MarketBeat Instant News Alerts

2 hours ago

Phillips Wealth Planners LLC Invests $226,000 in UL Solutions Inc. (NYSE:ULS)

MarketBeat

Phillips Wealth Planners LLC bought a new position in UL Solutions Inc. (NYSE:ULS - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,006 shares of the company's stock, valu

NYSE:ULS

2 hours ago

Phillips Wealth Planners LLC Acquires New Position in National Grid Transco, PLC (NYSE:NGG)

MarketBeat

Phillips Wealth Planners LLC acquired a new stake in shares of National Grid Transco, PLC (NYSE:NGG - Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 3,849 shares of the utilities provider's stock, va

NYSE:NGG

2 hours ago

Perigon Wealth Management LLC Sells 8,892 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

MarketBeat

Perigon Wealth Management LLC reduced its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 16.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 46,215 shares of the wireless technology co

NASDAQ:QCOM

2 hours ago

Phillips Wealth Planners LLC Lowers Holdings in Honeywell International Inc. (NASDAQ:HON)

MarketBeat

Phillips Wealth Planners LLC decreased its holdings in Honeywell International Inc. (NASDAQ:HON - Free Report) by 55.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,426 shares of the conglomerate's stock after selling 1,743 shares du

NASDAQ:HON

2 hours ago

2,795 Shares in United Parcel Service, Inc. (NYSE:UPS) Acquired by Phillips Wealth Planners LLC

MarketBeat

Phillips Wealth Planners LLC bought a new stake in United Parcel Service, Inc. (NYSE:UPS - Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 2,795 shares of the transportation company's stoc

NYSE:UPS

2 hours ago

Phillips Wealth Planners LLC Takes $312,000 Position in Lam Research Corporation (NASDAQ:LRCX)

MarketBeat

Phillips Wealth Planners LLC acquired a new stake in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 4,628 shares of the semiconductor company's stock, va

NASDAQ:LRCX

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Applied Digital (OTCMKTS:APLD) Shares Down 6.1% - What's Next?

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2 hours ago

Phillips Wealth Planners LLC Makes New Investment in Pfizer Inc. (NYSE:PFE)

MarketBeat

NYSE:PFE

2 hours ago

Perigon Wealth Management LLC Sells 5,163 Shares of Lockheed Martin Corporation (NYSE:LMT)

MarketBeat

NYSE:LMT

2 hours ago

1,938 Shares in American Tower Corporation (NYSE:AMT) Bought by Phillips Wealth Planners LLC

MarketBeat

NYSE:AMT

2 hours ago

Phillips Wealth Planners LLC Acquires Shares of 9,550 Sanofi (NASDAQ:SNY)

MarketBeat

NASDAQ:SNY

2 hours ago

Phillips Wealth Planners LLC Has $761,000 Holdings in CocaCola Company (The) (NYSE:KO)

MarketBeat

NYSE:KO

2 hours ago

Phillips Wealth Planners LLC Boosts Stake in RTX Corporation (NYSE:RTX)

MarketBeat

NYSE:RTX

2 hours ago

Phillips Wealth Planners LLC Increases Stock Holdings in The TJX Companies, Inc. (NYSE:TJX)

MarketBeat

NYSE:TJX

2 hours ago

Perigon Wealth Management LLC Sells 1,135 Shares of Deere & Company (NYSE:DE)

MarketBeat

NYSE:DE

2 hours ago

Perigon Wealth Management LLC Sells 6,777 Shares of RTX Corporation (NYSE:RTX)

MarketBeat

NYSE:RTX

2 hours ago

CocaCola Company (The) (NYSE:KO) Shares Acquired by Perigon Wealth Management LLC

MarketBeat

NYSE:KO

2 hours ago

Perigon Wealth Management LLC Raises Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

MarketBeat

NYSE:UNH

2 hours ago

Perigon Wealth Management LLC Has $10.52 Million Holdings in Wells Fargo & Company (NYSE:WFC)

MarketBeat

NYSE:WFC

2 hours ago

Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Perigon Wealth Management LLC

MarketBeat

NASDAQ:NFLX

2 hours ago

Perigon Wealth Management LLC Sells 10,709 Shares of Chevron Corporation (NYSE:CVX)

MarketBeat

NYSE:CVX

2 hours ago

Perigon Wealth Management LLC Purchases 2,151 Shares of American Express Company (NYSE:AXP)

