CW
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Canvas Wealth Advisors, LLC13F | |
| Canvas Wealth Advisors, LLC | |
| Last update 2025-04-24 | 180 Stocks (27 new) |
| Value $389.00 Mil | Turnover 13 % |
Canvas Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 62,013 | 22,747.5 | +7.69% | 5.840 | +0.42% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 103,701 | 20,713.2 | +1.55% | 5.320 | +0.08% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 157,404 | 18,093.6 | +11.83% | 4.650 | +0.49% | 0.030 | +17.19% | +7.00% | 71,165.1 | ||
CTOS | Custom Truck One Source Inc | 4,468,342 | 17,158.4 | +8.76% | 4.410 | +0.36% | 1.980 | +27.86% | +6.86% | 1,164.1 | Business Services | |
GOOGL | Alphabet Inc | 109,037 | 16,515.8 | +22.29% | 4.240 | +0.77% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
UBER | Uber Technologies Inc | 192,814 | 14,353.1 | +11.28% | 3.690 | +0.37% | 0.010 | +34.04% | +55.22% | 195,796.1 | Software | |
IUSG | ISHARES TRUST | 109,161 | 13,220.5 | -0.53% | 3.390 | -0.02% | 0.070 | +24.31% | +9.19% | 23,624.6 | ||
AMZN | Amazon.com Inc | 73,455 | 12,721.0 | +14.03% | 3.270 | +0.40% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
PLTR | Palantir Technologies Inc | 133,245 | 12,523.7 | -4.85% | 3.220 | -0.13% | 0.010 | +60.72% | +77.65% | 317,077.8 | Software | |
NVDA | NVIDIA Corp | 120,365 | 11,902.9 | +52.23% | 3.060 | +1.05% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors |
Canvas Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Canvas Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.05% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 52.23% | 120,365 | 41,298 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.77% | 154.33 ($181.36) 206.38 | $179.53 | -1.01% | Add 22.29% | 109,037 | 19,872 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.71% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | Add 42.67% | 39,038 | 11,676 | |
MMM | 3M Co | 2025-03-31 | Reduce Reduce | -0.55% | 129.7 ($146.92) 155.12 | $152.94 | 4.10% | Reduce -33.26% | 34,046 | -16,966 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.53% | 217.89 ($238.81) 252.64 | $243.21 | 1.84% | Add 341.58% | 12,872 | 9,957 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.49% | 120.29 ($128.89) 134.6 | $136.82 | 6.15% | Add 11.83% | 157,404 | 16,654 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.49% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Add 33.32% | 15,940 | 3,984 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.42% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Add 7.69% | 62,013 | 4,428 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.40% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Add 14.03% | 73,455 | 9,038 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.40% | 63.29 ($73.61) 81.72 | $76.39 | 3.78% | Add 121.66% | 49,168 | 26,986 |
Canvas Wealth Advisors, LLC Total Holding History ($B)
Canvas Wealth Advisors, LLC's Asset Allocation
Canvas Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Canvas Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Canvas Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Canvas Wealth Advisors, LLC's Holdings Heat Map
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Canvas Wealth Advisors, LLC's Holdings Bubble Chart
Canvas Wealth Advisors, LLC News
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