Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel

MarketBeat Instant News Alerts

Invesco QQQ logo with Finance background

Simplicity Wealth LLC Has $5.38 Million Stock Position in Invesco QQQ $QQQ

MarketBeat

Simplicity Wealth LLC cut its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 14.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,318 shares of the exchange traded fund's stock after selling 1,600 shares during the pe

NASDAQ:QQQ
Read Simplicity Wealth LLC Has $5.38 Million Stock Position in Invesco QQQ $QQQ
Advanced Micro Devices logo with Computer and Technology background

Simplicity Wealth LLC Has $6.69 Million Position in Advanced Micro Devices, Inc. $AMD

MarketBeat

Simplicity Wealth LLC boosted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 2.8% in the first quarter, according to its most recent filing with the SEC. The firm owned 32,881 shares of the semiconductor manufacturer's stock after acquiring an additional 907 sh

NASDAQ:AMD
Read Simplicity Wealth LLC Has $6.69 Million Position in Advanced Micro Devices, Inc. $AMD
Costco Wholesale logo with Retail/Wholesale background

Simplicity Wealth LLC Has $9.30 Million Stake in Costco Wholesale Corporation $COST

MarketBeat

Simplicity Wealth LLC trimmed its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 12.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,332 shares of the retailer's stock after selling 1,320 s

NASDAQ:COST
Read Simplicity Wealth LLC Has $9.30 Million Stake in Costco Wholesale Corporation $COST
AbbVie logo with Medical background

Simplicity Wealth LLC Raises Holdings in AbbVie Inc. $ABBV

MarketBeat

Simplicity Wealth LLC boosted its position in AbbVie Inc. (NYSE:ABBV - Free Report) by 35.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 42,840 shares of the company's stock after acq

NYSE:ABBV
Read Simplicity Wealth LLC Raises Holdings in AbbVie Inc. $ABBV
Tesla logo with Auto/Tires/Trucks background

Tesla, Inc. $TSLA Position Boosted by Simplicity Wealth LLC

MarketBeat

Simplicity Wealth LLC raised its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 10.0% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 28,730 shares of the electric vehicle producer's stock after buying an additional 2,619 shares durin

NASDAQ:TSLA
Read Tesla, Inc. $TSLA Position Boosted by Simplicity Wealth LLC
Ford Motor logo with Auto/Tires/Trucks background

Spectrum Financial Alliance Ltd LLC Acquires New Stake in Ford Motor Company $F

MarketBeat

Spectrum Financial Alliance Ltd LLC bought a new stake in Ford Motor Company (NYSE:F - Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 588,830 shares of the auto manufacturer's stock, valued at

NYSE:F
Read Spectrum Financial Alliance Ltd LLC Acquires New Stake in Ford Motor Company $F

Trending News

1Intel (NASDAQ:INTC) Stock Price Down 9.7% - Time to Sell?
2Rocket Lab (NASDAQ:RKLB) Stock Price Down 7.3% - Here's What Happened
3Nebius Group (NASDAQ:NBIS) Shares Up 10.9% - Here's Why
4World Investment Advisors Raises Stake in Intel Corporation $INTC
5Tesla (NASDAQ:TSLA) Stock Price Down 4% - Here's Why
6Susquehanna Issues Pessimistic Forecast for Plug Power (NASDAQ:PLUG) Stock Price
7Rocket Lab (NASDAQ:RKLB) Stock Price Down 10.4% - Here's What Happened
8Advanced Micro Devices, Inc. $AMD Shares Sold by Canvas Wealth Advisors LLC

All MarketBeat Instant News Alerts

Marvell Technology logo with Computer and Technology background

Spectrum Financial Alliance Ltd LLC Purchases New Holdings in Marvell Technology, Inc. $MRVL

MarketBeat
NASDAQ:MRVL
Read Spectrum Financial Alliance Ltd LLC Purchases New Holdings in Marvell Technology, Inc. $MRVL
GE Aerospace logo with Aerospace background

