Canvas Wealth Advisors, LLC New Holdings in Q2 2025

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INFA
Informatica Inc.

Technology
25.7K
New
$15.86 - $24.35 $407K - $625K
25.7K $624K
BDX
Becton Dickinson & CO

Healthcare
2.57K
New
$165.15 - $226.42 $425K - $582K
2.57K $442K
WAT
Waters Corp

Healthcare
1.26K
New
$307.71 - $366.67 $389K - $463K
1.26K $441K
PM
Philip Morris International Inc.

Consumer Defensive
1.84K
New
$149.23 - $184.95 $274K - $340K
1.84K $334K
GE
General Electric CO

Industrials
1.22K
New
$166.81 - $257.39 $203K - $313K
1.22K $312K
KKR
Kkr & Co. Inc.

Financial Services
2.02K
New
$92.79 - $134.29 $187K - $271K
2.02K $268K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.76K
New
$145.91 - $168.0 $257K - $295K
1.76K $260K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.44K
New
$58.41 - $72.69 $201K - $250K
3.44K $250K
WFC
Wells Fargo & Company

Financial Services
3.11K
New
$60.98 - $80.12 $190K - $249K
3.11K $249K
IGV
Ishares Expanded Tech Software

ETFs
2.24K
New
$80.15 - $109.5 $179K - $245K
2.24K $245K
RTX
Raytheon Technologies Corp

Industrials
1.63K
New
$113.75 - $148.48 $185K - $242K
1.63K $237K
T
At&T Inc.

Communication Services
8.04K
New
$26.33 - $28.94 $212K - $233K
8.04K $232K
MKC
Mccormick & CO Inc

Consumer Defensive
3.05K
New
$71.11 - $82.25 $217K - $251K
3.05K $231K
ZS
Zscaler, Inc.

Technology
734
New
$174.67 - $315.32 $128K - $231K
734 $230K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.2K
New
$149.76 - $186.42 $180K - $224K
1.2K $224K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
833
New
$201.28 - $266.34 $168K - $222K
833 $221K
MRK
Merck & Co., Inc.

Healthcare
2.76K
New
$73.47 - $87.12 $203K - $241K
2.76K $218K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
New
$72.96 - $90.39 $176K - $218K
2.42K $215K
BX
Blackstone Inc.

Financial Services
1.44K
New
$120.07 - $151.11 $173K - $217K
1.44K $215K
MLM
Martin Marietta Materials Inc

Basic Materials
393
New
$452.51 - $568.19 $178K - $223K
393 $215K
DKNG
Draft Kings Inc.

Consumer Cyclical
4.85K
New
$31.67 - $42.89 $154K - $208K
4.85K $208K
ADP
Automatic Data Processing Inc

Industrials
663
New
$276.76 - $326.81 $183K - $217K
663 $204K
MAR
Marriott International Inc

Consumer Cyclical
748
New
$211.12 - $274.14 $158K - $205K
748 $204K
APH
Amphenol Corp

Technology
1.96K
New
$59.09 - $98.75 $116K - $194K
1.96K $193K
EMR
Emerson Electric CO

Industrials
1.34K
New
$94.15 - $133.33 $126K - $179K
1.34K $179K
Brookfield Corp
3.17K
New
N/A
3.17K $0
Fidelity Covington Trust
10.8K
New
N/A
10.8K $0
Tortoise Capital Series Trus
13.9K
New
N/A
13.9K $0
Blackrock Inc
242
New
N/A
242 $0
Nushares ETF Tr
10.5K
New
N/A
10.5K $0
Arista Networks Inc
2.23K
New
N/A
2.23K $0
Lam Research Corp
2.28K
New
N/A
2.28K $0
Activity Summary
Buys All Purchases 129 New Holdings 33 Increased Positions 96 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email