Canvas Wealth Advisors, LLC Sells in Q2 2025

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XRAY
Dentsply Sirona Inc.

Healthcare
-252K
- 94.16%
$12.55 - $16.75 $3.17M - $4.23M
15.6K $248K
EL
Estee Lauder Companies Inc

Consumer Defensive
-38.8K
- 66.25%
$50.06 - $80.8 $1.94M - $3.14M
19.8K $1.6M
HOLX
Hologic Inc

Healthcare
-10.8K
- 66.99%
$52.73 - $65.22 $571K - $706K
5.33K $347K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-10.7K
- 44.04%
$50.52 - $50.92 $538K - $543K
13.5K $689K
HSIC
Henry Schein Inc

Healthcare
-7.36K
- 65.13%
$62.7 - $73.66 $461K - $542K
3.94K $287K
GBIL
Goldman Sachs Access Treasury

ETFs
-4K
- 62.02%
$99.83 - $100.19 $399K - $401K
2.45K $245K
NTRS
Northern Trust Corp

Financial Services
-4.69K
- 47.75%
$84.45 - $126.79 $396K - $595K
5.14K $651K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.43K
- 48.22%
$52.31 - $63.72 $232K - $283K
4.76K $303K
GL
Globe Life Inc.

Financial Services
-1.4K
- 21.58%
$113.29 - $133.09 $159K - $186K
5.09K $632K
MMM
3 M CO

Industrials
-2.53K
- 7.42%
$126.09 - $154.15 $318K - $389K
31.5K $4.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.12K
- 19.91%
$152.93 - $181.74 $172K - $204K
4.51K $820K
AVLV
American Centy ETF Tr Avantis
-2.86K
- 15.94%
$56.85 - $68.21 $162K - $195K
15.1K $1.03M
V
Visa Inc.

Financial Services
-389
- 16.75%
$308.27 - $373.31 $120K - $145K
1.93K $686K
VGT
Vanguard Information Technolog

ETFs
-308
- 46.32%
$470.37 - $663.28 $145K - $204K
357 $236K
ROG
Rogers Corp

Technology
-1.87K
- 34.8%
$52.69 - $71.02 $98.3K - $133K
3.5K $239K
PG
Procter & Gamble CO

Consumer Defensive
-576
- 21.09%
$157.66 - $172.39 $90.8K - $99.3K
2.16K $343K
MRTN
Marten Transport LTD

Industrials
-4.61K
- 7.38%
$12.69 - $13.95 $58.5K - $64.3K
57.9K $751K
DFAX
Dimensional ETF Tr
-4.49K
- 37.3%
$23.37 - $29.39 $105K - $132K
7.54K $221K
LLY
Eli Lilly & CO

Healthcare
-28
- 1.89%
$713.71 - $898.95 $20K - $25.2K
1.45K $1.13M
SJW
Sjw Group

Utilities
-912
- 8.19%
$50.1 - $56.8 $45.7K - $51.8K
10.2K $529K
VTV
Vanguard Value ETF

ETFs
-758
- 5.43%
$153.67 - $176.74 $116K - $134K
13.2K $2.33M
VHT
Vanguard Health Care ETF

ETFs
-212
- 18.47%
$236.71 - $261.92 $50.2K - $55.5K
936 $232K
TMUS
T Mobile Us, Inc.

Communication Services
-85
- 5.37%
$220.99 - $268.54 $18.8K - $22.8K
1.5K $356K
VV
Vanguard Large Cap ETF

ETFs
-350
- 24.84%
$228.25 - $285.3 $79.9K - $99.9K
1.06K $302K
XOM
Exxon Mobil Corp

Energy
-33
- 0.71%
$99.93 - $119.04 $3.3K - $3.93K
4.61K $497K
CRM
Salesforce, Inc.

Technology
-184
- 14.8%
$236.26 - $291.15 $43.5K - $53.6K
1.06K $288K
VZ
Verizon Communications Inc

Communication Services
-504
- 8.21%
$41.67 - $45.62 $21K - $23K
5.63K $243K
SLQT
Select Quote, Inc.

Financial Services
-4K
- 21.05%
$2.12 - $3.52 $8.48K - $14.1K
15K $35K
TJX
Tjx Companies Inc

Consumer Cyclical
-262
- 12.38%
$119.13 - $135.03 $31.2K - $35.4K
1.86K $229K
TRV
Travelers Companies, Inc.

Financial Services
-112
- 10.14%
$233.83 - $276.34 $26.2K - $31K
992 $265K
PB
Prosperity Bancshares Inc

Financial Services
-250
- 5.68%
$63.76 - $73.75 $15.9K - $18.4K
4.15K $291K
NOC
Northrop Grumman Corp

Industrials
-23
- 4.12%
$456.3 - $540.39 $10.5K - $12.4K
535 $267K
IWM
Ishares Russell 2000 ETF

ETFs
-127
- 9.49%
$174.82 - $215.79 $22.2K - $27.4K
1.21K $261K
ISRG
Intuitive Surgical Inc

Healthcare
-48
- 9.5%
$451.58 - $565.94 $21.7K - $27.2K
457 $248K
Linde PLC
-16
- 2.6%
N/A
599 $0
Goldman Sachs ETF Tr
-1.83K
- 14.12%
N/A
11.1K $0
Goldman Sachs ETF Tr
-1.03K
- 19.51%
N/A
4.25K $0
Qiagen Nv
-26.3K
- 80.59%
N/A
6.34K $0
Solventum Corp
-3.05K
- 28.99%
N/A
7.46K $0
AMAT
Applied Materials Inc

Technology
-318
- 19.46%
$126.95 - $183.52 $40.4K - $58.4K
1.32K $240K
F
Ford Motor CO

Consumer Cyclical
-241
- 1.81%
$8.69 - $10.85 $2.09K - $2.61K
13.1K $141K
TTWO
Take Two Interactive Software Inc

Communication Services
-193
- 11.22%
$194.58 - $243.05 $37.6K - $46.9K
1.53K $370K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-293
- 2.64%
$17.76 - $22.1 $5.2K - $6.48K
10.8K $238K
SPY
Spdr S&P 500 ETF Trust

ETFs
-114
- 5.95%
$496.48 - $617.85 $56.6K - $70.4K
1.8K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 2.23%
$416.06 - $551.64 $6.24K - $8.27K
658 $362K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-89
- 6.13%
$273.67 - $366.17 $24.4K - $32.6K
1.36K $499K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.97K
- 12.32%
$60.22 - $80.1 $179K - $238K
21.2K $1.7M
CSCO
Cisco Systems, Inc.

Technology
-8
- 0.1%
$53.19 - $69.38 $426 - $555
8.31K $576K
BAC
Bank Of America Corp

Financial Services
-137
- 0.99%
$34.39 - $47.46 $4.71K - $6.5K
13.7K $649K
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
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