Canvas Wealth Advisors, LLC Sells in Q4 2025

Canvas Wealth Advisors, LLC

  • $576 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-8.73K
- 6.97%
$172.14 - $207.18 $1.5M - $1.81M
117K $20.3M
VTV
Vanguard Value ETF

ETFs
-3.42K
- 27.78%
$182.87 - $189.72 $626K - $650K
8.9K $1.67M
EL
Estee Lauder Companies Inc

Consumer Defensive
-6.24K
- 51.78%
$86.09 - $102.52 $537K - $639K
5.81K $499K
NVDA
Nvidia Corp

Technology
-2.19K
- 1.79%
$179.83 - $207.04 $393K - $452K
120K $22.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.53K
- 17.72%
$100.05 - $123.23 $153K - $188K
7.09K $737K
ORCL
Oracle Corp

Technology
-92
- 2.2%
$217.57 - $313.0 $20K - $28.8K
4.1K $900K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.19K
- 28.18%
$201.42 - $211.15 $239K - $251K
3.03K $622K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.84K
- 6.35%
$95.19 - $100.66 $175K - $185K
27.1K $2.65M
SE
Sea LTD

Consumer Cyclical
-195
- 3.8%
$140.04 - $192.69 $27.3K - $37.6K
4.93K $694K
HD
Home Depot, Inc.

Consumer Cyclical
-244
- 9.51%
$358.03 - $397.02 $87.4K - $96.9K
2.32K $831K
ASML
Asml Holding Nv

Technology
-274
- 12.07%
$936.19 - $1075.45 $257K - $295K
2K $2.04M
DEO
Diageo PLC

Consumer Defensive
-1.61K
- 39.51%
$87.26 - $98.67 $140K - $158K
2.46K $228K
NTRS
Northern Trust Corp

Financial Services
-834
- 21.98%
$124.57 - $133.24 $104K - $111K
2.96K $377K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-350
- 31.03%
$524.58 - $588.02 $184K - $206K
778 $441K
VUG
Vanguard Growth ETF

ETFs
-264
- 3.17%
$470.44 - $504.26 $124K - $133K
8.08K $3.91M
AMAT
Applied Materials Inc

Technology
-533
- 36.58%
$209.95 - $240.89 $112K - $128K
924 $211K
MA
Mastercard Inc

Financial Services
-62
- 3.69%
$536.85 - $580.45 $33.3K - $36K
1.62K $869K
UNH
Unitedhealth Group Inc

Healthcare
-187
- 18.64%
$320.52 - $369.92 $59.9K - $69.2K
816 $261K
V
Visa Inc.

Financial Services
-143
- 7.57%
$325.75 - $352.42 $46.6K - $50.4K
1.75K $568K
MO
Altria Group, Inc.

Consumer Defensive
-575
- 12.21%
$56.38 - $66.65 $32.4K - $38.3K
4.13K $240K
VZ
Verizon Communications Inc

Communication Services
-1.14K
- 14.11%
$38.4 - $43.83 $43.9K - $50.1K
6.95K $284K
AVUS
American Centy ETF Tr Avantis

ETFs
-759
- 2.14%
$105.96 - $111.17 $80.4K - $84.4K
34.7K $3.79M
CVX
Chevron Corp

Energy
-439
- 14.89%
$148.9 - $157.72 $65.4K - $69.2K
2.51K $388K
TTWO
Take Two Interactive Software Inc

Communication Services
-138
- 9.05%
$232.0 - $262.29 $32K - $36.2K
1.39K $325K
BX
Blackstone Inc.

Financial Services
-78
- 5.05%
$138.42 - $168.45 $10.8K - $13.1K
1.47K $203K
VB
Vanguard Small Cap ETF

ETFs
-26
- 0.22%
$248.1 - $260.08 $6.45K - $6.76K
11.9K $2.97M
BDX
Becton Dickinson & CO

Healthcare
-342
- 18.57%
$176.39 - $193.93 $60.3K - $66.3K
1.5K $286K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-810
- 2.44%
$42.66 - $43.29 $34.6K - $35.1K
32.3K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
-247
- 14.01%
$144.33 - $160.86 $35.6K - $39.7K
1.52K $231K
MUB
Ishares National Muni Bond ETF

ETFs
-573
- 2.71%
$106.36 - $107.61 $60.9K - $61.7K
20.6K $2.2M
VV
Vanguard Large Cap ETF

ETFs
-162
- 16.95%
$301.9 - $317.98 $48.9K - $51.5K
794 $246K
ABBV
Abb Vie Inc.

Healthcare
-231
- 9.3%
$211.96 - $244.38 $49K - $56.5K
2.25K $527K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-914
- 5.82%
$47.86 - $48.14 $43.7K - $44K
14.8K $709K
GL
Globe Life Inc.

Financial Services
-121
- 4.77%
$130.64 - $140.98 $15.8K - $17.1K
2.42K $318K
SCHW
Schwab Charles Corp

Financial Services
-124
- 1.37%
$91.91 - $97.71 $11.4K - $12.1K
8.95K $822K
TMUS
T Mobile Us, Inc.

Communication Services
-34
- 2.25%
$201.01 - $233.26 $6.83K - $7.93K
1.48K $318K
VIG
Vanguard Dividend Appreciation

ETFs
-190
- 11.77%
N/A
1.42K $259K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-19
- 0.53%
$91.7 - $105.68 $1.74K - $2.01K
3.56K $351K
PWR
Quanta Services, Inc.

Industrials
-158
- 6.8%
$412.21 - $453.83 $65.1K - $71.7K
2.17K $929K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.32K
- 5.35%
$24.85 - $25.28 $32.8K - $33.3K
23.3K $584K
FSLR
First Solar, Inc.

Technology
-492
- 17.2%
$223.36 - $277.39 $110K - $136K
2.37K $600K
BAC
Bank Of America Corp

Financial Services
-544
- 3.93%
$48.65 - $54.11 $26.5K - $29.4K
13.3K $685K
SYK
Stryker Corp

Healthcare
-24
- 1.28%
$353.81 - $388.35 $8.49K - $9.32K
1.84K $664K
KKR
Kkr & Co. Inc.

Financial Services
-48
- 2.52%
$117.52 - $127.65 $5.64K - $6.13K
1.86K $223K
IWM
Ishares Russell 2000 ETF

ETFs
-77
- 6.35%
$236.79 - $250.33 $18.2K - $19.3K
1.14K $269K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-10
- 0.81%
$178.37 - $198.46 $1.78K - $1.98K
1.22K $224K
NU
Nu Holdings Ltd.

Financial Services
-1.24K
- 6.49%
$14.73 - $16.39 $18.3K - $20.3K
17.8K $282K
MCD
Mcdonalds Corp

Consumer Cyclical
-60
- 1.67%
$293.81 - $310.11 $17.6K - $18.6K
3.54K $1.08M
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.41%
$286.27 - $296.23 $5.73K - $5.92K
1.4K $401K
Activity Summary
Buys All Purchases 113 New Holdings 18 Increased Positions 95 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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