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Spinnaker Trust Has $8.31 Million Holdings in BlackRock (NYSE:BLK)

MarketBeat

Spinnaker Trust trimmed its position in BlackRock (NYSE:BLK - Free Report) by 7.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,784 shares of the asset manager's stock after selling 670 shares dur

NYSE:BLK
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Spinnaker Trust Takes Position in Ares Capital Corporation (NASDAQ:ARCC)

MarketBeat

Spinnaker Trust acquired a new position in shares of Ares Capital Corporation (NASDAQ:ARCC - Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 513,981 shares of the investment management company's stock, valued at

NASDAQ:ARCC
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The Home Depot, Inc. (NYSE:HD) Shares Sold by Spinnaker Trust

MarketBeat

Spinnaker Trust cut its stake in The Home Depot, Inc. (NYSE:HD - Free Report) by 5.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,530 shares of the home improvement retailer's stock after selling 2

NYSE:HD
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Spinnaker Trust Trims Stock Position in Invesco QQQ (NASDAQ:QQQ)

MarketBeat

Spinnaker Trust lessened its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 18.0% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 38,245 shares of the exchange traded fund's stock after selling 8,421 shares during the

NASDAQ:QQQ
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Enzi Wealth Decreases Stock Holdings in Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat

Enzi Wealth reduced its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 44.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,159 shares of the company's stock after selling 9,558 sha

NASDAQ:PLTR
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Exelon Corporation (NASDAQ:EXC) Shares Sold by Yardley Wealth Management LLC

MarketBeat

Yardley Wealth Management LLC decreased its holdings in Exelon Corporation (NASDAQ:EXC - Free Report) by 50.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,000 shares of the company's stock after selling 8,000 shares du

NASDAQ:EXC
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Yardley Wealth Management LLC Sells 1,912 Shares of The Allstate Corporation (NYSE:ALL)

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NYSE:ALL
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Invesco QQQ (NASDAQ:QQQ) Position Decreased by New Perspectives Inc

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NASDAQ:QQQ
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Intelligence Driven Advisers LLC Acquires Shares of 1,176 DoorDash, Inc. (NASDAQ:DASH)

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NASDAQ:DASH
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GE Aerospace (NYSE:GE) Shares Acquired by Intelligence Driven Advisers LLC

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NYSE:GE
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CMG Global Holdings LLC Trims Stake in Chevron Corporation (NYSE:CVX)

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NYSE:CVX
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CMG Global Holdings LLC Sells 24,678 Shares of Verizon Communications Inc. (NYSE:VZ)

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NYSE:VZ
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The Charles Schwab Corporation (NYSE:SCHW) Holdings Lowered by CMG Global Holdings LLC

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NYSE:SCHW
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5,750 Shares in Sterling Infrastructure, Inc. (NASDAQ:STRL) Bought by CMG Global Holdings LLC

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NASDAQ:STRL
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CMG Global Holdings LLC Trims Stock Holdings in Bank of America Corporation (NYSE:BAC)

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NYSE:BAC
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CMG Global Holdings LLC Has $1.55 Million Position in GE Vernova Inc. (NYSE:GEV)

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NYSE:GEV
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SoFi Technologies, Inc. (NASDAQ:SOFI) Shares Acquired by CMG Global Holdings LLC

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NASDAQ:SOFI
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CMG Global Holdings LLC Sells 4,465 Shares of Altria Group, Inc. (NYSE:MO)

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NYSE:MO
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GE Aerospace (NYSE:GE) Holdings Lowered by CMG Global Holdings LLC

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NYSE:GE
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Invesco QQQ (NASDAQ:QQQ) Shares Bought by CMG Global Holdings LLC

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NASDAQ:QQQ
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Westside Investment Management Inc. Purchases 701 Shares of ASML Holding N.V. (NASDAQ:ASML)

MarketBeat
NASDAQ:ASML
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Westside Investment Management Inc. Purchases 6,386 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

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NYSE:FCX
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InterDigital, Inc. (NASDAQ:IDCC) Shares Sold by Westside Investment Management Inc.

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NASDAQ:IDCC
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Westside Investment Management Inc. Has $1.05 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

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NASDAQ:AMD
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Westside Investment Management Inc. Has $2.74 Million Holdings in Gilead Sciences, Inc. (NASDAQ:GILD)

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NASDAQ:GILD
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Harrow, Inc. (NASDAQ:HROW) Shares Bought by Westside Investment Management Inc.

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NASDAQ:HROW
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First Fiduciary Investment Counsel Inc. Sells 90,246 Shares of Starbucks Corporation (NASDAQ:SBUX)

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NASDAQ:SBUX
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First Fiduciary Investment Counsel Inc. Buys 40,783 Shares of Pfizer Inc. (NYSE:PFE)

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NYSE:PFE
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First Fiduciary Investment Counsel Inc. Has $7.88 Million Position in PPG Industries, Inc. (NYSE:PPG)

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NYSE:PPG
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First Fiduciary Investment Counsel Inc. Reduces Stock Position in Accenture PLC (NYSE:ACN)

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NYSE:ACN
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