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TrueWealth Advisors LLC Buys Shares of 664 S&P Global Inc. (NYSE:SPGI)

MarketBeat

TrueWealth Advisors LLC acquired a new stake in shares of S&P Global Inc. (NYSE:SPGI - Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 664 shares of the business ser

NYSE:SPGI
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TrueWealth Advisors LLC Purchases Shares of 826 Deere & Company (NYSE:DE)

MarketBeat

TrueWealth Advisors LLC purchased a new position in shares of Deere & Company (NYSE:DE - Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 826 shares of the industrial

NYSE:DE
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TrueWealth Advisors LLC Purchases Shares of 3,187 Alibaba Group Holding Limited (NYSE:BABA)

MarketBeat

TrueWealth Advisors LLC purchased a new position in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,187 shares of the specialty retailer's s

NYSE:BABA
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TrueWealth Advisors LLC Takes Position in Salesforce, Inc. (NYSE:CRM)

MarketBeat

TrueWealth Advisors LLC purchased a new stake in shares of Salesforce, Inc. (NYSE:CRM - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,710 shares of the CRM provider's stock, valu

NYSE:CRM
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TrueWealth Advisors LLC Cuts Holdings in Alphabet Inc. (NASDAQ:GOOGL)

MarketBeat

TrueWealth Advisors LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 39.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,320 shares of the information services provider's stock after selling 2,1

NASDAQ:GOOGL
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TrueWealth Advisors LLC Has $628,000 Stock Holdings in The Progressive Co. (NYSE:PGR)

MarketBeat

TrueWealth Advisors LLC lifted its holdings in shares of The Progressive Co. (NYSE:PGR - Free Report) by 155.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,220 shares of the insurance provider's stock

NYSE:PGR
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TrueWealth Advisors LLC Increases Stock Holdings in Innovative Industrial Properties, Inc. (NYSE:IIPR)

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NYSE:IIPR
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TrueWealth Advisors LLC Acquires 645 Shares of Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
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McAlister Sweet & Associates Inc. Lowers Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

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NASDAQ:META
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McAlister Sweet & Associates Inc. Invests $371,000 in Philip Morris International Inc. (NYSE:PM)

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NYSE:PM
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Exxon Mobil Co. (NYSE:XOM) Stock Holdings Reduced by McAlister Sweet & Associates Inc.

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NYSE:XOM
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Amplius Wealth Advisors LLC Acquires Shares of 1,155 GE Aerospace (NYSE:GE)

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NYSE:GE
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882 Shares in The Progressive Co. (NYSE:PGR) Purchased by Amplius Wealth Advisors LLC

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NYSE:PGR
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Amplius Wealth Advisors LLC Boosts Stake in Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
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Apella Capital LLC Has $2.19 Million Holdings in McDonald's Co. (NYSE:MCD)

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NYSE:MCD
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The Procter & Gamble Company (NYSE:PG) Shares Bought by Apella Capital LLC

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NYSE:PG
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Apella Capital LLC Purchases 3,349 Shares of Deere & Company (NYSE:DE)

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NYSE:DE
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Exxon Mobil Co. (NYSE:XOM) Stock Position Boosted by Apella Capital LLC

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NYSE:XOM
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Apella Capital LLC Acquires 3,089 Shares of JPMorgan Chase & Co. (NYSE:JPM)

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NYSE:JPM
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Veeva Systems Inc. (NYSE:VEEV) Shares Bought by Apella Capital LLC

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NYSE:VEEV
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Apella Capital LLC Acquires 12,601 Shares of PepsiCo, Inc. (NASDAQ:PEP)

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NASDAQ:PEP
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Apella Capital LLC Raises Stock Holdings in Johnson & Johnson (NYSE:JNJ)

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NYSE:JNJ
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Apella Capital LLC Purchases 9,719 Shares of Doximity, Inc. (NASDAQ:DOCS)

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NASDAQ:DOCS
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Triangle Securities Wealth Management Acquires 5,983 Shares of CarMax, Inc. (NYSE:KMX)

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NYSE:KMX
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Horizons Wealth Management Invests $231,000 in Primoris Services Co. (NASDAQ:PRIM)

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NASDAQ:PRIM
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Hennion & Walsh Asset Management Inc. Has $3.82 Million Stake in American Electric Power Company, Inc. (NASDAQ:AEP)

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NASDAQ:AEP
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Hennion & Walsh Asset Management Inc. Increases Position in ING Groep (NYSE:ING)

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NYSE:ING
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Hennion & Walsh Asset Management Inc. Raises Position in Targa Resources Corp. (NYSE:TRGP)

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NYSE:TRGP
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Hennion & Walsh Asset Management Inc. Reduces Stock Position in Exxon Mobil Co. (NYSE:XOM)

MarketBeat
NYSE:XOM
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Hennion & Walsh Asset Management Inc. Has $6.13 Million Holdings in Chevron Co. (NYSE:CVX)

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NYSE:CVX
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