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Image about Lyell Wealth Management LP Purchases 920 Shares of Chevron Co. (NYSE:CVX)

Lyell Wealth Management LP Purchases 920 Shares of Chevron Co. (NYSE:CVX)

Lyell Wealth Management LP increased its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 52,411 shares of the oil and gas... More of this article »
Image about Abbott Laboratories (NYSE:ABT) Shares Purchased by Ghe LLC

Abbott Laboratories (NYSE:ABT) Shares Purchased by Ghe LLC

Ghe LLC increased its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about PepsiCo, Inc. (NASDAQ:PEP) Position Raised by Lyell Wealth Management LP

PepsiCo, Inc. (NASDAQ:PEP) Position Raised by Lyell Wealth Management LP

Lyell Wealth Management LP raised its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 29,903 shares of the company’s... More of this article »
Image about Ghe LLC Raises Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Ghe LLC Raises Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Ghe LLC boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image about Lyell Wealth Management LP Has $6.09 Million Holdings in Abbott Laboratories (NYSE:ABT)

Lyell Wealth Management LP Has $6.09 Million Holdings in Abbott Laboratories (NYSE:ABT)

Lyell Wealth Management LP lessened its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 7.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about The Procter & Gamble Company (NYSE:PG) Shares Sold by Bailard Inc.

The Procter & Gamble Company (NYSE:PG) Shares Sold by Bailard Inc.

Bailard Inc. reduced its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 161,422... More of this article »
Image about Costco Wholesale Co. (NASDAQ:COST) is Lyell Wealth Management LP’s 9th Largest Position

Costco Wholesale Co. (NASDAQ:COST) is Lyell Wealth Management LP’s 9th Largest Position

Lyell Wealth Management LP raised its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image about UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Raised by Disciplined Equity Management Inc.

UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Raised by Disciplined Equity Management Inc.

Disciplined Equity Management Inc. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image about Sysco Co. (NYSE:SYY) Shares Acquired by Ghe LLC

Sysco Co. (NYSE:SYY) Shares Acquired by Ghe LLC

Ghe LLC lifted its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 1.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,718 shares of... More of this article »
Image about BIP Wealth LLC Grows Holdings in The Coca-Cola Company (NYSE:KO)

BIP Wealth LLC Grows Holdings in The Coca-Cola Company (NYSE:KO)

BIP Wealth LLC raised its position in The Coca-Cola Company (NYSE:KO – Free Report) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 34,456 shares of... More of this article »
Image about Lyell Wealth Management LP Has $12.19 Million Stake in Adobe Inc. (NASDAQ:ADBE)

Lyell Wealth Management LP Has $12.19 Million Stake in Adobe Inc. (NASDAQ:ADBE)

Lyell Wealth Management LP boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 20,424 shares... More of this article »
Image about Lyell Wealth Management LP Has $17.44 Million Stock Position in ServiceNow, Inc. (NYSE:NOW)

Lyell Wealth Management LP Has $17.44 Million Stock Position in ServiceNow, Inc. (NYSE:NOW)

Lyell Wealth Management LP cut its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Tellor Price Hits $54.85  (TRB)

Tellor Price Hits $54.85 (TRB)

Tellor (TRB) traded 11.6% lower against the US dollar during the 1 day period ending at 0:00 AM ET on April 24th. One Tellor token can currently be purchased for about $54.85 or 0.00085299 BTC on cryptocurrency exchanges. Tellor has... More of this article »
Image about Disciplined Equity Management Inc. Has $193,000 Stock Position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Disciplined Equity Management Inc. Has $193,000 Stock Position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Disciplined Equity Management Inc. boosted its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 17.3% in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image about Disciplined Equity Management Inc. Invests $109,000 in Alerian MLP ETF (NYSEARCA:AMLP)

Disciplined Equity Management Inc. Invests $109,000 in Alerian MLP ETF (NYSEARCA:AMLP)

Disciplined Equity Management Inc. acquired a new position in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »

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