Free Trial

MarketBeat Instant News Alerts

Invesco QQQ logo with Finance background

GenWealth Group Inc. Cuts Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

MarketBeat

GenWealth Group Inc. trimmed its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 97.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 839 shares of the exchange traded fund's stock after sellin

NASDAQ:QQQ
Read GenWealth Group Inc. Cuts Stock Holdings in Invesco QQQ (NASDAQ:QQQ)
Meta Platforms logo with Computer and Technology background

GenWealth Group Inc. Has $905,000 Stock Position in Meta Platforms, Inc. (NASDAQ:META)

MarketBeat

GenWealth Group Inc. raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 37.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,570 shares of the social networking company

NASDAQ:META
Read GenWealth Group Inc. Has $905,000 Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Palantir Technologies logo with Business Services background

Brand Asset Management Group Inc. Sells 9,122 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat

Brand Asset Management Group Inc. decreased its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 22.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,930 shares of the

NASDAQ:PLTR
Read Brand Asset Management Group Inc. Sells 9,122 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)
American Express logo with Finance background

TruWealth Advisors LLC Buys Shares of 1,088 American Express (NYSE:AXP)

MarketBeat

TruWealth Advisors LLC bought a new stake in American Express (NYSE:AXP - 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 1,088 shares of the payment services compa

NYSE:AXP
Read TruWealth Advisors LLC Buys Shares of 1,088 American Express (NYSE:AXP)
Caterpillar logo with Industrials background

TruWealth Advisors LLC Has $7.96 Million Stock Holdings in Caterpillar Inc. (NYSE:CAT)

MarketBeat

TruWealth Advisors LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 3.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,135 shares of the industrial products company's sto

NYSE:CAT
Read TruWealth Advisors LLC Has $7.96 Million Stock Holdings in Caterpillar Inc. (NYSE:CAT)
Meta Platforms logo with Computer and Technology background

TruWealth Advisors LLC Buys 523 Shares of Meta Platforms, Inc. (NASDAQ:META)

MarketBeat

TruWealth Advisors LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,449 shares of the social networking

NASDAQ:META
Read TruWealth Advisors LLC Buys 523 Shares of Meta Platforms, Inc. (NASDAQ:META)

Trending News

All MarketBeat Instant News Alerts

Synovus Financial logo with Finance background

Synovus Financial Corp. (NYSE:SNV) Shares Purchased by TruWealth Advisors LLC

MarketBeat
NYSE:SNV
Read Synovus Financial Corp. (NYSE:SNV) Shares Purchased by TruWealth Advisors LLC
Bristol-Myers Squibb logo with Medical background

TruWealth Advisors LLC Buys New Stake in Bristol-Myers Squibb (NYSE:BMY)

MarketBeat
NYSE:BMY
Read TruWealth Advisors LLC Buys New Stake in Bristol-Myers Squibb (NYSE:BMY)
Quanta Services logo with Construction background

TruWealth Advisors LLC Buys 3,932 Shares of Quanta Services, Inc. (NYSE:PWR)

MarketBeat
NYSE:PWR
Read TruWealth Advisors LLC Buys 3,932 Shares of Quanta Services, Inc. (NYSE:PWR)
Abbott Laboratories logo with Medical background

TruWealth Advisors LLC Reduces Stake in Abbott Laboratories (NYSE:ABT)

MarketBeat
NYSE:ABT
Read TruWealth Advisors LLC Reduces Stake in Abbott Laboratories (NYSE:ABT)
Lockheed Martin logo with Aerospace background

TruWealth Advisors LLC Reduces Position in Lockheed Martin Co. (NYSE:LMT)

MarketBeat
NYSE:LMT
Read TruWealth Advisors LLC Reduces Position in Lockheed Martin Co. (NYSE:LMT)
W. P. Carey logo with Finance background

TruWealth Advisors LLC Has $15.67 Million Position in W. P. Carey Inc. (NYSE:WPC)

MarketBeat
NYSE:WPC
Read TruWealth Advisors LLC Has $15.67 Million Position in W. P. Carey Inc. (NYSE:WPC)
Freeport-McMoRan logo with Basic Materials background

TruWealth Advisors LLC Boosts Holdings in Freeport-McMoRan Inc. (NYSE:FCX)

MarketBeat
NYSE:FCX
Read TruWealth Advisors LLC Boosts Holdings in Freeport-McMoRan Inc. (NYSE:FCX)
Chevron logo with Energy background

Chevron Co. (NYSE:CVX) Shares Bought by TruWealth Advisors LLC

MarketBeat
NYSE:CVX
Read Chevron Co. (NYSE:CVX) Shares Bought by TruWealth Advisors LLC
Visa logo with Business Services background

TruWealth Advisors LLC Has $19.87 Million Stake in Visa Inc. (NYSE:V)

