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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.3K
+ 48.24%
$57.21 - $65.8 $189K - $217K
10.1K $590K
AVO
Mission Produce, Inc.

Consumer Defensive
14.9K
New
$9.76 - $14.18 $145K - $211K
14.9K $156K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.88K
+ 2.83%
$90.0 - $96.32 $169K - $181K
68.4K $6.31M
META
Meta Platforms, Inc.

Communication Services
342
+ 8.52%
$576.36 - $736.67 $197K - $252K
4.36K $2.51M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.64K
+ 12.26%
$50.72 - $50.92 $134K - $134K
24.2K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
263
+ 2.18%
$225.19 - $279.95 $59.2K - $73.6K
12.3K $3.02M
ORCL
Oracle Corp

Technology
1.72K
+ 42.0%
$139.81 - $186.47 $240K - $320K
5.81K $812K
V
Visa Inc.

Financial Services
158
+ 7.3%
$306.92 - $362.71 $48.5K - $57.3K
2.32K $813K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.54K
+ 19.82%
$47.33 - $47.92 $120K - $122K
15.4K $730K
HD
Home Depot, Inc.

Consumer Cyclical
463
+ 22.04%
$347.25 - $424.87 $161K - $197K
2.56K $939K
MCD
Mcdonalds Corp

Consumer Cyclical
191
+ 8.01%
$279.74 - $321.29 $53.4K - $61.4K
2.58K $804K
EFG
Msci Eafe Growth ETF

ETFs
810
+ 10.54%
$96.1 - $106.37 $77.8K - $86.2K
8.5K $849K
VEA
Vanguard Ftse Developed Market

ETFs
666
+ 3.1%
$47.4 - $52.99 $31.6K - $35.3K
22.1K $1.13M
NTRS
Northern Trust Corp

Financial Services
1.25K
+ 14.53%
$96.09 - $113.81 $120K - $142K
9.83K $969K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.22K
+ 14.17%
$59.61 - $66.71 $132K - $148K
17.9K $1.08M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.3%
$169.2 - $216.66 $1.18K - $1.52K
2.35K $493K
IBM
International Business Machines Corp

Technology
169
+ 15.35%
$217.4 - $264.74 $36.7K - $44.7K
1.27K $315K
XOM
Exxon Mobil Corp

Energy
182
+ 4.08%
$105.44 - $118.93 $19.2K - $21.6K
4.65K $552K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
522
+ 37.85%
$211.47 - $267.17 $110K - $139K
1.9K $402K
INTU
Intuit Inc

Technology
122
+ 20.64%
$555.63 - $630.23 $67.8K - $76.9K
713 $437K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.64K
+ 22.09%
$25.12 - $26.05 $66.3K - $68.8K
14.6K $367K
CSCO
Cisco Systems, Inc.

Technology
656
+ 8.56%
$58.74 - $64.87 $38.5K - $42.6K
8.32K $513K
VZ
Verizon Communications Inc

Communication Services
529
+ 9.43%
$37.81 - $46.49 $20K - $24.6K
6.14K $278K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
680
+ 2.46%
$44.41 - $45.98 $30.2K - $31.3K
28.3K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
256
+ 10.34%
$158.56 - $176.26 $40.6K - $45.1K
2.73K $465K
VHT
Vanguard Health Care ETF

ETFs
143
+ 14.23%
$254.06 - $273.83 $36.3K - $39.2K
1.15K $303K
IWM
Ishares Russell 2000 ETF

ETFs
347
+ 35.02%
$198.1 - $229.79 $68.7K - $79.7K
1.34K $266K
CRM
Salesforce, Inc.

Technology
384
+ 44.7%
$268.36 - $359.95 $103K - $138K
1.24K $333K
DFAI
Dimensional ETF Tr

ETFs
910
+ 10.79%
$28.88 - $32.4 $26.3K - $29.5K
9.35K $291K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
397
+ 3.17%
$33.84 - $37.77 $13.4K - $15K
12.9K $471K
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 23.94%
$468.34 - $539.52 $60.9K - $70.1K
673 $315K
TRV
Travelers Companies, Inc.

Financial Services
33
+ 3.08%
$232.43 - $265.13 $7.67K - $8.75K
1.1K $291K
TJX
Tjx Companies Inc

Consumer Cyclical
209
+ 10.95%
$112.81 - $126.16 $23.6K - $26.4K
2.12K $257K
SYK
Stryker Corp

Healthcare
10
+ 0.54%
$355.18 - $399.9 $3.55K - $4K
1.87K $695K
TDG
Trans Digm Group Inc

Industrials
2
+ 1.09%
$1251.32 - $1394.11 $2.5K - $2.79K
185 $255K
VO
Vanguard Mid Cap ETF

ETFs
109
+ 7.72%
$251.87 - $277.95 $27.5K - $30.3K
1.52K $393K
ASML
Asml Holding Nv

Technology
170
+ 5.61%
$662.63 - $776.99 $113K - $132K
3.2K $2.12M
GOOG
Alphabet Inc.

Communication Services
1.94K
+ 23.38%
$156.06 - $207.71 $303K - $403K
10.2K $1.6M
NOW
Service Now, Inc.

Technology
142
+ 39.44%
$783.83 - $1170.39 $111K - $166K
502 $399K
F
Ford Motor CO

Consumer Cyclical
1.36K
+ 11.33%
$9.12 - $10.43 $12.4K - $14.1K
13.3K $133K
IVW
Ishares S&P 500 Growth ETF

ETFs
511
+ 12.72%
$92.45 - $106.69 $47.2K - $54.5K
4.53K $420K
VGT
Vanguard Information Technolog

ETFs
98
+ 17.28%
$542.38 - $646.34 $53.2K - $63.3K
665 $360K
AXP
American Express CO

Financial Services
91
+ 12.87%
$255.39 - $325.87 $23.2K - $29.7K
798 $214K
Goldman Sachs ETF Tr
5.28K
New
N/A
5.28K $0
Blackrock ETF Trust Ii
2.87K
+ 10.97%
N/A
29K $0
Linde PLC
17
+ 2.84%
N/A
615 $0
AVGE
American Centy ETF Tr Avantis
3.15K
New
N/A
3.15K $0
Fidelity Covington Trust
14.2K
+ 37.91%
N/A
51.8K $0
Qiagen Nv
32.6K
New
N/A
32.6K $0
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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