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Baron Wealth Management LLC Acquires New Holdings in Imperial Oil Limited $IMO

MarketBeat

Baron Wealth Management LLC acquired a new stake in shares of Imperial Oil Limited (NYSEAMERICAN:IMO - Free Report) (TSE:IMO) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,682 shares of the energy com

NYSEAMERICAN:IMO
Read Baron Wealth Management LLC Acquires New Holdings in Imperial Oil Limited $IMO
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Baron Wealth Management LLC Acquires New Stake in Amphenol Corporation $APH

MarketBeat

Baron Wealth Management LLC acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,007 shares of the electronics maker's stock, valued at approximately $297,000.

NYSE:APH
Read Baron Wealth Management LLC Acquires New Stake in Amphenol Corporation $APH
Exxon Mobil logo with Energy background

Baron Wealth Management LLC Reduces Position in Exxon Mobil Corporation $XOM

MarketBeat

Baron Wealth Management LLC lessened its holdings in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 53.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,117 shares of the oil

NYSE:XOM
Read Baron Wealth Management LLC Reduces Position in Exxon Mobil Corporation $XOM
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Baron Wealth Management LLC Buys 988 Shares of Broadcom Inc. $AVGO

MarketBeat

Baron Wealth Management LLC increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 43.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,266 shares of the semiconductor manufacturer's sto

NASDAQ:AVGO
Read Baron Wealth Management LLC Buys 988 Shares of Broadcom Inc. $AVGO
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Baron Wealth Management LLC Increases Stock Position in Alphabet Inc. $GOOGL

MarketBeat

Baron Wealth Management LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 29.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,977 shares of the information services provider's st

NASDAQ:GOOGL
Read Baron Wealth Management LLC Increases Stock Position in Alphabet Inc. $GOOGL
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Baron Wealth Management LLC Acquires 1,139 Shares of JPMorgan Chase & Co. $JPM

MarketBeat

Baron Wealth Management LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 22.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,154 shares of the financial

NYSE:JPM
Read Baron Wealth Management LLC Acquires 1,139 Shares of JPMorgan Chase & Co. $JPM

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Goelzer Investment Management Inc. Lowers Stock Holdings in BorgWarner Inc. $BWA

MarketBeat
NYSE:BWA
Read Goelzer Investment Management Inc. Lowers Stock Holdings in BorgWarner Inc. $BWA
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Ulta Beauty Inc. $ULTA Shares Sold by Goelzer Investment Management Inc.

MarketBeat
NASDAQ:ULTA
Read Ulta Beauty Inc. $ULTA Shares Sold by Goelzer Investment Management Inc.
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Fastenal Company $FAST Shares Purchased by Goelzer Investment Management Inc.

MarketBeat
NASDAQ:FAST
Read Fastenal Company $FAST Shares Purchased by Goelzer Investment Management Inc.
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20,372 Shares in TC Energy Corporation $TRP Purchased by Goelzer Investment Management Inc.

MarketBeat
NYSE:TRP
Read 20,372 Shares in TC Energy Corporation $TRP Purchased by Goelzer Investment Management Inc.
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Goelzer Investment Management Inc. Makes New $1.55 Million Investment in Lam Research Corporation $LRCX

MarketBeat
NASDAQ:LRCX
Read Goelzer Investment Management Inc. Makes New $1.55 Million Investment in Lam Research Corporation $LRCX
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Goelzer Investment Management Inc. Lowers Position in Meta Platforms, Inc. $META

MarketBeat
NASDAQ:META
Read Goelzer Investment Management Inc. Lowers Position in Meta Platforms, Inc. $META
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JPMorgan Chase & Co. $JPM Shares Bought by Goelzer Investment Management Inc.

MarketBeat
NYSE:JPM
Read JPMorgan Chase & Co. $JPM Shares Bought by Goelzer Investment Management Inc.
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Broadcom Inc. $AVGO Shares Acquired by Goelzer Investment Management Inc.

