Canvas Wealth Advisors, LLC Purchases in Q1 2025

Canvas Wealth Advisors, LLC

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
19.6K
+ 11.28%
$63.17 - $81.49 $1.23M - $1.59M
193K $14M
NVDA
Nvidia Corp

Technology
41.3K
+ 52.23%
$106.98 - $149.43 $4.42M - $6.17M
120K $13M
VB
Vanguard Small Cap ETF

ETFs
9.96K
+ 341.58%
$217.89 - $252.64 $2.17M - $2.52M
12.9K $2.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.98K
+ 33.32%
$507.05 - $563.67 $2.02M - $2.25M
15.9K $8.19M
NKE
Nike, Inc.

Consumer Cyclical
27K
+ 121.66%
$63.29 - $81.72 $1.71M - $2.21M
49.2K $3.12M
PANW
Palo Alto Networks Inc

Technology
9.5K
+ 46.52%
$167.82 - $208.28 $1.59M - $1.98M
29.9K $5.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.7K
+ 11.83%
$120.29 - $134.6 $2M - $2.24M
157K $19.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
321
+ 3.16%
$442.66 - $534.52 $142K - $172K
10.5K $5.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.63K
New
$169.43 - $182.84 $955K - $1.03M
5.63K $975K
EL
Estee Lauder Companies Inc

Consumer Defensive
19.9K
+ 51.43%
$64.26 - $85.48 $1.28M - $1.7M
58.6K $3.87M
VTI
Vanguard Total Stock Market Et

ETFs
3.51K
+ 63.24%
$271.18 - $303.12 $953K - $1.06M
9.07K $2.49M
HOLX
Hologic Inc

Healthcare
13.1K
+ 431.69%
$60.7 - $73.77 $796K - $968K
16.2K $998K
IVV
Ishares Core S&P 500 ETF

ETFs
2.2K
+ 11.24%
$554.06 - $615.85 $1.22M - $1.35M
21.7K $12.2M
AVDE
American Centy ETF Tr Avantis

ETFs
560
+ 0.45%
$60.63 - $68.55 $34K - $38.4K
125K $8.29M
PWR
Quanta Services, Inc.

Industrials
2.5K
New
$236.71 - $358.03 $592K - $896K
2.5K $635K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10.7K
+ 79.53%
$68.07 - $78.99 $728K - $845K
24.1K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.29K
New
$182.82 - $196.21 $601K - $645K
3.29K $618K
CWT
California Water Service Group

Utilities
11K
+ 139.21%
$41.88 - $48.46 $461K - $533K
18.9K $915K
VTV
Vanguard Value ETF

ETFs
2.88K
+ 26.01%
$167.73 - $179.21 $483K - $516K
13.9K $2.41M
MELI
Mercadolibre Inc

Consumer Cyclical
96
+ 7.88%
$1739.0 - $2260.0 $167K - $217K
1.31K $2.56M
VBR
Vanguard Small Cap Value ETF

ETFs
2.28K
+ 129.78%
$183.02 - $207.75 $416K - $473K
4.03K $750K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
9.93K
New
$39.97 - $48.7 $397K - $484K
9.93K $396K
SPY
Spdr S&P 500 ETF Trust

ETFs
715
+ 59.48%
$551.42 - $612.93 $394K - $438K
1.92K $1.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
New
$32.42 - $36.13 $357K - $398K
11K $363K
TTWO
Take Two Interactive Software Inc

Communication Services
1.72K
New
$178.61 - $217.95 $307K - $375K
1.72K $356K
DHR
Danaher Corp

Healthcare
1.74K
New
$201.62 - $250.59 $350K - $435K
1.74K $356K
CRWD
Crowd Strike Holdings, Inc.

Technology
698
+ 7.44%
$308.86 - $455.36 $216K - $318K
10.1K $3.55M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.1K
New
$25.35 - $27.46 $307K - $333K
12.1K $320K
MRTN
Marten Transport LTD

Industrials
28K
+ 81.15%
$13.63 - $16.49 $382K - $462K
62.5K $857K
MUB
Ishares National Muni Bond ETF

ETFs
3.17K
+ 21.94%
$104.71 - $107.69 $332K - $341K
17.6K $1.86M
SPGI
S&P Global Inc.

Financial Services
622
New
$478.26 - $543.77 $297K - $338K
622 $316K
DFAX
Dimensional ETF Tr
12K
New
$24.45 - $27.2 $294K - $327K
12K $315K
KO
Coca Cola CO

Consumer Defensive
3.99K
New
$60.81 - $72.32 $243K - $289K
3.99K $286K
NOC
Northrop Grumman Corp

Industrials
558
New
$433.45 - $513.82 $242K - $287K
558 $285K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.06K
+ 122.16%
$58.81 - $68.2 $297K - $345K
9.2K $549K
FSLR
First Solar, Inc.

Technology
2.18K
New
$126.34 - $197.73 $276K - $431K
2.18K $275K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.03K
New
$56.12 - $68.15 $226K - $275K
4.03K $273K
SJW
Sjw Group

Utilities
4.09K
+ 58.14%
$45.47 - $55.8 $186K - $228K
11.1K $608K
NFLX
Netflix Inc

Communication Services
252
+ 44.52%
$828.4 - $1058.6 $209K - $267K
818 $762K
MA
Mastercard Inc

Financial Services
421
+ 34.88%
$504.67 - $576.31 $212K - $243K
1.63K $892K
VIG
Vanguard Dividend Appreciation

ETFs
1.36K
New
N/A
1.36K $247K
AMAT
Applied Materials Inc

Technology
1.63K
New
$145.06 - $195.51 $237K - $319K
1.63K $237K
IVE
Ishares S&P 500 Value ETF

ETFs
1.17K
New
$185.78 - $198.58 $216K - $231K
1.17K $222K
SQ
Block, Inc.

Technology
3.86K
New
$54.04 - $92.95 $209K - $359K
3.86K $221K
AVEM
American Centy ETF Tr Avantis

ETFs
2.78K
+ 7.97%
$57.11 - $62.4 $159K - $173K
37.7K $2.27M
MO
Altria Group, Inc.

Consumer Defensive
3.53K
New
$50.81 - $60.02 $179K - $212K
3.53K $211K
FNDC
Schwab Fundamental Intl Small

ETFs
5.43K
New
$33.34 - $37.44 $181K - $203K
5.43K $196K
JNJ
Johnson & Johnson

Healthcare
838
+ 34.47%
$142.06 - $167.7 $119K - $141K
3.27K $542K
NU
Nu Holdings Ltd.

Financial Services
18.1K
New
$10.12 - $13.95 $183K - $253K
18.1K $185K
Activity Summary
Buys All Purchases 123 New Holdings 28 Increased Positions 95 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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