MondegarAI
Canopy Partners, LLC

Q3 2024 · 13F-HR

Canopy Partners, LLCholdings as filed

Filed 2024-11-12 · accession 0001960860-24-000008

$232.3M
Reported value
210
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVanguard Total Stock Market ETF$12.8M5.50%45,140CommonSOLE
037833100AAPLApple Inc$11.3M4.88%48,659CommonNONE
78462F103SPYSPDR S&P 500 ETF$10.7M4.63%18,732CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$10.5M4.53%134,844CommonSOLE
594918104MSFTMicrosoft$9.9M4.26%22,987CommonNONE
78467Y107MDYSPDR S&P Midcap 400 ETF$9.0M3.88%15,806CommonSOLE
464287499IWRiShares Russell Mid Cap ETF$6.9M2.95%77,897CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$6.6M2.85%39,877CommonSOLE
25434V104DFAUDimensional US Core Equity Markt ETF$6.3M2.73%159,809CommonSOLE
023135106AMZNAmazon.Com Inc$6.1M2.62%32,669CommonSOLE
67066G104NVDANvidia Corp$6.0M2.58%49,294CommonNONE
46434G103IEMGiShares Core MSCI Emerging ETF$5.3M2.28%92,426CommonSOLE
30303M102METAMeta Platforms Inc Class A$4.9M2.10%8,536CommonSOLE
25434V880DFAXDimensional ETF (trust World Ex US Core)$4.4M1.88%161,406CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$4.1M1.78%35,410CommonSOLE
922907746VTEBVanguard Muni BND Tax Exempt ETF$2.9M1.25%56,634CommonSOLE
91324P102UNHUnitedHealth Group$2.6M1.12%4,450CommonNONE
931142103WMTWal-Mart$2.6M1.11%31,833CommonSOLE
46625H100JPMJPMorgan Chase$2.5M1.08%11,951CommonSOLE
478160104JNJJohnson & Johnson$2.2M0.96%13,774CommonNONE
464288273SCZiShares MSCI EAFE Small Cap ETF$2.2M0.94%32,183CommonSOLE
57636Q104MAMastercard Inc Class A$2.2M0.93%4,386CommonSOLE
053015103ADPAuto Data Processing$2.0M0.84%7,077CommonSOLE
81762P102NOWService Now Inc$1.9M0.83%2,167CommonSOLE
874039100TSMTaiwan Semiconductr F Sponsored ADR$1.8M0.77%10,306CommonNONE
79466L302CRMSalesforce$1.7M0.74%6,283CommonSOLE
22160K105COSTCostco Wholesale Co$1.7M0.73%1,910CommonNONE
25434V872DFCFDimensional Core Fixed Income ETF$1.7M0.72%38,474CommonSOLE
92826C839VVisa Inc Class A$1.5M0.66%5,566CommonNONE
464287200IVViShares Core S&P 500 ETF$1.4M0.62%2,490CommonSOLE
693475105PNCP N C Financial Services Group Inc$1.3M0.57%7,187CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$1.3M0.56%13,321CommonSOLE
855244109SBUXStarbucks Corp$1.3M0.54%12,936CommonNONE
060505104BACBank Of America Corp$1.2M0.54%31,374CommonSOLE
464287655IWMiShares Russell 2000 ETF$1.2M0.52%5,501CommonSOLE
025816109AXPAmerican Express Co$1.2M0.52%4,477CommonSOLE
46432F834IXUSiShares Core MSCI Total ETF$1.2M0.51%16,185CommonSOLE
58933Y105MRKMerck & Co. Inc.$1.1M0.49%10,003CommonSOLE
11135F101AVGOBroadcom Inc$1.1M0.49%6,548CommonNONE
464287309IVWiShares S&P 500 Growth ETF$1.1M0.49%11,783CommonSOLE
