Canvas Wealth Advisors, LLC Portfolio Holdings
Canvas Wealth Advisors, LLC
- $308 Million
- Q1 2024
Canvas Wealth Advisors, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $308 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.7M, Custom Truck One Source, Inc. with a value of $20.3M, Apple Inc. with a value of $16M, Ishares Core S&P Total U.S. St with a value of $14.9M, and Alphabet Inc. with a value of $14.1M.
Examining the 13F form we can see an increase of $35M in the current position value, from $273M to 308M.
Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
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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