Canvas Wealth Advisors, LLC Incresed Positions in Q4 2024

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTOS
Custom Truck One Source, Inc.

Industrials
304K
+ 7.98%
$3.11 - $6.0 $945K - $1.82M
4.11M $19.8M
TSLA
Tesla, Inc.

Consumer Cyclical
736
+ 2.76%
$213.65 - $479.86 $157K - $353K
27.4K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
4.98K
+ 34.24%
$570.51 - $610.59 $2.84M - $3.04M
19.5K $11.5M
XRAY
Dentsply Sirona Inc.

Healthcare
182K
+ 126.5%
$17.26 - $26.12 $3.15M - $4.76M
326K $6.19M
GOOGL
Alphabet Inc.

Communication Services
306
+ 0.34%
$161.86 - $196.66 $49.5K - $60.2K
89.2K $16.9M
EL
Estee Lauder Companies Inc

Consumer Defensive
29.2K
+ 308.04%
$62.74 - $97.24 $1.83M - $2.84M
38.7K $2.9M
ASML
Asml Holding Nv

Technology
2.59K
+ 590.66%
$658.43 - $872.27 $1.71M - $2.26M
3.03K $2.1M
NVDA
Nvidia Corp

Technology
4.62K
+ 6.2%
$117.0 - $148.88 $540K - $688K
79.1K $10.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.74K
+ 4.25%
$124.26 - $134.12 $714K - $770K
141K $18.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.15K
+ 1.99%
$129.96 - $144.97 $279K - $311K
110K $15.3M
AVUV
American Centy ETF Tr Avantis

ETFs
8.34K
+ 23.66%
$94.37 - $106.41 $787K - $887K
43.6K $4.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.26K
+ 11.81%
$521.84 - $558.82 $659K - $706K
12K $6.44M
VTV
Vanguard Value ETF

ETFs
4.73K
+ 74.67%
$168.32 - $181.87 $796K - $861K
11.1K $1.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.49K
+ 9.22%
$113.92 - $127.38 $853K - $954K
88.8K $10.2M
MSFT
Microsoft Corp

Technology
2.84K
+ 5.18%
$406.35 - $454.46 $1.15M - $1.29M
57.6K $24.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.19K
+ 18.37%
$96.64 - $101.23 $695K - $728K
46.4K $4.49M
GBIL
Goldman Sachs Access Treasury

ETFs
5.25K
+ 194.44%
$99.85 - $100.22 $524K - $526K
7.95K $794K
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.67K
+ 95.74%
$61.52 - $66.5 $472K - $510K
15.7K $999K
AVGO
Broadcom Inc.

Technology
74
+ 0.91%
$159.67 - $250.0 $11.8K - $18.5K
8.17K $1.89M
VB
Vanguard Small Cap ETF

ETFs
1.77K
+ 153.7%
$233.76 - $261.58 $413K - $462K
2.92K $700K
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 1.77%
$205.18 - $250.29 $42.9K - $52.3K
12K $2.89M
IEFA
Ishares Tr

ETFs
9.96K
+ 18.71%
$70.06 - $77.43 $698K - $772K
63.2K $4.44M
IEMG
Ishares Inc

ETFs
5.33K
+ 40.63%
N/A
18.5K $990K
GOOG
Alphabet Inc.

Communication Services
421
+ 5.34%
$163.08 - $198.16 $68.7K - $83.4K
8.3K $1.58M
MELI
Mercadolibre Inc

Consumer Cyclical
322
+ 35.94%
$1666.0 - $2117.3 $536K - $682K
1.22K $2.07M
META
Meta Platforms, Inc.

Communication Services
249
+ 6.62%
$554.08 - $632.68 $138K - $158K
4.01K $2.37M
WMT
Walmart Inc.

Consumer Defensive
260
+ 1.5%
$79.1 - $95.7 $20.6K - $24.9K
17.6K $1.59M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.36K
+ 16.73%
$42.33 - $43.3 $184K - $189K
30.4K $1.29M
DEO
Diageo PLC

Consumer Defensive
1.64K
+ 43.03%
$118.0 - $139.88 $194K - $230K
5.46K $693K
NFLX
Netflix Inc

Communication Services
66
+ 13.2%
$687.65 - $936.56 $45.4K - $61.8K
566 $504K
ROG
Rogers Corp

Technology
1.95K
+ 38.32%
$99.39 - $112.62 $194K - $219K
7.03K $714K
MRTN
Marten Transport LTD

Industrials
11.9K
+ 52.85%
$15.48 - $18.26 $185K - $218K
34.5K $538K
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
VEA
Vanguard Ftse Developed Market

ETFs
3.18K
+ 17.36%
$47.57 - $52.44 $151K - $166K
21.5K $1.03M
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
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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