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BXM Wealth LLC Invests $245,000 in NRG Energy, Inc. $NRG

MarketBeat

BXM Wealth LLC acquired a new position in shares of NRG Energy, Inc. (NYSE:NRG - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,525 shares of the utilities provider's stoc

NYSE:NRG
Read BXM Wealth LLC Invests $245,000 in NRG Energy, Inc. $NRG
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BXM Wealth LLC Acquires Shares of 2,245 Shopify Inc. $SHOP

MarketBeat

BXM Wealth LLC acquired a new stake in Shopify Inc. (NASDAQ:SHOP - Free Report) (TSE:SHOP) in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,245 shares of the software maker's stock, valued at approximately $259,000. Several other institutional

NASDAQ:SHOP
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BXM Wealth LLC Invests $260,000 in American Express Company $AXP

MarketBeat

BXM Wealth LLC bought a new position in American Express Company (NYSE:AXP - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 816 shares of the payment services company's stock, valued at approximately $

NYSE:AXP
Read BXM Wealth LLC Invests $260,000 in American Express Company $AXP
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BXM Wealth LLC Sells 2,151 Shares of Chevron Corporation $CVX

MarketBeat

BXM Wealth LLC decreased its position in Chevron Corporation (NYSE:CVX - Free Report) by 20.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,570 shares of the oil and gas company's stock after sellin

NYSE:CVX
Read BXM Wealth LLC Sells 2,151 Shares of Chevron Corporation $CVX
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BXM Wealth LLC Lowers Stock Holdings in Invesco QQQ $QQQ

MarketBeat

BXM Wealth LLC lowered its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 27.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,587 shares of the exchange traded fund's stock after selli

NASDAQ:QQQ
Read BXM Wealth LLC Lowers Stock Holdings in Invesco QQQ $QQQ
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Stratos Wealth Advisors LLC Invests $4.27 Million in DoorDash, Inc. $DASH

MarketBeat

Stratos Wealth Advisors LLC purchased a new position in DoorDash, Inc. (NASDAQ:DASH - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 17,336 shares of the company's stock, valued at approximately $4,273,000. Several other hedge funds and

NASDAQ:DASH
Read Stratos Wealth Advisors LLC Invests $4.27 Million in DoorDash, Inc. $DASH

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Stratos Wealth Advisors LLC Lowers Position in Walmart Inc. $WMT

MarketBeat
NYSE:WMT
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Netflix, Inc. $NFLX Position Increased by Stratos Wealth Advisors LLC

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. $NFLX Position Increased by Stratos Wealth Advisors LLC
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Stratos Wealth Advisors LLC Acquires 61,265 Shares of Uber Technologies, Inc. $UBER

MarketBeat
NYSE:UBER
Read Stratos Wealth Advisors LLC Acquires 61,265 Shares of Uber Technologies, Inc. $UBER
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Stratos Wealth Advisors LLC Buys 1,690 Shares of Procter & Gamble Company (The) $PG

MarketBeat
NYSE:PG
Read Stratos Wealth Advisors LLC Buys 1,690 Shares of Procter & Gamble Company (The) $PG
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Stratos Wealth Advisors LLC Lowers Stock Position in Costco Wholesale Corporation $COST

MarketBeat
NASDAQ:COST
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Stratos Wealth Advisors LLC Reduces Holdings in Blackstone Inc. $BX

MarketBeat
NYSE:BX
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Invesco QQQ $QQQ Shares Bought by Stratos Wealth Advisors LLC

MarketBeat
NASDAQ:QQQ
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The TJX Companies, Inc. $TJX Shares Sold by Private Trust Co. NA

MarketBeat
NYSE:TJX
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Private Trust Co. NA Trims Holdings in Caterpillar Inc. $CAT

MarketBeat
NYSE:CAT
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Private Trust Co. NA Has $2.40 Million Stock Holdings in Blackstone Inc. $BX

MarketBeat
NYSE:BX
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Private Trust Co. NA Reduces Position in Northrop Grumman Corporation $NOC

MarketBeat
NYSE:NOC
Read Private Trust Co. NA Reduces Position in Northrop Grumman Corporation $NOC
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CME Group Inc. $CME Stake Lifted by Private Trust Co. NA

MarketBeat
NASDAQ:CME
Read CME Group Inc. $CME Stake Lifted by Private Trust Co. NA
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Private Trust Co. NA Has $2.89 Million Holdings in CrowdStrike $CRWD

MarketBeat
NASDAQ:CRWD
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QUALCOMM Incorporated $QCOM Shares Purchased by Private Trust Co. NA

MarketBeat
NASDAQ:QCOM
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Private Trust Co. NA Buys 4,808 Shares of Uber Technologies, Inc. $UBER

MarketBeat
NYSE:UBER
Read Private Trust Co. NA Buys 4,808 Shares of Uber Technologies, Inc. $UBER
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Private Trust Co. NA Boosts Stock Holdings in The Goldman Sachs Group, Inc. $GS

MarketBeat
NYSE:GS
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Private Trust Co. NA Purchases 8,181 Shares of Verizon Communications Inc. $VZ

MarketBeat
NYSE:VZ
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Private Trust Co. NA Acquires 980 Shares of Eaton Corporation, PLC $ETN

MarketBeat
NYSE:ETN
Read Private Trust Co. NA Acquires 980 Shares of Eaton Corporation, PLC $ETN
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Private Trust Co. NA Buys 4,205 Shares of Marsh & McLennan Companies, Inc. $MMC

MarketBeat
NYSE:MMC
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Cisco Systems, Inc. $CSCO Shares Acquired by Private Trust Co. NA

MarketBeat
NASDAQ:CSCO
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Private Trust Co. NA Has $4.90 Million Stock Position in Chevron Corporation $CVX

MarketBeat
NYSE:CVX
Read Private Trust Co. NA Has $4.90 Million Stock Position in Chevron Corporation $CVX
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Private Trust Co. NA Has $5.08 Million Holdings in McDonald's Corporation $MCD

MarketBeat
NYSE:MCD
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Private Trust Co. NA Has $6.20 Million Stock Holdings in Oracle Corporation $ORCL

MarketBeat
NYSE:ORCL
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Private Trust Co. NA Purchases 526 Shares of Eli Lilly and Company $LLY

MarketBeat
NYSE:LLY
Read Private Trust Co. NA Purchases 526 Shares of Eli Lilly and Company $LLY