Canvas Wealth Advisors, LLC Purchases in Q3 2024

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.7K
+ 12.76%
$207.23 - $234.82 $2.43M - $2.75M
104K $24.1M
XRAY
Dentsply Sirona Inc.

Healthcare
60K
+ 71.45%
$23.63 - $27.54 $1.42M - $1.65M
144K $3.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.36K
+ 9.95%
$105.53 - $118.34 $777K - $871K
81.3K $9.51M
NVDA
Nvidia Corp

Technology
13.1K
+ 21.26%
$98.91 - $134.91 $1.29M - $1.76M
74.4K $9.04M
IVV
Ishares Core S&P 500 ETF

ETFs
1.7K
+ 13.24%
$520.18 - $576.82 $885K - $981K
14.6K $8.39M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.66K
+ 2.4%
$101.72 - $112.94 $271K - $301K
114K $12.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
9.49K
New
$84.18 - $106.5 $799K - $1.01M
9.49K $945K
AVUS
American Centy ETF Tr Avantis

ETFs
5.92K
+ 9.22%
$86.27 - $95.15 $511K - $563K
70.2K $6.68M
GL
Globe Life Inc.

Financial Services
6.45K
+ 257.46%
$80.92 - $109.6 $522K - $707K
8.96K $948K
MSFT
Microsoft Corp

Technology
3.68K
+ 7.21%
$395.15 - $467.56 $1.46M - $1.72M
54.7K $23.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
297
+ 3.06%
$405.19 - $478.57 $120K - $142K
9.99K $4.6M
META
Meta Platforms, Inc.

Communication Services
757
+ 25.17%
$453.41 - $572.44 $343K - $433K
3.76K $2.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.73K
+ 13.74%
$96.25 - $101.98 $455K - $482K
39.2K $3.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
611
+ 6.06%
$475.2 - $527.7 $290K - $322K
10.7K $5.64M
WERN
Werner Enterprises Inc

Industrials
13.6K
+ 76.02%
$34.21 - $40.44 $467K - $552K
31.6K $1.22M
HSIC
Henry Schein Inc

Healthcare
6.15K
+ 45.43%
$63.92 - $73.22 $393K - $451K
19.7K $1.44M
LLY
Eli Lilly & CO

Healthcare
569
+ 67.18%
$772.14 - $960.02 $439K - $546K
1.42K $1.25M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
8.94K
New
$47.99 - $54.43 $429K - $486K
8.94K $482K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.43K
+ 13.86%
$44.65 - $47.21 $332K - $351K
61K $2.85M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.15K
New
$178.94 - $207.0 $384K - $444K
2.15K $430K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.12K
+ 19.87%
$50.25 - $50.74 $408K - $412K
49K $2.48M
AMD
Advanced Micro Devices Inc

Technology
1.74K
+ 3.1%
$128.67 - $183.96 $223K - $319K
57.7K $9.48M
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 13.41%
$194.9 - $224.8 $273K - $314K
11.8K $2.49M
HD
Home Depot, Inc.

Consumer Cyclical
757
+ 62.82%
$333.64 - $405.2 $253K - $307K
1.96K $795K
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 0.9%
$1591.44 - $2140.1 $12.7K - $17.1K
896 $1.84M
COST
Costco Wholesale Corp

Consumer Defensive
376
+ 36.54%
$801.83 - $917.05 $301K - $345K
1.41K $1.25M
WMT
Walmart Inc.

Consumer Defensive
2.04K
+ 13.39%
$66.91 - $81.4 $137K - $166K
17.3K $1.4M
ETN
Eaton Corp PLC

Industrials
1.09K
New
$272.52 - $333.02 $296K - $362K
1.09K $359K
AMZN
Amazon Com Inc

Consumer Cyclical
4.07K
+ 6.7%
$161.02 - $200.0 $655K - $813K
64.8K $12.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
293
New
$1015.62 - $1159.62 $298K - $340K
293 $337K
ROG
Rogers Corp

Technology
3K
+ 144.51%
$97.9 - $133.4 $294K - $401K
5.08K $574K
CAT
Caterpillar Inc

Industrials
827
New
$316.8 - $391.12 $262K - $323K
827 $323K
CVGW
Calavo Growers Inc

Consumer Defensive
10.9K
New
$20.5 - $29.64 $223K - $322K
10.9K $310K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.71K
+ 3.94%
$58.03 - $65.37 $98.9K - $111K
45K $2.91M
ISRG
Intuitive Surgical Inc

Healthcare
562
New
$416.14 - $494.01 $234K - $278K
562 $276K
GGG
Graco Inc

Industrials
3.13K
New
$77.82 - $87.64 $243K - $274K
3.13K $273K
MCD
Mcdonalds Corp

Consumer Cyclical
570
+ 31.39%
$245.82 - $304.51 $140K - $174K
2.39K $726K
TRV
Travelers Companies, Inc.

Financial Services
1.13K
New
$201.87 - $242.35 $227K - $273K
1.13K $263K
ABBV
Abb Vie Inc.

Healthcare
1.17K
+ 99.4%
$163.84 - $199.33 $192K - $233K
2.35K $463K
QQQ
Invesco Qqq Trust, Series 1

ETFs
528
New
$434.77 - $502.96 $230K - $266K
528 $257K
TDG
Trans Digm Group Inc

Industrials
169
New
$1202.03 - $1427.41 $203K - $241K
169 $241K
KKR
Kkr & Co. Inc.

Financial Services
1.84K
New
$104.51 - $133.23 $193K - $246K
1.84K $240K
UNH
Unitedhealth Group Inc

Healthcare
284
+ 30.41%
$488.01 - $604.18 $139K - $172K
1.22K $712K
EMLP
First Tr Exchange Traded Iv

ETFs
7.02K
New
$30.38 - $34.0 $213K - $239K
7.02K $235K
AVUV
American Centy ETF Tr Avantis

ETFs
170
+ 0.48%
$88.24 - $99.7 $15K - $16.9K
35.3K $3.38M
LOW
Lowes Companies Inc

Consumer Cyclical
861
New
$213.3 - $270.78 $184K - $233K
861 $233K
CRM
Salesforce, Inc.

Technology
838
New
$238.42 - $276.53 $200K - $232K
838 $229K
PG
Procter & Gamble CO

Consumer Defensive
1.24K
+ 81.68%
$160.76 - $177.82 $199K - $220K
2.75K $475K
DHI
Horton D R Inc

Consumer Cyclical
1.17K
New
$135.21 - $197.06 $158K - $231K
1.17K $223K
Activity Summary
Buys All Purchases 125 New Holdings 34 Increased Positions 91 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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