Canvas Wealth Advisors, LLC holdings history

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228 is the total number of securities Canvas Wealth Advisors, LLC has owned. The longest Canvas Wealth Advisors, LLC has owned a single stock is 11 quarters.

Canvas Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP11117.10%7.45%8.08%Q1 2021Q3 202311
AAPL APPLE INC11115.98%7.38%9.32%Q1 2021Q3 202311
GOOGL ALPHABET INC11114.46%5.07%5.54%Q1 2021Q3 202311
VOO VANGUARD INDEX FDS11113.06%4.44%5.55%Q1 2021Q3 202311
GSLC GOLDMAN SACHS ETF TR11110.75%4.12%6.64%Q1 2021Q3 202311
AMD ADVANCED MICRO DEVICES...11112.74%3.89%6.22%Q1 2021Q3 202311
AMZN AMAZON COM INC11111.64%2.77%3.61%Q1 2021Q3 202311
IUSG ISHARES TR11111.02%2.62%4.75%Q1 2021Q3 202311
ITOT ISHARES TR11111.30%2.32%3.79%Q1 2021Q3 202311
IEFA ISHARES TR11110.83%1.80%4.14%Q1 2021Q3 202311
AGG ISHARES TR11110.58%1.58%2.57%Q1 2021Q3 202311
IUSV ISHARES TR11111.00%1.45%2.06%Q1 2021Q3 202311
BRKB BERKSHIRE HATHAWAY INC...11111.26%1.43%1.92%Q1 2021Q3 202311
MMM 3M CO11110.77%1.31%2.68%Q1 2021Q3 202311
IVV ISHARES TR11111.09%1.23%1.56%Q1 2021Q3 202311
JPM JPMORGAN CHASE & CO11110.58%1.17%2.28%Q1 2021Q3 202311
IJR ISHARES TR11110.59%1.04%1.65%Q1 2021Q3 202311
BRKA BERKSHIRE HATHAWAY INC...11110.81%0.97%1.26%Q1 2021Q3 202311
MUB ISHARES TR11110.22%0.97%2.26%Q1 2021Q3 202311
TDOC TELADOC HEALTH INC11110.13%0.95%2.78%Q1 2021Q3 202311
CSCO CISCO SYS INC11110.47%0.92%1.64%Q1 2021Q3 202311
TRV TRAVELERS COMPANIES INC11110.50%0.92%1.55%Q1 2021Q3 202311
SNN SMITH & NEPHEW PLC11110.24%0.90%1.19%Q1 2021Q3 202311
IEMG ISHARES INC11110.22%0.89%2.28%Q1 2021Q3 202311
NVDA NVIDIA CORPORATION11110.46%0.85%1.30%Q1 2021Q3 202311
XRAY DENTSPLY SIRONA INC11110.21%0.70%1.17%Q1 2021Q3 202311
NTRS NORTHERN TR CORP11110.46%0.63%0.84%Q1 2021Q3 202311
JNJ JOHNSON & JOHNSON11110.24%0.61%1.15%Q1 2021Q3 202311
SHM SPDR SER TR11110.20%0.55%1.17%Q1 2021Q3 202311
IYW ISHARES TR11110.40%0.49%0.73%Q1 2021Q3 202311
GOOG ALPHABET INC11110.36%0.46%0.62%Q1 2021Q3 202311
WMT WALMART INC11110.30%0.42%0.60%Q1 2021Q3 202311
DEO DIAGEO PLC11110.12%0.41%1.43%Q1 2021Q3 202311
VTV VANGUARD INDEX FDS11110.19%0.40%0.88%Q1 2021Q3 202311
BAC BK OF AMERICA CORP11110.23%0.39%0.69%Q1 2021Q3 202311
