Canvas Wealth Advisors, LLC New Holdings in Q4 2024

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
22.2K
New
$73.36 - $89.13 $1.63M - $1.98M
22.2K $1.68M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
21.5K
New
$50.67 - $50.9 $1.09M - $1.1M
21.5K $1.09M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
13.4K
New
$70.54 - $79.61 $949K - $1.07M
13.4K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
1.75K
New
$197.36 - $217.3 $346K - $381K
1.75K $347K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.2K
New
$18.41 - $40.87 $316K - $701K
17.2K $317K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.14K
New
$63.58 - $71.15 $263K - $294K
4.14K $269K
DFIC
Dimensional ETF Tr Dimensional

ETFs
10K
New
$25.61 - $28.0 $257K - $281K
10K $259K
DFAI
Dimensional ETF Tr

ETFs
8.44K
New
$29.0 - $31.6 $245K - $267K
8.44K $246K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
635
New
$260.53 - $404.79 $165K - $257K
635 $242K
VGSH
Vanguard

ETFs
3.76K
New
$58.02 - $58.88 $218K - $222K
3.76K $218K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.34K
New
$49.79 - $51.14 $216K - $222K
4.34K $217K
VTC
Vanguard Scottsdale Fds Total

ETFs
2.8K
New
$75.59 - $79.31 $212K - $222K
2.8K $211K
AXP
American Express CO

Financial Services
707
New
$267.35 - $305.57 $189K - $216K
707 $209K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.69K
New
$44.04 - $49.49 $207K - $232K
4.69K $206K
DE
Deere & CO

Industrials
477
New
$389.45 - $466.0 $186K - $222K
477 $202K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
817
New
$229.83 - $258.46 $188K - $211K
817 $201K
Fidelity Covington Trust
26.9K
New
N/A
26.9K $0
Fidelity Covington Trust
37.5K
New
N/A
37.5K $0
Brookfield Corp
3.58K
New
N/A
3.58K $0
Blackrock Inc
224
New
N/A
224 $0
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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