Canvas Wealth Advisors, LLC Portfolio Holdings by Sector

Canvas Wealth Advisors, LLC

$389 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT IUSG IVV GSLC SCHD IJR AVDE VOO 64 stocks	$154,190 39.85% of portfolio	42	14	12	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR PANW CRWD ORCL ADBE 6 stocks	$42,697 11.04% of portfolio	3	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$25,572 6.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD AVGO TSM 4 stocks	$21,302 5.51% of portfolio	4	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$20,826 5.38% of portfolio	3	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CTOS 1 stocks	$19,761 5.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI SE 3 stocks	$17,025 4.4% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER SHOP NOW INTU CRM 5 stocks	$12,485 3.23% of portfolio	4	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$11,167 2.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare XRAY NVST ISRG HOLX 4 stocks	$7,363 1.9% of portfolio	1	3	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7,324 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$6,585 1.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL KMB CLX PG 4 stocks	$4,728 1.22% of portfolio	1	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$3,500 0.9% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$2,902 0.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ MRK 4 stocks	$2,208 0.57% of portfolio	2	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYC 2 stocks	$2,145 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$2,101 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials WERN MRTN KNX 3 stocks	$1,892 0.49% of portfolio	1	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,678 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$1,527 0.39% of portfolio	3	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS KKR BX 3 stocks	$1,380 0.36% of portfolio	-	3	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$1,287 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services GL 1 stocks	$1,070 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1,022 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW MS 2 stocks	$983 0.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$773 0.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology ROG 1 stocks	$714 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities CWT SJW 2 stocks	$704 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$693 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$691 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$669 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$617 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS VZ 2 stocks	$601 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN PH 2 stocks	$589 0.15% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PB PNC 2 stocks	$549 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$533 0.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$504 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU TJX 2 stocks	$472 0.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$470 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT 2 stocks	$468 0.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$453 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive CVGW 1 stocks	$374 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$355 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$331 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$307 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$257 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$242 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$231 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$228 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$209 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy NGL 1 stocks	$99 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services SLQT 1 stocks	$70 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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Canvas Wealth Advisors, LLC Portfolio Holdings by Sector

Canvas Wealth Advisors, LLC

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