Canvas Wealth Advisors, LLC Reduced Holdings in Q1 2025

Canvas Wealth Advisors, LLC

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XRAY
Dentsply Sirona Inc.

Healthcare
-58.3K
- 17.86%
$14.93 - $20.31 $870K - $1.18M
268K $4M
AMD
Advanced Micro Devices Inc

Technology
-5.51K
- 8.14%
$96.63 - $129.55 $532K - $714K
62.2K $6.39M
MMM
3 M CO

Industrials
-17K
- 33.26%
$129.7 - $155.12 $2.2M - $2.63M
34K $5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.56K
- 6.26%
$102.49 - $119.96 $570K - $667K
83.2K $8.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-583
- 0.53%
$126.86 - $146.45 $74K - $85.4K
109K $13.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-48.8K
- 12.39%
$27.01 - $28.54 $1.32M - $1.39M
345K $9.66M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-13.4K
- 27.3%
$58.01 - $64.46 $778K - $864K
35.7K $2.22M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.7K
- 20.48%
$50.39 - $50.66 $691K - $695K
53.3K $2.7M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.55K
- 11.08%
$90.7 - $101.57 $413K - $462K
36.5K $3.38M
HSIC
Henry Schein Inc

Healthcare
-7.31K
- 39.3%
$68.49 - $81.91 $501K - $599K
11.3K $773K
ROG
Rogers Corp

Technology
-1.67K
- 23.71%
$67.53 - $102.68 $113K - $171K
5.36K $362K
DEO
Diageo PLC

Consumer Defensive
-1.7K
- 31.07%
$104.79 - $126.12 $178K - $214K
3.76K $394K
WERN
Werner Enterprises Inc

Industrials
-2.87K
- 9.7%
$29.25 - $38.23 $84K - $110K
26.7K $782K
GL
Globe Life Inc.

Financial Services
-3.11K
- 32.41%
$111.2 - $131.72 $346K - $410K
6.49K $854K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-388
- 42.92%
$497.6 - $606.74 $193K - $235K
516 $256K
SPMD
Spdr Portfolio

ETFs
-2.71K
- 22.73%
$50.21 - $57.73 $136K - $156K
9.21K $471K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.71K
- 27.39%
$124.46 - $147.4 $213K - $252K
4.53K $644K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.5K
- 18.87%
$99.85 - $100.19 $150K - $150K
6.45K $646K
VBK
Vanguard Small Cap Growth ETF

ETFs
-118
- 2.9%
$247.97 - $296.33 $29.3K - $35K
3.95K $993K
AVIV
American Centy ETF Tr Avantis
-2.89K
- 30.6%
$51.51 - $58.54 $149K - $169K
6.55K $370K
SHOP
Shopify Inc.

Technology
-127
- 1.36%
$90.59 - $129.31 $11.5K - $16.4K
9.24K $882K
UNH
Unitedhealth Group Inc

Healthcare
-255
- 20.88%
$461.52 - $548.18 $118K - $140K
966 $505K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.08K
- 35.41%
$18.36 - $20.51 $112K - $125K
11.1K $219K
ETN
Eaton Corp PLC

Industrials
-75
- 6.64%
$271.83 - $371.23 $20.4K - $27.8K
1.05K $286K
NEE
Nextera Energy Inc

Utilities
-1.1K
- 25.68%
$66.96 - $76.16 $73.7K - $83.9K
3.19K $225K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.87K
- 6.15%
$42.38 - $43.28 $79.2K - $80.8K
28.5K $1.21M
PEP
Pepsico Inc

Consumer Defensive
-399
- 18.28%
$142.64 - $156.42 $56.9K - $62.4K
1.78K $267K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-97
- 1.76%
$43.49 - $58.8 $4.22K - $5.7K
5.42K $235K
IEMG
Ishares Inc

ETFs
-969
- 5.25%
N/A
17.5K $938K
IEFA
Ishares Tr

ETFs
-5.16K
- 8.16%
$69.57 - $78.65 $359K - $405K
58.1K $4.39M
SCHW
Schwab Charles Corp

Financial Services
-1.02K
- 10.13%
$71.24 - $83.64 $72.7K - $85.3K
9.05K $708K
BAC
Bank Of America Corp

Financial Services
-137
- 0.98%
$39.61 - $47.74 $5.43K - $6.54K
13.9K $578K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-544
- 7.16%
$56.17 - $59.71 $30.6K - $32.5K
7.06K $403K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.92K
- 19.12%
$25.54 - $28.79 $49K - $55.2K
8.12K $225K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-350
- 9.92%
$105.1 - $109.61 $36.8K - $38.4K
3.18K $345K
SE
Sea LTD

Consumer Cyclical
-1.63K
- 21.02%
$104.87 - $146.31 $171K - $238K
6.12K $798K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-296
- 3.78%
$76.94 - $78.28 $22.8K - $23.2K
7.53K $589K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-61
- 20.33%
$1187.71 - $1432.58 $72.5K - $87.4K
239 $342K
Solventum Corp
-3.15K
- 23.06%
N/A
10.5K $0
Goldman Sachs ETF Tr
-7.46K
- 36.52%
N/A
13K $0
DE
Deere & CO

Industrials
-27
- 5.66%
$408.57 - $509.27 $11K - $13.8K
450 $211K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-773
- 1.67%
$95.85 - $99.25 $74.1K - $76.7K
45.6K $4.51M
CVX
Chevron Corp

Energy
-161
- 7.94%
$146.71 - $167.97 $23.6K - $27K
1.87K $312K
TMUS
T Mobile Us, Inc.

Communication Services
-129
- 7.54%
$211.3 - $272.83 $27.3K - $35.2K
1.58K $422K
LLY
Eli Lilly & CO

Healthcare
-33
- 2.18%
$725.72 - $929.72 $23.9K - $30.7K
1.48K $1.22M
PLTR
Palantir Technologies Inc.

Technology
-6.79K
- 4.85%
$64.98 - $124.62 $441K - $846K
133K $11.2M
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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