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MarketBeat Instant News Alerts

Taiwan Semiconductor Manufacturing logo with Computer and Technology background

Valeo Financial Advisors LLC Buys 2,176 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MarketBeat

Valeo Financial Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 7.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,413 shares of the semicon

NYSE:TSM
Read Valeo Financial Advisors LLC Buys 2,176 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Caterpillar logo with Industrials background

Valeo Financial Advisors LLC Purchases 2,762 Shares of Caterpillar Inc. $CAT

MarketBeat

Valeo Financial Advisors LLC raised its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 12.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 24,395 shares of the industrial products company's stock after acquiring an additional 2

NYSE:CAT
Read Valeo Financial Advisors LLC Purchases 2,762 Shares of Caterpillar Inc. $CAT
Tesla logo with Auto/Tires/Trucks background

Tesla, Inc. $TSLA Holdings Decreased by Valeo Financial Advisors LLC

MarketBeat

Valeo Financial Advisors LLC trimmed its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 6.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 58,237 shares of the electric vehicle producer's stock after selling 4,188

NASDAQ:TSLA
Read Tesla, Inc. $TSLA Holdings Decreased by Valeo Financial Advisors LLC
Invesco QQQ logo with Finance background

Invesco QQQ $QQQ Shares Sold by Valeo Financial Advisors LLC

MarketBeat

Valeo Financial Advisors LLC trimmed its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 3.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,227 shares of the exchange traded fund's st

NASDAQ:QQQ
Read Invesco QQQ $QQQ Shares Sold by Valeo Financial Advisors LLC
Prologis logo with Finance background

Valeo Financial Advisors LLC Has $108.51 Million Holdings in Prologis, Inc. $PLD

MarketBeat

Valeo Financial Advisors LLC lessened its stake in Prologis, Inc. (NYSE:PLD - Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 849,986 shares of the real estate investment trust's stock after selling 25,14

NYSE:PLD
Read Valeo Financial Advisors LLC Has $108.51 Million Holdings in Prologis, Inc. $PLD
Netflix logo with Consumer Discretionary background

Netflix, Inc. $NFLX Stock Position Raised by Valeo Financial Advisors LLC

MarketBeat

Valeo Financial Advisors LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 998.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 83,319 shares of the Internet television network's stock after acquiring an

NASDAQ:NFLX
Read Netflix, Inc. $NFLX Stock Position Raised by Valeo Financial Advisors LLC

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Salesforce logo with Computer and Technology background

Valeo Financial Advisors LLC Trims Stake in Salesforce Inc. $CRM

MarketBeat
NYSE:CRM
Read Valeo Financial Advisors LLC Trims Stake in Salesforce Inc. $CRM
Air Products and Chemicals logo with Basic Materials background

SVB Wealth LLC Trims Stake in Air Products and Chemicals, Inc. $APD

MarketBeat
NYSE:APD
Read SVB Wealth LLC Trims Stake in Air Products and Chemicals, Inc. $APD
Amphenol logo with Computer and Technology background

Amphenol Corporation $APH Shares Acquired by SVB Wealth LLC

MarketBeat
NYSE:APH
Read Amphenol Corporation $APH Shares Acquired by SVB Wealth LLC
Eastman Chemical logo with Basic Materials background

Eastman Chemical Company $EMN Holdings Raised by SVB Wealth LLC

MarketBeat
NYSE:EMN
Read Eastman Chemical Company $EMN Holdings Raised by SVB Wealth LLC
Valero Energy logo with Energy background

SVB Wealth LLC Cuts Holdings in Valero Energy Corporation $VLO

MarketBeat
NYSE:VLO
Read SVB Wealth LLC Cuts Holdings in Valero Energy Corporation $VLO
Royal Caribbean Cruises logo with Consumer Discretionary background

Royal Caribbean Cruises Ltd. $RCL Shares Sold by SVB Wealth LLC

MarketBeat
NYSE:RCL
Read Royal Caribbean Cruises Ltd. $RCL Shares Sold by SVB Wealth LLC
T. Rowe Price Group logo with Finance background

SVB Wealth LLC Buys 16,155 Shares of T. Rowe Price Group, Inc. $TROW

MarketBeat
NASDAQ:TROW
Read SVB Wealth LLC Buys 16,155 Shares of T. Rowe Price Group, Inc. $TROW
Altria Group logo with Consumer Staples background

