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BigSur Wealth Management LLC Decreases Position in Amazon.com, Inc. $AMZN

BigSur Wealth Management LLC lessened its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 19.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 29,263 shares of the e-commerce…

Apollon Wealth Management LLC Increases Position in Oracle Corporation $ORCL

Apollon Wealth Management LLC boosted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 3.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 116,974 shares of the enterprise software provider's…

BigSur Wealth Management LLC Sells 5,961 Shares of NVIDIA Corporation $NVDA

BigSur Wealth Management LLC cut its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund…

Bar Harbor Wealth Management Acquires 4,184 Shares of Broadcom Inc. $AVGO

Bar Harbor Wealth Management lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 33.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 16,808 shares of the semiconductor…

Apollon Wealth Management LLC Boosts Holdings in Micron Technology, Inc. $MU

Apollon Wealth Management LLC grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 21.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…

Air Products and Chemicals, Inc. $APD Shares Sold by Apollon Wealth Management LLC

Apollon Wealth Management LLC decreased its position in shares of Air Products and Chemicals, Inc. (NYSE:APD - Free Report) by 24.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange…

Apollon Wealth Management LLC Has $4.45 Million Holdings in Rockwell Automation, Inc. $ROK

Apollon Wealth Management LLC raised its position in shares of Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 235.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…

AppLovin Corporation $APP Holdings Decreased by Perigon Wealth Management LLC

Perigon Wealth Management LLC lowered its stake in AppLovin Corporation (NASDAQ:APP - Free Report) by 41.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,336 shares of…

Perigon Wealth Management LLC Boosts Stake in Salesforce Inc. $CRM

Perigon Wealth Management LLC increased its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 6.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned…

Perigon Wealth Management LLC Raises Stake in RTX Corporation $RTX

Perigon Wealth Management LLC raised its position in RTX Corporation (NYSE:RTX - Free Report) by 12.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned…

Perigon Wealth Management LLC Reduces Position in Invesco QQQ $QQQ

Perigon Wealth Management LLC trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned…

VCI Wealth Management LLC Invests $4.02 Million in Visa Inc. $V

VCI Wealth Management LLC purchased a new stake in shares of Visa Inc. (NYSE:V - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 11,772 shares…

NextEra Energy, Inc. $NEE Shares Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC raised its stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 85.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned…

Perigon Wealth Management LLC Grows Holdings in The Walt Disney Company $DIS

Perigon Wealth Management LLC boosted its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 6.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).