GE Aerospace $GE is Spectrum Financial Alliance Ltd LLC's 8th Largest Position

MarketBeat
NYSE:GE
Read GE Aerospace $GE is Spectrum Financial Alliance Ltd LLC's 8th Largest Position
Qualcomm logo with Computer and Technology background

Spectrum Financial Alliance Ltd LLC Purchases 18,814 Shares of Qualcomm Incorporated $QCOM

MarketBeat
NASDAQ:QCOM
Read Spectrum Financial Alliance Ltd LLC Purchases 18,814 Shares of Qualcomm Incorporated $QCOM
Micron Technology logo with Computer and Technology background

Micron Technology, Inc. $MU Shares Sold by Spectrum Financial Alliance Ltd LLC

MarketBeat
NASDAQ:MU
Read Micron Technology, Inc. $MU Shares Sold by Spectrum Financial Alliance Ltd LLC
Deere & Company logo with Industrials background

Spectrum Financial Alliance Ltd LLC Increases Position in Deere & Company $DE

MarketBeat
NYSE:DE
Read Spectrum Financial Alliance Ltd LLC Increases Position in Deere & Company $DE
Bank of America logo with Finance background

Spectrum Financial Alliance Ltd LLC Acquires 70,983 Shares of Bank of America Corporation $BAC

MarketBeat
NYSE:BAC
Read Spectrum Financial Alliance Ltd LLC Acquires 70,983 Shares of Bank of America Corporation $BAC
Lockheed Martin logo with Aerospace background

Lockheed Martin Corporation $LMT Holdings Lifted by Spectrum Financial Alliance Ltd LLC

MarketBeat
NYSE:LMT
Read Lockheed Martin Corporation $LMT Holdings Lifted by Spectrum Financial Alliance Ltd LLC
Boeing logo with Aerospace background

Spectrum Financial Alliance Ltd LLC Grows Stock Holdings in The Boeing Company $BA

MarketBeat
NYSE:BA
Read Spectrum Financial Alliance Ltd LLC Grows Stock Holdings in The Boeing Company $BA
Citigroup logo with Financial Services background

Citigroup Inc. $C Stock Holdings Lifted by Spectrum Financial Alliance Ltd LLC

MarketBeat
NYSE:C
Read Citigroup Inc. $C Stock Holdings Lifted by Spectrum Financial Alliance Ltd LLC
Adobe logo with Computer and Technology background

Adobe Inc. $ADBE Shares Sold by Osprey Private Wealth LLC

MarketBeat
NASDAQ:ADBE
Read Adobe Inc. $ADBE Shares Sold by Osprey Private Wealth LLC
Stryker logo with Medical background

Osprey Private Wealth LLC Purchases 9,791 Shares of Stryker Corporation $SYK

MarketBeat
NYSE:SYK
Read Osprey Private Wealth LLC Purchases 9,791 Shares of Stryker Corporation $SYK
Walt Disney logo with Consumer Discretionary background

Osprey Private Wealth LLC Purchases 6,065 Shares of The Walt Disney Company $DIS

MarketBeat
NYSE:DIS
Read Osprey Private Wealth LLC Purchases 6,065 Shares of The Walt Disney Company $DIS
Regeneron Pharmaceuticals logo with Medical background

Osprey Private Wealth LLC Has $7.29 Million Stock Holdings in Regeneron Pharmaceuticals, Inc. $REGN

MarketBeat
NASDAQ:REGN
Read Osprey Private Wealth LLC Has $7.29 Million Stock Holdings in Regeneron Pharmaceuticals, Inc. $REGN
Qualcomm logo with Computer and Technology background

Sequoia Financial Advisors LLC Sells 3,663 Shares of Qualcomm Incorporated $QCOM

MarketBeat
NASDAQ:QCOM
Read Sequoia Financial Advisors LLC Sells 3,663 Shares of Qualcomm Incorporated $QCOM
PepsiCo logo with Consumer Staples background

