Canvas Wealth Advisors, LLC Reduced Holdings in Q4 2024

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-29.1K
- 41.42%
$94.36 - $102.06 $2.74M - $2.97M
41.1K $3.98M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-33.4K
- 54.71%
$44.87 - $46.86 $1.5M - $1.56M
27.6K $1.24M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-14.4K
- 12.68%
$111.85 - $120.71 $1.61M - $1.74M
99.2K $11.4M
MMM
3 M CO

Industrials
-6.73K
- 11.66%
$124.74 - $137.12 $840K - $923K
51K $6.59M
AVDE
American Centy ETF Tr Avantis

ETFs
-8.19K
- 6.17%
$60.9 - $66.69 $499K - $546K
125K $7.64M
NTRS
Northern Trust Corp

Financial Services
-7.35K
- 46.13%
$88.4 - $111.16 $650K - $817K
8.58K $879K
SPMD
Spdr Portfolio

ETFs
-7.89K
- 39.84%
$54.13 - $59.56 $427K - $470K
11.9K $652K
VTI
Vanguard Total Stock Market Et

ETFs
-1.42K
- 20.36%
$280.04 - $302.45 $398K - $429K
5.56K $1.61M
NVST
Envista Holdings Corp

Healthcare
-13.1K
- 26.52%
$17.7 - $22.33 $231K - $292K
36.2K $697K
CLX
Clorox CO

Consumer Defensive
-1.53K
- 29.49%
$156.51 - $169.74 $239K - $260K
3.66K $594K
JNJ
Johnson & Johnson

Healthcare
-1.05K
- 30.06%
$143.34 - $165.86 $150K - $173K
2.43K $351K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.18K
- 51.06%
$178.39 - $215.0 $211K - $254K
1.13K $218K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-3.41K
- 38.21%
$49.84 - $59.6 $170K - $203K
5.52K $292K
CVX
Chevron Corp

Energy
-1.03K
- 33.69%
$141.15 - $162.53 $145K - $167K
2.03K $293K
WERN
Werner Enterprises Inc

Industrials
-2K
- 6.34%
$35.64 - $41.8 $71.4K - $83.8K
29.6K $1.06M
HSIC
Henry Schein Inc

Healthcare
-1.09K
- 5.54%
$66.54 - $77.66 $72.6K - $84.7K
18.6K $1.29M
KR
Kroger CO

Consumer Defensive
-2.62K
- 43.35%
$55.21 - $63.3 $144K - $166K
3.42K $209K
KMB
Kimberly Clark Corp

Consumer Defensive
-335
- 5.09%
$130.37 - $146.09 $43.7K - $48.9K
6.24K $818K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.55%
$501.29 - $612.85 $2.51K - $3.06K
904 $470K
AVIV
American Centy ETF Tr Avantis
-884
- 8.57%
$51.24 - $55.81 $45.3K - $49.3K
9.43K $489K
VZ
Verizon Communications Inc

Communication Services
-1.38K
- 19.73%
$39.6 - $45.21 $54.6K - $62.3K
5.61K $224K
MRK
Merck & Co., Inc.

Healthcare
-406
- 12.82%
$96.31 - $114.76 $39.1K - $46.6K
2.76K $274K
HOLX
Hologic Inc

Healthcare
-430
- 12.4%
$70.76 - $83.72 $30.4K - $36K
3.04K $219K
PG
Procter & Gamble CO

Consumer Defensive
-272
- 9.9%
$161.05 - $179.7 $43.8K - $48.9K
2.48K $414K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-500
- 3.83%
$34.13 - $37.35 $17.1K - $18.7K
12.5K $428K
ADBE
Adobe Inc.

Technology
-26
- 4.78%
$437.39 - $552.96 $11.4K - $14.4K
518 $230K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-183
- 4.93%
$106.56 - $113.11 $19.5K - $20.7K
3.53K $376K
FNDF
Schwab Fundamental Intl Large

ETFs
-175
- 2.03%
$32.92 - $37.15 $5.76K - $6.5K
8.47K $281K
MS
Morgan Stanley

Financial Services
-743
- 28.1%
$104.42 - $134.99 $77.6K - $100K
1.9K $238K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.08%
$288.47 - $316.54 $577 - $633
2.38K $691K
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 3.25%
$244.52 - $284.07 $6.85K - $7.95K
833 $205K
ISRG
Intuitive Surgical Inc

Healthcare
-75
- 13.35%
$471.27 - $550.62 $35.3K - $41.3K
487 $254K
F
Ford Motor CO

Consumer Cyclical
-1.28K
- 9.67%
$9.69 - $11.4 $12.4K - $14.6K
12K $118K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-30
- 0.38%
$77.02 - $78.58 $2.31K - $2.36K
7.83K $604K
CSCO
Cisco Systems, Inc.

Technology
-1.06K
- 12.12%
$52.45 - $60.02 $55.4K - $63.4K
7.67K $453K
TRV
Travelers Companies, Inc.

Financial Services
-54
- 4.8%
$225.97 - $266.66 $12.2K - $14.4K
1.07K $257K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-69
- 1.0%
$61.68 - $67.87 $4.26K - $4.68K
6.83K $425K
Solventum Corp
-971
- 6.64%
N/A
13.7K $0
Qiagen Nv
-1.67K
- 3.96%
N/A
40.4K $0
2023 ETF Series Trust Ii
-7.78K
- 27.94%
N/A
20.1K $0
Healthcare Rlty Tr
-1K
- 8.33%
N/A
11K $0
J P Morgan Exchange Traded F
-2.04K
- 34.73%
N/A
3.82K $0
SE
Sea LTD

Consumer Cyclical
-932
- 10.73%
$93.56 - $117.41 $87.2K - $109K
7.75K $822K
SCHW
Schwab Charles Corp

Financial Services
-1.35K
- 11.84%
$63.31 - $82.85 $85.6K - $112K
10.1K $745K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-73
- 3.4%
$198.04 - $221.51 $14.5K - $16.2K
2.07K $436K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-57
- 3.8%
$316.94 - $357.88 $18.1K - $20.4K
1.44K $495K
BX
Blackstone Inc.

Financial Services
-65
- 4.59%
$148.45 - $199.05 $9.65K - $12.9K
1.35K $233K
VUG
Vanguard Growth ETF

ETFs
-456
- 5.62%
$378.79 - $428.11 $173K - $195K
7.66K $3.15M
KKR
Kkr & Co. Inc.

Financial Services
-27
- 1.46%
$129.87 - $162.87 $3.51K - $4.4K
1.82K $268K
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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