Canvas Wealth Advisors, LLC Purchases in Q4 2024

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
292
+ 7.74%
$264.18 - $304.19 $77.1K - $88.8K
4.06K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
1.44K
+ 11.06%
$105.78 - $108.7 $152K - $156K
14.4K $1.54M
GL
Globe Life Inc.

Financial Services
638
+ 7.12%
$103.49 - $116.02 $66K - $74K
9.6K $1.07M
V
Visa Inc.

Financial Services
68
+ 3.24%
$273.87 - $320.91 $18.6K - $21.8K
2.16K $683K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.04K
+ 4.79%
$91.94 - $100.02 $279K - $304K
66.5K $6.16M
MA
Mastercard Inc

Financial Services
95
+ 8.54%
$491.3 - $536.15 $46.7K - $50.9K
1.21K $635K
NOW
Service Now, Inc.

Technology
22
+ 6.51%
$867.18 - $1148.42 $19.1K - $25.3K
360 $381K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.1%
$172.07 - $207.36 $516 - $622
3.14K $619K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 2.28%
$873.59 - $994.69 $28K - $31.8K
1.44K $1.32M
CVGW
Calavo Growers Inc

Consumer Defensive
3.81K
+ 35.06%
$25.09 - $29.14 $95.6K - $111K
14.7K $374K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
266
+ 23.9%
$238.25 - $261.28 $63.4K - $69.5K
1.38K $333K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
267K
+ 211.1%
$26.93 - $84.95 $7.2M - $22.7M
394K $10.8M
CRM
Salesforce, Inc.

Technology
21
+ 2.51%
$270.87 - $367.87 $5.69K - $7.73K
859 $287K
ORCL
Oracle Corp

Technology
396
+ 10.72%
$165.41 - $192.43 $65.5K - $76.2K
4.09K $681K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.24K
+ 10.74%
$47.26 - $48.18 $58.7K - $59.9K
12.8K $607K
CWT
California Water Service Group

Utilities
2.2K
+ 38.49%
$45.33 - $54.6 $99.5K - $120K
7.9K $358K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.16K
+ 22.04%
$25.3 - $26.31 $54.6K - $56.8K
12K $305K
MAR
Marriott International Inc

Consumer Cyclical
69
+ 7.74%
$246.06 - $292.59 $17K - $20.2K
960 $267K
INTU
Intuit Inc

Technology
60
+ 11.3%
$602.01 - $706.25 $36.1K - $42.4K
591 $371K
IBM
International Business Machines Corp

Technology
177
+ 19.16%
$204.9 - $238.04 $36.3K - $42.1K
1.1K $242K
AVLV
American Centy ETF Tr Avantis
232
+ 0.98%
$65.51 - $71.22 $15.2K - $16.5K
24K $1.6M
TMUS
T Mobile Us, Inc.

Communication Services
64
+ 3.88%
$206.1 - $246.94 $13.2K - $15.8K
1.71K $377K
SYK
Stryker Corp

Healthcare
78
+ 4.38%
$345.14 - $392.15 $26.9K - $30.6K
1.86K $669K
TJX
Tjx Companies Inc

Consumer Cyclical
171
+ 9.84%
$112.15 - $127.2 $19.2K - $21.8K
1.91K $230K
CPRT
Copart Inc

Consumer Cyclical
96
+ 2.47%
$51.36 - $63.8 $4.93K - $6.12K
3.98K $228K
HD
Home Depot, Inc.

Consumer Cyclical
139
+ 7.08%
$385.02 - $431.37 $53.5K - $60K
2.1K $817K
PANW
Palo Alto Networks Inc

Technology
9.61K
+ 88.94%
$181.96 - $405.9 $1.75M - $3.9M
20.4K $3.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 2.84%
$481.22 - $538.17 $7.22K - $8.07K
543 $277K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 2.39%
$1146.59 - $1270.6 $8.03K - $8.89K
300 $355K
ETN
Eaton Corp PLC

Industrials
43
+ 3.96%
$326.96 - $377.52 $14.1K - $16.2K
1.13K $374K
PH
Parker Hannifin Corp

Industrials
13
+ 3.99%
$621.74 - $709.46 $8.08K - $9.22K
339 $215K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
76
+ 2.08%
$53.94 - $58.15 $4.1K - $4.42K
3.74K $210K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
250
+ 4.0%
$40.34 - $40.62 $10.1K - $10.2K
6.5K $262K
CAT
Caterpillar Inc

Industrials
86
+ 10.4%
$360.37 - $416.88 $31K - $35.9K
913 $331K
VO
Vanguard Mid Cap ETF

ETFs
32
+ 2.32%
$261.5 - $284.63 $8.37K - $9.11K
1.41K $372K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
161
+ 1.61%
$442.29 - $483.08 $71.2K - $77.8K
10.2K $4.6M
Linde PLC
15
+ 2.57%
N/A
598 $0
Blackrock Inc
224
New
N/A
224 $0
Fidelity Covington Trust
26.9K
New
N/A
26.9K $0
Brookfield Corp
3.58K
New
N/A
3.58K $0
Fidelity Wise Origin Bitcoin
317
+ 6.25%
N/A
5.39K $0
Blackrock ETF Trust Ii
11.5K
+ 78.76%
N/A
26.1K $0
Goldman Sachs ETF Tr
6.28K
+ 44.38%
N/A
20.4K $0
Fidelity Covington Trust
37.5K
New
N/A
37.5K $0
AVEM
American Centy ETF Tr Avantis

ETFs
3.06K
+ 9.6%
$58.59 - $66.14 $179K - $202K
34.9K $2.05M
TDG
Trans Digm Group Inc

Industrials
14
+ 8.28%
$1239.0 - $1442.53 $17.3K - $20.2K
183 $231K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.16K
+ 9.25%
$58.88 - $64.8 $245K - $270K
49.1K $2.89M
PEP
Pepsico Inc

Consumer Defensive
122
+ 5.92%
$151.29 - $176.1 $18.5K - $21.5K
2.18K $331K
XOM
Exxon Mobil Corp

Energy
173
+ 4.03%
$105.51 - $125.37 $18.3K - $21.7K
4.46K $480K
Activity Summary
Buys All Purchases 108 New Holdings 21 Increased Positions 87 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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