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PUREfi Wealth LLC Takes Position in The Travelers Companies, Inc. (NYSE:TRV)

MarketBeat

PUREfi Wealth LLC acquired a new stake in The Travelers Companies, Inc. (NYSE:TRV - Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,633 shares of the insurance provider's st

NYSE:TRV
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PUREfi Wealth LLC Raises Stock Position in Eaton Corporation, PLC (NYSE:ETN)

MarketBeat

PUREfi Wealth LLC grew its holdings in shares of Eaton Corporation, PLC (NYSE:ETN - Free Report) by 89.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,455 shares of the industrial products company's stock

NYSE:ETN
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NextEra Energy, Inc. (NYSE:NEE) Shares Purchased by PUREfi Wealth LLC

MarketBeat

PUREfi Wealth LLC increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 71.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,133 shares of the utilities provider's stock aft

NYSE:NEE
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PUREfi Wealth LLC Has $759,000 Stake in McDonald's Corporation (NYSE:MCD)

MarketBeat

PUREfi Wealth LLC boosted its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 81.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,431 shares of the fast-food giant's stock aft

NYSE:MCD
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Prentiss Smith & Co. Inc. Acquires New Holdings in The Cooper Companies, Inc. (NASDAQ:COO)

MarketBeat

Prentiss Smith & Co. Inc. acquired a new stake in The Cooper Companies, Inc. (NASDAQ:COO - Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 49,204 shares of the medical device company's stock, valued at approxima

NASDAQ:COO
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PUREfi Wealth LLC Acquires 1,995 Shares of AbbVie Inc. (NYSE:ABBV)

MarketBeat

PUREfi Wealth LLC lifted its holdings in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 67.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,951 shares of the company's stock after purchasing an additional 1,995 shar

NYSE:ABBV
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Prentiss Smith & Co. Inc. Raises Stock Holdings in Advanced Drainage Systems, Inc. (NYSE:WMS)

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NYSE:WMS
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Kingswood Wealth Advisors LLC Has $4.06 Million Stake in Spotify Technology (NYSE:SPOT)

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NYSE:SPOT
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Kingswood Wealth Advisors LLC Grows Position in Netflix, Inc. (NASDAQ:NFLX)

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NASDAQ:NFLX
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Kingswood Wealth Advisors LLC Buys 20,872 Shares of McDonald's Corporation (NYSE:MCD)

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NYSE:MCD
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Kingswood Wealth Advisors LLC Has $4.86 Million Holdings in CocaCola Company (The) (NYSE:KO)

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NYSE:KO
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Kingswood Wealth Advisors LLC Purchases 35,415 Shares of ONEOK, Inc. (NYSE:OKE)

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NYSE:OKE
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Kingswood Wealth Advisors LLC Purchases 35,728 Shares of The Walt Disney Company (NYSE:DIS)

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NYSE:DIS
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The Goldman Sachs Group, Inc. (NYSE:GS) Shares Purchased by Kingswood Wealth Advisors LLC

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NYSE:GS
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Kingswood Wealth Advisors LLC Buys 21,129 Shares of PepsiCo, Inc. (NASDAQ:PEP)

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NASDAQ:PEP
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11,787 Shares in Uber Technologies, Inc. (NYSE:UBER) Acquired by Prentiss Smith & Co. Inc.

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NYSE:UBER
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7,669 Shares in Applied Materials, Inc. (NASDAQ:AMAT) Acquired by Prentiss Smith & Co. Inc.

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NASDAQ:AMAT
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Kingswood Wealth Advisors LLC Has $6.05 Million Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

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NYSE:NEE
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Kingswood Wealth Advisors LLC Grows Position in Altria Group, Inc. (NYSE:MO)

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NYSE:MO
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The Charles Schwab Corporation (NYSE:SCHW) is Prentiss Smith & Co. Inc.'s 8th Largest Position

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NYSE:SCHW
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Procter & Gamble Company (The) (NYSE:PG) Stock Position Lifted by Prentiss Smith & Co. Inc.

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NYSE:PG
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Prentiss Smith & Co. Inc. Sells 12,618 Shares of Abbott Laboratories (NYSE:ABT)

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NYSE:ABT
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Kingswood Wealth Advisors LLC Grows Position in Cisco Systems, Inc. (NASDAQ:CSCO)

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NASDAQ:CSCO
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Kingswood Wealth Advisors LLC Acquires 17,074 Shares of Abbott Laboratories (NYSE:ABT)

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NYSE:ABT
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Starbucks Corporation (NASDAQ:SBUX) Holdings Increased by Kingswood Wealth Advisors LLC

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NASDAQ:SBUX
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Kingswood Wealth Advisors LLC Raises Stake in Mastercard Incorporated (NYSE:MA)

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NYSE:MA
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Kingswood Wealth Advisors LLC Lowers Stake in Trane Technologies plc (NYSE:TT)

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NYSE:TT
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Merck & Co., Inc. (NYSE:MRK) Shares Bought by Kingswood Wealth Advisors LLC

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NYSE:MRK
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Kingswood Wealth Advisors LLC Has $3.98 Million Stake in Gilead Sciences, Inc. (NASDAQ:GILD)

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NASDAQ:GILD
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Kingswood Wealth Advisors LLC Increases Stock Position in Philip Morris International Inc. (NYSE:PM)

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NYSE:PM
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