Canopy Partners, LLC
Q4 2024 13F Holdings
- Locationcincinnati, OH
- Num holdings
213
- Value ($000)
$261,970
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001960860
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | COMMON STOCK | 037833100 | $14.03M | 5 % | 56,037 | ||
VTI Vanguard Total Stock Market ETF | ETF | 922908769 | $13.00M | 5 % | 44,853 | ||
MSFT Microsoft | COMMON STOCK | 594918104 | $11.07M | 4 % | 26,260 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $10.98M | 4 % | 18,732 | ||
MDY SPDR S&P Midcap 400 ETF | ETF | 78467Y107 | $10.57M | 4 % | 18,552 | ||
IEFA iShares Core MSCI EAFE ETF | ETF | 46432F842 | $9.30M | 4 % | 132,358 | ||
AMZN Amazon.Com Inc | COMMON STOCK | 023135106 | $8.99M | 3 % | 40,972 | ||
GOOGL Alphabet Inc. Class A | COMMON STOCK | 02079K305 | $7.28M | 3 % | 38,451 | ||
DFAU Dimensional US Core Equity Markt ETF | ETF | 25434V104 | $6.84M | 3 % | 169,010 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $6.69M | 3 % | 49,792 |
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