Canopy Partners, LLC Incresed Positions in Q2 2024

Canopy Partners, LLC

  • $215 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
201
+ 21.94%
$279.2 - $321.33 $56.1K - $64.6K
1.12K $315M
SBGSY
Schneider Electric Se Unsponso

Industrials
140
+ 2.46%
$43.71 - $51.76 $6.12K - $7.25K
5.84K $281M
WFC
Wells Fargo & Company

Financial Services
190
+ 2.92%
$56.41 - $62.34 $10.7K - $11.8K
6.69K $397M
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.66%
$155.33 - $168.56 $5.44K - $5.9K
5.35K $882M
MS
Morgan Stanley

Financial Services
27
+ 0.5%
$86.19 - $101.53 $2.33K - $2.74K
5.38K $523M
ETN
Eaton Corp PLC

Industrials
45
+ 1.87%
$303.02 - $340.89 $13.6K - $15.3K
2.46K $770M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
6
+ 0.02%
$10.67 - $12.08 $64 - $72.5
24.7K $296M
GD
General Dynamics Corp

Industrials
28
+ 3.63%
$281.11 - $300.23 $7.87K - $8.41K
799 $232M
AMT
American Tower Corp

Real Estate
100
+ 5.76%
$171.0 - $200.41 $17.1K - $20K
1.84K $357M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
646
+ 5.46%
$9.68 - $10.84 $6.25K - $7K
12.5K $135M
SAP
Sap Se

Technology
11
+ 0.7%
$175.77 - $201.71 $1.93K - $2.22K
1.59K $321M
GILD
Gilead Sciences, Inc.

Healthcare
435
+ 10.71%
$63.15 - $72.88 $27.5K - $31.7K
4.5K $308M
ING
Ing Groep Nv

Financial Services
42
+ 0.27%
$15.64 - $18.03 $657 - $757
15.3K $263M
ALSMY
Alstom Sa

Industrials
2.31K
+ 7.32%
N/A
33.9K $55.9M
LOW
Lowes Companies Inc

Consumer Cyclical
396
+ 17.11%
$214.27 - $249.28 $84.9K - $98.7K
2.71K $598M
MMM
3 M CO

Industrials
137
+ 8.64%
$90.54 - $105.26 $12.4K - $14.4K
1.72K $176M
USB
Us Bancorp \De\

Financial Services
220
+ 95.65%
$38.45 - $43.95 $8.46K - $9.67K
450 $17.9M
DHR
Danaher Corp

Healthcare
27
+ 0.84%
$235.51 - $267.98 $6.36K - $7.24K
3.25K $811M
GIS
General Mills Inc

Consumer Defensive
578
+ 12.91%
$63.26 - $71.61 $36.6K - $41.4K
5.06K $320M
ROP
Roper Technologies Inc

Industrials
5
+ 0.75%
$510.82 - $563.66 $2.55K - $2.82K
670 $378M
IBM
International Business Machines Corp

Technology
142
+ 11.8%
$164.43 - $190.9 $23.3K - $27.1K
1.35K $233M
STN
Stantec Inc

Industrials
8
+ 0.3%
$78.68 - $85.35 $629 - $683
2.68K $224M
GE
General Electric CO

Industrials
103
+ 9.36%
$136.47 - $175.36 $14.1K - $18.1K
1.2K $191M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
151
+ 3.23%
$99.65 - $110.31 $15K - $16.7K
4.83K $494M
CIG
Energy CO Of Minas Gerais

Utilities
4.32K
+ 29.97%
$1.76 - $2.66 $7.6K - $11.5K
18.7K $33M
SYK
Stryker Corp

Healthcare
10
+ 1.66%
$324.3 - $354.67 $3.24K - $3.55K
614 $209M
EFG
Msci Eafe Growth ETF

ETFs
45
+ 0.46%
$97.17 - $106.25 $4.37K - $4.78K
9.85K $1.01B
CNQ
Canadian Natural Resources LTD

Energy
2.9K
+ 100.0%
$33.69 - $82.32 $97.8K - $239K
5.81K $207M
Linde PLC F
7
+ 0.94%
N/A
751 $330M
KR
Kroger CO

Consumer Defensive
147
+ 4.01%
$49.37 - $57.82 $7.26K - $8.5K
3.81K $190M
MRK
Merck & Co., Inc.

Healthcare
499
+ 4.97%
$123.8 - $132.96 $61.8K - $66.3K
10.5K $1.3B
CSCO
Cisco Systems, Inc.

Technology
31
+ 0.33%
$45.52 - $50.04 $1.41K - $1.55K
9.45K $449M
SHECY
Shin Etsu Chemical CO LTD Unsp

Basic Materials
154
+ 1.55%
$18.34 - $21.42 $2.82K - $3.3K
10.1K $196M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.47%
$396.73 - $420.24 $4.36K - $4.62K
2.35K $955M
APTV
Aptiv PLC

Consumer Cyclical
12
+ 0.37%
$67.54 - $84.65 $810 - $1.02K
3.3K $232M
PEP
Pepsico Inc

Consumer Defensive
209
+ 3.27%
$163.33 - $183.11 $34.1K - $38.3K
6.61K $1.09B
TOELY
Tokyo Electron LTD Unsponsored

Technology
78
+ 3.85%
$105.68 - $133.0 $8.24K - $10.4K
2.1K $230M
PNC
Pnc Financial Services Group, Inc.

Financial Services
63
+ 0.89%
$146.54 - $161.4 $9.23K - $10.2K
7.18K $1.12B
ITW
Illinois Tool Works Inc

Industrials
217
+ 7.65%
$235.01 - $265.23 $51K - $57.6K
3.05K $724M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
25
+ 1.4%
$152.46 - $179.96 $3.81K - $4.5K
1.81K $278M
CAT
Caterpillar Inc

Industrials
65
+ 2.91%
$321.47 - $379.3 $20.9K - $24.7K
2.3K $765M
ADP
Automatic Data Processing Inc

Industrials
49
+ 0.69%
$237.3 - $254.02 $11.6K - $12.4K
7.12K $1.7B
V
Visa Inc.

Financial Services
9
+ 0.16%
$262.47 - $281.5 $2.36K - $2.53K
5.55K $1.46B
NKE
Nike, Inc.

Consumer Cyclical
25
+ 0.49%
$75.37 - $97.18 $1.88K - $2.43K
5.15K $388M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
365
+ 1.06%
$102.13 - $110.88 $37.3K - $40.5K
34.7K $3.7B
MPC
Marathon Petroleum Corp

Energy
43
+ 1.16%
$168.76 - $219.13 $7.26K - $9.42K
3.75K $651M
SBUX
Starbucks Corp

Consumer Cyclical
562
+ 5.2%
$72.5 - $91.53 $40.7K - $51.4K
11.4K $885M
JNJ
Johnson & Johnson

Healthcare
187
+ 1.38%
$144.38 - $157.78 $27K - $29.5K
13.7K $2B
MA
Mastercard Inc

Financial Services
78
+ 1.83%
$441.1 - $479.43 $34.4K - $37.4K
4.34K $1.91B
Activity Summary
Buys All Purchases 111 New Holdings 9 Increased Positions 102 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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