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Lederer & Associates Investment Counsel CA Increases Stock Position in Chevron Co. (NYSE:CVX)

Lederer & Associates Investment Counsel CA raised its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 91.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,461 shares of the oil and gas company’s stock after buying an additional 4,507 […]

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Piper-sandler
Dz-bank
Renaissance-investment-group
Royal-bank
Exchange-commission
Windsor-advisory-group
Chevron-corporation
Chevron
Altrius-capital-management-inc
Dechtman-wealth-management

Realta Investment Advisors Raises Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Realta Investment Advisors increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 12.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,992 shares of the company’s stock after purchasing an additional 897 shares during […]

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Lederer & Associates Investment Counsel CA Sells 1,650 Shares of Medtronic plc (NYSE:MDT)

Lederer & Associates Investment Counsel CA lowered its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 9.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,110 shares of the medical technology company’s stock after selling 1,650 shares during the […]

Princeton
Newfoundland
Canada
Sean-salmon
Financial-gravity-asset-management-inc
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Royal-bank
Fortitude-family-office
Medtronic
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Hartford-financial-management-inc

Visa Inc. (NYSE:V) Shares Sold by Lederer & Associates Investment Counsel CA

Visa Inc. (NYSE:V) Shares Sold by Lederer & Associates Investment Counsel CA
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Lederer-associates-investment-counsel
Woodmont-investment-counsel
Griffin-asset-management-inc
Securities-exchange-commission
Destiny-wealth-partners
Wells-fargo-company

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Lowered by Lederer & Associates Investment Counsel CA

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Lowered by Lederer & Associates Investment Counsel CA
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