Canvas Wealth Advisors, LLC New Holdings in Q1 2025

Canvas Wealth Advisors, LLC

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.63K
New
$169.43 - $182.84 $955K - $1.03M
5.63K $975K
PWR
Quanta Services, Inc.

Industrials
2.5K
New
$236.71 - $358.03 $592K - $896K
2.5K $635K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.29K
New
$182.82 - $196.21 $601K - $645K
3.29K $618K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
9.93K
New
$39.97 - $48.7 $397K - $484K
9.93K $396K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
New
$32.42 - $36.13 $357K - $398K
11K $363K
TTWO
Take Two Interactive Software Inc

Communication Services
1.72K
New
$178.61 - $217.95 $307K - $375K
1.72K $356K
DHR
Danaher Corp

Healthcare
1.74K
New
$201.62 - $250.59 $350K - $435K
1.74K $356K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.1K
New
$25.35 - $27.46 $307K - $333K
12.1K $320K
SPGI
S&P Global Inc.

Financial Services
622
New
$478.26 - $543.77 $297K - $338K
622 $316K
DFAX
Dimensional ETF Tr
12K
New
$24.45 - $27.2 $294K - $327K
12K $315K
NOC
Northrop Grumman Corp

Industrials
558
New
$433.45 - $513.82 $242K - $287K
558 $285K
FSLR
First Solar, Inc.

Technology
2.18K
New
$126.34 - $197.73 $276K - $431K
2.18K $275K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.03K
New
$56.12 - $68.15 $226K - $275K
4.03K $273K
VIG
Vanguard Dividend Appreciation

ETFs
1.36K
New
N/A
1.36K $247K
AMAT
Applied Materials Inc

Technology
1.63K
New
$145.06 - $195.51 $237K - $319K
1.63K $237K
IVE
Ishares S&P 500 Value ETF

ETFs
1.17K
New
$185.78 - $198.58 $216K - $231K
1.17K $222K
SQ
Block, Inc.

Technology
3.86K
New
$54.04 - $92.95 $209K - $359K
3.86K $221K
MO
Altria Group, Inc.

Consumer Defensive
3.53K
New
$50.81 - $60.02 $179K - $212K
3.53K $211K
FNDC
Schwab Fundamental Intl Small

ETFs
5.43K
New
$33.34 - $37.44 $181K - $203K
5.43K $196K
NU
Nu Holdings Ltd.

Financial Services
18.1K
New
$10.12 - $13.95 $183K - $253K
18.1K $185K
AVO
Mission Produce, Inc.

Consumer Defensive
14.9K
New
$9.76 - $14.18 $145K - $211K
14.9K $156K
AVGE
American Centy ETF Tr Avantis
3.15K
New
N/A
3.15K $0
Dimensional ETF Trust
9.39K
New
N/A
9.39K $0
Ea Series Trust
6.02K
New
N/A
6.02K $0
Qiagen Nv
32.6K
New
N/A
32.6K $0
Fidelity Covington Trust
8.94K
New
N/A
8.94K $0
Goldman Sachs ETF Tr
5.28K
New
N/A
5.28K $0
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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