HD HOME DEPOT INC11110.13%0.38%0.62%Q1 2021Q3 202311
TSM TAIWAN SEMICONDUCTOR M...11110.13%0.30%0.69%Q1 2021Q3 202311
DIS DISNEY WALT CO11110.15%0.28%0.46%Q1 2021Q3 202311
FB META PLATFORMS INC11110.15%0.27%0.43%Q1 2021Q3 202311
IYC ISHARES TR11110.15%0.22%0.39%Q1 2021Q3 202311
SYK STRYKER CORPORATION11110.12%0.22%0.37%Q1 2021Q3 202311
SPDW SPDR INDEX SHS FDS11110.16%0.21%0.33%Q1 2021Q3 202311
VCIT VANGUARD SCOTTSDALE FDS11110.11%0.19%0.34%Q1 2021Q3 202311
AWK AMERICAN WTR WKS CO IN...11110.11%0.17%0.26%Q1 2021Q3 202311
LH LABORATORY CORP AMER H...11110.12%0.16%0.22%Q1 2021Q3 202311
MCD MCDONALDS CORP11110.12%0.15%0.22%Q1 2021Q3 202311
DGX QUEST DIAGNOSTICS INC11110.09%0.12%0.16%Q1 2021Q3 202311
F FORD MTR CO DEL11110.06%0.07%0.09%Q1 2021Q3 202311
NGL NGL ENERGY PARTNERS LP11110.01%0.03%0.05%Q1 2021Q3 202311
DOCU DOCUSIGN INC820.09%1.05%2.99%Q1 2021Q3 202310
KMB KIMBERLY-CLARK CORP10100.40%0.93%1.38%Q2 2021Q3 202310
TSLA TESLA INC10100.11%0.36%0.82%Q2 2021Q3 202310
CALM CAL MAINE FOODS INC820.10%0.34%0.61%Q1 2021Q3 202310
CB CHUBB LIMITED10100.09%0.29%0.62%Q1 2021Q2 202310
VEA VANGUARD TAX-MANAGED I...640.10%0.24%0.47%Q1 2021Q3 202310
NTR NUTRIEN LTD10100.12%0.23%0.34%Q1 2021Q2 202310
BA BOEING CO10100.09%0.18%0.34%Q2 2021Q3 202310
ORCL ORACLE CORP640.11%0.18%0.25%Q1 2021Q3 202310
PG PROCTER AND GAMBLE CO10100.08%0.16%0.27%Q1 2021Q2 202310
AVGO BROADCOM INC550.10%0.16%0.23%Q1 2021Q3 202310
SBUX STARBUCKS CORP10100.07%0.14%0.24%Q1 2021Q2 202310
VHT VANGUARD WORLD FDS10100.09%0.14%0.22%Q2 2021Q3 202310
IEUR ISHARES TR990.13%1.18%2.03%Q1 2021Q1 20239
IXUS ISHARES TR990.12%0.93%1.66%Q1 2021Q1 20239
HEFA ISHARES TR990.17%0.81%1.07%Q1 2021Q1 20239
EQC EQUITY COMWLTH810.20%0.63%1.03%Q1 2021Q3 20239
ICUI ICU MED INC990.18%0.54%0.81%Q1 2021Q1 20239
SCHW SCHWAB CHARLES CORP NEW630.15%0.51%1.01%Q1 2021Q3 20239
VZ VERIZON COMMUNICATIONS...540.10%0.32%0.54%Q1 2021Q3 20239
MDT MEDTRONIC PLC540.09%0.25%0.66%Q1 2021Q3 20239
V VISA INC990.11%0.15%0.21%Q3 2021Q3 20239
NKE NIKE INC990.08%0.13%0.17%Q1 2021Q1 20239
VV VANGUARD INDEX FDS990.11%0.12%0.14%Q3 2021Q3 20239
PSX PHILLIPS 66630.08%0.10%0.12%Q1 2021Q2 20239
VUG VANGUARD INDEX FDS880.34%2.51%4.50%Q4 2021Q3 20238
