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IVC Wealth Advisors LLC Invests $281,000 in Alphabet Inc. $GOOG

IVC Wealth Advisors LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund bought 1,582 shares of the information services provider's stock, valued at approximately $281,000. Several other i

NASDAQ:GOOG
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Alphabet Inc. $GOOG Shares Sold by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management decreased its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,030 shares of the information services provider's stock afte

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Beacon Financial Advisory LLC Grows Stock Holdings in Exxon Mobil Corporation $XOM

Beacon Financial Advisory LLC lifted its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 38.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,435 shares of the oil and gas company's stock afte

NYSE:XOM
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Kickstand Ventures LLC. Increases Holdings in Exxon Mobil Corporation $XOM

Kickstand Ventures LLC. boosted its holdings in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 70.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,779 shares of the oil and gas compan

NYSE:XOM
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Mascoma Wealth Management LLC Sells 1,160 Shares of Alphabet Inc. $GOOG

Mascoma Wealth Management LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 53.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,010 shares of the information services provider's stock after

NASDAQ:GOOG
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Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG

Simplicity Wealth LLC purchased a new stake in shares of Public Service Enterprise Group Incorporated (NYSE:PEG - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 5,884 shares of the utilities provider's stock, valued at ap

NYSE:PEG
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Simplicity Wealth LLC Sells 8,917 Shares of Coinbase Global, Inc. $COIN

NASDAQ:COIN
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Simplicity Wealth LLC Buys New Holdings in Marriott International, Inc. $MAR

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Simplicity Wealth LLC Invests $504,000 in KKR & Co. Inc. $KKR

NYSE:KKR
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Simplicity Wealth LLC Purchases Shares of 24,210 Kenvue Inc. $KVUE

NYSE:KVUE
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Monster Beverage Corporation $MNST Shares Bought by Simplicity Wealth LLC

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Simplicity Wealth LLC Has $613,000 Position in Robinhood Markets, Inc. $HOOD

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HCA Healthcare, Inc. $HCA Shares Purchased by Simplicity Wealth LLC

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Simplicity Wealth LLC Raises Position in American Express Company $AXP

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IMC Chicago LLC Buys 95,642 Shares of Alphabet Inc. $GOOG

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The TJX Companies, Inc. $TJX Shares Bought by Simplicity Wealth LLC

NYSE:TJX
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Simplicity Wealth LLC Purchases 407 Shares of Transdigm Group Incorporated $TDG

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Williams Companies, Inc. (The) $WMB Shares Purchased by Simplicity Wealth LLC

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Simplicity Wealth LLC Purchases Shares of 3,722 Kimberly-Clark Co. $KMB

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Simplicity Wealth LLC Raises Holdings in Aflac Incorporated $AFL

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Simplicity Wealth LLC Raises Position in Palo Alto Networks, Inc. $PANW

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Simplicity Wealth LLC Makes New $528,000 Investment in EOG Resources, Inc. $EOG

NYSE:EOG
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Simplicity Wealth LLC Buys 5,714 Shares of TotalEnergies SE Sponsored ADR $TTE

NYSE:TTE
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General Dynamics Corporation $GD Position Increased by Simplicity Wealth LLC

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Simplicity Wealth LLC Invests $547,000 in The Campbell's Company $CPB

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Simplicity Wealth LLC Has $555,000 Position in Nasdaq, Inc. $NDAQ

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Simplicity Wealth LLC Makes New Investment in Cencora, Inc. $COR

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Simplicity Wealth LLC Makes New Investment in Unilever PLC $UL

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Simplicity Wealth LLC Takes $563,000 Position in WEC Energy Group, Inc. $WEC

NYSE:WEC
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Simplicity Wealth LLC Takes $577,000 Position in Target Corporation $TGT

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