Canopy Partners, LLC Reduced Holdings in Q2 2024

Canopy Partners, LLC

  • $215 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-8.01K
- 9.02%
$78.66 - $83.59 $630K - $670K
80.8K $6.55B
IEMG
Ishares Inc

ETFs
-13.6K
- 12.65%
$50.02 - $54.95 $678K - $745K
93.6K $5.01B
CRM
Salesforce, Inc.

Technology
-55
- 0.88%
$218.01 - $304.74 $12K - $16.8K
6.21K $1.6B
ACN
Accenture PLC

Technology
-301
- 9.37%
$281.76 - $339.17 $84.8K - $102K
2.91K $884M
IEF
Ishares Barclays

ETFs
-1.87K
- 12.92%
$91.24 - $94.6 $170K - $176K
12.6K $1.18B
ABT
Abbott Laboratories

Healthcare
-953
- 10.34%
$100.73 - $112.44 $96K - $107K
8.26K $859M
INTC
Intel Corp

Technology
-496
- 4.67%
$29.85 - $44.52 $14.8K - $22.1K
10.1K $314M
IWM
Ishares Russell 2000 ETF

ETFs
-452
- 7.31%
$192.84 - $209.44 $87.2K - $94.7K
5.73K $1.16B
IVV
Ishares Core S&P 500 ETF

ETFs
-356
- 11.76%
$497.53 - $549.64 $177K - $196K
2.67K $1.46B
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 1.33%
$249.37 - $280.22 $11.2K - $12.6K
3.33K $848M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.31%
$325.1 - $368.03 $2.28K - $2.58K
2.27K $783M
AMD
Advanced Micro Devices Inc

Technology
-86
- 2.06%
$144.27 - $183.34 $12.4K - $15.8K
4.09K $663M
DE
Deere & CO

Industrials
-47
- 2.66%
$364.98 - $414.02 $17.2K - $19.5K
1.72K $642M
INTU
Intuit Inc

Technology
-107
- 25.91%
$562.97 - $670.27 $60.2K - $71.7K
306 $201M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-80
- 0.6%
$65.44 - $71.94 $5.24K - $5.76K
13.2K $862M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-176
- 0.54%
$60.46 - $64.81 $10.6K - $11.4K
32.2K $1.98B
UNP
Union Pacific Corp

Industrials
-36
- 1.49%
$221.38 - $247.4 $7.97K - $8.91K
2.38K $539M
ABBV
Abb Vie Inc.

Healthcare
-11
- 0.26%
$154.79 - $180.76 $1.7K - $1.99K
4.3K $737M
PLD
Prologis, Inc.

Real Estate
-95
- 4.97%
$101.88 - $127.92 $9.68K - $12.2K
1.82K $204M
UBER
Uber Technologies, Inc

Technology
-141
- 2.03%
$63.52 - $77.16 $8.96K - $10.9K
6.81K $495M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-442
- 1.22%
$49.55 - $50.44 $21.9K - $22.3K
35.7K $1.79B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.16%
$541.52 - $599.02 $1.08K - $1.2K
1.27K $701M
CMCSA
Comcast Corp

Communication Services
-59
- 0.76%
$36.9 - $42.28 $2.18K - $2.49K
7.73K $303M
EW
Edwards Lifesciences Corp

Healthcare
-18
- 0.2%
$84.3 - $94.31 $1.52K - $1.7K
9.16K $846M
CB
Chubb LTD

Financial Services
-75
- 2.91%
$243.01 - $274.28 $18.2K - $20.6K
2.5K $638M
HESAY
Hermes Intl S A Unsponsored Ad

Consumer Cyclical
-10
- 0.94%
$225.79 - $259.65 $2.26K - $2.6K
1.05K $242M
BA
Boeing CO

Industrials
-25
- 1.35%
$164.33 - $191.42 $4.11K - $4.79K
1.83K $333M
ABNB
Airbnb, Inc.

Consumer Cyclical
-40
- 3.01%
$141.04 - $165.42 $5.64K - $6.62K
1.29K $195M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-159
- 6.96%
$95.11 - $97.92 $15.1K - $15.6K
2.13K $206M
HLDCY
Henderson Land Dev LTD Sp Adr
-4.89K
- 28.78%
N/A
12.1K $31.6M
CVX
Chevron Corp

Energy
-33
- 0.48%
$152.57 - $166.33 $5.03K - $5.49K
6.79K $1.06B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5
- 0.11%
$56.43 - $60.79 $282 - $304
4.68K $274M
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
-120
- 3.07%
$48.07 - $54.64 $5.77K - $6.56K
3.79K $202M
UNH
Unitedhealth Group Inc

Healthcare
-148
- 3.28%
$439.2 - $524.63 $65K - $77.6K
4.37K $2.22B
Anz Group Holdings LTD F Unsponsored Adr
-168
- 1.31%
N/A
12.6K $238M
XEL
Xcel Energy Inc

Utilities
-87
- 17.09%
$52.53 - $56.74 $4.57K - $4.94K
422 $22.5M
MRAAY
Murata Manufacturing CO LTD Un

Technology
-1.29K
- 9.62%
$8.61 - $10.47 $11.1K - $13.5K
12.1K $125M
RY
Royal Bank Of Canada

Financial Services
-87
- 2.94%
$96.4 - $109.27 $8.39K - $9.51K
2.87K $306M
INFY
Infosys LTD

Technology
-140
- 0.84%
$16.51 - $18.63 $2.31K - $2.61K
16.6K $309M
CMWAY
Commonwealth Bk Of Australia S

Financial Services
-94
- 2.83%
$71.8 - $85.43 $6.75K - $8.03K
3.23K $273M
DFAE
Dimensional ETF Tr

ETFs
-102
- 0.77%
$24.03 - $26.3 $2.45K - $2.68K
13.1K $338M
WIT
Wipro LTD

Technology
-692
- 1.38%
$5.12 - $6.1 $3.54K - $4.22K
49.3K $301M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
-184
- 2.42%
$29.26 - $35.71 $5.38K - $6.57K
7.43K $258M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.36%
$414.65 - $485.21 $1.24K - $1.46K
837 $401M
TSLA
Tesla, Inc.

Consumer Cyclical
-192
- 5.09%
$142.05 - $197.88 $27.3K - $38K
3.58K $709M
NFLX
Netflix Inc

Communication Services
-8
- 0.84%
$550.64 - $686.12 $4.41K - $5.49K
948 $640M
VTI
Vanguard Total Stock Market Et

ETFs
-924
- 1.9%
$245.23 - $269.4 $227K - $249K
47.8K $12.8B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.16%
$704.88 - $870.75 $2.11K - $2.61K
1.92K $1.63B
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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