BAX BAXTER INTL INC880.45%0.84%1.22%Q1 2021Q4 20228
UHS UNIVERSAL HLTH SVCS INC880.36%0.57%0.73%Q4 2021Q3 20238
SJW SJW GROUP880.15%0.47%0.65%Q1 2021Q4 20228
IPAC ISHARES TR880.24%0.41%0.66%Q1 2021Q4 20228
QCOM QUALCOMM INC880.09%0.31%0.53%Q1 2021Q4 20228
VTI VANGUARD INDEX FDS880.11%0.29%0.40%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS620.08%0.24%0.58%Q1 2021Q3 20238
JPST JP MORGAN EXCHANGE TRA...410.08%0.23%0.44%Q1 2021Q3 20238
VBR VANGUARD INDEX FDS880.20%0.22%0.24%Q1 2021Q4 20228
ADBE ADOBE SYSTEMS INCORPOR...880.10%0.20%0.54%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.14%0.18%0.24%Q1 2021Q4 20228
VNQI VANGUARD INTL EQUITY I...880.13%0.18%0.25%Q1 2021Q4 20228
UNH UNITEDHEALTH GROUP INC880.07%0.14%0.19%Q4 2021Q3 20238
GD GENERAL DYNAMICS CORP880.07%0.10%0.13%Q1 2021Q4 20228
IYK ISHARES TR880.09%0.10%0.13%Q1 2021Q4 20228
CTOS CUSTOM TRUCK ONE SOURC...772.77%7.13%8.80%Q1 2022Q3 20237
SCHD SCHWAB STRATEGIC TR770.22%2.55%4.07%Q1 2022Q3 20237
UBER UBER TECHNOLOGIES INC771.74%2.50%3.12%Q1 2022Q3 20237
PLTR PALANTIR TECHNOLOGIES INC770.42%0.78%1.11%Q1 2022Q3 20237
CLX CLOROX CO DEL770.41%0.72%0.98%Q1 2022Q3 20237
CRWD CROWDSTRIKE HLDGS INC770.14%0.71%1.58%Q1 2022Q3 20237
PANW PALO ALTO NETWORKS INC770.12%0.57%0.97%Q1 2022Q3 20237
ZBH ZIMMER BIOMET HOLDINGS...520.16%0.38%0.60%Q2 2021Q2 20237
RE EVEREST RE GROUP LTD770.19%0.37%0.56%Q1 2021Q3 20227
AVUV AMERICAN CENTY ETF TR770.16%0.33%0.54%Q1 2022Q3 20237
LULU LULULEMON ATHLETICA INC430.15%0.26%0.42%Q1 2021Q3 20237
IAGG ISHARES TR770.09%0.22%0.35%Q1 2021Q3 20227
SHOP SHOPIFY INC770.10%0.21%0.54%Q1 2022Q3 20237
KR KROGER CO770.11%0.19%0.24%Q1 2022Q3 20237
VDC VANGUARD WORLD FDS770.11%0.19%0.30%Q1 2022Q3 20237
AVO MISSION PRODUCE INC770.11%0.18%0.22%Q1 2022Q3 20237
VGT VANGUARD WORLD FDS770.09%0.15%0.44%Q1 2022Q3 20237
NVO NOVO-NORDISK A S430.09%0.11%0.13%Q1 2021Q1 20237
EEM ISHARES TR610.08%0.10%0.15%Q1 2021Q4 20227
CRM SALESFORCE INC510.10%0.49%0.71%Q1 2021Q3 20226
SQ SQUARE INC660.10%0.45%1.10%Q3 2021Q4 20226
RYT INVESCO EXCHANGE TRADE...660.33%0.44%0.55%Q2 2022Q3 20236
MWA MUELLER WTR PRODS INC660.26%0.35%0.44%Q2 2022Q3 20236
SE SEA LTD420.11%0.30%0.63%Q4 2021Q3 20236
