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Salem Investment Counselors Inc. Has $15.33 Million Stock Holdings in McDonald’s Corporation $MCD
Salem Investment Counselors Inc. lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 0.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Trust Co. of Oklahoma Increases Position in PepsiCo, Inc. $PEP
Trust Co. of Oklahoma lifted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.9% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
Accelerate Investment Advisors LLC Raises Stock Position in Philip Morris International Inc. $PM
Accelerate Investment Advisors LLC grew its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 8.2% during the second quarter, Holdings Channel reports. The firm owned 1,528 shares of the company’s... More of this article »
Investors Research Corp Has $175,000 Stock Position in Vanguard FTSE Developed Markets ETF $VEA
Investors Research Corp reduced its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 38.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Accelerate Investment Advisors LLC Sells 39 Shares of Costco Wholesale Corporation $COST
Accelerate Investment Advisors LLC decreased its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Value Partners Investments Inc. Acquires 702 Shares of Honeywell International Inc. $HON
Value Partners Investments Inc. boosted its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 17.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 4,630... More of this article »
Investors Research Corp Has $715,000 Stock Holdings in CocaCola Company (The) $KO
Investors Research Corp lowered its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 2.9% in the 2nd quarter, HoldingsChannel reports. The firm owned 10,112 shares of the company’s stock after selling... More of this article »
RB Capital Management LLC Acquires 1,414 Shares of American Express Company $AXP
RB Capital Management LLC grew its holdings in American Express Company (NYSE:AXP) by 18.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,050 shares of... More of this article »
First Community Trust NA Purchases 213 Shares of BlackRock $BLK
First Community Trust NA grew its position in BlackRock (NYSE:BLK – Free Report) by 231.5% in the second quarter, HoldingsChannel.com reports. The fund owned 305 shares of the asset manager’s stock after buying an additional... More of this article »
AbbVie Inc. $ABBV Shares Acquired by Modus Advisors LLC
Modus Advisors LLC increased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.4% in the second quarter, Holdings Channel reports. The firm owned 24,758 shares of the company’s stock after purchasing an additional... More of this article »
Insight Wealth Strategies LLC Has $3.08 Million Stake in JPMorgan Chase & Co. $JPM
Insight Wealth Strategies LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 11.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,604... More of this article »
Enterprise Bank & Trust Co Acquires 306 Shares of Union Pacific Corporation $UNP
Enterprise Bank & Trust Co increased its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 2.7% in the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
The Home Depot, Inc. $HD Shares Sold by Salem Investment Counselors Inc.
Salem Investment Counselors Inc. decreased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.5% in the second quarter, Holdings Channel reports. The firm owned 22,452 shares of the home improvement retailer’s... More of this article »
Somerset Trust Co Lowers Holdings in Citigroup Inc. $C
Somerset Trust Co trimmed its holdings in Citigroup Inc. (NYSE:C – Free Report) by 3.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 14,814 shares of the company’s stock after... More of this article »
Thurston Springer Miller Herd & Titak Inc. Purchases 1,862 Shares of Eli Lilly and Company $LLY
Thurston Springer Miller Herd & Titak Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 10.8% during the second quarter, according to the company in its most recent 13F filing with... More of this article »
Investors Research Corp Increases Stake in Schwab US Large-Cap ETF $SCHX
Investors Research Corp lifted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 7.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 690,681 shares... More of this article »
Ables Iannone Moore & Associates Inc. Trims Position in Airbnb, Inc. $ABNB
Ables Iannone Moore & Associates Inc. lessened its stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 7.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Philip Morris International Inc. $PM Shares Bought by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC increased its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 6.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 2,559 shares of the company’s... More of this article »
Osprey Private Wealth LLC Has $3.19 Million Stake in Adobe Inc. $ADBE
Osprey Private Wealth LLC trimmed its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.2% during the second quarter, HoldingsChannel reports. The institutional investor owned 8,417 shares of the software company’s... More of this article »
Roxbury Financial LLC Buys 96 Shares of Vanguard Value ETF $VTV
Roxbury Financial LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.6% during the second quarter, HoldingsChannel reports. The firm owned 3,831 shares of the company’s stock after acquiring... More of this article »
Cadence Design Systems, Inc. $CDNS Shares Sold by Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC reduced its stake in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 6.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Seilern Investment Management Ltd Has $10.94 Million Holdings in Booking Holdings Inc. $BKNG
Seilern Investment Management Ltd lessened its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 25.6% during the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Global Wealth Strategies & Associates Sells 72 Shares of Meta Platforms, Inc. $META
Global Wealth Strategies & Associates lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.8% during the second quarter, Holdings Channel.com reports. The institutional investor owned 665... More of this article »
Costco Wholesale Corporation $COST Shares Sold by Global Wealth Strategies & Associates
Global Wealth Strategies & Associates lowered its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 15.0% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Nova Wealth Management Inc. Has $1.46 Million Stock Position in Palantir Technologies Inc. $PLTR
Nova Wealth Management Inc. decreased its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 12.4% in the 2nd quarter, HoldingsChannel reports. The fund owned 10,689 shares of the company’s stock after... More of this article »
First Citizens Financial Corp Sells 2,215 Shares of iShares Core MSCI EAFE ETF $IEFA
First Citizens Financial Corp lowered its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 17.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard Large-Cap ETF $VV Shares Sold by General Partner Inc.
