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Roberts Wealth Advisors LLC Has $4.32 Million Stock Position in Salesforce Inc. (NYSE:CRM)

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Roberts Wealth Advisors LLC boosted its position in Salesforce Inc. (NYSE:CRM - Free Report) by 45.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 16,106 shares of the CRM provider's stock after purchasing an additional 5,027 shares during the period. Salesfo

NYSE:CRM
Read Roberts Wealth Advisors LLC Has $4.32 Million Stock Position in Salesforce Inc. (NYSE:CRM)
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Cameco Corporation (NYSE:CCJ) Shares Acquired by Roberts Wealth Advisors LLC

MarketBeat

Roberts Wealth Advisors LLC lifted its holdings in shares of Cameco Corporation (NYSE:CCJ - Free Report) (TSE:CCO) by 117.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,100 shares of the basic materials co

NYSE:CCJ
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Roberts Wealth Advisors LLC Acquires New Position in Diamondback Energy, Inc. (NASDAQ:FANG)

MarketBeat

Roberts Wealth Advisors LLC acquired a new stake in shares of Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 10,338 shares of the oil and natural gas company's stock, value

NASDAQ:FANG
Read Roberts Wealth Advisors LLC Acquires New Position in Diamondback Energy, Inc. (NASDAQ:FANG)
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Roberts Wealth Advisors LLC Boosts Stake in NIKE, Inc. (NYSE:NKE)

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Roberts Wealth Advisors LLC lifted its holdings in NIKE, Inc. (NYSE:NKE - Free Report) by 25.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,172 shares of the footwear maker's st

NYSE:NKE
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Roberts Wealth Advisors LLC Sells 59,245 Shares of Verizon Communications Inc. (NYSE:VZ)

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Roberts Wealth Advisors LLC decreased its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 48.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,995 shares of the cell phone carrier's stoc

NYSE:VZ
Read Roberts Wealth Advisors LLC Sells 59,245 Shares of Verizon Communications Inc. (NYSE:VZ)
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Trifecta Capital Advisors LLC Decreases Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

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Trifecta Capital Advisors LLC decreased its holdings in Merck & Co., Inc. (NYSE:MRK - Free Report) by 39.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,845 shares of the company's stock after selling 3,820 shares during the quarter. Tr

NYSE:MRK
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Alphabet Inc. (NASDAQ:GOOG) Holdings Lessened by Trifecta Capital Advisors LLC

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NASDAQ:GOOG
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Roberts Wealth Advisors LLC Sells 1,252 Shares of Visa Inc. (NYSE:V)

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NYSE:V
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Trifecta Capital Advisors LLC Buys 2,795 Shares of Broadcom Inc. (NASDAQ:AVGO)

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6,241 Shares in Colgate-Palmolive Company (NYSE:CL) Purchased by DecisionMap Wealth Management LLC

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NYSE:CL
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DecisionMap Wealth Management LLC Sells 25,949 Shares of Broadstone Net Lease, Inc. (NYSE:BNL)

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NYSE:BNL
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Chevron Corporation (NYSE:CVX) Shares Sold by Trifecta Capital Advisors LLC

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Blue Trust Inc. Boosts Holdings in Unilever PLC (NYSE:UL)

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Blue Trust Inc. Purchases 20,768 Shares of Oaktree Specialty Lending Corp. (NASDAQ:OCSL)

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NASDAQ:OCSL
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Blue Trust Inc. Sells 11,836 Shares of CSX Corporation (NASDAQ:CSX)

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Trifecta Capital Advisors LLC Sells 1,300 Shares of Lowe's Companies, Inc. (NYSE:LOW)

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NYSE:LOW
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Blue Trust Inc. Cuts Position in The Walt Disney Company (NYSE:DIS)

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Blue Trust Inc. Increases Holdings in HDFC Bank Limited (NYSE:HDB)

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United Parcel Service, Inc. (NYSE:UPS) Shares Acquired by Blue Trust Inc.

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Blue Trust Inc. Increases Stake in Danaher Corporation (NYSE:DHR)

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Blue Trust Inc. Has $3.09 Million Position in Tesla, Inc. (NASDAQ:TSLA)

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Blue Trust Inc. Grows Holdings in American Express Company (NYSE:AXP)

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Blue Trust Inc. Grows Stock Holdings in Visa Inc. (NYSE:V)

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NYSE:V
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The Berkeley Group (LON:BKG) Shares Down 7.1% - Here's What Happened

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LON:BKG
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Empire Metals (LON:EEE) Stock Price Up 16.9% - Here's Why

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Blue Trust Inc. Boosts Stake in UnitedHealth Group Incorporated (NYSE:UNH)

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NYSE:UNH
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Blue Trust Inc. Has $1.42 Million Holdings in The Boeing Company (NYSE:BA)

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Blue Trust Inc. Increases Stake in Lam Research Corporation (NASDAQ:LRCX)

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Blue Trust Inc. Acquires 7,750 Shares of Broadcom Inc. (NASDAQ:AVGO)

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Chevron Corporation (NYSE:CVX) Shares Purchased by Blue Trust Inc.

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