Canvas Wealth Advisors, LLC Incresed Positions 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
EL
Estee Lauder Companies Inc

Consumer Defensive
19.9K
+ 51.43%
$64.26 - $85.48 $1.28M - $1.7M
58.6K $3.87M
CLX
Clorox CO

Consumer Defensive
6.51K
+ 178.05%
$141.76 - $162.89 $923K - $1.06M
10.2K $1.5M
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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10.7K
+ 79.53%
$68.07 - $78.99 $728K - $845K
24.1K $1.64M
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
SPY
Spdr S&P 500 ETF Trust

ETFs
715
+ 59.48%
$551.42 - $612.93 $394K - $438K
1.92K $1.07M
CRWD
Crowd Strike Holdings, Inc.

Technology
698
+ 7.44%
$308.86 - $455.36 $216K - $318K
10.1K $3.55M
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
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.06K
+ 122.16%
$58.81 - $68.2 $297K - $345K
9.2K $549K
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
AVEM
American Centy ETF Tr Avantis

ETFs
2.78K
+ 7.97%
$57.11 - $62.4 $159K - $173K
37.7K $2.27M
JNJ
Johnson & Johnson

Healthcare
838
+ 34.47%
$142.06 - $167.7 $119K - $141K
3.27K $542K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.3K
+ 48.24%
$57.21 - $65.8 $189K - $217K
10.1K $590K
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
COST
Costco Wholesale Corp

Consumer Defensive
79
+ 5.5%
$890.62 - $1076.86 $70.4K - $85.1K
1.52K $1.43M
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
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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