Chief Compliance Officer

0001960860-24-000002.txt : 20240515 0001960860-24-000002.hdr.sgml : 20240515 20240515124154 ACCESSION NUMBER: 0001960860-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24948751 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 X0202 13F-HR LIVE false true false 0001960860 XXXXXXXX 03-31-2024 03-31-2024 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 05-15-2024 0 200 204647486 false INFORMATION TABLE 2 canopy13f2q24.xml CANOPY13F2Q24 Aac Technologies Holdings Inc A D R Common Stock 000304105 74637 23036 SH SOLE 0 0 23036 Aflac Inc Common Stock 001055102 273378 3184 SH SOLE 0 0 3184 Abbott Laboratories Common Stock 002824100 1047491 9216 SH SOLE 6583 0 2633 Advanced Micro Devices I Common Stock 007903107 753401 4174 SH SOLE 1386 0 2788 Airbnb Inc CL A Common Stock 009066101 219067 1328 SH SOLE 1043 0 285 Allianz Se F Unsponsored ADR Common Stock 018820100 247521 8270 SH SOLE 0 0 8270 Alstom SA F Sponsored ADR Common Stock 021244207 46995 31540 SH SOLE 0 0 31540 Amazon.Com Inc Common Stock 023135106 5757862 31920 SH SOLE 18888 0 13032 American Express Co Common Stock 025816109 859074 3773 SH SOLE 2200 0 1573 Amgen Inc Common Stock 031162100 719330 2530 SH SOLE 1454 0 1076 Amphenol Corp Class A Common Stock 032095101 539146 4674 SH SOLE 4200 0 474 Elevance Health Inc Common Stock 036752103 228676 441 SH SOLE 0 0 441 Apple Inc Common Stock 037833100 7843237 45738 SH SOLE 15660 0 30078 Applied Materials Common Stock 038222105 549809 2666 SH SOLE 0 0 2666 Astrazeneca PLC F Sponsored ADR Common Stock 046353108 322693 4763 SH SOLE 0 0 4763 Auto Data Processing Common Stock 053015103 1766411 7073 SH SOLE 4650 0 2423 Avery Dennison Corp Common Stock 053611109 225483 1010 SH SOLE 0 0 1010 Bank Of America Corp Common Stock 060505104 1181056 31146 SH SOLE 20074 0 11072 Berkshire Hathaway Class B Common Stock 084670702 982859 2337 SH SOLE 0 0 2337 Boeing Co Common Stock 097023105 357803 1854 SH SOLE 1206 0 648 Bristol-Myers Squibb Common Stock 110122108 251519 4638 SH SOLE 3204 0 1434 CVS Health Corp Common Stock 126650100 266558 3342 SH SOLE 1785 0 1557 Canadian Natl Railwy F Common Stock 136375102 222853 1692 SH SOLE 0 0 1692 Canadian Natural Res F Common Stock 136385101 221557 2903 SH SOLE 0 0 2903 Caterpillar Common Stock 149123101 817505 2231 SH SOLE 1051 0 1180 Chevron Corp. 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