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Royal Fund Management LLC Trims Holdings in Cloudflare, Inc. $NET

Royal Fund Management LLC lowered its stake in shares of Cloudflare, Inc. (NYSE:NET - Free Report) by 72.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,100 shares of the company's stock after selling 10,600 shares during the period. Royal F

NYSE:NET
Read Royal Fund Management LLC Trims Holdings in Cloudflare, Inc. $NET
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Venturi Wealth Management LLC Cuts Holdings in Heico Corporation $HEI

Venturi Wealth Management LLC lowered its position in Heico Corporation (NYSE:HEI - Free Report) by 96.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,134 shares of the aerospace company's stock after selling 88,156 shares during the p

NYSE:HEI
Read Venturi Wealth Management LLC Cuts Holdings in Heico Corporation $HEI
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Moody Lynn Lieberson & Walker LLC Reduces Stock Position in PepsiCo, Inc. $PEP

Moody Lynn Lieberson & Walker LLC cut its stake in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 52.0% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 50,369 shares of the company's stock after selling 54,544 shares during the

NASDAQ:PEP
Read Moody Lynn Lieberson & Walker LLC Reduces Stock Position in PepsiCo, Inc. $PEP
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Moody Lynn Lieberson & Walker LLC Has $13.33 Million Stock Position in Gilead Sciences, Inc. $GILD

Moody Lynn Lieberson & Walker LLC reduced its holdings in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 11.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,534 shares of the biopha

NASDAQ:GILD
Read Moody Lynn Lieberson & Walker LLC Has $13.33 Million Stock Position in Gilead Sciences, Inc. $GILD
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Merck & Co., Inc. $MRK Shares Bought by Moody Lynn Lieberson & Walker LLC

Moody Lynn Lieberson & Walker LLC raised its stake in Merck & Co., Inc. (NYSE:MRK - Free Report) by 121.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 110,547 shares of the company's stock af

NYSE:MRK
Read Merck & Co., Inc. $MRK Shares Bought by Moody Lynn Lieberson & Walker LLC
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CocaCola Company (The) $KO Stock Position Lowered by Moody Lynn Lieberson & Walker LLC

Moody Lynn Lieberson & Walker LLC decreased its position in CocaCola Company (The) (NYSE:KO - Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 242,903 shares of the company's stock afte

NYSE:KO
Read CocaCola Company (The) $KO Stock Position Lowered by Moody Lynn Lieberson & Walker LLC

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Moody Lynn Lieberson & Walker LLC Boosts Stake in Johnson & Johnson $JNJ

NYSE:JNJ
Read Moody Lynn Lieberson & Walker LLC Boosts Stake in Johnson & Johnson $JNJ
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Moody Lynn Lieberson & Walker LLC Sells 4,644 Shares of Mastercard Incorporated $MA

NYSE:MA
Read Moody Lynn Lieberson & Walker LLC Sells 4,644 Shares of Mastercard Incorporated $MA
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Moody Lynn Lieberson & Walker LLC Sells 8,608 Shares of Waste Management, Inc. $WM

NYSE:WM
Read Moody Lynn Lieberson & Walker LLC Sells 8,608 Shares of Waste Management, Inc. $WM
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Moody Lynn Lieberson & Walker LLC Has $42.52 Million Holdings in AbbVie Inc. $ABBV

NYSE:ABBV
Read Moody Lynn Lieberson & Walker LLC Has $42.52 Million Holdings in AbbVie Inc. $ABBV
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Moody Lynn Lieberson & Walker LLC Increases Stock Holdings in Morgan Stanley $MS

NYSE:MS
Read Moody Lynn Lieberson & Walker LLC Increases Stock Holdings in Morgan Stanley $MS
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The Goldman Sachs Group, Inc. $GS Shares Sold by Wellspring Financial Advisors LLC

NYSE:GS
Read The Goldman Sachs Group, Inc. $GS Shares Sold by Wellspring Financial Advisors LLC
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Poehling Capital Management INC. Trims Position in The Goldman Sachs Group, Inc. $GS