713448108PEPPepsico Inc$1.1M0.47%6,462CommonNONE
084670702BRK/BBerkshire Hathaway Class B$1.1M0.46%2,346CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$1.1M0.46%9,851CommonSOLE
464287408IVEiShares S&P 500 Value ETF$1.0M0.45%5,296CommonSOLE
G1151C101ACNAccenture PLC F Class A$1.0M0.45%2,952CommonSOLE
580135101MCDMcDonald's$1.0M0.45%3,407CommonSOLE
893641100TDGTransdigm Group Inc$1.0M0.44%723CommonSOLE
09247X101BLKCHFBlackRock Inc$1.0M0.44%1,082CommonSOLE
717081103PFEPfizer$1.0M0.43%34,588CommonSOLE
87612E106TGTTarget Corp$999,2180.43%6,411CommonSOLE
609207105MDLZMondelez International W I$982,3890.42%13,335CommonSOLE
149123101CATCaterpillar$971,9330.42%2,485CommonSOLE
532457108LLYLilly Eli & Co$963,1580.41%1,087CommonNONE
88160R101TSLATesla Motors$959,1360.41%3,666CommonNONE
166764100CVXChevron Corp.$937,8150.40%6,368CommonSOLE
437076102HDHome Depot$934,7960.40%2,307CommonNONE
742718109PGProcter & Gamble$931,4700.40%5,378CommonNONE
002824100ABTAbbott Laboratories$921,7710.40%8,085CommonSOLE
235851102DHRDanaher Corp$907,4570.39%3,264CommonSOLE
303250104FICOFair Isaac Intl Corp$874,5840.38%450CommonNONE
02079K107GOOGAlphabet Inc. Class C$869,3880.37%5,200CommonNONE
00287Y109ABBVAbbvie Inc$860,2230.37%4,356CommonNONE
031162100AMGNAmgen Inc$827,1130.36%2,567CommonSOLE
G29183103ETNEaton Corp PLC F$815,6740.35%2,461CommonSOLE
921910733ESGVVanguard Esg US Stock ETF$807,8130.35%7,947CommonSOLE
09857L108BKNGBooking Holdings Inc$804,5150.35%191CommonSOLE
452308109ITWIllinois Tool Works$801,4100.34%3,058CommonNONE
464287465EFAiShares MSCI EAFE ETF$792,7290.34%9,479CommonSOLE
670100205NVONovo-Nordisk As Vormal F Sponsored ADR$789,7910.34%6,633CommonNONE
20825C104COPConocophillips$789,6000.34%7,500CommonSOLE
883556102TMOThermo Fisher SCNTFC$773,8310.33%1,251CommonNONE
548661107LOWLowes Co Inc$733,1910.32%2,707CommonNONE
H1467J104CBChubb LTD F$714,6300.31%2,478CommonNONE
244199105DEDeere & Co$706,5400.30%1,693CommonSOLE
464288240ACWXiShares MSCI Acwi Ex US ETF$693,4490.30%12,119CommonSOLE
64110L106NFLXNetflix Inc$687,3240.30%969CommonNONE
007903107AMDAdvanced Micro Devices I$654,1910.28%3,987CommonNONE
747525103QCOMQualcomm Inc$649,5910.28%3,820CommonNONE
30231G102XOMExxonMobil$641,1930.28%5,470CommonNONE
808513105SCHWCharles Schwab Corp$622,4350.27%9,604CommonSOLE
032095101APHAmphenol Corp Class A$616,9350.27%9,468CommonSOLE
464287234EEMiShares MSCI Emerging Markets ETF$613,8820.26%13,386CommonSOLE
56585A102MPCMarathon Pete Corp$609,1200.26%3,739CommonSOLE
278865100ECLEcolab Inc$608,4510.26%2,383CommonNONE
00724F101ADBEAdobe Inc$608,3920.26%1,175CommonNONE
882508104TXNTexas Instruments$605,4570.26%2,931CommonNONE
907818108UNPUnion Pacific Corp$576,0240.25%2,337CommonSOLE