MarketBeat
NASDAQ:AVGO
Read Broadcom Inc. $AVGO Shares Acquired by Goelzer Investment Management Inc.
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Leibman Financial Services Inc. Decreases Stock Holdings in Alphabet Inc. $GOOG

MarketBeat
NASDAQ:GOOG
Read Leibman Financial Services Inc. Decreases Stock Holdings in Alphabet Inc. $GOOG
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924 Shares in Broadcom Inc. $AVGO Acquired by Seneca House Advisors

MarketBeat
NASDAQ:AVGO
Read 924 Shares in Broadcom Inc. $AVGO Acquired by Seneca House Advisors
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Seneca House Advisors Buys Shares of 460 Meta Platforms, Inc. $META

MarketBeat
NASDAQ:META
Read Seneca House Advisors Buys Shares of 460 Meta Platforms, Inc. $META
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Seneca House Advisors Reduces Stock Position in JPMorgan Chase & Co. $JPM

MarketBeat
NYSE:JPM
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Seneca House Advisors Raises Stake in Alphabet Inc. $GOOGL

MarketBeat
NASDAQ:GOOGL
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Broadcom logo with Computer and Technology background

Westbourne Investments Inc. Purchases Shares of 912 Broadcom Inc. $AVGO

MarketBeat
NASDAQ:AVGO
Read Westbourne Investments Inc. Purchases Shares of 912 Broadcom Inc. $AVGO
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Westbourne Investments Inc. Trims Holdings in Alphabet Inc. $GOOGL

MarketBeat
NASDAQ:GOOGL
Read Westbourne Investments Inc. Trims Holdings in Alphabet Inc. $GOOGL
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Westbourne Investments Inc. Sells 2,293 Shares of Meta Platforms, Inc. $META

MarketBeat
NASDAQ:META
Read Westbourne Investments Inc. Sells 2,293 Shares of Meta Platforms, Inc. $META
Broadcom logo with Computer and Technology background

760 Shares in Broadcom Inc. $AVGO Bought by Lifelong Wealth Advisors Inc.

MarketBeat
NASDAQ:AVGO
Read 760 Shares in Broadcom Inc. $AVGO Bought by Lifelong Wealth Advisors Inc.
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Lifelong Wealth Advisors Inc. Takes $243,000 Position in JPMorgan Chase & Co. $JPM

MarketBeat
NYSE:JPM
Read Lifelong Wealth Advisors Inc. Takes $243,000 Position in JPMorgan Chase & Co. $JPM
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Lifelong Wealth Advisors Inc. Invests $266,000 in Meta Platforms, Inc. $META

MarketBeat
NASDAQ:META
Read Lifelong Wealth Advisors Inc. Invests $266,000 in Meta Platforms, Inc. $META
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Fermata Advisors LLC Lowers Position in Oracle Corporation $ORCL

MarketBeat
NYSE:ORCL
Read Fermata Advisors LLC Lowers Position in Oracle Corporation $ORCL
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Caterpillar Inc. $CAT Shares Sold by Fermata Advisors LLC

MarketBeat
NYSE:CAT
Read Caterpillar Inc. $CAT Shares Sold by Fermata Advisors LLC
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Fermata Advisors LLC Buys Shares of 4,835 Tidewater Inc. $TDW

MarketBeat
NYSE:TDW
Read Fermata Advisors LLC Buys Shares of 4,835 Tidewater Inc. $TDW
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Fermata Advisors LLC Trims Stake in Mastercard Incorporated $MA

MarketBeat
NYSE:MA
Read Fermata Advisors LLC Trims Stake in Mastercard Incorporated $MA
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The Home Depot, Inc. $HD Shares Sold by Fermata Advisors LLC

MarketBeat
NYSE:HD
Read The Home Depot, Inc. $HD Shares Sold by Fermata Advisors LLC