Canopy Partners, LLC Purchases in Q3 2025

Canopy Partners, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
62
+ 42.47%
$2292.04 - $2514.05 $142K - $156K
208 $486M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 3.4%
$357.4 - $423.42 $23.9K - $28.4K
2.04K $825M
MRK
Merck & Co., Inc.

Healthcare
487
+ 3.9%
$77.6 - $87.37 $37.8K - $42.5K
13K $1.09B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.14K
New
$28.92 - $32.19 $90.9K - $101K
3.14K $100M
RTX
Raytheon Technologies Corp

Industrials
309
+ 13.73%
$144.19 - $167.33 $44.6K - $51.7K
2.56K $428M
NFLX
Netflix Inc

Communication Services
192
+ 19.75%
$1147.87 - $1297.18 $220K - $249K
1.16K $1.4B
WSM
Williams Sonoma Inc

Consumer Cyclical
155
+ 7.96%
$163.62 - $210.2 $25.4K - $32.6K
2.1K $411M
XOM
Exxon Mobil Corp

Energy
566
+ 11.09%
$105.83 - $117.22 $59.9K - $66.3K
5.67K $639M
SHOP
Shopify Inc.

Technology
106
+ 5.12%
$112.11 - $157.12 $11.9K - $16.7K
2.18K $323M
MRRTY
Marfrig Alimentos Sa Sponsored

Consumer Defensive
23.5K
New
$3.51 - $5.14 $82.3K - $121K
23.5K $83.5M
EME
Emcor Group, Inc.

Industrials
4
+ 0.63%
$530.88 - $655.83 $2.12K - $2.62K
644 $418M
Ge Vernova Inc
67
+ 16.58%
N/A
471 $290M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
946
+ 1.39%
$41.8 - $43.15 $39.5K - $40.8K
68.9K $2.95B
XYL
Xylem Inc.

Industrials
61
+ 1.72%
$129.67 - $147.5 $7.91K - $9K
3.6K $532M
AMD
Advanced Micro Devices Inc

Technology
160
+ 6.72%
$134.8 - $184.42 $21.6K - $29.5K
2.54K $411M
HBM
Hudbay Minerals Inc.

Basic Materials
326
+ 2.19%
$9.06 - $15.21 $2.95K - $4.96K
15.2K $230M
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 2.44%
$291.67 - $316.99 $24.8K - $26.9K
3.57K $1.08B
AZN
Astrazeneca PLC

Healthcare
406
+ 8.13%
$68.72 - $82.11 $27.9K - $33.3K
5.4K $414M
QCOM
Qualcomm Inc

Technology
212
+ 5.45%
$145.84 - $173.55 $30.9K - $36.8K
4.1K $682M
RY
Royal Bank Of Canada

Financial Services
84
+ 2.9%
$128.46 - $148.6 $10.8K - $12.5K
2.98K $439M
SONY
Sony Group Corp

Technology
800
+ 6.95%
$23.92 - $30.07 $19.1K - $24.1K
12.3K $354M
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.24%
$133.81 - $152.16 $2.01K - $2.28K
6.29K $883M
DIS
Walt Disney CO

Communication Services
614
+ 36.68%
$112.25 - $124.0 $68.9K - $76.1K
2.29K $262M
NVS
Novartis Ag

Healthcare
230
+ 7.36%
$113.5 - $129.73 $26.1K - $29.8K
3.35K $430M
T
At&T Inc.

Communication Services
1.89K
+ 26.3%
$26.94 - $29.62 $50.9K - $56K
9.08K $256M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.12K
+ 8.35%
$13.29 - $16.05 $14.9K - $18K
14.6K $232M
AMGN
Amgen Inc

Healthcare
117
+ 2.74%
$271.18 - $309.22 $31.7K - $36.2K
4.38K $1.24B
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
68
+ 3.32%
$140.7 - $165.02 $9.57K - $11.2K
2.12K $335M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
344
+ 1.44%
$12.27 - $14.8 $4.22K - $5.09K
24.2K $353M
WF
Woori Financial Group Inc.

Financial Services
78
+ 1.28%
$49.62 - $57.76 $3.87K - $4.51K
6.15K $345M
Linde PLC F
80
+ 10.15%
N/A
868 $412M
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
92
+ 1.09%
$33.03 - $40.72 $3.04K - $3.75K
8.55K $324M
BX
Blackstone Inc.

Financial Services
98
+ 8.53%
$152.77 - $188.68 $15K - $18.5K
1.25K $213M
DUK
Duke Energy Corp

Utilities
291
+ 36.38%
$116.31 - $125.93 $33.8K - $36.6K
1.09K $135M
NMR
Nomura Holdings Inc

Financial Services
3.93K
+ 28.0%
$6.28 - $7.56 $24.7K - $29.7K
18K $131M
GIS
General Mills Inc

Consumer Defensive
868
+ 18.77%
$48.44 - $53.83 $42K - $46.7K
5.49K $277M
SPOT
Spotify Technology S.A.

Communication Services
81
+ 28.42%
$620.01 - $738.53 $50.2K - $59.8K
366 $255M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
810
+ 6.45%
$14.53 - $17.13 $11.8K - $13.9K
13.4K $224M
PANW
Palo Alto Networks Inc

Technology
173
+ 7.89%
$167.06 - $208.19 $28.9K - $36K
2.37K $482M
DFAE
Dimensional ETF Tr

ETFs
17
+ 0.14%
$28.84 - $31.84 $490 - $541
11.9K $375M
BCS
Barclays PLC

Financial Services
175
+ 1.34%
$17.88 - $21.05 $3.13K - $3.68K
13.2K $274M
AFL
Aflac Inc

Financial Services
80
+ 2.48%
$98.09 - $111.7 $7.85K - $8.94K
3.31K $370M
SHG
Shinhan Financial Group CO LTD

Financial Services
76
+ 1.61%
N/A
4.81K $242M
ITOCY
Itochu Corp Adr

Industrials
31
+ 1.33%
$101.03 - $119.22 $3.13K - $3.7K
2.36K $272M
ABT
Abbott Laboratories

Healthcare
404
+ 3.02%
$120.51 - $136.62 $48.7K - $55.2K
13.8K $1.85B
SBGSY
Schneider Electric Se Unsponso

Industrials
190
+ 3.36%
$49.14 - $56.73 $9.34K - $10.8K
5.85K $328M
ALIZY
Allianz Se

Financial Services
270
+ 3.22%
$38.69 - $44.12 $10.4K - $11.9K
8.65K $363M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
352
+ 4.87%
$37.57 - $43.0 $13.2K - $15.1K
7.58K $317M
SHEL
Shell PLC

Energy
234
+ 5.19%
$69.82 - $73.93 $16.3K - $17.3K
4.75K $340M
Activity Summary
Buys All Purchases 132 New Holdings 18 Increased Positions 114 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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