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Invera Wealth Advisors LLC Has $873,000 Stock Position in S&P Global Inc. (NYSE:SPGI)

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Invera Wealth Advisors LLC decreased its stake in S&P Global Inc. (NYSE:SPGI - Free Report) by 76.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,718 shares of the business services provider's stock

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Invera Wealth Advisors LLC Has $1.16 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

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Invera Wealth Advisors LLC decreased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 18.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 6,897 shares of the semiconductor manufacturer's stock after selling 1,567 shares during the period

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Costco Wholesale Corporation (NASDAQ:COST) Holdings Trimmed by Invera Wealth Advisors LLC

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Invera Wealth Advisors LLC decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 29.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,236 shares of the

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Invera Wealth Advisors LLC Decreases Stake in Intercontinental Exchange Inc. (NYSE:ICE)

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Invera Wealth Advisors LLC lowered its holdings in Intercontinental Exchange Inc. (NYSE:ICE - Free Report) by 13.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,248 shares of the financial services provider's s

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Booz Allen Hamilton Holding Corporation (NYSE:BAH) Shares Purchased by First Command Advisory Services Inc.

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First Command Advisory Services Inc. increased its holdings in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 368.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,981 shares of the business

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First Command Advisory Services Inc. Sells 686 Shares of The Home Depot, Inc. (NYSE:HD)

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First Command Advisory Services Inc. lessened its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 10.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,092 shares of the home improvement retailer's stock after sel

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Folketrygdfondet Sells 55,589 Shares of Golden Ocean Group Limited (NASDAQ:GOGL)

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Folketrygdfondet Acquires 617,974 Shares of Novo Nordisk A/S (NYSE:NVO)

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Folketrygdfondet Has $2.91 Billion Stake in Equinor ASA (NYSE:EQNR)

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Lord & Richards Wealth Management LLC Invests $244,000 in ServiceNow, Inc. (NYSE:NOW)

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Lord & Richards Wealth Management LLC Invests $261,000 in Intuitive Surgical, Inc. (NASDAQ:ISRG)

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Lord & Richards Wealth Management LLC Makes New $273,000 Investment in Pool Corporation (NASDAQ:POOL)

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Lord & Richards Wealth Management LLC Buys New Shares in Tesla, Inc. (NASDAQ:TSLA)

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Lord & Richards Wealth Management LLC Acquires Shares of 781 CrowdStrike (NASDAQ:CRWD)

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Lord & Richards Wealth Management LLC Invests $277,000 in Lowe's Companies, Inc. (NYSE:LOW)

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Lord & Richards Wealth Management LLC Invests $290,000 in Motorola Solutions, Inc. (NYSE:MSI)

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Lord & Richards Wealth Management LLC Takes Position in Linde PLC (NASDAQ:LIN)

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Lord & Richards Wealth Management LLC Invests $306,000 in Uber Technologies, Inc. (NYSE:UBER)

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Lord & Richards Wealth Management LLC Increases Position in Diamondback Energy, Inc. (NASDAQ:FANG)

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Lord & Richards Wealth Management LLC Increases Holdings in Walmart Inc. (NYSE:WMT)

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Roper Technologies, Inc. (NYSE:ROP) Shares Bought by Lord & Richards Wealth Management LLC

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Broadridge Financial Solutions, Inc. (NYSE:BR) Shares Bought by Lord & Richards Wealth Management LLC

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Lord & Richards Wealth Management LLC Grows Position in Chemed Corporation (NYSE:CHE)

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Lord & Richards Wealth Management LLC Grows Position in American Tower Corporation (NYSE:AMT)

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Lord & Richards Wealth Management LLC Acquires 2,294 Shares of The Progressive Corporation (NYSE:PGR)

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Lord & Richards Wealth Management LLC Acquires 3,277 Shares of Quanta Services, Inc. (NYSE:PWR)

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Lord & Richards Wealth Management LLC Buys 1,754 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

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Lord & Richards Wealth Management LLC Raises Stock Position in Copart, Inc. (NASDAQ:CPRT)

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Esquire Financial Holdings, Inc. (NASDAQ:ESQ) Stake Boosted by Ampfield Management L.P.

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Transdigm Group Incorporated (NYSE:TDG) is Ampfield Management L.P.'s Largest Position

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