Canopy Partners, LLC Purchases in Q4 2024

Canopy Partners, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
99.3K
+ 2605.67%
$55.21 - $63.3 $5.48M - $6.29M
103K $6.31B
AMZN
Amazon Com Inc

Consumer Cyclical
8.3K
+ 25.42%
$180.88 - $232.93 $1.5M - $1.93M
41K $8.99B
AAPL
Apple Inc.

Technology
7.38K
+ 15.16%
$221.69 - $259.02 $1.64M - $1.91M
56K $14B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
42.8K
+ 111.31%
$41.17 - $43.34 $1.76M - $1.86M
81.3K $3.36B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.75K
+ 17.37%
$563.99 - $620.12 $1.55M - $1.7M
18.6K $10.6B
V
Visa Inc.

Financial Services
3.66K
+ 65.81%
$273.87 - $320.91 $1M - $1.18M
9.23K $2.92B
GOOG
Alphabet Inc.

Communication Services
6.23K
+ 119.77%
$163.08 - $198.16 $1.02M - $1.23M
11.4K $2.18B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
18.1K
New
$66.67 - $74.08 $1.21M - $1.34M
18.1K $1.23B
Black Rock Fndg Inc
1.19K
New
N/A
1.19K $1.22B
MSFT
Microsoft Corp

Technology
3.27K
+ 14.24%
$406.35 - $454.46 $1.33M - $1.49M
26.3K $11.1B
ACN
Accenture PLC

Technology
2.14K
+ 72.59%
$343.9 - $376.86 $737K - $808K
5.1K $1.79B
ADI
Analog Devices Inc

Technology
3.48K
New
$206.35 - $236.48 $719K - $824K
3.48K $740M
NVDA
Nvidia Corp

Technology
498
+ 1.01%
$117.0 - $148.88 $58.3K - $74.1K
49.8K $6.69B
CAT
Caterpillar Inc

Industrials
2.1K
+ 84.35%
$360.37 - $416.88 $755K - $874K
4.58K $1.66B
ABT
Abbott Laboratories

Healthcare
5.78K
+ 71.52%
$111.93 - $119.39 $647K - $690K
13.9K $1.57B
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.03K
+ 42.09%
$178.39 - $215.0 $540K - $650K
10.2K $1.97B
CB
Chubb LTD

Financial Services
2.34K
+ 94.43%
$271.57 - $301.89 $635K - $706K
4.82K $1.33B
TSLA
Tesla, Inc.

Consumer Cyclical
141
+ 3.85%
$213.65 - $479.86 $30.1K - $67.7K
3.81K $1.54B
SCHW
Schwab Charles Corp

Financial Services
6.62K
+ 68.88%
$63.31 - $82.85 $419K - $548K
16.2K $1.2B
LMT
Lockheed Martin Corp

Industrials
1.21K
+ 343.87%
$479.66 - $614.62 $579K - $742K
1.56K $757M
DFAU
Dimensional ETF Tr

ETFs
9.2K
+ 5.76%
$39.27 - $42.38 $361K - $390K
169K $6.84B
ADP
Automatic Data Processing Inc

Industrials
1.31K
+ 18.48%
$280.08 - $307.97 $366K - $403K
8.39K $2.45B
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 4.72%
$79.1 - $95.7 $119K - $144K
33.3K $3.01B
CRM
Salesforce, Inc.

Technology
98
+ 1.56%
$270.87 - $367.87 $26.5K - $36.1K
6.38K $2.13B
CSCO
Cisco Systems, Inc.

Technology
5.91K
+ 63.8%
$52.45 - $60.02 $310K - $355K
15.2K $898M
TMO
Thermo Fisher Scientific Inc.

Healthcare
999
+ 79.86%
$501.29 - $612.85 $501K - $612K
2.25K $1.17B
TTD
Trade Desk, Inc.

Technology
2.99K
+ 129.0%
$108.7 - $139.51 $324K - $416K
5.3K $623M
COST
Costco Wholesale Corp

Consumer Defensive
332
+ 17.38%
$873.59 - $994.69 $290K - $330K
2.24K $2.05B
APP
App Lovin Corp

Technology
1.07K
New
$130.67 - $401.5 $140K - $431K
1.07K $347M
NEE
Nextera Energy Inc

Utilities
5.85K
+ 103.29%
$69.77 - $85.43 $408K - $500K
11.5K $825M
MPC
Marathon Petroleum Corp

Energy
3K
+ 80.21%
$131.65 - $174.84 $395K - $524K
6.74K $940M
AXP
American Express CO

Financial Services
579
+ 12.93%
$267.35 - $305.57 $155K - $177K
5.06K $1.5B
AMGN
Amgen Inc

Healthcare
1.66K
+ 64.74%
$258.78 - $328.31 $430K - $546K
4.23K $1.1B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
94
+ 0.91%
$172.07 - $207.36 $16.2K - $19.5K
10.4K $2.05B
INTU
Intuit Inc

Technology
391
New
$602.01 - $706.25 $235K - $276K
391 $246M
ORCL
Oracle Corp

Technology
1.51K
+ 45.22%
$165.41 - $192.43 $249K - $290K
4.84K $807M
MA
Mastercard Inc

Financial Services
180
+ 4.1%
$491.3 - $536.15 $88.4K - $96.5K
4.57K $2.4B
ATEYY
Advantest Corp

Technology
3.99K
New
$46.53 - $64.95 $186K - $259K
3.99K $227M
VEA
Vanguard Ftse Developed Market

ETFs
4.7K
New
$47.57 - $52.44 $224K - $247K
4.7K $225M
SHOP
Shopify Inc.

Technology
2.06K
New
$78.14 - $119.49 $161K - $246K
2.06K $219M
AON
Aon PLC

Financial Services
603
New
$344.14 - $393.31 $208K - $237K
603 $217M
BAC
Bank Of America Corp

Financial Services
1.87K
+ 5.94%
$39.22 - $47.77 $73.1K - $89.1K
33.2K $1.46B
ADSK
Autodesk, Inc.

Technology
720
New
N/A
720 $213M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.59K
New
$81.68 - $82.93 $212K - $215K
2.59K $213M
XLF
Financial Sector Spdr

ETFs
4.4K
New
$44.89 - $51.34 $197K - $226K
4.4K $212M
CPRT
Copart Inc

Consumer Cyclical
3.64K
New
$51.36 - $63.8 $187K - $232K
3.64K $209M
CMCSA
Comcast Corp

Communication Services
5.49K
New
$37.39 - $45.14 $205K - $248K
5.49K $206M
DIS
Walt Disney CO

Communication Services
1.83K
New
$92.39 - $117.6 $169K - $215K
1.83K $203M
CME
Cme Group Inc.

Financial Services
871
New
$221.17 - $246.02 $193K - $214K
871 $202M
Activity Summary
Buys All Purchases 133 New Holdings 19 Increased Positions 114 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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