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Salesforce, Inc. (NYSE:CRM) Stake Lifted by EP Wealth Advisors LLC

MarketBeat

EP Wealth Advisors LLC raised its stake in Salesforce, Inc. (NYSE:CRM - Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 104,899 shares of the CRM provider's stock after buying an additional 2,506 shares during the quarter. EP Weal

NYSE:CRM
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EP Wealth Advisors LLC Cuts Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

MarketBeat

EP Wealth Advisors LLC cut its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 9.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 220,606 shares of the information services provider's stock after selling 22,181 sh

NASDAQ:GOOG
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EP Wealth Advisors LLC Has $42.26 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)

MarketBeat

EP Wealth Advisors LLC reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 83,544 shares of the healthcare conglomerate's

NYSE:UNH
Read EP Wealth Advisors LLC Has $42.26 Million Stake in UnitedHealth Group Incorporated (NYSE:UNH)
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Collar Capital Management LLC Invests $2.20 Million in QUALCOMM Incorporated (NASDAQ:QCOM)

MarketBeat

Collar Capital Management LLC acquired a new position in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 14,292 shares of the wireless techn

NASDAQ:QCOM
Read Collar Capital Management LLC Invests $2.20 Million in QUALCOMM Incorporated (NASDAQ:QCOM)
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Collar Capital Management LLC Invests $263,000 in Visa Inc. (NYSE:V)

MarketBeat

Collar Capital Management LLC acquired a new stake in Visa Inc. (NYSE:V - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 833 shares of the credit-card processor's stock, valued at approximately

NYSE:V
Read Collar Capital Management LLC Invests $263,000 in Visa Inc. (NYSE:V)
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EP Wealth Advisors LLC Sells 9,780 Shares of Invesco QQQ (NASDAQ:QQQ)

MarketBeat

EP Wealth Advisors LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 8.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,584 shares of the exchange traded fund's stock after se

NASDAQ:QQQ
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EP Wealth Advisors LLC Lowers Stock Holdings in The Walt Disney Company (NYSE:DIS)

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NYSE:DIS
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EP Wealth Advisors LLC Has $72.91 Million Holdings in Visa Inc. (NYSE:V)

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NYSE:V
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Exxon Mobil Co. (NYSE:XOM) Position Trimmed by EP Wealth Advisors LLC

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NYSE:XOM
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Meta Platforms, Inc. (NASDAQ:META) Shares Sold by EP Wealth Advisors LLC

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NASDAQ:META
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EP Wealth Advisors LLC Has $125.11 Million Stock Position in Costco Wholesale Co. (NASDAQ:COST)

MarketBeat
NASDAQ:COST
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EP Wealth Advisors LLC Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

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NYSE:JPM
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Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by EP Wealth Advisors LLC

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NASDAQ:GOOGL
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Collar Capital Management LLC Makes New $1.19 Million Investment in Exxon Mobil Co. (NYSE:XOM)

MarketBeat
NYSE:XOM
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Collar Capital Management LLC Purchases New Shares in AbbVie Inc. (NYSE:ABBV)

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NYSE:ABBV
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Collar Capital Management LLC Makes New $2.60 Million Investment in Micron Technology, Inc. (NASDAQ:MU)

MarketBeat
NASDAQ:MU
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Collar Capital Management LLC Purchases New Position in Archer Aviation Inc. (NYSE:ACHR)

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NYSE:ACHR
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Collar Capital Management LLC Acquires Shares of 15,717 Alphabet Inc. (NASDAQ:GOOG)

MarketBeat
NASDAQ:GOOG
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141,640 Shares in AT&T Inc. (NYSE:T) Acquired by Collar Capital Management LLC

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NYSE:T
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Collar Capital Management LLC Invests $3.49 Million in Meta Platforms, Inc. (NASDAQ:META)

MarketBeat
NASDAQ:META
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Collar Capital Management LLC Takes $653,000 Position in Invesco QQQ (NASDAQ:QQQ)

MarketBeat
NASDAQ:QQQ
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Collar Capital Management LLC Invests $751,000 in Pfizer Inc. (NYSE:PFE)

MarketBeat
NYSE:PFE
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Collar Capital Management LLC Takes $776,000 Position in Occidental Petroleum Co. (NYSE:OXY)

MarketBeat
NYSE:OXY
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87,846 Shares in AGNC Investment Corp. (NASDAQ:AGNC) Bought by Collar Capital Management LLC

MarketBeat
NASDAQ:AGNC
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Collar Capital Management LLC Purchases Shares of 47,536 Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat
NASDAQ:PLTR
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Collar Capital Management LLC Acquires Shares of 22,684 Strategy Incorporated (NASDAQ:MSTR)

MarketBeat
NASDAQ:MSTR
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16,436 Shares in Tesla, Inc. (NASDAQ:TSLA) Acquired by Collar Capital Management LLC

MarketBeat
NASDAQ:TSLA
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Collar Capital Management LLC Purchases New Shares in Intel Co. (NASDAQ:INTC)

MarketBeat
NASDAQ:INTC
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Collar Capital Management LLC Buys New Position in Altria Group, Inc. (NYSE:MO)

MarketBeat
NYSE:MO
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Colonial Trust Co SC Decreases Stock Holdings in AbbVie Inc. (NYSE:ABBV)

MarketBeat
NYSE:ABBV
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