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Motley Fool Wealth Management LLC Has $1.95 Million Stock Holdings in WEC Energy Group, Inc. $WEC
Motley Fool Wealth Management LLC cut its holdings in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 23.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
May Hill Capital LLC Increases Position in Welltower Inc. $WELL
May Hill Capital LLC raised its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 5.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Migdal Insurance & Financial Holdings Ltd. Acquires 2,350,000 Shares of Teva Pharmaceutical Industries Ltd. $TEVA
Migdal Insurance & Financial Holdings Ltd. increased its holdings in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA – Free Report) by 8.9% during the 2nd quarter, Holdings Channel reports. The institutional investor... More of this article »
iShares Russell 1000 Growth ETF $IWF Shares Acquired by Beirne Wealth Consulting Services LLC
Beirne Wealth Consulting Services LLC grew its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 295.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
JPMorgan Core Plus Bond ETF $JCPB Stake Raised by Oarsman Capital Inc.
Oarsman Capital Inc. raised its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 2.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Beirne Wealth Consulting Services LLC Increases Position in Vanguard S&P 500 ETF $VOO
Beirne Wealth Consulting Services LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 105.0% in the second quarter, HoldingsChannel.com reports. The firm owned 5,856 shares of the company’s... More of this article »
Markel Group Inc. Increases Stock Position in Rollins, Inc. $ROL
Markel Group Inc. lifted its holdings in Rollins, Inc. (NYSE:ROL – Free Report) by 0.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,469,275 shares of the business services provider’s... More of this article »
Milestone Asset Management Group LLC Has $3.34 Million Holdings in iShares Core Dividend Growth ETF $DGRO
Milestone Asset Management Group LLC grew its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 6.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Vanguard Value ETF $VTV is SwitchPoint Financial Planning LLC’s 10th Largest Position
SwitchPoint Financial Planning LLC increased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 13.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 17,673... More of this article »
L.M. Kohn & Company Increases Stake in Vanguard FTSE All-World ex-US ETF $VEU
L.M. Kohn & Company lifted its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 215.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
L.M. Kohn & Company Has $5.07 Million Stock Position in Invesco QQQ $QQQ
L.M. Kohn & Company trimmed its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 7.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Sanofi $SNY Shares Sold by Waterfront Wealth Inc.
Waterfront Wealth Inc. reduced its holdings in shares of Sanofi (NASDAQ:SNY – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 48,905... More of this article »
Arcadia Wealth Management Inc. Trims Stock Position in iShares Biotechnology ETF $IBB
Arcadia Wealth Management Inc. cut its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 2.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Arcadia Wealth Management Inc. Purchases 4,771 Shares of Dimensional Core Fixed Income ETF $DFCF
Arcadia Wealth Management Inc. grew its stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 5.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Dimensional Emerging Core Equity Market ETF $DFAE Shares Bought by Waterfront Wealth Inc.
Waterfront Wealth Inc. grew its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 1.4% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Arcadia Wealth Management Inc. Increases Stake in Dimensional Short-Duration Fixed Income ETF $DFSD
Arcadia Wealth Management Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 13.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 100,006 shares... More of this article »
Reviewing Bed Bath & Beyond (NYSE:BBBY) & Token Cat (NASDAQ:TC)
Bed Bath & Beyond (NYSE:BBBY – Get Free Report) and Token Cat (NASDAQ:TC – Get Free Report) are both small-cap retail/wholesale companies, but which is the superior business? We will compare the two businesses based... More of this article »
Lion (OTCMKTS:LIOPF) and Clorox (NYSE:CLX) Head to Head Contrast
Clorox (NYSE:CLX – Get Free Report) and Lion (OTCMKTS:LIOPF – Get Free Report) are both consumer staples companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional... More of this article »
Waterfront Wealth Inc. Raises Stock Holdings in Avantis International Equity ETF $AVDE
Waterfront Wealth Inc. increased its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 2.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Lightrock Netherlands B.V. Purchases 106,750 Shares of Brunswick Corporation $BC
Lightrock Netherlands B.V. increased its position in shares of Brunswick Corporation (NYSE:BC – Free Report) by 26.1% during the second quarter, Holdings Channel reports. The institutional investor owned 515,765 shares of the... More of this article »
Promising Restaurant Stocks To Watch Today – October 27th
Booking, McDonald’s, Chipotle Mexican Grill, CAVA Group, Brinker International, Yum! Brands, and Toast are the seven Restaurant stocks to watch today, according to MarketBeat’s stock screener tool. Restaurant stocks are... More of this article »
Bank of Jackson Hole Trust Has $491,000 Stock Holdings in American Electric Power Company, Inc. $AEP
Bank of Jackson Hole Trust lifted its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 21.4% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Whalen Wealth Management Inc. Acquires 856 Shares of Merit Medical Systems, Inc. $MMSI
Whalen Wealth Management Inc. boosted its position in Merit Medical Systems, Inc. (NASDAQ:MMSI – Free Report) by 22.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Howard Capital Management Inc. Has $900,000 Position in Lockheed Martin Corporation $LMT
Howard Capital Management Inc. trimmed its holdings in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 44.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Howard Capital Management Inc. Sells 947 Shares of eBay Inc. $EBAY
Howard Capital Management Inc. decreased its holdings in eBay Inc. (NASDAQ:EBAY – Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,872 shares of... More of this article »
Mayflower Financial Advisors LLC Cuts Stock Position in Klaviyo, Inc. $KVYO
Mayflower Financial Advisors LLC lessened its stake in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 46.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 233,155... More of this article »
Econ Financial Services Corp Makes New Investment in Generac Holdings Inc. $GNRC
Econ Financial Services Corp bought a new stake in Generac Holdings Inc. (NYSE:GNRC – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Pegasystems (NASDAQ:PEGA) CFO Kenneth Stillwell Sells 17,171 Shares
Pegasystems Inc. (NASDAQ:PEGA – Get Free Report) CFO Kenneth Stillwell sold 17,171 shares of Pegasystems stock in a transaction on Friday, October 24th. The stock was sold at an average price of $66.40, for a total value of $1,140,154.40.... More of this article »
GWN Securities Inc. Sells 6,924 Shares of Vanguard FTSE Developed Markets ETF $VEA
GWN Securities Inc. lowered its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 34.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Invesco Total Return Bond ETF $GTO Shares Sold by Northwest Financial Advisors
Northwest Financial Advisors trimmed its stake in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 23.5% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
KraneShares CSI China Internet ETF $KWEB Shares Sold by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. reduced its holdings in shares of KraneShares CSI China Internet ETF (NYSE:KWEB – Free Report) by 57.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
30,678 Shares in Kenvue Inc. $KVUE Purchased by Whalen Wealth Management Inc.
