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PepsiCo, Inc. (NASDAQ:PEP) Stock Position Boosted by Capital Advisors Inc. OK

MarketBeat

Capital Advisors Inc. OK grew its position in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 4.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,836,925 shares of the company's stock

NASDAQ:PEP
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Apex Wealth Management LLC Invests $228,000 in Spotify Technology (NYSE:SPOT)

MarketBeat

Apex Wealth Management LLC purchased a new position in shares of Spotify Technology (NYSE:SPOT - Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund purchased 415 shares of the company's stock, valued at approximately $228,000. Several other in

NYSE:SPOT
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Apex Wealth Management LLC Reduces Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

MarketBeat

Apex Wealth Management LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 11.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,656 shares of the electric vehicle produc

NASDAQ:TSLA
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Heritage Wealth Management Inc. Sells 15,050 Shares of Northern Oil and Gas, Inc. (NYSE:NOG)

MarketBeat

Heritage Wealth Management Inc. lowered its holdings in Northern Oil and Gas, Inc. (NYSE:NOG - Free Report) by 54.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 12,485 shares of the company's stock after selling 15,050 s

NYSE:NOG
Read Heritage Wealth Management Inc. Sells 15,050 Shares of Northern Oil and Gas, Inc. (NYSE:NOG)
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The Boeing Company (NYSE:BA) Shares Sold by Heritage Wealth Management Inc.

MarketBeat

Heritage Wealth Management Inc. decreased its position in The Boeing Company (NYSE:BA - Free Report) by 57.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,392 shares of the aircraft producer's stock a

NYSE:BA
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NextEra Energy, Inc. (NYSE:NEE) Shares Sold by Heritage Wealth Management Inc.

MarketBeat

Heritage Wealth Management Inc. reduced its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 27.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,680 shares of the utiliti

NYSE:NEE
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Walmart Inc. (NYSE:WMT) Stake Decreased by Heritage Wealth Management Inc.

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NYSE:WMT
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Heritage Wealth Management Inc. Sells 654 Shares of Eli Lilly and Company (NYSE:LLY)

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NYSE:LLY
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U.S. Bancorp (NYSE:USB) Shares Sold by Heritage Wealth Management Inc.

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NYSE:USB
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Procter & Gamble Company (The) (NYSE:PG) is Heritage Wealth Management Inc.'s Largest Position

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NYSE:PG
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Envestnet Asset Management Inc. Sells 157,922 Shares of The TJX Companies, Inc. (NYSE:TJX)

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NYSE:TJX
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Envestnet Asset Management Inc. Reduces Position in Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
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Envestnet Asset Management Inc. Cuts Position in S&P Global Inc. (NYSE:SPGI)

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NYSE:SPGI
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Envestnet Asset Management Inc. Acquires 881,640 Shares of Medtronic PLC (NYSE:MDT)

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NYSE:MDT
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Envestnet Asset Management Inc. Lowers Holdings in Automatic Data Processing, Inc. (NASDAQ:ADP)

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NASDAQ:ADP
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Envestnet Asset Management Inc. Grows Position in Parker-Hannifin Corporation (NYSE:PH)

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NYSE:PH
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Envestnet Asset Management Inc. Decreases Stock Holdings in Walmart Inc. (NYSE:WMT)

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NYSE:WMT
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Envestnet Asset Management Inc. Sells 52,088 Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

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NYSE:AJG
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Envestnet Asset Management Inc. Has $502.41 Million Stock Position in BlackRock (NYSE:BLK)

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NYSE:BLK
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Envestnet Asset Management Inc. Sells 10,291 Shares of The Progressive Corporation (NYSE:PGR)

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NYSE:PGR
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Envestnet Asset Management Inc. Sells 194,399 Shares of Oracle Corporation (NYSE:ORCL)

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NYSE:ORCL
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Envestnet Asset Management Inc. Sells 50,490 Shares of Netflix, Inc. (NASDAQ:NFLX)

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NASDAQ:NFLX
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Envestnet Asset Management Inc. Has $562.76 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

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NASDAQ:CSCO
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Envestnet Asset Management Inc. Acquires 15,019 Shares of Costco Wholesale Corporation (NASDAQ:COST)

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NASDAQ:COST
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Envestnet Asset Management Inc. Increases Stake in Verizon Communications Inc. (NYSE:VZ)

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NYSE:VZ
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Envestnet Asset Management Inc. Sells 47,785 Shares of Intuit Inc. (NASDAQ:INTU)

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NASDAQ:INTU
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Union Pacific Corporation (NYSE:UNP) Shares Bought by Envestnet Asset Management Inc.

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NYSE:UNP
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Envestnet Asset Management Inc. Increases Stock Position in Procter & Gamble Company (The) (NYSE:PG)

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NYSE:PG
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Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Shares Sold by Envestnet Asset Management Inc.

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NYSE:TSM
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UnitedHealth Group Incorporated (NYSE:UNH) Shares Acquired by Envestnet Asset Management Inc.

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NYSE:UNH
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