0001960860-24-000001.txt : 20240214
0001960860-24-000001.hdr.sgml : 20240214
20240214171233
ACCESSION NUMBER: 0001960860-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Canopy Partners, LLC
CENTRAL INDEX KEY: 0001960860
ORGANIZATION NAME:
IRS NUMBER: 000000000
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23940
FILM NUMBER: 24640476
BUSINESS ADDRESS:
STREET 1: 310 HARVARD AVENUE
CITY: TERRACE PARK
STATE: OH
ZIP: 45174
BUSINESS PHONE: 513-404-2604
MAIL ADDRESS:
STREET 1: 310 HARVARD AVENUE
CITY: TERRACE PARK
STATE: OH
ZIP: 45174
13F-HR
1
primary_doc.xml
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0001960860
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12-31-2023
12-31-2023
Canopy Partners, LLC
310 HARVARD AVENUE
TERRACE PARK
OH
45174
13F HOLDINGS REPORT
028-23940
N
Leslie A. Green
Chief Compliance Officer
513-693-4871
Leslie A. Green
Cincinnati
OH
02-14-2024
0
162
164129101
false
INFORMATION TABLE
2
canopy13f1q24.xml
CANOPY13F1Q24
Aac Technologies Holdings Inc A D R
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Aflac Inc
Common Stock
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2977
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Abbott Laboratories
Common Stock
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SH
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6583
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2162
Advanced Micro Devices I
Common Stock
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3615
SH
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1456
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2159
Amazon.Com Inc
Common Stock
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4713179
31020
SH
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21140
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American Express Co
Common Stock
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3476
SH
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2200
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Amgen Inc
Common Stock
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2467
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Amphenol Corp Class A
Common Stock
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Elevance Health Inc
Common Stock
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445
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445
Apple Inc
Common Stock
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16680
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26375
Applied Materials
Common Stock
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Astrazeneca PLC F Sponsored ADR
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Auto Data Processing
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Gilead Sciences Inc
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Common Stock
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Illinois Tool Works
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Lilly Eli & Co
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Lowes Co Inc
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McDonald's
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Micron Technology
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Mondelez International W I
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Murata MFG Co LTD F Sponsored ADR
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NTNL Australia Bank F Sponsored ADR
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Nestle S A F Sponsored ADR
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Nike Inc
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Palo Alto Networks
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Pepsico Inc
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Pfizer
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Procter & Gamble
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Qualcomm Inc
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Republic Services
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Roper Technologies
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Charles Schwab Corp
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Common Stock
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Sun Life Financial Inc
Common Stock
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Taiwan Semiconductr F Sponsored ADR
Common Stock
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Texas Instruments
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Thermo Fisher SCNTFC
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Transdigm Group Inc
Common Stock
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Union Pacific Corp
Common Stock
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Wal-Mart
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Wells Fargo & Co
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ETF
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Target Corp
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Edwards Lifesciences Corp
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Adobe Inc
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BlackRock Inc
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Booking Holdings Inc
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Broadridge Finl Solu
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Broadcom Inc
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Cisco Systems
Common Stock
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Comcast Corp Class A
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Costco Wholesale Co
Common Stock
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Meta Platforms Inc Class A
Common Stock
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SH
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3466
Goldman Sachs Group
Common Stock
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298200
773
SH
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Icici Bank LTD A D R
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289298
12135
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Intuitive Surgical
Common Stock
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605
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ETF
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ETF
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119364
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119364
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JPMorgan Chase
Common Stock
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3498957
20570
SH
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3446
KB Finl Group Inc F Sponsored ADR
Common Stock
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265347
6414
SH
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6414
Marathon Pete Corp
Common Stock
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510358
3440
SH
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2428
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1012
Mastercard Inc Class A
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3791
SH
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680
Merck & Co. Inc.
Common Stock
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9132
SH
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4557
Netflix Inc
Common Stock
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831
SH
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Nextera Energy Inc
Common Stock
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5010
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Novartis AG F Sponsored ADR
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2795
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2795
Nvidia Corp
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3551
Oracle Corp
Common Stock
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298156
2828
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2828
Prologis Inc. REIT
Common Stock
74340W103
221411
1661
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S&P Global Inc
Common Stock
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SPDR S&P Midcap 400 ETF
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Salesforce
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Technology Select Sector SPDR Fund
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Service Now Inc
Common Stock
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SH
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Stantec Inc
Common Stock
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SH
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Tencent Holdings F Unsponsored ADR
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Tesla Motors
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3M
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Uber Technologies Inc
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UnitedHealth Group
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Visa Inc Class A
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Waste Management Inc
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Wipro LTD F Sponsored ADR
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Xcel Energy Inc
Common Stock
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Xylem Inc Com
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Accenture PLC F Class A
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Linde PLC F
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Aptiv PLC F
Common Stock
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46
Chubb LTD F
Common Stock
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