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Compass Wealth Management LLC Has $2.55 Million Holdings in Phillips 66 (NYSE:PSX)

MarketBeat

Compass Wealth Management LLC raised its position in shares of Phillips 66 (NYSE:PSX - Free Report) by 1,221.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,629 shares of the oil and gas company's stock

NYSE:PSX
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Atlantic Edge Private Wealth Management LLC Increases Stake in Constellation Brands Inc (NYSE:STZ)

MarketBeat

Atlantic Edge Private Wealth Management LLC increased its stake in Constellation Brands Inc (NYSE:STZ - Free Report) by 94.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,050 shares of the company's

NYSE:STZ
Read Atlantic Edge Private Wealth Management LLC Increases Stake in Constellation Brands Inc (NYSE:STZ)
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Capital & Planning LLC Trims Stock Holdings in FTI Consulting, Inc. (NYSE:FCN)

MarketBeat

Capital & Planning LLC lowered its stake in FTI Consulting, Inc. (NYSE:FCN - Free Report) by 83.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,005 shares of the business services provider's stock after selling 10,03

NYSE:FCN
Read Capital & Planning LLC Trims Stock Holdings in FTI Consulting, Inc. (NYSE:FCN)
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Atlantic Edge Private Wealth Management LLC Has $2.03 Million Holdings in Danaher Corporation (NYSE:DHR)

MarketBeat

Atlantic Edge Private Wealth Management LLC grew its position in shares of Danaher Corporation (NYSE:DHR - Free Report) by 15.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,884 shares of the conglomerate's stock

NYSE:DHR
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Atlantic Edge Private Wealth Management LLC Takes $2.04 Million Position in CBRE Group, Inc. (NYSE:CBRE)

MarketBeat

Atlantic Edge Private Wealth Management LLC bought a new stake in CBRE Group, Inc. (NYSE:CBRE - Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 15,591 shares of the financial services provider's stock, valued at a

NYSE:CBRE
Read Atlantic Edge Private Wealth Management LLC Takes $2.04 Million Position in CBRE Group, Inc. (NYSE:CBRE)
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Atlantic Edge Private Wealth Management LLC Has $2.75 Million Holdings in Oracle Corporation (NYSE:ORCL)

MarketBeat

Atlantic Edge Private Wealth Management LLC grew its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1,099.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,701 shares

NYSE:ORCL
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Compass Wealth Management LLC Decreases Stock Holdings in Costco Wholesale Corporation (NASDAQ:COST)

MarketBeat
NASDAQ:COST
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Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Capital & Planning LLC

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Capital & Planning LLC
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Compass Wealth Management LLC Trims Stake in Adobe Inc. (NASDAQ:ADBE)

MarketBeat
NASDAQ:ADBE
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SwitchPoint Financial Planning LLC Purchases Shares of 6,196 Wells Fargo & Company (NYSE:WFC)

MarketBeat
NYSE:WFC
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3,294 Shares in Crown Castle Inc. (NYSE:CCI) Bought by McGlone Suttner Wealth Management Inc.

MarketBeat
NYSE:CCI
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McGlone Suttner Wealth Management Inc. Has $509,000 Stock Holdings in Oracle Corporation (NYSE:ORCL)

MarketBeat
NYSE:ORCL
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McGlone Suttner Wealth Management Inc. Has $577,000 Stake in Prologis, Inc. (NYSE:PLD)

MarketBeat
NYSE:PLD
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Kimberly-Clark Co. (NYSE:KMB) Shares Sold by McGlone Suttner Wealth Management Inc.

MarketBeat
NYSE:KMB
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McGlone Suttner Wealth Management Inc. Reduces Stake in Arthur J. Gallagher & Co. (NYSE:AJG)

MarketBeat
NYSE:AJG
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Compass Wealth Management LLC Sells 4,300 Shares of CVS Health Corporation (NYSE:CVS)

MarketBeat
NYSE:CVS
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McGlone Suttner Wealth Management Inc. Purchases 4,201 Shares of Wells Fargo & Company (NYSE:WFC)

MarketBeat
NYSE:WFC
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McGlone Suttner Wealth Management Inc. Buys 1,003 Shares of Broadcom Inc. (NASDAQ:AVGO)

MarketBeat
NASDAQ:AVGO
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PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by McGlone Suttner Wealth Management Inc.

MarketBeat
NASDAQ:PEP
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McGlone Suttner Wealth Management Inc. Buys 4,120 Shares of ConocoPhillips (NYSE:COP)

MarketBeat
NYSE:COP
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McGlone Suttner Wealth Management Inc. Raises Position in Merck & Co., Inc. (NYSE:MRK)

MarketBeat
NYSE:MRK
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Compass Wealth Management LLC Boosts Stock Position in BWX Technologies, Inc. (NYSE:BWXT)

MarketBeat
NYSE:BWXT
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1,062 Shares in GE Aerospace (NYSE:GE) Acquired by Capital & Planning LLC

MarketBeat
NYSE:GE
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Capital & Planning LLC Has $1.70 Million Stake in Invesco QQQ (NASDAQ:QQQ)

MarketBeat
NASDAQ:QQQ
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Compass Wealth Management LLC Boosts Stock Position in Canadian Pacific Kansas City Limited (NYSE:CP)

MarketBeat
NYSE:CP
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The Scotts Miracle-Gro Company (NYSE:SMG) Shares Acquired by Compass Wealth Management LLC

MarketBeat
NYSE:SMG
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Compass Wealth Management LLC Sells 3,205 Shares of Ulta Beauty Inc. (NASDAQ:ULTA)

MarketBeat
NASDAQ:ULTA
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Hubbell Inc (NYSE:HUBB) Shares Sold by Compass Wealth Management LLC

MarketBeat
NYSE:HUBB
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Compass Wealth Management LLC Buys New Stake in Grifols, S.A. (NASDAQ:GRFS)

MarketBeat
NASDAQ:GRFS
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Compass Wealth Management LLC Decreases Holdings in Comcast Corporation (NASDAQ:CMCSA)

MarketBeat
NASDAQ:CMCSA
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