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EP Wealth Advisors LLC Increases Holdings in Tesla, Inc. (NASDAQ:TSLA)

MarketBeat

EP Wealth Advisors LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 70,718 shares of the electric vehicle producer's stock after acquiring an additional

NASDAQ:TSLA
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EP Wealth Advisors LLC Reduces Stake in The Home Depot, Inc. (NYSE:HD)

MarketBeat

EP Wealth Advisors LLC decreased its position in The Home Depot, Inc. (NYSE:HD - Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 74,535 shares of the home improvement retailer's stock aft

NYSE:HD
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Collar Capital Management LLC Makes New $2.07 Million Investment in The Boeing Company (NYSE:BA)

MarketBeat

Collar Capital Management LLC acquired a new position in The Boeing Company (NYSE:BA - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 11,712 shares of the aircraft producer's stock, value

NYSE:BA
Read Collar Capital Management LLC Makes New $2.07 Million Investment in The Boeing Company (NYSE:BA)
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Salesforce, Inc. (NYSE:CRM) Stake Lifted by EP Wealth Advisors LLC

MarketBeat

EP Wealth Advisors LLC raised its stake in Salesforce, Inc. (NYSE:CRM - Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 104,899 shares of the CRM provider's stock after buying an additional 2,506 shares during the quarter. EP Weal

NYSE:CRM
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EP Wealth Advisors LLC Cuts Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

MarketBeat

EP Wealth Advisors LLC cut its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 220,606 shares of the information services provider's stock after selling 22,181 sh

NASDAQ:GOOG
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EP Wealth Advisors LLC Has $42.26 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)

MarketBeat

EP Wealth Advisors LLC reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 83,544 shares of the healthcare conglomerate's

NYSE:UNH
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Collar Capital Management LLC Invests $2.20 Million in QUALCOMM Incorporated (NASDAQ:QCOM)

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NASDAQ:QCOM
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Collar Capital Management LLC Invests $263,000 in Visa Inc. (NYSE:V)

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NYSE:V
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EP Wealth Advisors LLC Sells 9,780 Shares of Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
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EP Wealth Advisors LLC Lowers Stock Holdings in The Walt Disney Company (NYSE:DIS)

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NYSE:DIS
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EP Wealth Advisors LLC Has $72.91 Million Holdings in Visa Inc. (NYSE:V)

MarketBeat
NYSE:V
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Exxon Mobil Co. (NYSE:XOM) Position Trimmed by EP Wealth Advisors LLC

MarketBeat
NYSE:XOM
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Meta Platforms, Inc. (NASDAQ:META) Shares Sold by EP Wealth Advisors LLC

MarketBeat
NASDAQ:META
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EP Wealth Advisors LLC Has $125.11 Million Stock Position in Costco Wholesale Co. (NASDAQ:COST)

MarketBeat
NASDAQ:COST
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EP Wealth Advisors LLC Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

MarketBeat
NYSE:JPM
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Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by EP Wealth Advisors LLC

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NASDAQ:GOOGL
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Collar Capital Management LLC Makes New $1.19 Million Investment in Exxon Mobil Co. (NYSE:XOM)

MarketBeat
NYSE:XOM
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Collar Capital Management LLC Purchases New Shares in AbbVie Inc. (NYSE:ABBV)

MarketBeat
NYSE:ABBV
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Collar Capital Management LLC Makes New $2.60 Million Investment in Micron Technology, Inc. (NASDAQ:MU)

MarketBeat
NASDAQ:MU
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Collar Capital Management LLC Purchases New Position in Archer Aviation Inc. (NYSE:ACHR)

MarketBeat
NYSE:ACHR
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Collar Capital Management LLC Acquires Shares of 15,717 Alphabet Inc. (NASDAQ:GOOG)

MarketBeat
NASDAQ:GOOG
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141,640 Shares in AT&T Inc. (NYSE:T) Acquired by Collar Capital Management LLC

MarketBeat
NYSE:T
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Collar Capital Management LLC Invests $3.49 Million in Meta Platforms, Inc. (NASDAQ:META)

MarketBeat
NASDAQ:META
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Collar Capital Management LLC Takes $653,000 Position in Invesco QQQ (NASDAQ:QQQ)

MarketBeat
NASDAQ:QQQ
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Collar Capital Management LLC Invests $751,000 in Pfizer Inc. (NYSE:PFE)

MarketBeat
NYSE:PFE
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Collar Capital Management LLC Takes $776,000 Position in Occidental Petroleum Co. (NYSE:OXY)

MarketBeat
NYSE:OXY
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87,846 Shares in AGNC Investment Corp. (NASDAQ:AGNC) Bought by Collar Capital Management LLC

MarketBeat
NASDAQ:AGNC
Read 87,846 Shares in AGNC Investment Corp. (NASDAQ:AGNC) Bought by Collar Capital Management LLC
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Collar Capital Management LLC Purchases Shares of 47,536 Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat
NASDAQ:PLTR
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Collar Capital Management LLC Acquires Shares of 22,684 Strategy Incorporated (NASDAQ:MSTR)

MarketBeat
NASDAQ:MSTR
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16,436 Shares in Tesla, Inc. (NASDAQ:TSLA) Acquired by Collar Capital Management LLC

MarketBeat
NASDAQ:TSLA
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