68389X105ORCLOracle Corp$568,2840.24%3,335CommonNONE
617446448MSMorgan Stanley$562,2710.24%5,394CommonNONE
46090E103QQQInvesco QQQ Trust ETF$559,3280.24%1,146CommonSOLE
438516106HONHoneywell Intl Inc$548,4020.24%2,653CommonSOLE
038222105AMATApplied Materials$535,6350.23%2,651CommonNONE
88032Q109TCEHYTencent Holdings F Unsponsored ADR$530,0670.23%9,568CommonNONE
90353T100UBERUber Technologies Inc$522,9630.23%6,958CommonSOLE
28176E108EWEdwards Lifesciences Corp$504,9550.22%7,652CommonSOLE
641069406NSRGYNestle S A F Sponsored ADR$500,6320.22%4,973CommonNONE
17275R102CSCOCisco Systems$492,9240.21%9,262CommonNONE
N07059210ASMLAsml Holding N V F Sponsored ADR$483,2850.21%580CommonNONE
65339F101NEENextera Energy Inc$478,6090.21%5,662CommonNONE
502117203LRLCYL Oreal S A F Sponsored ADR$475,9970.20%5,303CommonNONE
38141G104GSGoldman Sachs Group$459,4620.20%928CommonNONE
760759100RSGRepublic Services$449,6810.19%2,239CommonNONE
94106L109WMWaste Management Inc$439,0740.19%2,115CommonNONE
191216100KOCoca-Cola$435,4000.19%6,059CommonSOLE
46434V803HEFAiShares Currency Hedged MSCI ETF$434,9580.19%12,280CommonSOLE
48241A105KBKB Finl Group Inc F Sponsored ADR$431,2620.19%6,984CommonNONE
654106103NKENike Inc$430,5080.19%4,870CommonSOLE
03027X100AMTAmerican Tower Corp$430,2360.19%1,850CommonSOLE
45104G104IBNIcici Bank LTD A D R$429,0340.18%14,373CommonNONE
291011104EMREmerson Electric Co$408,4970.18%3,735CommonSOLE
464287226AGGiShares Core US Aggregate Bond ETF$406,0930.17%4,010CommonSOLE
46120E602ISRGIntuitive Surgical$394,4900.17%803CommonNONE
046353108AZNNAstrazeneca PLC F Sponsored ADR$388,2260.17%4,983CommonNONE
456788108INFYInfosys LTD F Sponsored ADR$381,4630.16%17,129CommonNONE
776696106ROPRoper Technologies$379,4920.16%682CommonSOLE
803054204SAPSAP Se Spon A D R$372,7460.16%1,627CommonNONE
98419M100XYLXylem Inc Com$371,0620.16%2,748CommonNONE
370334104GISGeneral Mills Inc$369,6190.16%5,005CommonNONE
78409V104SPGIS&P Global Inc$368,3500.16%713CommonNONE
697435105PANWPalo Alto Networks$368,1340.16%1,077CommonSOLE
949746101WMT2Wells Fargo & Co$367,5800.16%6,507CommonNONE
375558103GILDGilead Sciences Inc$367,2190.16%4,380CommonNONE
780087102RYRoyal Bank Of Canada F$365,8330.16%2,933CommonNONE
369604301GEGeneral Electric Co$361,6960.16%1,918CommonNONE
001055102AFLAflac Inc$360,1080.15%3,221CommonNONE
25434V302DFAEDimensional Emerg Core Eqy MRKT ETF$360,0100.15%13,134CommonSOLE
66987V109NVSNovartis AG F Sponsored ADR$358,0570.15%3,113CommonNONE
46435U549EAGGiShares Esg Aware US Aggrgt BND ETF$357,6710.15%7,361CommonSOLE
G54950103LINLinde PLC F$354,7840.15%744CommonNONE
969904101WSMWilliams Sonoma Inc$339,7400.15%2,193CommonNONE
863667101SYKStryker Corp$333,0820.14%922CommonNONE
