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July 25, 2023
FirstPurpose Wealth LLC decreased its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,516 shares of the software company’s stock after selling 44 shares during the period. FirstPurpose Wealth LLC’s holdings in Adobe were […]
July 25, 2023
FirstPurpose Wealth LLC raised its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 36.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,623 shares of the company’s stock after buying an additional 1,514 shares […]
July 25, 2023
Rollins Financial increased its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 31.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,470 shares of the utilities provider’s stock after buying an additional 2,242 shares during the period. Rollins Financial’s holdings in […]
July 25, 2023
FirstPurpose Wealth LLC boosted its holdings in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 5.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 6,901 shares of the mining company’s stock after acquiring an additional 332 shares during the quarter. FirstPurpose Wealth LLC’s holdings in Agnico Eagle Mines were […]
July 25, 2023
FirstPurpose Wealth LLC boosted its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,012,010 shares of the company’s stock after acquiring an additional 402 shares during the […]
July 25, 2023
FirstPurpose Wealth LLC trimmed its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,932 shares of the company’s stock after selling 423 shares during the quarter. FirstPurpose Wealth LLC’s […]
July 25, 2023
FirstPurpose Wealth LLC lifted its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 21.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,445 shares of the CRM provider’s stock after purchasing an additional 788 shares during the […]
July 25, 2023
FirstPurpose Wealth LLC lifted its stake in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 5.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,901 shares of the mining company’s stock after acquiring an additional 332 shares during […]
July 25, 2023
FirstPurpose Wealth LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,545 shares of the company’s stock after acquiring an additional 257 shares during the […]
July 25, 2023
Vision Capital Management Inc. cut its holdings in shares of Illumina, Inc. (NASDAQ:ILMN – Free Report) by 1.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,315 shares of the life sciences company’s stock after selling 299 shares during the period. […]