Integris Wealth Management LLC cut its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.3% in the 2nd quarter, HoldingsChannel reports. The fund owned 7,495 shares of the company’s stock after selling 100 shares during the period. Johnson & Johnson makes up 0.4% of Integris Wealth Management LLC’s investment portfolio, making the stock […]
Consilium Wealth Advisory LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.4% in the 2nd quarter, Holdings Channel.com reports. The firm owned 4,938 shares of the healthcare conglomerate’s stock after purchasing an additional 68 shares during the period. UnitedHealth Group comprises about 1.6% of Consilium Wealth Advisory LLC’s […]
ACT Wealth Management LLC lessened its holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 2.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 18,639 shares of the company’s stock after selling 561 shares during the period. Schwab Emerging Markets Equity ETF makes up approximately 0.3% of ACT Wealth Management LLC’s […]
Everhart Financial Group Inc. lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 17.8% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 11,259 shares of the electric vehicle producer’s stock after acquiring an additional 1,699 shares during the quarter. Tesla comprises 1.2% of Everhart Financial Group Inc.’s holdings, making the […]
Consilium Wealth Advisory LLC lifted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 22.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,369 shares of the CRM provider’s stock after purchasing an additional 616 shares during the period. […]