Canvas Wealth Advisors, LLC Incresed Positions 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
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
IEFA
Ishares Tr

ETFs
5.29K
+ 11.03%
$70.09 - $78.74 $371K - $417K
53.2K $4.16M
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.43K
+ 13.86%
$44.65 - $47.21 $332K - $351K
61K $2.85M
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
AMZN
Amazon Com Inc

Consumer Cyclical
4.07K
+ 6.7%
$161.02 - $200.0 $655K - $813K
64.8K $12.1M
ROG
Rogers Corp

Technology
3K
+ 144.51%
$97.9 - $133.4 $294K - $401K
5.08K $574K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.71K
+ 3.94%
$58.03 - $65.37 $98.9K - $111K
45K $2.91M
MCD
Mcdonalds Corp

Consumer Cyclical
570
+ 31.39%
$245.82 - $304.51 $140K - $174K
2.39K $726K
ABBV
Abb Vie Inc.

Healthcare
1.17K
+ 99.4%
$163.84 - $199.33 $192K - $233K
2.35K $463K
UNH
Unitedhealth Group Inc

Healthcare
284
+ 30.41%
$488.01 - $604.18 $139K - $172K
1.22K $712K
AVUV
American Centy ETF Tr Avantis

ETFs
170
+ 0.48%
$88.24 - $99.7 $15K - $16.9K
35.3K $3.38M
PG
Procter & Gamble CO

Consumer Defensive
1.24K
+ 81.68%
$160.76 - $177.82 $199K - $220K
2.75K $475K
NVST
Envista Holdings Corp

Healthcare
4.01K
+ 8.87%
$15.3 - $19.76 $61.4K - $79.3K
49.2K $972K
SHOP
Shopify Inc.

Technology
956
+ 10.75%
$52.26 - $80.75 $50K - $77.2K
9.85K $789K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.93K
+ 73.65%
$57.32 - $62.65 $168K - $183K
6.9K $429K
MA
Mastercard Inc

Financial Services
309
+ 38.48%
$429.6 - $500.99 $133K - $155K
1.11K $549K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.86K
+ 55.42%
$56.04 - $62.2 $160K - $178K
8.01K $498K
MUB
Ishares National Muni Bond ETF

ETFs
1.55K
+ 13.54%
$106.13 - $108.7 $165K - $168K
13K $1.41M
JNJ
Johnson & Johnson

Healthcare
823
+ 31.02%
$145.48 - $167.38 $120K - $138K
3.48K $563K
ORCL
Oracle Corp

Technology
463
+ 14.33%
$125.9 - $170.35 $58.3K - $78.9K
3.69K $629K
XOM
Exxon Mobil Corp

Energy
1.37K
+ 46.75%
$109.72 - $119.0 $150K - $163K
4.29K $502K
MRTN
Marten Transport LTD

Industrials
9.53K
+ 73.05%
$16.64 - $18.94 $159K - $180K
22.6K $399K
CVX
Chevron Corp

Energy
1.19K
+ 63.39%
$137.88 - $161.97 $164K - $192K
3.06K $450K
PEP
Pepsico Inc

Consumer Defensive
871
+ 73.19%
$161.9 - $179.3 $141K - $156K
2.06K $350K
NEE
Nextera Energy Inc

Utilities
1.37K
+ 50.13%
$69.9 - $84.97 $95.8K - $116K
4.1K $346K
VBK
Vanguard Small Cap Growth ETF

ETFs
330
+ 9.59%
$240.48 - $267.94 $79.4K - $88.4K
3.77K $1.01M
DEO
Diageo PLC

Consumer Defensive
705
+ 22.66%
$120.02 - $140.77 $84.6K - $99.2K
3.82K $535K
VTV
Vanguard Value ETF

ETFs
317
+ 5.27%
$159.75 - $174.57 $50.6K - $55.3K
6.34K $1.11M
PNC
Pnc Financial Services Group, Inc.

Financial Services
416
+ 21.88%
$156.14 - $187.2 $65K - $77.9K
2.32K $428K
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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