MarketBeat
NYSE:V
Read TruWealth Advisors LLC Has $19.87 Million Stake in Visa Inc. (NYSE:V)
Diamondback Energy logo with Energy background

TruWealth Advisors LLC Increases Stock Position in Diamondback Energy, Inc. (NASDAQ:FANG)

MarketBeat
NASDAQ:FANG
Read TruWealth Advisors LLC Increases Stock Position in Diamondback Energy, Inc. (NASDAQ:FANG)
Cisco Systems logo with Computer and Technology background

TruWealth Advisors LLC Sells 69,057 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

MarketBeat
NASDAQ:CSCO
Read TruWealth Advisors LLC Sells 69,057 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
International Business Machines logo with Computer and Technology background

TruWealth Advisors LLC Lowers Stock Holdings in International Business Machines Co. (NYSE:IBM)

MarketBeat
NYSE:IBM
Read TruWealth Advisors LLC Lowers Stock Holdings in International Business Machines Co. (NYSE:IBM)
Broadcom logo with Computer and Technology background

TruWealth Advisors LLC Has $26.10 Million Stock Position in Broadcom Inc. (NASDAQ:AVGO)

MarketBeat
NASDAQ:AVGO
Read TruWealth Advisors LLC Has $26.10 Million Stock Position in Broadcom Inc. (NASDAQ:AVGO)
Eli Lilly and Company logo with Medical background

Eli Lilly and Company (NYSE:LLY) Shares Bought by TruWealth Advisors LLC

MarketBeat
NYSE:LLY
Read Eli Lilly and Company (NYSE:LLY) Shares Bought by TruWealth Advisors LLC
JPMorgan Chase & Co. logo with Finance background

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by TruWealth Advisors LLC

MarketBeat
NYSE:JPM
Read JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by TruWealth Advisors LLC
AbbVie logo with Medical background

TruWealth Advisors LLC Trims Stock Holdings in AbbVie Inc. (NYSE:ABBV)

MarketBeat
NYSE:ABBV
Read TruWealth Advisors LLC Trims Stock Holdings in AbbVie Inc. (NYSE:ABBV)
Alphabet logo with Computer and Technology background

TruWealth Advisors LLC Buys 4,728 Shares of Alphabet Inc. (NASDAQ:GOOG)

MarketBeat
NASDAQ:GOOG
Read TruWealth Advisors LLC Buys 4,728 Shares of Alphabet Inc. (NASDAQ:GOOG)
Costco Wholesale logo with Retail/Wholesale background

TruWealth Advisors LLC Grows Position in Costco Wholesale Co. (NASDAQ:COST)

MarketBeat
NASDAQ:COST
Read TruWealth Advisors LLC Grows Position in Costco Wholesale Co. (NASDAQ:COST)
Agnico Eagle Mines logo with Basic Materials background

Wealth Alliance Advisory Group LLC Purchases New Shares in Agnico Eagle Mines Limited (NYSE:AEM)

MarketBeat
NYSE:AEM
Read Wealth Alliance Advisory Group LLC Purchases New Shares in Agnico Eagle Mines Limited (NYSE:AEM)
Wheaton Precious Metals logo with Basic Materials background

Wealth Alliance Advisory Group LLC Acquires New Holdings in Wheaton Precious Metals Corp. (NYSE:WPM)

MarketBeat
NYSE:WPM
Read Wealth Alliance Advisory Group LLC Acquires New Holdings in Wheaton Precious Metals Corp. (NYSE:WPM)
ServiceNow logo with Computer and Technology background

Wealth Alliance Advisory Group LLC Makes New Investment in ServiceNow, Inc. (NYSE:NOW)

MarketBeat
NYSE:NOW
Read Wealth Alliance Advisory Group LLC Makes New Investment in ServiceNow, Inc. (NYSE:NOW)
Tesla logo with Auto/Tires/Trucks background

Wealth Alliance Advisory Group LLC Sells 5,989 Shares of Tesla, Inc. (NASDAQ:TSLA)

MarketBeat
NASDAQ:TSLA
Read Wealth Alliance Advisory Group LLC Sells 5,989 Shares of Tesla, Inc. (NASDAQ:TSLA)
BlackRock logo with Finance background

Wealth Alliance Advisory Group LLC Makes New Investment in BlackRock, Inc. (NYSE:BLK)

MarketBeat
NYSE:BLK
Read Wealth Alliance Advisory Group LLC Makes New Investment in BlackRock, Inc. (NYSE:BLK)
Accenture logo with Computer and Technology background

Wealth Alliance Advisory Group LLC Buys New Position in Accenture plc (NYSE:ACN)

MarketBeat
NYSE:ACN
Read Wealth Alliance Advisory Group LLC Buys New Position in Accenture plc (NYSE:ACN)

Featured Articles and Offers

Sector News