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Tred Avon Family Wealth LLC Has $812,000 Holdings in International Business Machines Corporation $IBM

MarketBeat

Tred Avon Family Wealth LLC raised its stake in International Business Machines Corporation (NYSE:IBM - Free Report) by 162.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,349 shares of the technology co

NYSE:IBM
Read Tred Avon Family Wealth LLC Has $812,000 Holdings in International Business Machines Corporation $IBM
Bank of America logo with Finance background

Bank of America Corporation $BAC is Tred Avon Family Wealth LLC's Largest Position

MarketBeat

Tred Avon Family Wealth LLC cut its holdings in shares of Bank of America Corporation (NYSE:BAC - Free Report) by 11.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 286,761 shares of the financial services provider's

NYSE:BAC
Read Bank of America Corporation $BAC is Tred Avon Family Wealth LLC's Largest Position
Arthur J. Gallagher & Co. logo with Finance background

McLean Asset Management Corp Purchases Shares of 10,386 Arthur J. Gallagher & Co. $AJG

MarketBeat

McLean Asset Management Corp bought a new stake in Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 10,386 shares of the financial services provider's stock, valued at approx

NYSE:AJG
Read McLean Asset Management Corp Purchases Shares of 10,386 Arthur J. Gallagher & Co. $AJG
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Peak Financial Advisors LLC Invests $1.54 Million in Twilio Inc. $TWLO

MarketBeat

Peak Financial Advisors LLC acquired a new stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 12,272 shares of the technology company's stock, valued at approxima

NYSE:TWLO
Read Peak Financial Advisors LLC Invests $1.54 Million in Twilio Inc. $TWLO
Robinhood Markets logo with Finance background

Peak Financial Advisors LLC Acquires New Stake in Robinhood Markets, Inc. $HOOD

MarketBeat

Peak Financial Advisors LLC acquired a new stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 26,118 shares of the company's stock, value

NASDAQ:HOOD
Read Peak Financial Advisors LLC Acquires New Stake in Robinhood Markets, Inc. $HOOD
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Peak Financial Advisors LLC Takes $2.93 Million Position in Roivant Sciences Ltd. $ROIV

MarketBeat

Peak Financial Advisors LLC bought a new position in shares of Roivant Sciences Ltd. (NASDAQ:ROIV - Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 105,893 shares of the company's stock,

NASDAQ:ROIV
Read Peak Financial Advisors LLC Takes $2.93 Million Position in Roivant Sciences Ltd. $ROIV

Trending News

1Rocket Lab (NASDAQ:RKLB) Shares Down 10.2% - Here's Why
2AST SpaceMobile (NASDAQ:ASTS) Shares Down 6.7% - Here's What Happened
3Nomura Issues Pessimistic Forecast for Alibaba Group (NYSE:BABA) Stock Price
4NVIDIA Corporation $NVDA Stock Position Lifted by Vaughan Nelson Investment Management L.P.
5ResMed Inc. $RMD Shares Sold by Assenagon Asset Management S.A.
6Archer Aviation (NYSE:ACHR) Stock Price Down 4.1% - Time to Sell?
7Nebius Group (NASDAQ:NBIS) Stock Price Down 1.2% - Here's What Happened
8FuelCell Energy (NASDAQ:FCEL) Upgraded at Jefferies Financial Group

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Lam Research logo with Computer and Technology background

Portus Wealth Advisors LLC Decreases Position in Lam Research Corporation $LRCX

MarketBeat
NASDAQ:LRCX
Read Portus Wealth Advisors LLC Decreases Position in Lam Research Corporation $LRCX
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Orange Investment Advisors Inc. Sells 14,792 Shares of UnitedHealth Group Incorporated $UNH

MarketBeat
NYSE:UNH
Read Orange Investment Advisors Inc. Sells 14,792 Shares of UnitedHealth Group Incorporated $UNH
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Orange Investment Advisors Inc. Sells 10,977 Shares of Bank of America Corporation $BAC

MarketBeat
NYSE:BAC
Read Orange Investment Advisors Inc. Sells 10,977 Shares of Bank of America Corporation $BAC
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Orange Investment Advisors Inc. Has $3.02 Million Stock Holdings in Nucor Corporation $NUE

MarketBeat
NYSE:NUE
Read Orange Investment Advisors Inc. Has $3.02 Million Stock Holdings in Nucor Corporation $NUE
Adobe logo with Computer and Technology background

Orange Investment Advisors Inc. Decreases Stake in Adobe Inc. $ADBE

MarketBeat
NASDAQ:ADBE
Read Orange Investment Advisors Inc. Decreases Stake in Adobe Inc. $ADBE
Advanced Micro Devices logo with Computer and Technology background

Orange Investment Advisors Inc. Sells 1,476 Shares of Advanced Micro Devices, Inc. $AMD

MarketBeat
NASDAQ:AMD
Read Orange Investment Advisors Inc. Sells 1,476 Shares of Advanced Micro Devices, Inc. $AMD
SLB logo with Energy background

Orange Investment Advisors Inc. Sells 21,680 Shares of SLB Limited $SLB

MarketBeat
NYSE:SLB
Read Orange Investment Advisors Inc. Sells 21,680 Shares of SLB Limited $SLB
The Goldman Sachs Group logo with Finance background

Orange Investment Advisors Inc. Sells 1,276 Shares of The Goldman Sachs Group, Inc. $GS

MarketBeat
NYSE:GS
Read Orange Investment Advisors Inc. Sells 1,276 Shares of The Goldman Sachs Group, Inc. $GS
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Amphenol Corporation $APH Shares Sold by Orange Investment Advisors Inc.