HYMB SPDR SER TR510.10%0.22%0.34%Q2 2021Q1 20236
IWR ISHARES TR660.17%0.19%0.22%Q2 2022Q3 20236
TGT TARGET CORP660.09%0.16%0.20%Q1 2021Q2 20226
PEP PEPSICO INC420.08%0.11%0.14%Q1 2021Q3 20236
ABBV ABBVIE INC410.08%0.11%0.14%Q1 2021Q3 20236
GLW CORNING INC510.07%0.11%0.18%Q1 2021Q4 20226
EWU ISHARES TR550.15%0.95%1.63%Q1 2021Q1 20225
EWW ISHARES INC550.37%0.74%0.94%Q1 2021Q1 20225
SAFM SANDERSON FARMS INC550.28%0.60%0.75%Q1 2021Q1 20225
PYPL PAYPAL HLDGS INC550.23%0.50%1.03%Q1 2021Q1 20225
BSV VANGUARD BD INDEX FDS550.39%0.47%0.55%Q3 2022Q3 20235
HEALTHCARE RLTY TR550.39%0.46%0.54%Q3 2022Q3 20235
RGA REINSURANCE GRP OF AME...550.20%0.25%0.30%Q3 2022Q3 20235
COST COSTCO WHSL CORP NEW550.09%0.20%0.27%Q3 2022Q3 20235
VWO VANGUARD INTL EQUITY I...550.10%0.17%0.31%Q1 2021Q1 20225
PB PROSPERITY BANCSHARES INC550.10%0.16%0.22%Q3 2022Q3 20235
MS MORGAN STANLEY410.09%0.15%0.16%Q1 2021Q2 20225
AKAM AKAMAI TECHNOLOGIES INC550.09%0.13%0.19%Q1 2021Q1 20225
XOM EXXON MOBIL CORP550.10%0.12%0.14%Q3 2022Q3 20235
RTX RAYTHEON TECHNOLOGIES ...550.10%0.11%0.13%Q1 2022Q1 20235
ACN ACCENTURE PLC IRELAND210.09%0.10%0.14%Q1 2021Q1 20235
MDLZ MONDELEZ INTL INC210.08%0.09%0.10%Q2 2021Q2 20235
AVDE AMERICAN CENTY ETF TR440.16%1.88%2.53%Q4 2022Q3 20234
BABA ALIBABA GROUP HLDG LTD440.13%1.09%1.67%Q1 2021Q4 20214
AVUS AMERICAN CENTY ETF TR440.51%1.00%1.26%Q4 2022Q3 20234
JNK SPDR SER TR440.40%0.40%0.41%Q1 2022Q4 20224
BDX BECTON DICKINSON & CO440.28%0.37%0.47%Q1 2021Q4 20214
AVEM AMERICAN CENTY ETF TR440.09%0.31%0.45%Q4 2022Q3 20234
GVIP GOLDMAN SACHS ETF TR440.10%0.22%0.33%Q1 2021Q4 20214
REGN REGENERON PHARMACEUTICALS440.08%0.19%0.25%Q2 2021Q1 20224
VO VANGUARD INDEX FDS440.10%0.19%0.41%Q4 2022Q3 20234
ATR APTARGROUP INC440.11%0.17%0.24%Q3 2022Q2 20234
INTC INTEL CORP440.12%0.15%0.20%Q1 2021Q4 20214
AMERICAN CENTY ETF TR440.10%0.15%0.17%Q4 2022Q3 20234
SCHF SCHWAB STRATEGIC TR440.12%0.15%0.19%Q1 2021Q4 20214
APH AMPHENOL CORP NEW440.12%0.14%0.16%Q3 2022Q2 20234
MGK VANGUARD WORLD FD440.12%0.13%0.14%Q4 2022Q3 20234
SPGP INVESCO EXCHANGE TRADE...440.10%0.13%0.18%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED440.10%0.11%0.13%Q4 2022Q3 20234
LLY LILLY ELI & CO440.09%0.11%0.14%Q4 2022Q3 20234
