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
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
AVLV
American Centy ETF Tr Avantis
232
+ 0.98%
$65.51 - $71.22 $15.2K - $16.5K
24K $1.6M
IBM
International Business Machines Corp

Technology
177
+ 19.16%
$204.9 - $238.04 $36.3K - $42.1K
1.1K $242K
TMUS
T Mobile Us, Inc.

Communication Services
64
+ 3.88%
$206.1 - $246.94 $13.2K - $15.8K
1.71K $377K
TJX
Tjx Companies Inc

Consumer Cyclical
171
+ 9.84%
$112.15 - $127.2 $19.2K - $21.8K
1.91K $230K
SYK
Stryker Corp

Healthcare
78
+ 4.38%
$345.14 - $392.15 $26.9K - $30.6K
1.86K $669K
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
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
Goldman Sachs ETF Tr
6.28K
+ 44.38%
N/A
20.4K $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
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
EFG
Msci Eafe Growth ETF

ETFs
478
+ 6.63%
$96.83 - $106.88 $46.3K - $51.1K
7.69K $744K
SJW
Sjw Group

Utilities
546
+ 8.41%
$49.07 - $60.38 $26.8K - $33K
7.04K $346K
NEE
Nextera Energy Inc

Utilities
184
+ 4.48%
$69.77 - $85.43 $12.8K - $15.7K
4.29K $307K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$164.99 - $203.87 $165 - $204
2.35K $416K
LLY
Eli Lilly & CO

Healthcare
96
+ 6.78%
$727.2 - $932.06 $69.8K - $89.5K
1.51K $1.17M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.25%
$485.52 - $625.25 $1.46K - $1.88K
1.22K $617K
UBER
Uber Technologies, Inc

Technology
21K
+ 13.82%
$59.93 - $86.34 $1.26M - $1.82M
173K $10.5M
AMD
Advanced Micro Devices Inc

Technology
9.93K
+ 17.19%
$118.88 - $172.8 $1.18M - $1.72M
67.7K $8.17M
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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