MarketBeat

NYSE:AXP

2 hours ago

Perigon Wealth Management LLC Trims Holdings in McDonald's Corporation (NYSE:MCD)

MarketBeat

NYSE:MCD

2 hours ago

Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Perigon Wealth Management LLC

MarketBeat

NASDAQ:TSLA

2 hours ago

Perigon Wealth Management LLC Cuts Stock Holdings in AbbVie Inc. (NYSE:ABBV)

MarketBeat

NYSE:ABBV

2 hours ago

Perigon Wealth Management LLC Sells 3,229 Shares of The Home Depot, Inc. (NYSE:HD)

MarketBeat

NYSE:HD

2 hours ago

Occidental Petroleum Corporation (NYSE:OXY) Shares Sold by Perigon Wealth Management LLC

MarketBeat

NYSE:OXY

2 hours ago

Perigon Wealth Management LLC Has $82.57 Million Position in Invesco QQQ (NASDAQ:QQQ)

MarketBeat

NASDAQ:QQQ

2 hours ago

1,533 Shares in Oracle Corporation (NYSE:ORCL) Bought by Omnia Family Wealth LLC

MarketBeat

NYSE:ORCL

2 hours ago

Omnia Family Wealth LLC Invests $286,000 in Wells Fargo & Company (NYSE:WFC)

MarketBeat

NYSE:WFC

2 hours ago

Omnia Family Wealth LLC Takes Position in AT&T Inc. (NYSE:T)

MarketBeat

NYSE:T

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MarketBeat Instant News Alerts

Phillips Wealth Planners LLC Invests $226,000 in UL Solutions Inc. (NYSE:ULS)

Phillips Wealth Planners LLC Acquires New Position in National Grid Transco, PLC (NYSE:NGG)

Perigon Wealth Management LLC Sells 8,892 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Phillips Wealth Planners LLC Lowers Holdings in Honeywell International Inc. (NASDAQ:HON)

2,795 Shares in United Parcel Service, Inc. (NYSE:UPS) Acquired by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC Takes $312,000 Position in Lam Research Corporation (NASDAQ:LRCX)

Trending News

All MarketBeat Instant News Alerts

Phillips Wealth Planners LLC Makes New Investment in Pfizer Inc. (NYSE:PFE)

Perigon Wealth Management LLC Sells 5,163 Shares of Lockheed Martin Corporation (NYSE:LMT)

1,938 Shares in American Tower Corporation (NYSE:AMT) Bought by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC Acquires Shares of 9,550 Sanofi (NASDAQ:SNY)

Phillips Wealth Planners LLC Has $761,000 Holdings in CocaCola Company (The) (NYSE:KO)

Phillips Wealth Planners LLC Boosts Stake in RTX Corporation (NYSE:RTX)

Phillips Wealth Planners LLC Increases Stock Holdings in The TJX Companies, Inc. (NYSE:TJX)

Perigon Wealth Management LLC Sells 1,135 Shares of Deere & Company (NYSE:DE)

Perigon Wealth Management LLC Sells 6,777 Shares of RTX Corporation (NYSE:RTX)

CocaCola Company (The) (NYSE:KO) Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC Raises Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

Perigon Wealth Management LLC Has $10.52 Million Holdings in Wells Fargo & Company (NYSE:WFC)

Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC Sells 10,709 Shares of Chevron Corporation (NYSE:CVX)

Perigon Wealth Management LLC Purchases 2,151 Shares of American Express Company (NYSE:AXP)

Perigon Wealth Management LLC Trims Holdings in McDonald's Corporation (NYSE:MCD)

Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Perigon Wealth Management LLC

Perigon Wealth Management LLC Cuts Stock Holdings in AbbVie Inc. (NYSE:ABBV)

Perigon Wealth Management LLC Sells 3,229 Shares of The Home Depot, Inc. (NYSE:HD)

Occidental Petroleum Corporation (NYSE:OXY) Shares Sold by Perigon Wealth Management LLC

Perigon Wealth Management LLC Has $82.57 Million Position in Invesco QQQ (NASDAQ:QQQ)

1,533 Shares in Oracle Corporation (NYSE:ORCL) Bought by Omnia Family Wealth LLC

Omnia Family Wealth LLC Invests $286,000 in Wells Fargo & Company (NYSE:WFC)

Omnia Family Wealth LLC Takes Position in AT&T Inc. (NYSE:T)

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