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
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.33K
+ 43.47%
$64.35 - $75.71 $85.4K - $100K
4.38K $322K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.7K
+ 7.0%
$41.95 - $43.42 $71.4K - $73.9K
26K $1.13M
V
Visa Inc.

Financial Services
289
+ 15.99%
$253.74 - $291.56 $73.3K - $84.3K
2.1K $576K
INTU
Intuit Inc

Technology
183
+ 52.59%
$602.97 - $670.49 $110K - $123K
531 $329K
NOW
Service Now, Inc.

Technology
82
+ 32.03%
$730.87 - $937.36 $59.9K - $76.9K
338 $302K
ASML
Asml Holding Nv

Technology
170
+ 63.2%
$749.82 - $1098.95 $127K - $187K
439 $365K
CSCO
Cisco Systems, Inc.

Technology
787
+ 9.92%
$44.74 - $53.22 $35.2K - $41.9K
8.72K $464K
SPY
Spdr S&P 500 ETF Trust

ETFs
74
+ 6.56%
$517.38 - $573.86 $38.3K - $42.5K
1.2K $689K
JEPI
J P Morgan Exchange Traded Fd

ETFs
735
+ 7.21%
$54.98 - $59.51 $40.4K - $43.7K
10.9K $650K
IEMG
Ishares Inc

ETFs
1.31K
+ 11.1%
$53.64 - $53.64 $70.4K - $70.4K
13.1K $704K
AVIV
American Centy ETF Tr Avantis
595
+ 6.12%
$50.37 - $56.43 $30K - $33.6K
10.3K $579K
MS
Morgan Stanley

Financial Services
499
+ 23.26%
$92.07 - $106.96 $45.9K - $53.4K
2.64K $275K
WAT
Waters Corp

Healthcare
67
+ 10.89%
$282.7 - $359.89 $18.9K - $24.1K
682 $245K
AVO
Mission Produce, Inc.

Consumer Defensive
108
+ 0.49%
$9.57 - $13.52 $1.03K - $1.46K
22.1K $283K
EFG
Msci Eafe Growth ETF

ETFs
274
+ 3.95%
$96.84 - $108.77 $26.5K - $29.8K
7.21K $775K
TMUS
T Mobile Us, Inc.

Communication Services
63
+ 3.97%
$175.14 - $206.36 $11K - $13K
1.65K $340K
NFLX
Netflix Inc

Communication Services
59
+ 13.38%
$598.55 - $722.26 $35.3K - $42.6K
500 $354K
SYK
Stryker Corp

Healthcare
49
+ 2.83%
$315.94 - $371.96 $15.5K - $18.2K
1.78K $643K
ADBE
Adobe Inc.

Technology
131
+ 31.72%
$508.13 - $586.55 $66.6K - $76.8K
544 $281K
KR
Kroger CO

Consumer Defensive
82
+ 1.38%
$50.43 - $57.3 $4.14K - $4.7K
6.04K $345K
VB
Vanguard Small Cap ETF

ETFs
108
+ 10.37%
$214.77 - $237.72 $23.2K - $25.7K
1.15K $272K
MRK
Merck & Co., Inc.

Healthcare
627
+ 24.69%
$111.15 - $128.97 $69.7K - $80.9K
3.17K $359K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
225
+ 25.34%
$211.47 - $281.27 $47.6K - $63.3K
1.11K $273K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
987
+ 11.21%
$25.38 - $26.27 $25.1K - $25.9K
9.79K $257K
HOLX
Hologic Inc

Healthcare
39
+ 1.14%
$73.48 - $83.64 $2.87K - $3.26K
3.47K $282K
FSLR
First Solar, Inc.

Technology
1
+ 0.1%
$205.36 - $255.78 $205 - $256
1.02K $255K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
250
+ 4.17%
$40.28 - $40.8 $10.1K - $10.2K
6.25K $254K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
45
+ 1.46%
$147.95 - $191.05 $6.66K - $8.6K
3.13K $544K
VGT
Vanguard Information Technolog

ETFs
5
+ 0.89%
$514.43 - $606.85 $2.57K - $3.03K
567 $332K
2023 ETF Series Trust Ii
8.55K
+ 44.36%
N/A
27.8K $0
Blackrock ETF Trust Ii
3.23K
+ 28.34%
N/A
14.6K $0
Fidelity Wise Origin Bitcoin
155
+ 3.15%
N/A
5.07K $0
Qiagen Nv
3.29K
+ 8.48%
N/A
42.1K $0
Goldman Sachs ETF Tr
1.93K
+ 15.75%
N/A
14.1K $0
F
Ford Motor CO

Consumer Cyclical
1.25K
+ 10.47%
$9.71 - $14.55 $12.2K - $18.2K
13.2K $139K
SCHW
Schwab Charles Corp

Financial Services
561
+ 5.17%
$61.74 - $76.08 $34.6K - $42.7K
11.4K $740K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.65K
+ 20.93%
$217.89 - $392.15 $360K - $647K
9.53K $2.67M
GOOGL
Alphabet Inc.

Communication Services
916
+ 1.04%
$148.65 - $191.18 $136K - $175K
88.9K $14.7M
CTOS
Custom Truck One Source, Inc.

Industrials
259K
+ 7.29%
$3.41 - $5.17 $882K - $1.34M
3.8M $13.1M
AVGO
Broadcom Inc.

Technology
3.71K
+ 84.64%
$136.27 - $1745.86 $505K - $6.48M
8.09K $1.4M
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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