Canopy Partners, LLC Purchases in Q2 2024

Canopy Partners, LLC

  • $215 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
90K
+ 160.4%
$34.53 - $37.67 $3.11M - $3.39M
146K $5.48B
AAPL
Apple Inc.

Technology
1.91K
+ 4.18%
$165.0 - $216.67 $316K - $414K
47.7K $10B
NVDA
Nvidia Corp

Technology
43.9K
+ 916.84%
$118.11 - $1224.4 $5.19M - $53.8M
48.7K $6.02B
GOOGL
Alphabet Inc.

Communication Services
488
+ 1.21%
$150.53 - $185.41 $73.5K - $90.5K
41K $7.46B
MSFT
Microsoft Corp

Technology
617
+ 2.67%
$389.33 - $452.85 $240K - $279K
23.7K $10.6B
DFAX
Dimensional ETF Tr
29.1K
+ 23.24%
$24.57 - $26.36 $714K - $766K
154K $3.92B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.7K
+ 123.31%
$40.79 - $41.97 $722K - $743K
32K $1.33B
AMZN
Amazon Com Inc

Consumer Cyclical
796
+ 2.49%
$173.67 - $197.85 $138K - $157K
32.7K $6.32B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
305
+ 2.98%
$127.7 - $179.69 $38.9K - $54.8K
10.5K $1.83B
HDB
Hdfc Bank LTD

Financial Services
5.1K
New
$55.33 - $65.06 $282K - $331K
5.1K $328M
ITOCY
Itochu Corp Adr

Industrials
2.4K
New
$83.76 - $98.35 $201K - $236K
2.4K $236M
RTX
Raytheon Technologies Corp

Industrials
2.12K
New
$97.55 - $108.44 $207K - $230K
2.12K $213M
TKOMY
Tokio Marine Holdings, Inc. Sp

Financial Services
5.5K
New
$29.83 - $37.67 $164K - $207K
5.5K $207M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
1.97K
New
$100.45 - $111.25 $197K - $219K
1.97K $207M
IDEXY
Industria De Diseno Textil Ind
8.31K
New
N/A
8.31K $207M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.53K
New
$113.43 - $157.57 $174K - $241K
1.53K $203M
PFE
Pfizer Inc

Healthcare
6.98K
+ 26.84%
$25.26 - $29.6 $176K - $207K
33K $923M
HSBC
Hsbc Holdings PLC

Financial Services
4.62K
New
$39.31 - $45.4 $182K - $210K
4.62K $201M
META
Meta Platforms, Inc.

Communication Services
82
+ 0.98%
$430.17 - $527.34 $35.3K - $43.2K
8.46K $4.26B
AVGO
Broadcom Inc.

Technology
10
+ 1.62%
$1204.71 - $1828.87 $12K - $18.3K
627 $1.01B
QCOM
Qualcomm Inc

Technology
312
+ 8.68%
$157.63 - $227.09 $49.2K - $70.9K
3.91K $778M
LLY
Eli Lilly & CO

Healthcare
13
+ 1.2%
$724.87 - $909.04 $9.42K - $11.8K
1.1K $996M
AZN
Astrazeneca PLC

Healthcare
996
+ 20.91%
$66.81 - $80.83 $66.5K - $80.5K
5.76K $449M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
1.07K
+ 12.89%
$38.21 - $51.67 $41K - $55.4K
9.4K $445M
XOM
Exxon Mobil Corp

Energy
1.02K
+ 22.84%
$108.36 - $122.2 $111K - $125K
5.49K $631M
AXP
American Express CO

Financial Services
399
+ 10.58%
$217.5 - $243.08 $86.8K - $97K
4.17K $966M
TXN
Texas Instruments Inc

Technology
201
+ 7.33%
$159.68 - $202.54 $32.1K - $40.7K
2.94K $573M
APH
Amphenol Corp

Technology
4.67K
+ 100.0%
$67.16 - $136.4 $314K - $638K
9.35K $630M
AMAT
Applied Materials Inc

Technology
44
+ 1.65%
$189.46 - $247.83 $8.34K - $10.9K
2.71K $640M
AMGN
Amgen Inc

Healthcare
31
+ 1.23%
$262.75 - $319.31 $8.15K - $9.9K
2.56K $800M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.58%
$3414.82 - $4014.38 $10.2K - $12K
193 $765M
NEE
Nextera Energy Inc

Utilities
512
+ 9.77%
$61.7 - $80.02 $31.6K - $41K
5.75K $407M
NOW
Service Now, Inc.

Technology
22
+ 1.05%
$643.29 - $786.67 $14.2K - $17.3K
2.12K $1.67B
BAC
Bank Of America Corp

Financial Services
186
+ 0.6%
$34.68 - $40.02 $6.45K - $7.44K
31.3K $1.25B
PANW
Palo Alto Networks Inc

Technology
16
+ 1.52%
$265.2 - $340.82 $4.24K - $5.45K
1.07K $362M
GS
Goldman Sachs Group Inc

Financial Services
74
+ 8.64%
$389.49 - $470.41 $28.8K - $34.8K
930 $421M
ADBE
Adobe Inc.

Technology
17
+ 1.65%
$439.02 - $555.54 $7.46K - $9.44K
1.05K $582M
ORCL
Oracle Corp

Technology
60
+ 1.82%
$113.75 - $144.64 $6.83K - $8.68K
3.36K $474M
ELV
Elevance Health, Inc.

Healthcare
87
+ 19.73%
$497.49 - $547.8 $43.3K - $47.7K
528 $286M
ECL
Ecolab Inc.

Basic Materials
164
+ 7.5%
$218.16 - $244.64 $35.8K - $40.1K
2.35K $559M
XYL
Xylem Inc.

Industrials
281
+ 11.34%
$126.22 - $145.95 $35.5K - $41K
2.76K $374M
MU
Micron Technology Inc

Technology
12
+ 0.34%
$106.77 - $153.45 $1.28K - $1.84K
3.55K $467M
CL
Colgate Palmolive CO

Consumer Defensive
310
+ 12.17%
$85.85 - $98.99 $26.6K - $30.7K
2.86K $277M
EEM
Ishares Msci Emerging Markets

ETFs
612
+ 4.42%
$39.71 - $43.79 $24.3K - $26.8K
14.5K $616M
TDG
Trans Digm Group Inc

Industrials
5
+ 0.69%
$1187.7 - $1362.3 $5.94K - $6.81K
726 $928M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.63%
$366.34 - $445.11 $1.83K - $2.23K
799 $355M
RDY
Dr Reddys Laboratories LTD

Healthcare
353
+ 10.64%
$68.26 - $76.19 $24.1K - $26.9K
3.67K $280M
SPGI
S&P Global Inc.

Financial Services
51
+ 7.8%
$408.56 - $448.91 $20.8K - $22.9K
705 $314M
BLK
Black Rock Inc.

Financial Services
100
+ 10.88%
$747.3 - $826.77 $74.7K - $82.7K
1.02K $802M
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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