SVB Wealth LLC Boosts Stock Position in Altria Group, Inc. $MO

MarketBeat
NYSE:MO
Read SVB Wealth LLC Boosts Stock Position in Altria Group, Inc. $MO
Amcor logo with Industrials background

SVB Wealth LLC Purchases 104,321 Shares of Amcor PLC $AMCR

MarketBeat
NYSE:AMCR
Read SVB Wealth LLC Purchases 104,321 Shares of Amcor PLC $AMCR
IDEXX Laboratories logo with Medical background

SVB Wealth LLC Grows Stock Holdings in IDEXX Laboratories, Inc. $IDXX

MarketBeat
NASDAQ:IDXX
Read SVB Wealth LLC Grows Stock Holdings in IDEXX Laboratories, Inc. $IDXX
CoStar Group logo with Computer and Technology background

SVB Wealth LLC Grows Stake in CoStar Group, Inc. $CSGP

MarketBeat
NASDAQ:CSGP
Read SVB Wealth LLC Grows Stake in CoStar Group, Inc. $CSGP
Waste Management logo with Business Services background

SVB Wealth LLC Has $4.81 Million Stock Position in Waste Management, Inc. $WM

MarketBeat
NYSE:WM
Read SVB Wealth LLC Has $4.81 Million Stock Position in Waste Management, Inc. $WM
McDonald's logo with Retail/Wholesale background

SVB Wealth LLC Has $5.17 Million Holdings in McDonald's Corporation $MCD

MarketBeat
NYSE:MCD
Read SVB Wealth LLC Has $5.17 Million Holdings in McDonald's Corporation $MCD
Merck & Co., Inc. logo with Medical background

Merck & Co., Inc. $MRK Shares Sold by SVB Wealth LLC

MarketBeat
NYSE:MRK
Read Merck & Co., Inc. $MRK Shares Sold by SVB Wealth LLC
L3Harris Technologies logo with Aerospace background

SVB Wealth LLC Cuts Stake in L3Harris Technologies Inc $LHX

MarketBeat
NYSE:LHX
Read SVB Wealth LLC Cuts Stake in L3Harris Technologies Inc $LHX
Accenture logo with Computer and Technology background

SVB Wealth LLC Lowers Stock Holdings in Accenture PLC $ACN

MarketBeat
NYSE:ACN
Read SVB Wealth LLC Lowers Stock Holdings in Accenture PLC $ACN
Abbott Laboratories logo with Medical background

SVB Wealth LLC Lowers Stock Holdings in Abbott Laboratories $ABT

MarketBeat
NYSE:ABT
Read SVB Wealth LLC Lowers Stock Holdings in Abbott Laboratories $ABT
Chevron logo with Energy background

SVB Wealth LLC Has $7.82 Million Stake in Chevron Corporation $CVX

MarketBeat
NYSE:CVX
Read SVB Wealth LLC Has $7.82 Million Stake in Chevron Corporation $CVX
Procter & Gamble logo with Consumer Staples background

SVB Wealth LLC Has $8.66 Million Position in Procter & Gamble Company (The) $PG

MarketBeat
NYSE:PG
Read SVB Wealth LLC Has $8.66 Million Position in Procter & Gamble Company (The) $PG
TJX Companies logo with Retail/Wholesale background

SVB Wealth LLC Sells 8,201 Shares of The TJX Companies, Inc. $TJX

MarketBeat
NYSE:TJX
Read SVB Wealth LLC Sells 8,201 Shares of The TJX Companies, Inc. $TJX
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SVB Wealth LLC Has $9.82 Million Stock Position in Walmart Inc. $WMT

MarketBeat
NASDAQ:WMT
Read SVB Wealth LLC Has $9.82 Million Stock Position in Walmart Inc. $WMT
Costco Wholesale logo with Retail/Wholesale background

SVB Wealth LLC Reduces Position in Costco Wholesale Corporation $COST

MarketBeat
NASDAQ:COST
Read SVB Wealth LLC Reduces Position in Costco Wholesale Corporation $COST
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SVB Wealth LLC Decreases Stock Position in ExxonMobil Corporation $XOM

MarketBeat
NYSE:XOM
Read SVB Wealth LLC Decreases Stock Position in ExxonMobil Corporation $XOM
Netflix logo with Consumer Discretionary background

SVB Wealth LLC Acquires 107,167 Shares of Netflix, Inc. $NFLX

MarketBeat
NASDAQ:NFLX
Read SVB Wealth LLC Acquires 107,167 Shares of Netflix, Inc. $NFLX

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