LQD ISHARES TR440.09%0.11%0.12%Q4 2022Q3 20234
CTSH COGNIZANT TECHNOLOGY S...440.09%0.10%0.14%Q1 2021Q4 20214
CHRW C H ROBINSON WORLDWIDE...440.08%0.10%0.13%Q1 2021Q4 20214
IFF INTERNATIONAL FLAVORS&...440.09%0.10%0.12%Q1 2021Q4 20214
CAT CATERPILLAR INC DEL220.08%0.10%0.12%Q1 2021Q1 20224
DRAFTKINGS INC NEW440.08%0.10%0.11%Q2 2022Q1 20234
MRK MERCK & CO INC440.08%0.09%0.11%Q4 2022Q3 20234
UL UNILEVER PLC440.08%0.09%0.12%Q1 2021Q4 20214
BIIB BIOGEN INC310.07%0.09%0.12%Q2 2021Q3 20224
HUM HUMANA INC310.07%0.08%0.10%Q2 2021Q2 20224
SLQT SELECTQUOTE INC440.00%0.01%0.01%Q4 2022Q3 20234
GCP GCP APPLIED TECHNOLOGI...330.22%0.44%0.57%Q4 2021Q2 20223
NOC NORTHROP GRUMMAN CORP330.36%0.42%0.48%Q1 2021Q3 20213
XLP SELECT SECTOR SPDR TR330.32%0.38%0.47%Q2 2022Q4 20223
OKTA OKTA INC330.21%0.35%0.62%Q4 2021Q2 20223
GMED GLOBUS MED INC330.28%0.33%0.41%Q1 2023Q3 20233
SHYG ISHARES TR330.23%0.25%0.27%Q1 2023Q3 20233
MET METLIFE INC330.17%0.19%0.22%Q1 2021Q3 20213
NET CLOUDFLARE INC330.09%0.16%0.30%Q1 2022Q3 20223
FTNT FORTINET INC330.13%0.16%0.20%Q4 2021Q2 20223
PENN PENN NATL GAMING INC210.13%0.16%0.20%Q1 2021Q1 20223
AMERICAN CENTY ETF TR330.13%0.14%0.15%Q1 2023Q3 20233
AMERICAN CENTY ETF TR330.09%0.12%0.17%Q1 2023Q3 20233
PTON PELOTON INTERACTIVE INC330.05%0.11%0.19%Q1 2022Q3 20223
PNC PNC FINL SVCS GROUP INC330.10%0.11%0.11%Q1 2023Q3 20233
Y ALLEGHANY CORP MD220.40%0.54%0.68%Q1 2022Q2 20222
EUFN ISHARES TR220.37%0.37%0.38%Q3 2021Q4 20212
BIV VANGUARD BD INDEX FDS220.29%0.29%0.30%Q3 2022Q4 20222
BX BLACKSTONE INC220.16%0.20%0.24%Q1 2022Q2 20222
CVGW CALAVO GROWERS INC220.17%0.18%0.18%Q1 2023Q2 20232
CWT CALIFORNIA WTR SVC GROUP220.15%0.18%0.20%Q2 2023Q3 20232
PEAK HEALTHPEAK PROPERTIES INC220.13%0.15%0.17%Q2 2023Q3 20232
VOE VANGUARD INDEX FDS220.11%0.14%0.18%Q4 2022Q1 20232
SMH VANECK ETF TRUST110.10%0.14%0.17%Q1 2022Q4 20222
SCHY SCHWAB STRATEGIC TR220.11%0.11%0.12%Q2 2023Q3 20232
AMAT APPLIED MATLS INC220.09%0.11%0.12%Q3 2022Q4 20222
CIBR FIRST TR EXCHANGE TRAD...220.10%0.10%0.11%Q1 2022Q2 20222
TOWN TOWNEBANK PORTSMOUTH VA220.08%0.10%0.12%Q2 2023Q3 20232
CVX CHEVRON CORP NEW220.09%0.10%0.10%Q4 2022Q1 20232
MAA MID-AMER APT CMNTYS INC220.09%0.10%0.10%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR220.08%0.08%0.09%Q2 2023Q3 20232
