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Exxon Mobil logo with Energy background

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

MarketBeat

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
Read Beacon Financial Advisory LLC Grows Stock Holdings in Exxon Mobil Corporation $XOM
Exxon Mobil logo with Energy background

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

MarketBeat

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
Read Kickstand Ventures LLC. Increases Holdings in Exxon Mobil Corporation $XOM
Alphabet logo with Computer and Technology background

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

MarketBeat

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
Read Mascoma Wealth Management LLC Sells 1,160 Shares of Alphabet Inc. $GOOG
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Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG

MarketBeat

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
Read Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG
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Simplicity Wealth LLC Sells 8,917 Shares of Coinbase Global, Inc. $COIN

MarketBeat

Simplicity Wealth LLC decreased its position in Coinbase Global, Inc. (NASDAQ:COIN - Free Report) by 86.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,418 shares of the cryptocurrency exchange's stock after selli

NASDAQ:COIN
Read Simplicity Wealth LLC Sells 8,917 Shares of Coinbase Global, Inc. $COIN
Marriott International logo with Consumer Discretionary background

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

MarketBeat

Simplicity Wealth LLC bought a new stake in Marriott International, Inc. (NASDAQ:MAR - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,844 shares of the company's stock, valued at approximat

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

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KKR & Co. Inc. logo with Finance background

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

MarketBeat
NYSE:KKR
Read Simplicity Wealth LLC Invests $504,000 in KKR & Co. Inc. $KKR
Kenvue logo with Consumer Staples background

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

MarketBeat
NYSE:KVUE
Read Simplicity Wealth LLC Purchases Shares of 24,210 Kenvue Inc. $KVUE
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Monster Beverage Corporation $MNST Shares Bought by Simplicity Wealth LLC

MarketBeat
NASDAQ:MNST
Read Monster Beverage Corporation $MNST Shares Bought by Simplicity Wealth LLC
Robinhood Markets logo with Finance background

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

MarketBeat
NASDAQ:HOOD
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HCA Healthcare, Inc. $HCA Shares Purchased by Simplicity Wealth LLC

MarketBeat
NYSE:HCA
Read HCA Healthcare, Inc. $HCA Shares Purchased by Simplicity Wealth LLC
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Simplicity Wealth LLC Raises Position in American Express Company $AXP

MarketBeat
NYSE:AXP
Read 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

MarketBeat
NASDAQ:GOOG
Read 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

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

MarketBeat
NYSE:TDG
Read 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

MarketBeat
NYSE:WMB
Read 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

MarketBeat
NYSE:KMB
Read 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

MarketBeat
NYSE:AFL
Read Simplicity Wealth LLC Raises Holdings in Aflac Incorporated $AFL
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Simplicity Wealth LLC Raises Position in Palo Alto Networks, Inc. $PANW

MarketBeat
NASDAQ:PANW
Read Simplicity Wealth LLC Raises Position in Palo Alto Networks, Inc. $PANW
EOG Resources logo with Energy background

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

MarketBeat
NYSE:EOG
Read Simplicity Wealth LLC Makes New $528,000 Investment in EOG Resources, Inc. $EOG
TotalEnergies logo with Energy background

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

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

MarketBeat
NYSE:GD
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Simplicity Wealth LLC Invests $547,000 in The Campbell's Company $CPB

MarketBeat
NASDAQ:CPB
Read 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

MarketBeat
NASDAQ:NDAQ
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Simplicity Wealth LLC Makes New Investment in Cencora, Inc. $COR

MarketBeat
NYSE:COR
Read Simplicity Wealth LLC Makes New Investment in Cencora, Inc. $COR
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Simplicity Wealth LLC Makes New Investment in Unilever PLC $UL

MarketBeat
NYSE:UL
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Simplicity Wealth LLC Takes $563,000 Position in WEC Energy Group, Inc. $WEC

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

MarketBeat
NYSE:TGT
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Simplicity Wealth LLC Purchases 1,316 Shares of Chubb Limited $CB

MarketBeat
NYSE:CB
Read Simplicity Wealth LLC Purchases 1,316 Shares of Chubb Limited $CB
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Simplicity Wealth LLC Makes New $578,000 Investment in BlackRock $BLK

MarketBeat
NYSE:BLK
Read Simplicity Wealth LLC Makes New $578,000 Investment in BlackRock $BLK