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Petra Financial Advisors Inc. Sells 914 Shares of Spotify Technology (NYSE:SPOT)

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Petra Financial Advisors Inc. lessened its holdings in shares of Spotify Technology (NYSE:SPOT - Free Report) by 58.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 648 shares of the company's stock after selling 9

NYSE:SPOT
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Petra Financial Advisors Inc. Has $392,000 Stake in Broadcom Inc. (NASDAQ:AVGO)

MarketBeat

Petra Financial Advisors Inc. reduced its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 77.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,344 shares of the semiconductor manufacturer's stock after sellin

NASDAQ:AVGO
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Petra Financial Advisors Inc. Sells 3,160 Shares of Walmart Inc. (NYSE:WMT)

MarketBeat

Petra Financial Advisors Inc. reduced its stake in Walmart Inc. (NYSE:WMT - Free Report) by 37.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,360 shares of the retailer's stock after se

NYSE:WMT
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Sprouts Farmers Market, Inc. (NASDAQ:SFM) Position Trimmed by Petra Financial Advisors Inc.

MarketBeat

Petra Financial Advisors Inc. decreased its holdings in Sprouts Farmers Market, Inc. (NASDAQ:SFM - Free Report) by 63.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,143 shares of the company's stock after selling 5,443 shares during

NASDAQ:SFM
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Petra Financial Advisors Inc. Decreases Stock Position in GE Aerospace (NYSE:GE)

MarketBeat

Petra Financial Advisors Inc. lessened its stake in shares of GE Aerospace (NYSE:GE - Free Report) by 57.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,922 shares of the company's stock after selling 4,017 shares during

NYSE:GE
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Perfromance Wealth Partners LLC Grows Holdings in GE Vernova Inc. (NYSE:GEV)

MarketBeat

Perfromance Wealth Partners LLC boosted its holdings in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 40.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 75,681 shares of the company's stock after purchasing an additional 21,800 shares during t

NYSE:GEV
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Perfromance Wealth Partners LLC Acquires 22,007 Shares of Broadcom Inc. (NASDAQ:AVGO)

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NASDAQ:AVGO
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Perfromance Wealth Partners LLC Sells 36,087 Shares of Eli Lilly and Company (NYSE:LLY)

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NYSE:LLY
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Oracle Corporation (NYSE:ORCL) Shares Purchased by Perfromance Wealth Partners LLC

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Mayport LLC Purchases New Shares in Caterpillar Inc. (NYSE:CAT)

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NYSE:CAT
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Mayport LLC Takes Position in Broadcom Inc. (NASDAQ:AVGO)

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Perfromance Wealth Partners LLC Takes Position in McDonald's Corporation (NYSE:MCD)

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Perfromance Wealth Partners LLC Invests $489,000 in Merck & Co., Inc. (NYSE:MRK)

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Perfromance Wealth Partners LLC Has $993,000 Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

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Perfromance Wealth Partners LLC Sells 705 Shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX)

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Blue Owl Capital Inc. (NYSE:OWL) Shares Purchased by Perfromance Wealth Partners LLC

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Parker-Hannifin Corporation (NYSE:PH) Shares Sold by Perfromance Wealth Partners LLC

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AbbVie Inc. (NYSE:ABBV) Stock Holdings Lessened by Perfromance Wealth Partners LLC

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Perfromance Wealth Partners LLC Buys 25,221 Shares of Blackstone Inc. (NYSE:BX)

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Perfromance Wealth Partners LLC Cuts Stake in Walmart Inc. (NYSE:WMT)

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Enbridge Inc (NYSE:ENB) Stock Holdings Lowered by ERTS Wealth Advisors LLC

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KKR & Co. Inc. (NYSE:KKR) Shares Acquired by Perfromance Wealth Partners LLC

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Perfromance Wealth Partners LLC Has $66.53 Million Stock Holdings in Costco Wholesale Corporation (NASDAQ:COST)

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The Goldman Sachs Group, Inc. (NYSE:GS) is Perfromance Wealth Partners LLC's 8th Largest Position

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Mayport LLC Purchases New Holdings in Lam Research Corporation (NASDAQ:LRCX)

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Mayport LLC Buys Shares of 1,055 Eaton Corporation, PLC (NYSE:ETN)

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318 Shares in Costco Wholesale Corporation (NASDAQ:COST) Purchased by Mayport LLC

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Mayport LLC Purchases 963 Shares of Visa Inc. (NYSE:V)

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Mayport LLC Sells 1,500 Shares of Assurant, Inc. (NYSE:AIZ)

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Denver Wealth Management Inc. Acquires New Holdings in International Business Machines Corporation (NYSE:IBM)

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