Canvas Wealth Advisors, LLC Portfolio Holdings
Canvas Wealth Advisors, LLC
- $389 Million
- Q4 2024
Canvas Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $389 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6M, Microsoft Corp with a value of $24.3M, Custom Truck One Source, Inc. with a value of $19.8M, Ishares Core S&P Total U.S. St with a value of $18.1M, and Alphabet Inc. with a value of $16.9M.
Examining the 13F form we can see an increase of $33.6M in the current position value, from $355M to 389M.
Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
ETFs: $156 Million
Technology: $106 Million
Consumer Cyclical: $33.1 Million
Industrials: $29.6 Million
Communication Services: $21.9 Million
Financial Services: $16.7 Million
Healthcare: $12.6 Million
Consumer Defensive: $9.24 Million
Other: $1.88 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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