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Compass Wealth Management LLC Trims Stake in Adobe Inc. (NASDAQ:ADBE)

MarketBeat

Compass Wealth Management LLC lessened its position in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 20.6% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,621 shares of the software company's stock after selling 1,4

NASDAQ:ADBE
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SwitchPoint Financial Planning LLC Purchases Shares of 6,196 Wells Fargo & Company (NYSE:WFC)

MarketBeat

SwitchPoint Financial Planning LLC acquired a new position in shares of Wells Fargo & Company (NYSE:WFC) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 6,196 shares of the financial services provider's stock, valued

NYSE:WFC
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3,294 Shares in Crown Castle Inc. (NYSE:CCI) Bought by McGlone Suttner Wealth Management Inc.

MarketBeat

McGlone Suttner Wealth Management Inc. bought a new stake in Crown Castle Inc. (NYSE:CCI - Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,294 shares of the real

NYSE:CCI
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McGlone Suttner Wealth Management Inc. Has $509,000 Stock Holdings in Oracle Corporation (NYSE:ORCL)

MarketBeat

McGlone Suttner Wealth Management Inc. reduced its position in Oracle Corporation (NYSE:ORCL - Free Report) by 23.7% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 3,638 shares of the enterprise software provider's stock after selling 1,127 shares during the pe

NYSE:ORCL
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McGlone Suttner Wealth Management Inc. Has $577,000 Stake in Prologis, Inc. (NYSE:PLD)

MarketBeat

McGlone Suttner Wealth Management Inc. increased its stake in shares of Prologis, Inc. (NYSE:PLD - Free Report) by 97.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,157 shares of the real estate inv

NYSE:PLD
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Kimberly-Clark Co. (NYSE:KMB) Shares Sold by McGlone Suttner Wealth Management Inc.

MarketBeat

McGlone Suttner Wealth Management Inc. cut its position in Kimberly-Clark Co. (NYSE:KMB - Free Report) by 41.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,061 shares of the company's stock after selling

NYSE:KMB
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McGlone Suttner Wealth Management Inc. Reduces Stake in Arthur J. Gallagher & Co. (NYSE:AJG)

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NYSE:AJG
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Compass Wealth Management LLC Sells 4,300 Shares of CVS Health Corporation (NYSE:CVS)

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NYSE:CVS
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McGlone Suttner Wealth Management Inc. Purchases 4,201 Shares of Wells Fargo & Company (NYSE:WFC)

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NYSE:WFC
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McGlone Suttner Wealth Management Inc. Buys 1,003 Shares of Broadcom Inc. (NASDAQ:AVGO)

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NASDAQ:AVGO
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PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by McGlone Suttner Wealth Management Inc.

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NASDAQ:PEP
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McGlone Suttner Wealth Management Inc. Buys 4,120 Shares of ConocoPhillips (NYSE:COP)

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NYSE:COP
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McGlone Suttner Wealth Management Inc. Raises Position in Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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Compass Wealth Management LLC Boosts Stock Position in BWX Technologies, Inc. (NYSE:BWXT)

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1,062 Shares in GE Aerospace (NYSE:GE) Acquired by Capital & Planning LLC

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NYSE:GE
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Capital & Planning LLC Has $1.70 Million Stake in Invesco QQQ (NASDAQ:QQQ)

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Compass Wealth Management LLC Boosts Stock Position in Canadian Pacific Kansas City Limited (NYSE:CP)

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The Scotts Miracle-Gro Company (NYSE:SMG) Shares Acquired by Compass Wealth Management LLC

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NYSE:SMG
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Compass Wealth Management LLC Sells 3,205 Shares of Ulta Beauty Inc. (NASDAQ:ULTA)

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NASDAQ:ULTA
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Hubbell Inc (NYSE:HUBB) Shares Sold by Compass Wealth Management LLC

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NYSE:HUBB
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Compass Wealth Management LLC Buys New Stake in Grifols, S.A. (NASDAQ:GRFS)

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NASDAQ:GRFS
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Compass Wealth Management LLC Decreases Holdings in Comcast Corporation (NASDAQ:CMCSA)

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NASDAQ:CMCSA
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Compass Wealth Management LLC Makes New Investment in Century Aluminum Company (NASDAQ:CENX)

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NASDAQ:CENX
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Compass Wealth Management LLC Reduces Stock Position in Freeport-McMoRan Inc. (NYSE:FCX)

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NYSE:FCX
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Compass Wealth Management LLC Cuts Stake in Citigroup Inc. (NYSE:C)

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NYSE:C
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Compass Wealth Management LLC Makes New $1.61 Million Investment in Entegris, Inc. (NASDAQ:ENTG)

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NASDAQ:ENTG
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Compass Wealth Management LLC Has $2.11 Million Holdings in Kinder Morgan, Inc. (NYSE:KMI)

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NYSE:KMI
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Compass Wealth Management LLC Increases Stock Position in Coty (NYSE:COTY)

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NYSE:COTY
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Compass Wealth Management LLC Lowers Stake in HCA Healthcare, Inc. (NYSE:HCA)

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NYSE:HCA
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Pinterest, Inc. (NYSE:PINS) Shares Sold by Compass Wealth Management LLC

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