $40.8K
11.9K $1.06B
ORCL
Oracle Corp

Technology
74
+ 1.53%
$139.81 - $186.47 $10.3K - $13.8K
4.92K $687M
CAT
Caterpillar Inc

Industrials
7
+ 0.15%
$326.75 - $407.63 $2.29K - $2.85K
4.59K $1.51B
TTD
Trade Desk, Inc.

Technology
946
+ 17.85%
$53.59 - $126.58 $50.7K - $120K
6.25K $342M
GOOG
Alphabet Inc.

Communication Services
400
+ 3.5%
$156.06 - $207.71 $62.4K - $83.1K
11.8K $1.85B
AVGO
Broadcom Inc.

Technology
336
+ 5.17%
$167.43 - $244.7 $56.3K - $82.2K
6.83K $1.14B
NVDA
Nvidia Corp

Technology
1.09K
+ 2.19%
$106.98 - $149.43 $117K - $163K
50.9K $5.51B
Activity Summary
Buys All Purchases 99 New Holdings 14 Increased Positions 85 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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