40415F101HDBHDFC Bank LTD A D R$325,4370.14%5,202CommonNONE
97651M109WITWipro LTD F Sponsored ADR$322,5360.14%49,774CommonNONE
632525408NABZYNTNL Australia Bank F Sponsored ADR$311,9830.13%24,166CommonNONE
771195104RHHBYRoche HLDG AG F Sponsored ADR$310,4910.13%7,772CommonNONE
202712600CMWAYCommonwealth BK Aust F Sponsored ADR$303,7240.13%3,247CommonNONE
80687P106SBGSYSchneider Elect Se Unsp A D R$301,7210.13%5,722CommonNONE
256135203RDYDR Reddy S Laboratorie F Sponsored ADR$300,7180.13%3,785CommonNONE
194162103CLColgate Palmolive Co$297,6230.13%2,867CommonNONE
780259305SHELShell PLC F Sponsored ADR$295,0600.13%4,474CommonNONE
459200101IBMIBM$292,7100.13%1,324CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$291,6580.13%4,680CommonSOLE
433578507HTHIYHitachi LTD F Sponsored ADR$285,8290.12%5,393CommonNONE
456837103INGING Groep ADR Rep 1 Or F Sponsored ADR$278,7380.12%15,349CommonNONE
097023105BABoeing Co$274,5840.12%1,806CommonSOLE
018820100ALIZYAllianz Se F Unsponsored ADR$272,4060.12%8,300CommonNONE
75513E101RTXRaytheon Technologies Co$264,9770.11%2,187CommonNONE
03736N104ANZGYAnz Group Holdings LTD F Unsponsored ADR$264,8730.11%12,607CommonNONE
502441306LVMUYLVMH Moet Hennessy Lou F Sponsored ADR$264,6700.11%1,723CommonNONE
81369Y803XLKTechnology Select Sector SPDR Fund$263,6880.11%1,168CommonSOLE
455793109IDEXYIndustria De Diseno Te F Sponsored ADR$261,7180.11%8,818CommonNONE
42751Q105HESAYHermes Interntnl Sca F Sponsored ADR$259,2870.11%1,050CommonNONE
464287432TLTiShares 20 Year Treasury Bond ETF$254,1770.11%2,591CommonSOLE
88339J105TTDThe Trade Desk Inc Class A$253,7300.11%2,314CommonSOLE
110122108BMYBristol-Myers Squibb$252,9570.11%4,889CommonSOLE
465717106ITOCYItochu Corp F Sponsored ADR$249,5330.11%2,318CommonNONE
48666K109KBHK B Home$246,9590.11%2,882CommonNONE
464287614IWFiShares Russell 1000 Growth ETF$246,6250.11%657CommonSOLE
036752103ELVElevance Health Inc$245,9600.11%473CommonNONE
88579Y101MMM3M$242,7790.10%1,776CommonNONE
701094104PHParker Hannifin Corp$240,7230.10%381CommonNONE
369550108GDGeneral Dynamics Corp$234,2050.10%775CommonSOLE
74340W103PLDPrologis Inc. REIT$233,7440.10%1,851CommonNONE
23304Y100DBSDYDBS Group Holdings Lim F Sponsored ADR$230,2770.10%1,952CommonNONE
989825104ZURVYZurich Insurance Group F Sponsored ADR$229,8950.10%7,620CommonNONE
866796105SLFSun Life Financial Inc$228,6570.10%3,941CommonNONE
453038408IMOImperial Oil LTD F$227,8350.10%3,234CommonNONE
910873405UMCUnited Microelectronic F Sponsored ADR$225,9680.10%26,837CommonNONE
053611109AVYAvery Dennison Corp$222,9680.10%1,010CommonNONE
464287689IWViShares Russel 3000 ETF$222,8300.10%682CommonSOLE
981064108WFWoori Finl Group Inc F Unsponsored ADR$222,7770.10%6,235CommonNONE