CFB CROSSFIRST BANKSHARES INC220.06%0.06%0.06%Q1 2022Q2 20222
FF FUTUREFUEL CORP110.75%0.75%0.75%Q4 2022Q4 20221
VAR VARIAN MED SYS INC110.72%0.72%0.72%Q1 2021Q1 20211
EWJ ISHARES INC110.46%0.46%0.46%Q4 2021Q4 20211
SHY ISHARES TR110.34%0.34%0.34%Q1 2023Q1 20231
QQQ INVESCO QQQ TR110.28%0.28%0.28%Q4 2022Q4 20221
INDA ISHARES TR110.27%0.27%0.27%Q4 2021Q4 20211
IGSB ISHARES TR110.21%0.21%0.21%Q1 2023Q1 20231
AJRD AEROJET ROCKETDYNE HLD...110.20%0.20%0.20%Q4 2022Q4 20221
MMSI MERIT MED SYS INC110.20%0.20%0.20%Q1 2021Q1 20211
IGV ISHARES TR110.18%0.18%0.18%Q1 2022Q1 20221
DKNG DRAFTKINGS INC110.17%0.17%0.17%Q1 2022Q1 20221
INDB INDEPENDENT BK CORP MASS110.16%0.16%0.16%Q3 2023Q3 20231
CDC VICTORY PORTFOLIOS II110.16%0.16%0.16%Q4 2022Q4 20221
VYM VANGUARD WHITEHALL FDS110.15%0.15%0.15%Q1 2023Q1 20231
VLY VALLEY NATL BANCORP110.14%0.14%0.14%Q1 2021Q1 20211
ABNB AIRBNB INC110.14%0.14%0.14%Q1 2022Q1 20221
LRCX LAM RESEARCH CORP110.11%0.11%0.11%Q3 2022Q3 20221
GOVT ISHARES TR110.11%0.11%0.11%Q4 2022Q4 20221
TMO THERMO FISHER SCIENTIF...110.11%0.11%0.11%Q1 2023Q1 20231
TQQQ PROSHARES TR110.10%0.10%0.10%Q1 2023Q1 20231
ESGU ISHARES TR110.10%0.10%0.10%Q2 2022Q2 20221
GBIL GOLDMAN SACHS ETF TR110.10%0.10%0.10%Q3 2022Q3 20221
SPMD SPDR SER TR110.09%0.09%0.09%Q3 2023Q3 20231
VTWO VANGUARD SCOTTSDALE FDS110.09%0.09%0.09%Q4 2022Q4 20221
AMGN AMGEN INC110.08%0.08%0.08%Q3 2021Q3 20211
VIG VANGUARD SPECIALIZED F...110.08%0.08%0.08%Q1 2022Q1 20221
DIVB ISHARES TR110.08%0.08%0.08%Q1 2022Q1 20221
CSX CSX CORP110.08%0.08%0.08%Q4 2021Q4 20211
CLF CLEVELAND CLIFFS INC110.08%0.08%0.08%Q4 2021Q4 20211
NDAQ NASDAQ INC110.07%0.07%0.07%Q4 2021Q4 20211
FITB FIFTH THIRD BANCORP110.07%0.07%0.07%Q4 2021Q4 20211
GS GOLDMAN SACHS GROUP INC110.07%0.07%0.07%Q4 2021Q4 20211
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The securities at the top of the list , including MICROSOFT CORP, APPLE INC, and ALPHABET INC, are the highest-conviction holdings of Canvas Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Canvas Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Canvas Wealth Advisors, LLC owns currently or has owned in the past.