Taylor & Morgan Wealth Management LLC grew its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 7,744 shares of the utilities provider’s stock after purchasing an additional 126 shares during […]

Vivid Wealth Management LLC trimmed its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 33.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,130 shares of the credit services provider’s stock after selling 571 shares during the quarter. Vivid Wealth Management LLC’s holdings […]

Montz Harcus Wealth Management LLC purchased a new position in shares of Home Bancorp, Inc. (NASDAQ:HBCP – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 35,850 shares of the bank’s stock, valued at approximately $1,598,000. Home Bancorp comprises about 0.9% of Montz Harcus […]

Smith Salley Wealth Management increased its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 36,841 shares of the business services provider’s stock after buying an additional 867 shares […]

Modera Wealth Management LLC lifted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 193,858 shares of the retailer’s stock after buying an additional 644 shares during the period. Modera […]