Canopy Partners, LLC Reduced Holdings in Q3 2024

Canopy Partners, LLC

  • $232 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.09K
- 2.65%
$148.65 - $191.18 $161K - $208K
39.9K $6.61B
MSFT
Microsoft Corp

Technology
-743
- 3.13%
$395.15 - $467.56 $294K - $347K
23K $9.89B
EW
Edwards Lifesciences Corp

Healthcare
-1.51K
- 16.44%
$59.7 - $93.78 $89.9K - $141K
7.65K $505M
AMZN
Amazon Com Inc

Consumer Cyclical
-47
- 0.14%
$161.02 - $200.0 $7.57K - $9.4K
32.7K $6.09B
NVO
Novo Nordisk A S

Healthcare
-185
- 2.71%
$119.07 - $145.42 $22K - $26.9K
6.63K $790M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.08K
- 44.52%
$89.91 - $101.33 $187K - $211K
2.59K $254M
MRK
Merck & Co., Inc.

Healthcare
-533
- 5.06%
$111.15 - $128.97 $59.2K - $68.7K
10K $1.14B
QCOM
Qualcomm Inc

Technology
-85
- 2.18%
$156.12 - $209.64 $13.3K - $17.8K
3.82K $650M
CVX
Chevron Corp

Energy
-421
- 6.2%
$137.88 - $161.97 $58K - $68.2K
6.37K $938M
XLK
Technology Sector Spdr

ETFs
-500
- 29.98%
$197.34 - $237.68 $98.7K - $119K
1.17K $264M
SCHW
Schwab Charles Corp

Financial Services
-88
- 0.91%
$61.74 - $76.08 $5.43K - $6.7K
9.6K $622M
AZN
Astrazeneca PLC

Healthcare
-776
- 13.47%
$76.67 - $87.62 $59.5K - $68K
4.98K $388M
BA
Boeing CO

Industrials
-23
- 1.26%
$152.04 - $190.6 $3.5K - $4.38K
1.81K $275M
TM
Toyota Motor Corp

Consumer Cyclical
-62
- 4.84%
$167.18 - $207.59 $10.4K - $12.9K
1.22K $218M
MPC
Marathon Petroleum Corp

Energy
-11
- 0.29%
$158.61 - $180.75 $1.74K - $1.99K
3.74K $609M
ELV
Elevance Health, Inc.

Healthcare
-55
- 10.42%
$500.12 - $562.29 $27.5K - $30.9K
473 $246M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-221
- 2.1%
$147.95 - $191.05 $32.7K - $42.2K
10.3K $1.79B
LLY
Eli Lilly & CO

Healthcare
-13
- 1.18%
$772.14 - $960.02 $10K - $12.5K
1.09K $963M
WFC
Wells Fargo & Company

Financial Services
-185
- 2.76%
$51.58 - $60.97 $9.54K - $11.3K
6.51K $368M
IVV
Ishares Core S&P 500 ETF

ETFs
-180
- 6.74%
$520.18 - $576.82 $93.6K - $104K
2.49K $1.44B
WM
Waste Management Inc

Industrials
-29
- 1.35%
$196.96 - $223.45 $5.71K - $6.48K
2.12K $439M
RSG
Republic Services, Inc.

Industrials
-160
- 6.67%
$189.34 - $208.21 $30.3K - $33.3K
2.24K $450M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-90
- 4.96%
$132.24 - $158.02 $11.9K - $14.2K
1.72K $265M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-200
- 1.58%
$11.38 - $14.48 $2.28K - $2.9K
12.5K $157M
VTI
Vanguard Total Stock Market Et

ETFs
-2.68K
- 5.61%
$255.18 - $283.2 $684K - $759K
45.1K $12.8B
UMC
United Microelectronics Corp

Technology
-52
- 0.19%
$7.43 - $8.89 $386 - $462
26.8K $226M
AMD
Advanced Micro Devices Inc

Technology
-101
- 2.47%
$128.67 - $183.96 $13K - $18.6K
3.99K $654M
XYL
Xylem Inc.

Industrials
-12
- 0.43%
$126.14 - $141.53 $1.51K - $1.7K
2.75K $371M
EEM
Ishares Msci Emerging Markets

ETFs
-1.08K
- 7.47%
$40.42 - $46.7 $43.7K - $50.4K
13.4K $614M
GD
General Dynamics Corp

Industrials
-24
- 3.0%
$279.51 - $308.09 $6.71K - $7.39K
775 $234M
LRLCY
L'Oreal CO Adr

Consumer Defensive
-20
- 0.38%
$80.98 - $91.4 $1.62K - $1.83K
5.3K $476M
PEP
Pepsico Inc

Consumer Defensive
-146
- 2.21%
$161.9 - $179.3 $23.6K - $26.2K
6.46K $1.1B
XOM
Exxon Mobil Corp

Energy
-15
- 0.27%
$109.72 - $119.0 $1.65K - $1.79K
5.47K $641M
SHECY
Shin Etsu Chemical CO LTD Unsp

Basic Materials
-114
- 1.13%
$19.18 - $22.21 $2.19K - $2.53K
9.97K $208M
ITOCY
Itochu Corp Adr

Industrials
-78
- 3.26%
$86.2 - $111.3 $6.72K - $8.68K
2.32K $250M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
-510
- 2.07%
$11.32 - $13.64 $5.77K - $6.96K
24.2K $312M
IVW
Ishares S&P 500 Growth ETF

ETFs
-186
- 1.55%
$84.77 - $97.13 $15.8K - $18.1K
11.8K $1.13B
SBGSY
Schneider Electric Se Unsponso

Industrials
-115
- 1.97%
$44.0 - $54.79 $5.06K - $6.3K
5.72K $302M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
-14
- 0.71%
$99.17 - $122.7 $1.39K - $1.72K
1.95K $230M
Linde PLC F
-7
- 0.93%
N/A
744 $355M
Anz Group Holdings LTD F Unsponsored Adr
-33
- 0.26%
N/A
12.6K $265M
KB
Kb Financial Group Inc.

Financial Services
-91
- 1.29%
$56.85 - $67.06 $5.17K - $6.1K
6.98K $431M
TXN
Texas Instruments Inc

Technology
-13
- 0.44%
$194.6 - $194.6 $2.53K - $2.53K
2.93K $605M
TGT
Target Corp

Consumer Defensive
-112
- 1.72%
$133.47 - $159.25 $14.9K - $17.8K
6.41K $999M
UNP
Union Pacific Corp

Industrials
-44
- 1.85%
$221.78 - $256.09 $9.76K - $11.3K
2.34K $576M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.22%
$459.02 - $510.25 $918 - $1.02K
928 $459M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.04%
$3305.62 - $4268.05 $6.61K - $8.54K
191 $805M
NKE
Nike, Inc.

Consumer Cyclical
-280
- 5.44%
$71.09 - $89.44 $19.9K - $25K
4.87K $431M
CSCO
Cisco Systems, Inc.

Technology
-185
- 1.96%
$44.74 - $53.22 $8.28K - $9.85K
9.26K $493M
Activity Summary
Buys All Purchases 117 New Holdings 23 Increased Positions 94 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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