NYSE:GS
Read Poehling Capital Management INC. Trims Position in The Goldman Sachs Group, Inc. $GS
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Poehling Capital Management INC. Grows Stock Holdings in Booking Holdings Inc. $BKNG

NASDAQ:BKNG
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Gratus Wealth Advisors LLC Boosts Stock Holdings in Bank of America Corporation $BAC

NYSE:BAC
Read Gratus Wealth Advisors LLC Boosts Stock Holdings in Bank of America Corporation $BAC
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Prevail Innovative Wealth Advisors LLC Reduces Position in The Home Depot, Inc. $HD

NYSE:HD
Read Prevail Innovative Wealth Advisors LLC Reduces Position in The Home Depot, Inc. $HD
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Prevail Innovative Wealth Advisors LLC Sells 23,240 Shares of Broadcom Inc. $AVGO

NASDAQ:AVGO
Read Prevail Innovative Wealth Advisors LLC Sells 23,240 Shares of Broadcom Inc. $AVGO
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Prevail Innovative Wealth Advisors LLC Purchases New Position in Waste Management, Inc. $WM

NYSE:WM
Read Prevail Innovative Wealth Advisors LLC Purchases New Position in Waste Management, Inc. $WM
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Prevail Innovative Wealth Advisors LLC Boosts Position in Johnson & Johnson $JNJ

NYSE:JNJ
Read Prevail Innovative Wealth Advisors LLC Boosts Position in Johnson & Johnson $JNJ
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Prevail Innovative Wealth Advisors LLC Purchases 2,134 Shares of The Goldman Sachs Group, Inc. $GS

NYSE:GS
Read Prevail Innovative Wealth Advisors LLC Purchases 2,134 Shares of The Goldman Sachs Group, Inc. $GS
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Prevail Innovative Wealth Advisors LLC Grows Stock Position in CocaCola Company (The) $KO

NYSE:KO
Read Prevail Innovative Wealth Advisors LLC Grows Stock Position in CocaCola Company (The) $KO
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26,529 Shares in PepsiCo, Inc. $PEP Acquired by Prevail Innovative Wealth Advisors LLC

NASDAQ:PEP
Read 26,529 Shares in PepsiCo, Inc. $PEP Acquired by Prevail Innovative Wealth Advisors LLC
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Prevail Innovative Wealth Advisors LLC Raises Holdings in Merck & Co., Inc. $MRK

NYSE:MRK
Read Prevail Innovative Wealth Advisors LLC Raises Holdings in Merck & Co., Inc. $MRK
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27,492 Shares in nVent Electric PLC $NVT Bought by Prevail Innovative Wealth Advisors LLC

NYSE:NVT
Read 27,492 Shares in nVent Electric PLC $NVT Bought by Prevail Innovative Wealth Advisors LLC
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Prevail Innovative Wealth Advisors LLC Takes Position in Bank of America Corporation $BAC

NYSE:BAC
Read Prevail Innovative Wealth Advisors LLC Takes Position in Bank of America Corporation $BAC
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108,428 Shares in NextEra Energy, Inc. $NEE Acquired by Prevail Innovative Wealth Advisors LLC

NYSE:NEE
Read 108,428 Shares in NextEra Energy, Inc. $NEE Acquired by Prevail Innovative Wealth Advisors LLC
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JPMorgan Chase & Co. $JPM is Prevail Innovative Wealth Advisors LLC's 9th Largest Position

NYSE:JPM
Read JPMorgan Chase & Co. $JPM is Prevail Innovative Wealth Advisors LLC's 9th Largest Position
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Harmony Asset Management LLC Trims Stock Position in The Home Depot, Inc. $HD

NYSE:HD
Read Harmony Asset Management LLC Trims Stock Position in The Home Depot, Inc. $HD
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Harmony Asset Management LLC Boosts Holdings in AbbVie Inc. $ABBV

NYSE:ABBV
Read Harmony Asset Management LLC Boosts Holdings in AbbVie Inc. $ABBV
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Mission Wealth Management LP Cuts Position in Bloom Energy Corporation $BE

NYSE:BE
Read Mission Wealth Management LP Cuts Position in Bloom Energy Corporation $BE

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