Whalen Wealth Management Inc. bought a new position in shares of Kenvue Inc. (NYSE:KVUE – Free Report) in the second quarter, Holdings Channel reports. The institutional investor bought 30,678 shares of the company’s... More of this article »
Wealth Management Associates Inc. Invests $1.29 Million in Invesco S&P 500 Momentum ETF $SPMO
Wealth Management Associates Inc. acquired a new position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) during the second quarter, HoldingsChannel reports. The firm acquired 11,477 shares of the... More of this article »
Oarsman Capital Inc. Sells 277 Shares of Chevron Corporation $CVX
Oarsman Capital Inc. cut its stake in Chevron Corporation (NYSE:CVX – Free Report) by 5.0% in the second quarter, Holdings Channel reports. The institutional investor owned 5,256 shares of the oil and gas company’s stock... More of this article »
Oarsman Capital Inc. Purchases New Holdings in Omnicom Group Inc. $OMC
Oarsman Capital Inc. purchased a new stake in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor purchased 11,655 shares of the business services... More of this article »
The Kroger Co. $KR Holdings Trimmed by Oarsman Capital Inc.
Oarsman Capital Inc. lowered its position in shares of The Kroger Co. (NYSE:KR – Free Report) by 3.4% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 41,422 shares of the company’s stock... More of this article »
Waterfront Wealth Inc. Purchases 218 Shares of ProShares Large Cap Core Plus $CSM
Waterfront Wealth Inc. raised its position in shares of ProShares Large Cap Core Plus (BATS:CSM – Free Report) by 0.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Waterfront Wealth Inc. Has $1.78 Million Holdings in Cisco Systems, Inc. $CSCO
Waterfront Wealth Inc. lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Rayonier (RYN) Projected to Post Earnings on Wednesday
Rayonier (NYSE:RYN – Get Free Report) is anticipated to issue its Q3 2025 results after the market closes on Wednesday, November 5th. Analysts expect the company to announce earnings of $0.23 per share and revenue of $162.8160... More of this article »
Bentley Systems (BSY) Expected to Announce Earnings on Wednesday
Bentley Systems (NASDAQ:BSY – Get Free Report) is anticipated to post its Q3 2025 results before the market opens on Wednesday, November 5th. Analysts expect Bentley Systems to post earnings of $0.27 per share and revenue of... More of this article »
Jennison Associates LLC Has $136.36 Million Stock Holdings in Public Service Enterprise Group Incorporated $PEG
Jennison Associates LLC cut its holdings in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 18.0% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,619,831 shares... More of this article »
Jennison Associates LLC Has $160.53 Million Stake in Ameren Corporation $AEE
Jennison Associates LLC trimmed its position in shares of Ameren Corporation (NYSE:AEE – Free Report) by 1.2% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Winebrenner Capital Management LLC Decreases Stake in First Trust Rising Dividend Achievers ETF $RDVY
Winebrenner Capital Management LLC reduced its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 1.8% in the 2nd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Winebrenner Capital Management LLC Has $1.41 Million Stock Holdings in CocaCola Company (The) $KO
Winebrenner Capital Management LLC increased its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 1.4% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Analyzing CAVA Group (NYSE:CAVA) & Wendy’s (NASDAQ:WEN)
CAVA Group (NYSE:CAVA – Get Free Report) and Wendy’s (NASDAQ:WEN – Get Free Report) are both retail/wholesale companies, but which is the superior business? We will compare the two companies based on the strength... More of this article »
Aflac Incorporated $AFL Shares Sold by Mizuho Markets Americas LLC
Mizuho Markets Americas LLC trimmed its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 80.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
New York Life Investment Management LLC Boosts Position in Digital Realty Trust, Inc. $DLR
New York Life Investment Management LLC boosted its position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 1.4% during the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
Auto Owners Insurance Co Has $26.15 Million Stock Position in GE HealthCare Technologies Inc. $GEHC
Auto Owners Insurance Co boosted its holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 803.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »