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SOA Wealth Advisors LLC. Lowers Stock Holdings in Energy Transfer LP $ET

MarketBeat

SOA Wealth Advisors LLC. trimmed its position in Energy Transfer LP (NYSE:ET - Free Report) by 6.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 218,406 shares of the pipeline co

NYSE:ET
Read SOA Wealth Advisors LLC. Lowers Stock Holdings in Energy Transfer LP $ET
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Williams Companies, Inc. (The) $WMB Position Boosted by SOA Wealth Advisors LLC.

MarketBeat

SOA Wealth Advisors LLC. lifted its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB - Free Report) by 257.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 65,408 shares of the pipeline company's stock after purchasing an additional 47,

NYSE:WMB
Read Williams Companies, Inc. (The) $WMB Position Boosted by SOA Wealth Advisors LLC.
United Rentals logo with Construction background

SOA Wealth Advisors LLC. Increases Stock Position in United Rentals, Inc. $URI

MarketBeat

SOA Wealth Advisors LLC. raised its stake in shares of United Rentals, Inc. (NYSE:URI - Free Report) by 4.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,817 shares of the construction company's stock after acquir

NYSE:URI
Read SOA Wealth Advisors LLC. Increases Stock Position in United Rentals, Inc. $URI
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SOA Wealth Advisors LLC. Has $6.17 Million Stock Holdings in Alibaba Group Holding Limited $BABA

MarketBeat

SOA Wealth Advisors LLC. grew its holdings in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 6,545.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,424 shares of the specialty retailer's stock afte

NYSE:BABA
Read SOA Wealth Advisors LLC. Has $6.17 Million Stock Holdings in Alibaba Group Holding Limited $BABA
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SOA Wealth Advisors LLC. Buys 8,494 Shares of Philip Morris International Inc. $PM

MarketBeat

SOA Wealth Advisors LLC. grew its holdings in Philip Morris International Inc. (NYSE:PM - Free Report) by 31.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 35,145 shares of the company's stock after acquiring an ad

NYSE:PM
Read SOA Wealth Advisors LLC. Buys 8,494 Shares of Philip Morris International Inc. $PM
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SOA Wealth Advisors LLC. Sells 5,867 Shares of The Home Depot, Inc. $HD

MarketBeat

SOA Wealth Advisors LLC. trimmed its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 19.4% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 24,332 shares of the home improvement retailer's stock after selling 5,867 shares during the

NYSE:HD
Read SOA Wealth Advisors LLC. Sells 5,867 Shares of The Home Depot, Inc. $HD

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SOA Wealth Advisors LLC. Reduces Position in Parker-Hannifin Corporation $PH

MarketBeat
NYSE:PH
Read SOA Wealth Advisors LLC. Reduces Position in Parker-Hannifin Corporation $PH
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SOA Wealth Advisors LLC. Sells 2,420 Shares of BlackRock $BLK

MarketBeat
NYSE:BLK
Read SOA Wealth Advisors LLC. Sells 2,420 Shares of BlackRock $BLK
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Netflix, Inc. $NFLX Shares Bought by SOA Wealth Advisors LLC.

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. $NFLX Shares Bought by SOA Wealth Advisors LLC.
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GE Vernova Inc. $GEV is SOA Wealth Advisors LLC.'s 6th Largest Position

MarketBeat
NYSE:GEV
Read GE Vernova Inc. $GEV is SOA Wealth Advisors LLC.'s 6th Largest Position
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Lowe's Companies, Inc. $LOW Shares Sold by Founders Capital Management

MarketBeat
NYSE:LOW
Read Lowe's Companies, Inc. $LOW Shares Sold by Founders Capital Management
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Founders Capital Management Has $493,000 Position in PepsiCo, Inc. $PEP

MarketBeat
NASDAQ:PEP
Read Founders Capital Management Has $493,000 Position in PepsiCo, Inc. $PEP
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Founders Capital Management Sells 4,465 Shares of The Home Depot, Inc. $HD

MarketBeat
NYSE:HD
Read Founders Capital Management Sells 4,465 Shares of The Home Depot, Inc. $HD
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Founders Capital Management Purchases 4,648 Shares of Lockheed Martin Corporation $LMT

MarketBeat
NYSE:LMT
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Parkwoods Wealth Partners LLC Takes $206,000 Position in Amphenol Corporation $APH

MarketBeat
NYSE:APH
Read Parkwoods Wealth Partners LLC Takes $206,000 Position in Amphenol Corporation $APH
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Parkwoods Wealth Partners LLC Acquires Shares of 323 The Goldman Sachs Group, Inc. $GS

MarketBeat
NYSE:GS
Read Parkwoods Wealth Partners LLC Acquires Shares of 323 The Goldman Sachs Group, Inc. $GS
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Parkwoods Wealth Partners LLC Acquires Shares of 5,149 Bank of America Corporation $BAC

MarketBeat
NYSE:BAC
Read Parkwoods Wealth Partners LLC Acquires Shares of 5,149 Bank of America Corporation $BAC
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Parkwoods Wealth Partners LLC Acquires New Position in RTX Corporation $RTX

MarketBeat
NYSE:RTX
Read Parkwoods Wealth Partners LLC Acquires New Position in RTX Corporation $RTX
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Parkwoods Wealth Partners LLC Acquires Shares of 1,195 International Business Machines Corporation $IBM

MarketBeat
NYSE:IBM
Read Parkwoods Wealth Partners LLC Acquires Shares of 1,195 International Business Machines Corporation $IBM
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Northeast Financial Group Inc. Buys Shares of 1,308 Marathon Petroleum Corporation $MPC

MarketBeat
NYSE:MPC
Read Northeast Financial Group Inc. Buys Shares of 1,308 Marathon Petroleum Corporation $MPC
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Northeast Financial Group Inc. Takes Position in Oracle Corporation $ORCL

MarketBeat
NYSE:ORCL
Read Northeast Financial Group Inc. Takes Position in Oracle Corporation $ORCL
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Northeast Financial Group Inc. Invests $798,000 in NPK International Inc. $NPKI

MarketBeat
NYSE:NPKI
Read Northeast Financial Group Inc. Invests $798,000 in NPK International Inc. $NPKI
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Northeast Financial Group Inc. Invests $1.17 Million in Cigna Group $CI

MarketBeat
NYSE:CI
Read Northeast Financial Group Inc. Invests $1.17 Million in Cigna Group $CI
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Emerson Electric Co. $EMR Shares Sold by Dogwood Wealth Management LLC

MarketBeat
NYSE:EMR
Read Emerson Electric Co. $EMR Shares Sold by Dogwood Wealth Management LLC
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Netflix, Inc. $NFLX Shares Acquired by Dogwood Wealth Management LLC

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. $NFLX Shares Acquired by Dogwood Wealth Management LLC
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Dogwood Wealth Management LLC Has $924,000 Position in Uber Technologies, Inc. $UBER

MarketBeat
NYSE:UBER
Read Dogwood Wealth Management LLC Has $924,000 Position in Uber Technologies, Inc. $UBER
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Dogwood Wealth Management LLC Acquires 6,593 Shares of KKR & Co. Inc. $KKR

MarketBeat
NYSE:KKR
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Dogwood Wealth Management LLC Purchases 11,438 Shares of Cisco Systems, Inc. $CSCO

MarketBeat
NASDAQ:CSCO
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Transdigm Group Incorporated $TDG Shares Purchased by Dogwood Wealth Management LLC

MarketBeat
NYSE:TDG
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Oracle Corporation $ORCL Shares Sold by Dogwood Wealth Management LLC

MarketBeat
NYSE:ORCL
Read Oracle Corporation $ORCL Shares Sold by Dogwood Wealth Management LLC