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Fortinet logo with Computer and Technology background

Sendero Wealth Management LLC Grows Position in Fortinet, Inc. $FTNT

MarketBeat

Sendero Wealth Management LLC lifted its position in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 7.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,171 shares of the software maker's st

NASDAQ:FTNT
Read Sendero Wealth Management LLC Grows Position in Fortinet, Inc. $FTNT
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The Charles Schwab Corporation $SCHW Shares Sold by Sendero Wealth Management LLC

MarketBeat

Sendero Wealth Management LLC decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 24.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,320 shares of th

NYSE:SCHW
Read The Charles Schwab Corporation $SCHW Shares Sold by Sendero Wealth Management LLC
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Sendero Wealth Management LLC Has $8.68 Million Stock Holdings in Airbnb, Inc. $ABNB

MarketBeat

Sendero Wealth Management LLC boosted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 9.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 65,609 shares of the company's stock after buying an additional 5,918 shares during the period.

NASDAQ:ABNB
Read Sendero Wealth Management LLC Has $8.68 Million Stock Holdings in Airbnb, Inc. $ABNB
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Sendero Wealth Management LLC Buys 3,944 Shares of ConocoPhillips $COP

MarketBeat

Sendero Wealth Management LLC boosted its position in shares of ConocoPhillips (NYSE:COP - Free Report) by 3.6% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 115,040 shares of the energy producer's stock after purchasing an additional 3,944 shares duri

NYSE:COP
Read Sendero Wealth Management LLC Buys 3,944 Shares of ConocoPhillips $COP
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Sendero Wealth Management LLC Buys 3,338 Shares of Capital One Financial Corporation $COF

MarketBeat

Sendero Wealth Management LLC raised its position in Capital One Financial Corporation (NYSE:COF) by 7.4% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 48,713 shares of the financial services provider's stock after buying an additional 3,338 shares

NYSE:COF
Read Sendero Wealth Management LLC Buys 3,338 Shares of Capital One Financial Corporation $COF
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Sendero Wealth Management LLC Decreases Stake in Arista Networks, Inc. $ANET

MarketBeat

Sendero Wealth Management LLC cut its holdings in shares of Arista Networks, Inc. (NYSE:ANET - Free Report) by 8.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,093 shares of the technology company's stock after s

NYSE:ANET
Read Sendero Wealth Management LLC Decreases Stake in Arista Networks, Inc. $ANET

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Petros Family Wealth LLC Invests $244,000 in Enbridge Inc $ENB

MarketBeat
NYSE:ENB
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190 Shares in Fair Isaac Corporation $FICO Bought by Petros Family Wealth LLC

MarketBeat
NYSE:FICO
Read 190 Shares in Fair Isaac Corporation $FICO Bought by Petros Family Wealth LLC
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Petros Family Wealth LLC Makes New $366,000 Investment in Monster Beverage Corporation $MNST

MarketBeat
NASDAQ:MNST
Read Petros Family Wealth LLC Makes New $366,000 Investment in Monster Beverage Corporation $MNST
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Petros Family Wealth LLC Has $519,000 Stake in QUALCOMM Incorporated $QCOM

MarketBeat
NASDAQ:QCOM
Read Petros Family Wealth LLC Has $519,000 Stake in QUALCOMM Incorporated $QCOM
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Petros Family Wealth LLC Takes $541,000 Position in GE Aerospace $GE

MarketBeat
NYSE:GE
Read Petros Family Wealth LLC Takes $541,000 Position in GE Aerospace $GE
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Petros Family Wealth LLC Invests $563,000 in Robinhood Markets, Inc. $HOOD

MarketBeat
NASDAQ:HOOD
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Petros Family Wealth LLC Has $751,000 Holdings in Arista Networks, Inc. $ANET

MarketBeat
NYSE:ANET
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T-Mobile US, Inc. $TMUS Shares Acquired by Petros Family Wealth LLC

MarketBeat
NASDAQ:TMUS
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Petros Family Wealth LLC Trims Stock Position in Accenture PLC $ACN

MarketBeat
NYSE:ACN
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Palo Alto Networks, Inc. $PANW Shares Sold by Valeo Financial Advisors LLC

MarketBeat
NASDAQ:PANW
Read Palo Alto Networks, Inc. $PANW Shares Sold by Valeo Financial Advisors LLC
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Valeo Financial Advisors LLC Reduces Stock Position in Cisco Systems, Inc. $CSCO

MarketBeat
NASDAQ:CSCO
Read Valeo Financial Advisors LLC Reduces Stock Position in Cisco Systems, Inc. $CSCO
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Valeo Financial Advisors LLC Has $6.60 Million Holdings in Palantir Technologies Inc. $PLTR

MarketBeat
NASDAQ:PLTR
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Valeo Financial Advisors LLC Reduces Holdings in Chevron Corporation $CVX

MarketBeat
NYSE:CVX
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Valeo Financial Advisors LLC Makes New Investment in The Mosaic Company $MOS

MarketBeat
NYSE:MOS
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Valeo Financial Advisors LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MarketBeat
NYSE:TSM
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Lockheed Martin Corporation $LMT Stock Holdings Lifted by Valeo Financial Advisors LLC

MarketBeat
NYSE:LMT
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Target Corporation $TGT Shares Bought by Valeo Financial Advisors LLC

MarketBeat
NYSE:TGT
Read Target Corporation $TGT Shares Bought by Valeo Financial Advisors LLC
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Merchants Bancorp $MBIN Shares Purchased by Valeo Financial Advisors LLC

MarketBeat
NASDAQ:MBIN
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Valeo Financial Advisors LLC Has $9.06 Million Holdings in CocaCola Company (The) $KO

MarketBeat
NYSE:KO
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Valeo Financial Advisors LLC Acquires New Holdings in Zoom Communications, Inc. $ZM

MarketBeat
NASDAQ:ZM
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Netflix, Inc. $NFLX Shares Sold by Valeo Financial Advisors LLC

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. $NFLX Shares Sold by Valeo Financial Advisors LLC
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Starbucks Corporation $SBUX Shares Acquired by Valeo Financial Advisors LLC

MarketBeat
NASDAQ:SBUX
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Valeo Financial Advisors LLC Grows Stock Holdings in Conagra Brands $CAG

MarketBeat
NYSE:CAG
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Valeo Financial Advisors LLC Has $12.66 Million Stock Holdings in Amgen Inc. $AMGN

MarketBeat
NASDAQ:AMGN
Read Valeo Financial Advisors LLC Has $12.66 Million Stock Holdings in Amgen Inc. $AMGN