Canvas Wealth Advisors, LLC Purchases in Q2 2025

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
3.05K
New
$71.11 - $82.25 $217K - $251K
3.05K $231K
ZS
Zscaler, Inc.

Technology
734
New
$174.67 - $315.32 $128K - $231K
734 $230K
MCD
Mcdonalds Corp

Consumer Cyclical
956
+ 37.13%
$285.55 - $321.23 $273K - $307K
3.53K $1.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.2K
New
$149.76 - $186.42 $180K - $224K
1.2K $224K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
833
New
$201.28 - $266.34 $168K - $222K
833 $221K
MRK
Merck & Co., Inc.

Healthcare
2.76K
New
$73.47 - $87.12 $203K - $241K
2.76K $218K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
New
$72.96 - $90.39 $176K - $218K
2.42K $215K
BX
Blackstone Inc.

Financial Services
1.44K
New
$120.07 - $151.11 $173K - $217K
1.44K $215K
MLM
Martin Marietta Materials Inc

Basic Materials
393
New
$452.51 - $568.19 $178K - $223K
393 $215K
VB
Vanguard Small Cap ETF

ETFs
73
+ 0.57%
$193.73 - $237.37 $14.1K - $17.3K
12.9K $3.07M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.47K
+ 15.66%
$40.82 - $43.14 $182K - $193K
33K $1.42M
DKNG
Draft Kings Inc.

Consumer Cyclical
4.85K
New
$31.67 - $42.89 $154K - $208K
4.85K $208K
AVUV
American Centy ETF Tr Avantis

ETFs
311
+ 0.69%
$75.17 - $91.21 $23.4K - $28.4K
45.5K $4.15M
MAR
Marriott International Inc

Consumer Cyclical
748
New
$211.12 - $274.14 $158K - $205K
748 $204K
ADP
Automatic Data Processing Inc

Industrials
663
New
$276.76 - $326.81 $183K - $217K
663 $204K
APH
Amphenol Corp

Technology
1.96K
New
$59.09 - $98.75 $116K - $194K
1.96K $193K
EFG
Msci Eafe Growth ETF

ETFs
813
+ 9.57%
$89.8 - $112.0 $73K - $91.1K
9.31K $1.04M
VBR
Vanguard Small Cap Value ETF

ETFs
747
+ 18.55%
$162.76 - $195.77 $122K - $146K
4.78K $931K
EMR
Emerson Electric CO

Industrials
1.34K
New
$94.15 - $133.33 $126K - $179K
1.34K $179K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.14K
+ 48.95%
$24.14 - $25.43 $172K - $182K
21.7K $538K
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 6.13%
$908.13 - $1056.85 $84.5K - $98.3K
1.61K $1.59M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.63K
+ 20.3%
$32.66 - $40.75 $85.8K - $107K
15.6K $630K
FSLR
First Solar, Inc.

Technology
444
+ 20.36%
$120.38 - $192.98 $53.4K - $85.7K
2.63K $434K
IBM
International Business Machines Corp

Technology
315
+ 24.8%
$221.03 - $294.78 $69.6K - $92.9K
1.59K $467K
INTU
Intuit Inc

Technology
25
+ 3.51%
$544.07 - $787.63 $13.6K - $19.7K
738 $581K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.3K
+ 2.85%
$96.84 - $99.46 $126K - $129K
46.9K $4.65M
VEA
Vanguard Ftse Developed Market

ETFs
14
+ 0.06%
$45.65 - $57.01 $639 - $798
22.1K $1.26M
SCHW
Schwab Charles Corp

Financial Services
53
+ 0.59%
$69.06 - $91.24 $3.66K - $4.84K
9.1K $830K
VO
Vanguard Mid Cap ETF

ETFs
282
+ 18.54%
$228.54 - $279.83 $64.4K - $78.9K
1.8K $504K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
497
+ 5.01%
$35.12 - $48.24 $17.5K - $24K
10.4K $502K
CAT
Caterpillar Inc

Industrials
124
+ 13.36%
$273.94 - $388.21 $34K - $48.1K
1.05K $408K
ETN
Eaton Corp PLC

Industrials
18
+ 1.71%
$246.52 - $356.99 $4.44K - $6.43K
1.07K $382K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.42K
+ 20.05%
$51.14 - $57.0 $72.4K - $80.7K
8.47K $481K
MS
Morgan Stanley

Financial Services
197
+ 10.11%
$99.83 - $140.86 $19.7K - $27.7K
2.15K $302K
JNJ
Johnson & Johnson

Healthcare
710
+ 21.72%
$146.36 - $159.82 $104K - $113K
3.98K $607K
NU
Nu Holdings Ltd.

Financial Services
57
+ 0.31%
$9.6 - $13.72 $547 - $782
18.2K $249K
NEE
Nextera Energy Inc

Utilities
947
+ 29.72%
$64.11 - $75.0 $60.7K - $71K
4.13K $286K
AXP
American Express CO

Financial Services
51
+ 6.39%
$231.39 - $318.98 $11.8K - $16.3K
849 $270K
DFAI
Dimensional ETF Tr

ETFs
642
+ 6.87%
$28.02 - $34.71 $18K - $22.3K
9.99K $345K
FNDF
Schwab Fundamental Intl Large

ETFs
449
+ 5.3%
$32.25 - $40.02 $14.5K - $18K
8.92K $356K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
349
+ 2.88%
$23.4 - $29.68 $8.17K - $10.4K
12.5K $370K
VIG
Vanguard Dividend Appreciation

ETFs
257
+ 18.94%
N/A
1.61K $293K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
145
+ 1.43%
$51.16 - $62.02 $7.42K - $8.99K
10.3K $636K
MUB
Ishares National Muni Bond ETF

ETFs
588
+ 3.34%
$102.31 - $105.8 $60.2K - $62.2K
18.2K $1.9M
MA
Mastercard Inc

Financial Services
38
+ 2.33%
$479.92 - $590.74 $18.2K - $22.4K
1.67K $936K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
569
+ 1.07%
$50.36 - $50.68 $28.7K - $28.8K
53.8K $2.73M
TDG
Trans Digm Group Inc

Industrials
3
+ 1.62%
$1231.75 - $1520.64 $3.7K - $4.56K
188 $285K
SPGI
S&P Global Inc.

Financial Services
23
+ 3.7%
$438.31 - $527.29 $10.1K - $12.1K
645 $340K
DEO
Diageo PLC

Consumer Defensive
382
+ 10.15%
$99.86 - $115.75 $38.1K - $44.2K
4.14K $417K
Activity Summary
Buys All Purchases 129 New Holdings 33 Increased Positions 96 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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