Sequoia Financial Advisors LLC Sells 7,926 Shares of PepsiCo, Inc. $PEP

MarketBeat
NASDAQ:PEP
Read Sequoia Financial Advisors LLC Sells 7,926 Shares of PepsiCo, Inc. $PEP
L3Harris Technologies logo with Aerospace background

L3Harris Technologies Inc $LHX Shares Purchased by Sequoia Financial Advisors LLC

MarketBeat
NYSE:LHX
Read L3Harris Technologies Inc $LHX Shares Purchased by Sequoia Financial Advisors LLC
CocaCola logo with Consumer Staples background

Sequoia Financial Advisors LLC Buys 18,689 Shares of CocaCola Company (The) $KO

MarketBeat
NYSE:KO
Read Sequoia Financial Advisors LLC Buys 18,689 Shares of CocaCola Company (The) $KO
Taiwan Semiconductor Manufacturing logo with Computer and Technology background

Sequoia Financial Advisors LLC Has $22.36 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MarketBeat
NYSE:TSM
Read Sequoia Financial Advisors LLC Has $22.36 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Palo Alto Networks logo with Computer and Technology background

Sequoia Financial Advisors LLC Has $30.22 Million Holdings in Palo Alto Networks, Inc. $PANW

MarketBeat
NASDAQ:PANW
Read Sequoia Financial Advisors LLC Has $30.22 Million Holdings in Palo Alto Networks, Inc. $PANW
Arthur J. Gallagher & Co. logo with Finance background

Sequoia Financial Advisors LLC Raises Holdings in Arthur J. Gallagher & Co. $AJG

MarketBeat
NYSE:AJG
Read Sequoia Financial Advisors LLC Raises Holdings in Arthur J. Gallagher & Co. $AJG
Labcorp logo with Medical background

Labcorp Holdings Inc. $LH Shares Sold by Sequoia Financial Advisors LLC

MarketBeat
NYSE:LH
Read Labcorp Holdings Inc. $LH Shares Sold by Sequoia Financial Advisors LLC
Charles Schwab logo with Finance background

Sequoia Financial Advisors LLC Sells 16,001 Shares of The Charles Schwab Corporation $SCHW

MarketBeat
NYSE:SCHW
Read Sequoia Financial Advisors LLC Sells 16,001 Shares of The Charles Schwab Corporation $SCHW
Accenture logo with Computer and Technology background

Accenture PLC $ACN Shares Acquired by Sequoia Financial Advisors LLC

MarketBeat
NYSE:ACN
Read Accenture PLC $ACN Shares Acquired by Sequoia Financial Advisors LLC
Merck & Co., Inc. logo with Medical background

Sequoia Financial Advisors LLC Has $35.73 Million Stock Holdings in Merck & Co., Inc. $MRK

MarketBeat
NYSE:MRK
Read Sequoia Financial Advisors LLC Has $35.73 Million Stock Holdings in Merck & Co., Inc. $MRK

Featured Articles and Offers

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
By Thomas Hughes | July 7, 2026
tc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
From InvestorPlace (Ad)
2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center
2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center
By Thomas Hughes | July 5, 2026
Rocket Lab’s Stock Drop Comes With a Bullish Twist
Rocket Lab’s Stock Drop Comes With a Bullish Twist
By Ryan Hasson | July 10, 2026
A Market Panic Just Discounted the AI Highway's Tollbooth
A Market Panic Just Discounted the AI Highway's Tollbooth
By Jeffrey Neal Johnson | July 8, 2026
tc pixel
A letter from Shannon Stansberry
A letter from Shannon Stansberry
From Porter & Company (Ad)
Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
By Jeffrey Neal Johnson | July 5, 2026
PriceSmart Stock Eyes $220 as Chile Expansion Fuels Growth
PriceSmart Stock Eyes $220 as Chile Expansion Fuels Growth
By Thomas Hughes | July 9, 2026

Alert Categories

All Alerts
Page 1 of 261