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Sprott Physical Gold and Silver Trust logo with Miscellaneous background
June 29, 2025 6:01 AM ET

Crown Wealth Group LLC Sells 10,853 Shares of Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

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Crown Wealth Group LLC lessened its position in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF - Free Report) by 47.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,046 shares of the company

NYSEAMERICAN:CEF
Read Crown Wealth Group LLC Sells 10,853 Shares of Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)
Palantir Technologies logo with Computer and Technology background
June 29, 2025 6:00 AM ET

Crown Wealth Group LLC Acquires New Position in Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat

Crown Wealth Group LLC acquired a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,913 shares of the company'

NASDAQ:PLTR
Read Crown Wealth Group LLC Acquires New Position in Palantir Technologies Inc. (NASDAQ:PLTR)
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June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Acquires 4,544 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

MarketBeat

Waterfront Wealth Inc. increased its stake in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 42.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,136 shares of the semiconductor company's stock after purchasing

NASDAQ:MRVL
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June 29, 2025 6:00 AM ET

Buttonwood Financial Advisors Inc. Has $432,000 Stock Position in Genuine Parts Company (NYSE:GPC)

MarketBeat

Buttonwood Financial Advisors Inc. cut its stake in Genuine Parts Company (NYSE:GPC - Free Report) by 66.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,623 shares of the specialty retailer's stock after s

NYSE:GPC
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Kenvue logo with Consumer Staples background
June 29, 2025 6:00 AM ET

Kenvue Inc. (NYSE:KVUE) Stake Decreased by Buttonwood Financial Advisors Inc.

MarketBeat

Buttonwood Financial Advisors Inc. lessened its holdings in shares of Kenvue Inc. (NYSE:KVUE - Free Report) by 47.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,669 shares of the company's stock

NYSE:KVUE
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June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Trims Stake in Netflix, Inc. (NASDAQ:NFLX)

MarketBeat

Waterfront Wealth Inc. lessened its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 23.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,595 shares of the Internet television network's stock after selling 497 sha

NASDAQ:NFLX
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Diageo logo with Consumer Staples background
June 29, 2025 6:00 AM ET

Buttonwood Financial Advisors Inc. Acquires 2,745 Shares of Diageo plc (NYSE:DEO)

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NYSE:DEO
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June 29, 2025 6:00 AM ET

Buttonwood Financial Advisors Inc. Has $5.17 Million Holdings in Microchip Technology Incorporated (NASDAQ:MCHP)

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NASDAQ:MCHP
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June 29, 2025 6:00 AM ET

Buttonwood Financial Advisors Inc. Increases Holdings in Markel Group Inc. (NYSE:MKL)

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NYSE:MKL
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June 29, 2025 6:00 AM ET

Buttonwood Financial Advisors Inc. Has $5.94 Million Stake in Arrow Electronics, Inc. (NYSE:ARW)

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NYSE:ARW
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Bank of New York Mellon logo with Finance background
June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Sells 3,422 Shares of The Bank of New York Mellon Corporation (NYSE:BK)

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NYSE:BK
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June 29, 2025 6:00 AM ET

Crown Wealth Group LLC Takes $210,000 Position in The Goldman Sachs Group, Inc. (NYSE:GS)

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NYSE:GS
Read Crown Wealth Group LLC Takes $210,000 Position in The Goldman Sachs Group, Inc. (NYSE:GS)
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June 29, 2025 6:00 AM ET

Crown Wealth Group LLC Makes New $217,000 Investment in GRAIL, Inc. (NASDAQ:GRAL)

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NASDAQ:GRAL
Read Crown Wealth Group LLC Makes New $217,000 Investment in GRAIL, Inc. (NASDAQ:GRAL)
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June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Sells 12,749 Shares of Ally Financial Inc. (NYSE:ALLY)

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NYSE:ALLY
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June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Grows Holdings in Adams Diversified Equity Fund, Inc. (NYSE:ADX)

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NYSE:ADX
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June 29, 2025 6:00 AM ET

Coursera, Inc. (NYSE:COUR) Stake Boosted by Waterfront Wealth Inc.

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NYSE:COUR
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June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Has $1.13 Million Stock Holdings in Amarin Corporation PLC (NASDAQ:AMRN)

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NASDAQ:AMRN
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June 29, 2025 6:00 AM ET

Crown Wealth Group LLC Has $1.14 Million Position in Invesco QQQ (NASDAQ:QQQ)

MarketBeat
NASDAQ:QQQ
Read Crown Wealth Group LLC Has $1.14 Million Position in Invesco QQQ (NASDAQ:QQQ)
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June 29, 2025 6:00 AM ET

Waterfront Wealth Inc. Has $996,000 Stock Holdings in The Estee Lauder Companies Inc. (NYSE:EL)

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NYSE:EL
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Lowers Position in Kyndryl Holdings, Inc. (NYSE:KD)

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NYSE:KD
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Buys 18,607 Shares of Koppers Holdings Inc. (NYSE:KOP)

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NYSE:KOP
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Cuts Stake in Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ)

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NYSE:ERJ
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Buys 46,678 Shares of Hooker Furnishings Corp. (NASDAQ:HOFT)

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NASDAQ:HOFT
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Sells 1,681 Shares of Intercontinental Exchange Inc. (NYSE:ICE)

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NYSE:ICE
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Increases Position in Fresh Del Monte Produce, Inc. (NYSE:FDP)

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NYSE:FDP
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Boosts Stake in RTX Corporation (NYSE:RTX)

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NYSE:RTX
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Sells 2,737 Shares of Alibaba Group Holding Limited (NYSE:BABA)

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NYSE:BABA
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June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Has $2.47 Million Stock Position in Hewlett Packard Enterprise Company (NYSE:HPE)

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NYSE:HPE
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Vodafone Group logo with Computer and Technology background
June 29, 2025 5:59 AM ET

Waterfront Wealth Inc. Has $3.50 Million Position in Vodafone Group PLC (NASDAQ:VOD)

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NASDAQ:VOD
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June 29, 2025 5:59 AM ET

Salesforce Inc. (NYSE:CRM) Shares Sold by Wealthstar Advisors LLC

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NYSE:CRM
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