Canvas Wealth Advisors, LLC Portfolio Holdings
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
Canvas Wealth Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $355 Million distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.1M, Microsoft Corp with a value of $23.6M, Ishares Core S&P Total U.S. St with a value of $17M, Alphabet Inc. with a value of $14.7M, and Ishares Core S&P U.S Growth Et with a value of $14.2M.
Examining the 13F form we can see an increase of $30.8M in the current position value, from $325M to 355M.
Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$355 Million
ETFs: $149 Million
Technology: $96.2 Million
Industrials: $24.9 Million
Consumer Cyclical: $24.8 Million
Communication Services: $19.2 Million
Financial Services: $16.4 Million
Healthcare: $12.3 Million
Consumer Defensive: $7.99 Million
Other: $2.93 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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