MarketBeat
NYSE:APH
Read Amphenol Corporation $APH Shares Sold by Orange Investment Advisors Inc.
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Orange Investment Advisors Inc. Sells 10,980 Shares of Starbucks Corporation $SBUX

MarketBeat
NASDAQ:SBUX
Read Orange Investment Advisors Inc. Sells 10,980 Shares of Starbucks Corporation $SBUX
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Orange Investment Advisors Inc. Takes Position in Marsh & McLennan Companies, Inc. $MRSH

MarketBeat
NYSE:MRSH
Read Orange Investment Advisors Inc. Takes Position in Marsh & McLennan Companies, Inc. $MRSH
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Orange Investment Advisors Inc. Sells 22,873 Shares of Baker Hughes Company $BKR

MarketBeat
NASDAQ:BKR
Read Orange Investment Advisors Inc. Sells 22,873 Shares of Baker Hughes Company $BKR
Quanta Services logo with Construction background

Orange Investment Advisors Inc. Reduces Position in Quanta Services, Inc. $PWR

MarketBeat
NYSE:PWR
Read Orange Investment Advisors Inc. Reduces Position in Quanta Services, Inc. $PWR
United Rentals logo with Construction background

Orange Investment Advisors Inc. Sells 1,276 Shares of United Rentals, Inc. $URI

MarketBeat
NYSE:URI
Read Orange Investment Advisors Inc. Sells 1,276 Shares of United Rentals, Inc. $URI
W.W. Grainger logo with Industrials background

Orange Investment Advisors Inc. Sells 906 Shares of W.W. Grainger, Inc. $GWW

MarketBeat
NYSE:GWW
Read Orange Investment Advisors Inc. Sells 906 Shares of W.W. Grainger, Inc. $GWW
Cisco Systems logo with Computer and Technology background

Orange Investment Advisors Inc. Sells 11,075 Shares of Cisco Systems, Inc. $CSCO

MarketBeat
NASDAQ:CSCO
Read Orange Investment Advisors Inc. Sells 11,075 Shares of Cisco Systems, Inc. $CSCO
Teradyne logo with Computer and Technology background

Patton Fund Management Inc. Cuts Stake in Teradyne, Inc. $TER

MarketBeat
NASDAQ:TER
Read Patton Fund Management Inc. Cuts Stake in Teradyne, Inc. $TER
Monster Beverage logo with Consumer Staples background

Patton Fund Management Inc. Reduces Stock Position in Monster Beverage Corporation $MNST

MarketBeat
NASDAQ:MNST
Read Patton Fund Management Inc. Reduces Stock Position in Monster Beverage Corporation $MNST
Sandisk logo with Business Services background

Patton Fund Management Inc. Buys 5,617 Shares of Sandisk Corporation $SNDK

MarketBeat
NASDAQ:SNDK
Read Patton Fund Management Inc. Buys 5,617 Shares of Sandisk Corporation $SNDK
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Patton Fund Management Inc. Increases Holdings in Huntington Ingalls Industries, Inc. $HII

MarketBeat
NYSE:HII
Read Patton Fund Management Inc. Increases Holdings in Huntington Ingalls Industries, Inc. $HII
Valero Energy logo with Energy background

Patton Fund Management Inc. Sells 26,891 Shares of Valero Energy Corporation $VLO

MarketBeat
NYSE:VLO
Read Patton Fund Management Inc. Sells 26,891 Shares of Valero Energy Corporation $VLO
Warner Bros. Discovery logo with Consumer Discretionary background

Patton Fund Management Inc. Sells 221,248 Shares of Warner Bros. Discovery, Inc. $WBD

MarketBeat
NASDAQ:WBD
Read Patton Fund Management Inc. Sells 221,248 Shares of Warner Bros. Discovery, Inc. $WBD
Monolithic Power Systems logo with Computer and Technology background

Monolithic Power Systems, Inc. $MPWR Stock Holdings Lessened by Patton Fund Management Inc.

MarketBeat
NASDAQ:MPWR
Read Monolithic Power Systems, Inc. $MPWR Stock Holdings Lessened by Patton Fund Management Inc.
Evergy logo with Utilities background

Patton Fund Management Inc. Reduces Position in Evergy Inc. $EVRG

MarketBeat
NASDAQ:EVRG
Read Patton Fund Management Inc. Reduces Position in Evergy Inc. $EVRG

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