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Park Square Financial Group LLC Invests $444,000 in Arista Networks, Inc. (NYSE:ANET)

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Park Square Financial Group LLC acquired a new position in Arista Networks, Inc. (NYSE:ANET - 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 4,017 shares of the technology company's stock

NYSE:ANET
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Park Square Financial Group LLC Invests $661,000 in Visa Inc. (NYSE:V)

MarketBeat

Park Square Financial Group LLC bought a new position in shares of Visa Inc. (NYSE:V - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,093 shares of the credit-card processor's stock, valued at approxim

NYSE:V
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Park Square Financial Group LLC Makes New Investment in The Southern Company (NYSE:SO)

MarketBeat

Park Square Financial Group LLC acquired a new position in The Southern Company (NYSE:SO - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 8,322 shares of the utilities provider's stock, value

NYSE:SO
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Park Square Financial Group LLC Acquires New Stake in The Home Depot, Inc. (NYSE:HD)

MarketBeat

Park Square Financial Group LLC acquired a new stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,602 shares of the home i

NYSE:HD
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Total Wealth Planning & Management Inc. Takes $324,000 Position in NuScale Power Co. (NYSE:SMR)

MarketBeat

Total Wealth Planning & Management Inc. bought a new stake in NuScale Power Co. (NYSE:SMR - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 18,050 shares of the company's stock, valued at appr

NYSE:SMR
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Total Wealth Planning & Management Inc. Takes Position in Valero Energy Co. (NYSE:VLO)

MarketBeat

Total Wealth Planning & Management Inc. acquired a new stake in Valero Energy Co. (NYSE:VLO - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,822 shares of the oil and gas company's stock, valued at appr

NYSE:VLO
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Total Wealth Planning & Management Inc. Takes Position in VICI Properties Inc. (NYSE:VICI)

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NYSE:VICI
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Total Wealth Planning & Management Inc. Invests $396,000 in Mueller Industries, Inc. (NYSE:MLI)

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NYSE:MLI
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9,627 Shares in Klaviyo, Inc. (NYSE:KVYO) Acquired by Total Wealth Planning & Management Inc.

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NYSE:KVYO
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Total Wealth Planning & Management Inc. Invests $401,000 in Ethan Allen Interiors Inc. (NYSE:ETD)

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NYSE:ETD
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Total Wealth Planning & Management Inc. Acquires New Position in The Cigna Group (NYSE:CI)

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NYSE:CI
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Total Wealth Planning & Management Inc. Invests $403,000 in International Paper (NYSE:IP)

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NYSE:IP
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Total Wealth Planning & Management Inc. Invests $486,000 in T-Mobile US, Inc. (NASDAQ:TMUS)

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NASDAQ:TMUS
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Total Wealth Planning & Management Inc. Makes New Investment in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

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NYSEAMERICAN:CEF
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Total Wealth Planning & Management Inc. Invests $496,000 in Gilead Sciences, Inc. (NASDAQ:GILD)

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NASDAQ:GILD
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Total Wealth Planning & Management Inc. Acquires Shares of 4,821 Sprouts Farmers Market, Inc. (NASDAQ:SFM)

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NASDAQ:SFM
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Total Wealth Planning & Management Inc. Takes Position in HEICO Co. (NYSE:HEI)

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NYSE:HEI
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3,670 Shares in Dycom Industries, Inc. (NYSE:DY) Bought by Total Wealth Planning & Management Inc.

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NYSE:DY
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Total Wealth Planning & Management Inc. Takes $663,000 Position in Construction Partners, Inc. (NASDAQ:ROAD)

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NASDAQ:ROAD
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8,859 Shares in Primoris Services Co. (NASDAQ:PRIM) Acquired by Total Wealth Planning & Management Inc.

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NASDAQ:PRIM
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13,039 Shares in Westamerica Bancorporation (NASDAQ:WABC) Acquired by Total Wealth Planning & Management Inc.

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NASDAQ:WABC
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Lighthouse Financial LLC Acquires Shares of 3,440 Oracle Co. (NYSE:ORCL)

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NYSE:ORCL
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Lighthouse Financial LLC Takes $576,000 Position in Exxon Mobil Co. (NYSE:XOM)

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NYSE:XOM
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Lighthouse Financial LLC Purchases New Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

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NASDAQ:AMD
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Lighthouse Financial LLC Buys Shares of 8,740 GE Aerospace (NYSE:GE)

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NYSE:GE
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Lighthouse Financial LLC Acquires New Shares in Novo Nordisk A/S (NYSE:NVO)

MarketBeat
NYSE:NVO
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Anchor Pointe Wealth Management LLC Takes $231,000 Position in Netflix, Inc. (NASDAQ:NFLX)

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NASDAQ:NFLX
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Anchor Pointe Wealth Management LLC Invests $281,000 in Pfizer Inc. (NYSE:PFE)

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NYSE:PFE
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Anchor Pointe Wealth Management LLC Buys New Position in JPMorgan Chase & Co. (NYSE:JPM)

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NYSE:JPM
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Anchor Pointe Wealth Management LLC Buys New Shares in Chevron Co. (NYSE:CVX)

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NYSE:CVX
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