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UnitedHealth Group Incorporated $UNH Shares Purchased by Summit Financial Wealth Advisors LLC

Summit Financial Wealth Advisors LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 536.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,906 shares of the healthca

NYSE:UNH
Read UnitedHealth Group Incorporated $UNH Shares Purchased by Summit Financial Wealth Advisors LLC
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Summit Financial Wealth Advisors LLC Cuts Stake in RTX Corporation $RTX

Summit Financial Wealth Advisors LLC lessened its stake in RTX Corporation (NYSE:RTX - Free Report) by 21.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 78,665 shares of the company's stock after sellin

NYSE:RTX
Read Summit Financial Wealth Advisors LLC Cuts Stake in RTX Corporation $RTX
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Summit Financial Wealth Advisors LLC Sells 17,012 Shares of Valero Energy Corporation $VLO

Summit Financial Wealth Advisors LLC decreased its stake in shares of Valero Energy Corporation (NYSE:VLO - Free Report) by 20.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 64,352 shares of the oil and gas company's stock after selling 17

NYSE:VLO
Read Summit Financial Wealth Advisors LLC Sells 17,012 Shares of Valero Energy Corporation $VLO
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Summitry LLC Buys 6,862 Shares of The Walt Disney Company $DIS

Summitry LLC increased its stake in The Walt Disney Company (NYSE:DIS - Free Report) by 169.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,918 shares of the entertainment giant's stock after buyin

NYSE:DIS
Read Summitry LLC Buys 6,862 Shares of The Walt Disney Company $DIS
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Groupama Asset Managment Grows Stock Position in Denali Therapeutics Inc. $DNLI

Groupama Asset Managment increased its holdings in Denali Therapeutics Inc. (NASDAQ:DNLI - Free Report) by 36.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 207,130 shares of the company's stock after b

NASDAQ:DNLI
Read Groupama Asset Managment Grows Stock Position in Denali Therapeutics Inc. $DNLI
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Summitry LLC Increases Position in Carrier Global Corporation $CARR

Summitry LLC increased its holdings in shares of Carrier Global Corporation (NYSE:CARR - Free Report) by 43.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,419,812 shares of the company's stock after purchasing an addition

NYSE:CARR
Read Summitry LLC Increases Position in Carrier Global Corporation $CARR

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Fiserv, Inc. $FISV Shares Bought by Summitry LLC

NASDAQ:FISV
Read Fiserv, Inc. $FISV Shares Bought by Summitry LLC
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Summitry LLC Purchases 5,450 Shares of Old Dominion Freight Line, Inc. $ODFL

NASDAQ:ODFL
Read Summitry LLC Purchases 5,450 Shares of Old Dominion Freight Line, Inc. $ODFL
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Summitry LLC Has $39.75 Million Stock Holdings in Zebra Technologies Corporation $ZBRA

NASDAQ:ZBRA
Read Summitry LLC Has $39.75 Million Stock Holdings in Zebra Technologies Corporation $ZBRA
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Summitry LLC Boosts Stake in Costco Wholesale Corporation $COST

NASDAQ:COST
Read Summitry LLC Boosts Stake in Costco Wholesale Corporation $COST
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Broadcom Inc. $AVGO Holdings Raised by Summitry LLC

NASDAQ:AVGO
Read Broadcom Inc. $AVGO Holdings Raised by Summitry LLC
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Summitry LLC Grows Position in Alphabet Inc. $GOOG

NASDAQ:GOOG
Read Summitry LLC Grows Position in Alphabet Inc. $GOOG
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Summitry LLC Reduces Holdings in Caterpillar Inc. $CAT

NYSE:CAT
Read Summitry LLC Reduces Holdings in Caterpillar Inc. $CAT
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Summitry LLC Grows Stock Holdings in Medtronic PLC $MDT

NYSE:MDT
Read Summitry LLC Grows Stock Holdings in Medtronic PLC $MDT
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Summitry LLC Invests $21.25 Million in Zoetis Inc. $ZTS

NYSE:ZTS
Read Summitry LLC Invests $21.25 Million in Zoetis Inc. $ZTS
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Summitry LLC Boosts Stake in BlackRock $BLK

NYSE:BLK
Read Summitry LLC Boosts Stake in BlackRock $BLK
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Summitry LLC Makes New Investment in Canadian National Railway Company $CNI

NYSE:CNI
Read Summitry LLC Makes New Investment in Canadian National Railway Company $CNI
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Summitry LLC Boosts Stake in Texas Instruments Incorporated $TXN

NASDAQ:TXN
Read Summitry LLC Boosts Stake in Texas Instruments Incorporated $TXN
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116,179 Shares in TE Connectivity Ltd. $TEL Acquired by Summitry LLC

NYSE:TEL
Read 116,179 Shares in TE Connectivity Ltd. $TEL Acquired by Summitry LLC
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Summitry LLC Raises Stock Position in PepsiCo, Inc. $PEP

NASDAQ:PEP
Read Summitry LLC Raises Stock Position in PepsiCo, Inc. $PEP
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Summitry LLC Purchases 80,617 Shares of JPMorgan Chase & Co. $JPM

NYSE:JPM
Read Summitry LLC Purchases 80,617 Shares of JPMorgan Chase & Co. $JPM
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Summitry LLC Invests $25.56 Million in Air Products and Chemicals, Inc. $APD

NYSE:APD
Read Summitry LLC Invests $25.56 Million in Air Products and Chemicals, Inc. $APD
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Amgen Inc. $AMGN Shares Acquired by Summitry LLC

NASDAQ:AMGN
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493,477 Shares in Enbridge Inc $ENB Acquired by Summitry LLC

NYSE:ENB
Read 493,477 Shares in Enbridge Inc $ENB Acquired by Summitry LLC
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196,710 Shares in Corning Incorporated $GLW Acquired by Summitry LLC

NYSE:GLW
Read 196,710 Shares in Corning Incorporated $GLW Acquired by Summitry LLC
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Summitry LLC Increases Stock Holdings in NextEra Energy, Inc. $NEE

NYSE:NEE
Read Summitry LLC Increases Stock Holdings in NextEra Energy, Inc. $NEE
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Summitry LLC Buys 130,485 Shares of Chevron Corporation $CVX

NYSE:CVX
Read Summitry LLC Buys 130,485 Shares of Chevron Corporation $CVX
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Summitry LLC Boosts Holdings in Emerson Electric Co. $EMR

NYSE:EMR
Read Summitry LLC Boosts Holdings in Emerson Electric Co. $EMR
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Summitry LLC Has $39.92 Million Stock Position in Ross Stores, Inc. $ROST

NASDAQ:ROST
Read Summitry LLC Has $39.92 Million Stock Position in Ross Stores, Inc. $ROST
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Salesforce Inc. $CRM Shares Acquired by Summitry LLC

NYSE:CRM
Read Salesforce Inc. $CRM Shares Acquired by Summitry LLC

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