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Bar Harbor Wealth Management Increases Stock Position in Rockwell Automation, Inc. (NYSE:ROK)

MarketBeat

Bar Harbor Wealth Management boosted its stake in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 18.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,260 shares of the industrial p

NYSE:ROK
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Bar Harbor Wealth Management Decreases Holdings in Colgate-Palmolive (NYSE:CL)

MarketBeat

Bar Harbor Wealth Management decreased its position in shares of Colgate-Palmolive (NYSE:CL - Free Report) by 2.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,804 shares of the company's stock a

NYSE:CL
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Bar Harbor Wealth Management Trims Holdings in The Procter & Gamble Company (NYSE:PG)

MarketBeat

Bar Harbor Wealth Management lowered its position in shares of The Procter & Gamble Company (NYSE:PG - Free Report) by 4.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 72,641 shares of the company's stock after selling 3,644 shares durin

NYSE:PG
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Bar Harbor Wealth Management Buys 8,226 Shares of Ryan Specialty Holdings, Inc. (NYSE:RYAN)

MarketBeat

Bar Harbor Wealth Management lifted its stake in shares of Ryan Specialty Holdings, Inc. (NYSE:RYAN - Free Report) by 4.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 177,097 shares of the company

NYSE:RYAN
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Bar Harbor Wealth Management Grows Position in Bar Harbor Bankshares (NYSEAMERICAN:BHB)

MarketBeat

Bar Harbor Wealth Management boosted its position in Bar Harbor Bankshares (NYSEAMERICAN:BHB - Free Report) by 7.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 458,476 shares of the financial services provider's stock after purchasing an additio

NYSEAMERICAN:BHB
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Bar Harbor Wealth Management Has $13.92 Million Stock Holdings in Walmart Inc. (NYSE:WMT)

MarketBeat

Bar Harbor Wealth Management trimmed its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 6.0% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 158,591 shares of the retailer's stock after selling 10,091 shares du

NYSE:WMT
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International Business Machines Co. (NYSE:IBM) Position Trimmed by Bar Harbor Wealth Management

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NYSE:IBM
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Bar Harbor Wealth Management Sells 1,799 Shares of Texas Pacific Land Co. (NYSE:TPL)

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NYSE:TPL
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Costco Wholesale Co. (NASDAQ:COST) Shares Sold by Bar Harbor Wealth Management

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NASDAQ:COST
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Eli Lilly and Company (NYSE:LLY) Stock Holdings Trimmed by Bar Harbor Wealth Management

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NYSE:LLY
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Twin Peaks Wealth Advisors LLC Decreases Stake in Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
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Twin Peaks Wealth Advisors LLC Takes $331,000 Position in AT&T Inc. (NYSE:T)

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NYSE:T
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Twin Peaks Wealth Advisors LLC Purchases 812 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

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NASDAQ:CRWD
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Twin Peaks Wealth Advisors LLC Has $955,000 Stock Position in Intuit Inc. (NASDAQ:INTU)

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NASDAQ:INTU
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Schoolcraft Capital LLC Purchases Shares of 3,462 The Coca-Cola Company (NYSE:KO)

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NYSE:KO
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Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Sanchez Wealth Management Group

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NASDAQ:QQQ
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Bensler LLC Has $1.54 Million Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)

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NASDAQ:ISRG
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Bensler LLC Acquires Shares of 49,393 Marvell Technology, Inc. (NASDAQ:MRVL)

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Bensler LLC Takes Position in GE Aerospace (NYSE:GE)

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NYSE:GE
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Bensler LLC Takes Position in International Business Machines Co. (NYSE:IBM)

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NYSE:IBM
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Bensler LLC Increases Position in Vistra Corp. (NYSE:VST)

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NYSE:VST
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Bensler LLC Has $9.02 Million Holdings in Cheniere Energy, Inc. (NYSE:LNG)

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NYSE:LNG
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Bensler LLC Acquires Shares of 569,162 FS Credit Opportunities Corp. (NYSE:FSCO)

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NYSE:FSCO
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Bensler LLC Acquires 3,536 Shares of The Progressive Co. (NYSE:PGR)

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NYSE:PGR
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Smithbridge Asset Management Inc. DE Buys Shares of 7,603 Avery Dennison Co. (NYSE:AVY)

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NYSE:AVY
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Smithbridge Asset Management Inc. DE Takes $1.36 Million Position in Cummins Inc. (NYSE:CMI)

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NYSE:CMI
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Smithbridge Asset Management Inc. DE Acquires Shares of 19,067 The Sherwin-Williams Company (NYSE:SHW)

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NYSE:SHW
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Baillie Gifford UK Growth Trust (LON:BGUK) Announces Quarterly Earnings Results

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LON:BGUK
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Bensler LLC Sells 1,027 Shares of Tesla, Inc. (NASDAQ:TSLA)

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Bensler LLC Invests $2.58 Million in Apollo Global Management, Inc. (NYSE:APO)

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NYSE:APO
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