85472N109STNStantec Inc$222,1730.10%2,763CommonNONE
83569C102SONVYSonova Holding A G F Sponsored ADR$220,8330.10%3,065CommonNONE
23381D102DSNKYDaiichi Sankyo Co F Sponsored ADR$219,5960.09%6,671CommonNONE
835699307SONYSony Group Corp F Sponsored ADR$218,7310.09%2,265CommonNONE
501044101KRKroger Co$218,3700.09%3,811CommonSOLE
824596100SHGShinhan Finl Group Co F Sponsored ADR$217,7820.09%5,140CommonNONE
892331307TMToyota Motor Corp F Sponsored ADR$217,6770.09%1,219CommonNONE
828806109SPGSimon PPTY Group REIT$217,0220.09%1,284CommonNONE
87612G101TRGPTarga Resources Corp$215,5030.09%1,456CommonNONE
404280406HSBCHSBC HLDGS PLC F Sponsored ADR$213,2060.09%4,718CommonNONE
722304102PDDPDD Holdings Inc F Unsponsored ADR$208,9560.09%1,550CommonNONE
40412C101HCAHca Healthcare Inc$208,4990.09%513CommonNONE
889094108TKOMYTokio Marine Holdings F Sponsored ADR$208,2450.09%5,682CommonNONE
824551105SHECYShin Etsu Chemical Co F Sponsored ADR$207,5750.09%9,970CommonNONE
12637N204CSLLYCSL Limited A D R$206,9650.09%2,095CommonNONE
74440L106PRYMYPrysmian Spa F Sponsored ADR$206,2250.09%5,678CommonNONE
539830109LMTLockheed Martin Corp$205,1810.09%351CommonNONE
200525103CBSHCommerce Bancshares$204,3950.09%3,441CommonNONE
592688105MTDMettler Toledo Intl$203,9590.09%136CommonNONE
01609W102BABAAlibaba Group HLDG LTD F Sponsored ADR$202,1590.09%1,905CommonNONE
06738E204BCSBarclays PLC A D R$157,9740.07%13,002CommonNONE
86562M209SMFGSumitomo Mitsui Finl00 F Sponsored ADR$157,4330.07%12,465CommonNONE
443628102HBMHudbay Minerals Inc$137,6200.06%14,975CommonNONE
606822104MUFGMitsubishi U F J Finan F Sponsored ADR$132,8800.06%13,053CommonNONE
10552T107P5YBrasil SA A D R$131,9520.06%30,195CommonNONE
90460M204UNICYUni Charm Corporation A D R$128,6150.06%17,938CommonNONE
626425102MRAAYMurata MFG Co LTD F Sponsored ADR$118,7660.05%12,082CommonNONE
74365P108PROSYProsus N V F Sponsored ADR$103,5740.04%11,905CommonNONE
000304105AACAYAac Technologies Holdings Inc A D R$91,9600.04%23,036CommonNONE
11133T103BRBroadridge Finl Solu$86,2270.04%401CommonNONE
65535H208NMRNomura Holdings Inc A D R$82,4710.04%15,799CommonNONE
26441C204DUKDuke Energy Corp$71,7170.03%622CommonNONE
021244207ALSMYAlstom SA F Sponsored ADR$71,1520.03%35,050CommonNONE
0076CA104AEGAegon LTD Amer Reg G D R$66,6730.03%10,434CommonNONE
60687Y109MFGMizuho Finl Group F Sponsored ADR$48,0490.02%11,495CommonNONE
780641205KKPNYKoninklijke Royal KPN NV SP A D R$41,9150.02%10,286CommonNONE
204409601CIGCompanhia Energetic F Sponsored ADR$39,9560.02%19,396CommonNONE
98389B100XELXcel Energy Inc$30,0380.01%460CommonNONE
902973304USBU S Bancorp$21,5390.01%471CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.