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
CSCO
Cisco Systems, Inc.

Technology
656
+ 8.56%
$58.74 - $64.87 $38.5K - $42.6K
8.32K $513K
VZ
Verizon Communications Inc

Communication Services
529
+ 9.43%
$37.81 - $46.49 $20K - $24.6K
6.14K $278K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
680
+ 2.46%
$44.41 - $45.98 $30.2K - $31.3K
28.3K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
256
+ 10.34%
$158.56 - $176.26 $40.6K - $45.1K
2.73K $465K
VHT
Vanguard Health Care ETF

ETFs
143
+ 14.23%
$254.06 - $273.83 $36.3K - $39.2K
1.15K $303K
IWM
Ishares Russell 2000 ETF

ETFs
347
+ 35.02%
$198.1 - $229.79 $68.7K - $79.7K
1.34K $266K
CRM
Salesforce, Inc.

Technology
384
+ 44.7%
$268.36 - $359.95 $103K - $138K
1.24K $333K
DFAI
Dimensional ETF Tr

ETFs
910
+ 10.79%
$28.88 - $32.4 $26.3K - $29.5K
9.35K $291K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
397
+ 3.17%
$33.84 - $37.77 $13.4K - $15K
12.9K $471K
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 23.94%
$468.34 - $539.52 $60.9K - $70.1K
673 $315K
TJX
Tjx Companies Inc

Consumer Cyclical
209
+ 10.95%
$112.81 - $126.16 $23.6K - $26.4K
2.12K $257K
SYK
Stryker Corp

Healthcare
10
+ 0.54%
$355.18 - $399.9 $3.55K - $4K
1.87K $695K
TDG
Trans Digm Group Inc

Industrials
2
+ 1.09%
$1251.32 - $1394.11 $2.5K - $2.79K
185 $255K
VO
Vanguard Mid Cap ETF

ETFs
109
+ 7.72%
$251.87 - $277.95 $27.5K - $30.3K
1.52K $393K
ASML
Asml Holding Nv

Technology
170
+ 5.61%
$662.63 - $776.99 $113K - $132K
3.2K $2.12M
GOOG
Alphabet Inc.

Communication Services
1.94K
+ 23.38%
$156.06 - $207.71 $303K - $403K
10.2K $1.6M
NOW
Service Now, Inc.

Technology
142
+ 39.44%
$783.83 - $1170.39 $111K - $166K
502 $399K
F
Ford Motor CO

Consumer Cyclical
1.36K
+ 11.33%
$9.12 - $10.43 $12.4K - $14.1K
13.3K $133K
IVW
Ishares S&P 500 Growth ETF

ETFs
511
+ 12.72%
$92.45 - $106.69 $47.2K - $54.5K
4.53K $420K
VGT
Vanguard Information Technolog

ETFs
98
+ 17.28%
$542.38 - $646.34 $53.2K - $63.3K
665 $360K
AXP
American Express CO

Financial Services
91
+ 12.87%
$255.39 - $325.87 $23.2K - $29.7K
798 $214K
Linde PLC
17
+ 2.84%
N/A
615 $0
Fidelity Covington Trust
14.2K
+ 37.91%
N/A
51.8K $0
Blackrock ETF Trust Ii
2.87K
+ 10.97%
N/A
29K $0
Fidelity Wise Origin Bitcoin
3.12K
+ 57.94%
N/A
8.51K $0
Fidelity Covington Trust
26.9K
+ 99.71%
N/A
53.8K $0
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 3.7%
$476.63 - $610.45 $8.58K - $11K
505 $250K
MS
Morgan Stanley

Financial Services
48
+ 2.52%
$111.68 - $141.08 $5.36K - $6.77K
1.95K $227K
CVGW
Calavo Growers Inc

Consumer Defensive
407
+ 2.77%
$21.47 - $25.5 $8.74K - $10.4K
15.1K $361K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.28%
$253.32 - $282.66 $1.01K - $1.13K
1.41K $362K
GOOGL
Alphabet Inc.

Communication Services
19.9K
+ 22.29%
$154.33 - $206.19 $3.07M - $4.1M
109K $16.9M
CAT
Caterpillar Inc

Industrials
15
+ 1.64%
$326.75 - $407.63 $4.9K - $6.11K
928 $306K
WMT
Walmart Inc.

Consumer Defensive
151
+ 0.86%
$84.5 - $105.05 $12.8K - $15.9K
17.7K $1.55M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8
+ 0.55%
$307.43 - $357.48 $2.46K - $2.86K
1.45K $448K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
305
+ 9.72%
$165.25 - $224.62 $50.4K - $68.5K
3.44K $571K
VUG
Vanguard Growth ETF

ETFs
555
+ 7.24%
$369.1 - $427.61 $205K - $237K
8.22K $3.05M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.64K
+ 3.66%
$108.02 - $120.45 $393K - $438K
103K $11.3M
AMZN
Amazon Com Inc

Consumer Cyclical
9.04K
+ 14.03%
$190.26 - $242.06 $1.72M - $2.19M
73.5K $14M
AVUV
American Centy ETF Tr Avantis

ETFs
1.64K
+ 3.77%
$84.95 - $100.62 $140K - $165K
45.2K $3.94M
AVGO
Broadcom Inc.

Technology
1.24K
+ 15.13%
$167.43 - $244.7 $207K - $302K
9.4K $1.57M
CTOS
Custom Truck One Source, Inc.

Industrials
360K
+ 8.76%
$4.02 - $5.42 $1.45M - $1.95M
4.47M $18.9M
TSLA
Tesla, Inc.

Consumer Cyclical
11.7K
+ 42.67%
$222.15 - $428.22 $2.59M - $5M
39K $10.1M
MSFT
Microsoft Corp

Technology
4.43K
+ 7.69%
$375.39 - $447.2 $1.66M - $1.98M
62K $23.3M
AAPL
Apple Inc.

Technology
1.58K
+ 1.55%
$209.68 - $247.1 $332K - $391K
104K $23M
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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