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Sound View Wealth Advisors Group LLC Trims Stake in Chevron Corporation (NYSE:CVX)

MarketBeat

Sound View Wealth Advisors Group LLC trimmed its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 9.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,431 shares of th

NYSE:CVX
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Sound View Wealth Advisors Group LLC Cuts Stock Position in Broadcom Inc. (NASDAQ:AVGO)

MarketBeat

Sound View Wealth Advisors Group LLC trimmed its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,996 shares of the s

NASDAQ:AVGO
Read Sound View Wealth Advisors Group LLC Cuts Stock Position in Broadcom Inc. (NASDAQ:AVGO)
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Sound View Wealth Advisors Group LLC Reduces Holdings in Tesla, Inc. (NASDAQ:TSLA)

MarketBeat

Sound View Wealth Advisors Group LLC decreased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.5% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 38,457 shares of the electric vehicle producer's stock after selling 6,024 shares

NASDAQ:TSLA
Read Sound View Wealth Advisors Group LLC Reduces Holdings in Tesla, Inc. (NASDAQ:TSLA)
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Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Goodman Financial Corp

MarketBeat

Goodman Financial Corp trimmed its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 59.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,495 shares of the semiconductor manufacturer's stock after selling 2,160 share

NASDAQ:AVGO
Read Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Goodman Financial Corp
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Lyell Wealth Management LP Sells 5,021 Shares of Lockheed Martin Corporation (NYSE:LMT)

MarketBeat

Lyell Wealth Management LP lowered its position in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 64.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,761 shares of the aerospace company

NYSE:LMT
Read Lyell Wealth Management LP Sells 5,021 Shares of Lockheed Martin Corporation (NYSE:LMT)
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Adobe Inc. (NASDAQ:ADBE) Shares Sold by Lyell Wealth Management LP

MarketBeat

Lyell Wealth Management LP lessened its stake in Adobe Inc. (NASDAQ:ADBE - Free Report) by 16.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 15,779 shares of the software company's stock after selling 3,012 sha

NASDAQ:ADBE
Read Adobe Inc. (NASDAQ:ADBE) Shares Sold by Lyell Wealth Management LP

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Lyell Wealth Management LP Has $9.13 Million Stock Position in Walmart Inc. (NYSE:WMT)

MarketBeat
NYSE:WMT
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Lyell Wealth Management LP Has $9.32 Million Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

MarketBeat
NASDAQ:AMD
Read Lyell Wealth Management LP Has $9.32 Million Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)
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Lyell Wealth Management LP Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

MarketBeat
NYSE:TSM
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Lyell Wealth Management LP Has $12.85 Million Stock Holdings in Uber Technologies, Inc. (NYSE:UBER)

MarketBeat
NYSE:UBER
Read Lyell Wealth Management LP Has $12.85 Million Stock Holdings in Uber Technologies, Inc. (NYSE:UBER)
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Alphabet Inc. (NASDAQ:GOOG) Shares Acquired by Lyell Wealth Management LP

MarketBeat
NASDAQ:GOOG
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Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Lyell Wealth Management LP

MarketBeat
NASDAQ:NFLX
Read Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Lyell Wealth Management LP
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Lyell Wealth Management LP Raises Holdings in Salesforce Inc. (NYSE:CRM)

MarketBeat
NYSE:CRM
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Lyell Wealth Management LP Purchases 2,484 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)

MarketBeat
NASDAQ:PANW
Read Lyell Wealth Management LP Purchases 2,484 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
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Adobe Inc. (NASDAQ:ADBE) Shares Bought by Cordatus Wealth Management LLC

MarketBeat
NASDAQ:ADBE
Read Adobe Inc. (NASDAQ:ADBE) Shares Bought by Cordatus Wealth Management LLC
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Cordatus Wealth Management LLC Boosts Holdings in Alphabet Inc. (NASDAQ:GOOG)

MarketBeat
NASDAQ:GOOG
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Atlas Wealth LLC Cuts Stake in International Business Machines Corporation (NYSE:IBM)

MarketBeat
NYSE:IBM
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Torray Investment Partners LLC Reduces Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

MarketBeat
NASDAQ:QCOM
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Torray Investment Partners LLC Raises Stock Position in Lockheed Martin Corporation (NYSE:LMT)

MarketBeat
NYSE:LMT
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Torray Investment Partners LLC Grows Holdings in Adobe Inc. (NASDAQ:ADBE)

MarketBeat
NASDAQ:ADBE
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Torray Investment Partners LLC Sells 8,831 Shares of Broadcom Inc. (NASDAQ:AVGO)

MarketBeat
NASDAQ:AVGO
Read Torray Investment Partners LLC Sells 8,831 Shares of Broadcom Inc. (NASDAQ:AVGO)
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Menard Financial Group LLC Makes New Investment in Robinhood Markets, Inc. (NASDAQ:HOOD)

MarketBeat
NASDAQ:HOOD
Read Menard Financial Group LLC Makes New Investment in Robinhood Markets, Inc. (NASDAQ:HOOD)
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Menard Financial Group LLC Has $299,000 Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

MarketBeat
NYSE:TSM
Read Menard Financial Group LLC Has $299,000 Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)
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Menard Financial Group LLC Invests $379,000 in Zscaler, Inc. (NASDAQ:ZS)

MarketBeat
NASDAQ:ZS
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Menard Financial Group LLC Has $1.46 Million Stake in Palo Alto Networks, Inc. (NASDAQ:PANW)

MarketBeat
NASDAQ:PANW
Read Menard Financial Group LLC Has $1.46 Million Stake in Palo Alto Networks, Inc. (NASDAQ:PANW)
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Menard Financial Group LLC Increases Stock Position in Netflix, Inc. (NASDAQ:NFLX)

MarketBeat
NASDAQ:NFLX
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Menard Financial Group LLC Buys 953 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

MarketBeat
NYSE:UNH
Read Menard Financial Group LLC Buys 953 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
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Broadcom Inc. (NASDAQ:AVGO) Shares Acquired by Menard Financial Group LLC

MarketBeat
NASDAQ:AVGO
Read Broadcom Inc. (NASDAQ:AVGO) Shares Acquired by Menard Financial Group LLC
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Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Abacus Wealth Partners LLC

MarketBeat
NASDAQ:TSLA
Read Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Abacus Wealth Partners LLC
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Hoxton Planning & Management LLC Invests $432,000 in Walmart Inc. (NYSE:WMT)

MarketBeat
NYSE:WMT
Read Hoxton Planning & Management LLC Invests $432,000 in Walmart Inc. (NYSE:WMT)

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