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September 22, 2023
Transform Wealth LLC cut its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,202 shares of the exchange traded fund’s stock after selling 300 shares during the period. Transform Wealth […]
September 22, 2023
Transform Wealth LLC increased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 120,361 shares of the company’s stock after buying an additional 449 shares during the quarter. AbbVie […]
September 22, 2023
Transform Wealth LLC grew its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,637 shares of the coffee company’s stock after purchasing an additional 1,186 shares during the period. Transform Wealth LLC’s […]
September 22, 2023
Franklin Street Advisors Inc. NC boosted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.2% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 52,790 shares of the home improvement retailer’s stock after buying an additional […]
September 22, 2023
PineStone Asset Management Inc. boosted its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 207.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 200,820 shares of the home improvement retailer’s stock after acquiring an additional 135,504 shares during the […]
September 22, 2023
Park Avenue Securities LLC lifted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,098 shares of the medical equipment provider’s stock after buying an additional 374 shares during the quarter. Park Avenue […]
September 21, 2023
Transform Wealth LLC increased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 66,157 shares of the apparel and home fashions retailer’s stock after purchasing an additional 2,799 shares during […]
September 21, 2023
Transform Wealth LLC boosted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,558 shares of the company’s stock after purchasing an additional 70 shares […]
September 21, 2023
Transform Wealth LLC increased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 38,558 shares of the company’s stock after acquiring an additional 70 shares during the period. Transform Wealth LLC’s […]
September 21, 2023
Transform Wealth LLC boosted its position in shares of McKesson Co. (NYSE:MCK – Free Report) by 34.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,212 shares of the company’s stock after purchasing an additional 4,693 shares during the period. Transform […]