General Partner Inc. lowered its position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 27.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,700... More of this article »
Invesco NASDAQ 100 ETF $QQQM Stock Position Reduced by Global Wealth Strategies & Associates
Global Wealth Strategies & Associates lowered its stake in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 3.6% during the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Vanguard Total Stock Market ETF $VTI is Good Steward Wealth Advisors LLC’s Largest Position
Good Steward Wealth Advisors LLC increased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 18.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Travis Perkins (OTCMKTS:TPRKY) & Fastenal (NASDAQ:FAST) Head to Head Analysis
Travis Perkins (OTCMKTS:TPRKY – Get Free Report) and Fastenal (NASDAQ:FAST – Get Free Report) are both retail/wholesale companies, but which is the better investment? We will contrast the two businesses based on the strength... More of this article »
Teamwork Financial Advisors LLC Sells 1,046 Shares of iShares Core S&P Small-Cap ETF $IJR
Teamwork Financial Advisors LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 15.0% during the 2nd quarter, HoldingsChannel reports. The fund owned 5,946 shares of the exchange... More of this article »
Bristol Myers Squibb Company $BMY Stake Raised by Wealth Alliance Advisory Group LLC
Wealth Alliance Advisory Group LLC increased its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 3.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Insight Wealth Strategies LLC Acquires 53 Shares of Moody’s Corporation $MCO
Insight Wealth Strategies LLC raised its position in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 0.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares National Muni Bond ETF $MUB Position Boosted by Global Wealth Strategies & Associates
Global Wealth Strategies & Associates increased its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 5.0% during the second quarter, according to the company in its most recent 13F filing with... More of this article »
Discipline Wealth Solutions LLC Trims Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Discipline Wealth Solutions LLC decreased its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 76.8% during the second quarter, according to its most recent filing with the SEC. The firm... More of this article »
iShares MSCI EAFE Growth ETF $EFG Shares Sold by Centurion Wealth Management LLC
Centurion Wealth Management LLC decreased its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 40.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Peak Financial Advisors LLC Grows Position in VICI Properties Inc. $VICI
Peak Financial Advisors LLC boosted its holdings in VICI Properties Inc. (NYSE:VICI – Free Report) by 4.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 15,720 shares of the company’s stock after acquiring... More of this article »
Peak Financial Advisors LLC Makes New Investment in Motorola Solutions, Inc. $MSI
Peak Financial Advisors LLC acquired a new position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
RB Capital Management LLC Trims Stock Position in Starbucks Corporation $SBUX
RB Capital Management LLC lessened its stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 2.8% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 54,974 shares of the coffee... More of this article »
HBW Advisory Services LLC Purchases 4,137 Shares of NextEra Energy, Inc. $NEE
HBW Advisory Services LLC increased its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 38.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Delphi Management Inc. MA Sells 468 Shares of Expedia Group, Inc. $EXPE
Delphi Management Inc. MA trimmed its holdings in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Insight Wealth Strategies LLC Makes New $2.57 Million Investment in Intuit Inc. $INTU
Insight Wealth Strategies LLC purchased a new position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) in the 2nd quarter, Holdings Channel reports. The firm purchased 3,291 shares of the software maker’s stock, valued... More of this article »
JPMorgan Equity Premium Income ETF $JEPI Shares Bought by Modus Advisors LLC
Modus Advisors LLC raised its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
iShares U.S. Technology ETF $IYW Shares Sold by First Citizens Financial Corp
First Citizens Financial Corp decreased its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 10.5% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 92,630 shares... More of this article »-logo-1200x675.png?v=20220915161652&w=240&h=220&zc=2){kind=logo}
Consolidated Lithium Metals (CVE:CLM) Stock Price Down 20% – What’s Next?
Consolidated Lithium Metals Inc. (CVE:CLM – Get Free Report) shares were down 20% on Friday . The stock traded as low as C$0.02 and last traded at C$0.02. Approximately 228,000 shares were traded during trading, a decline of... More of this article »
Zevenbergen Capital Investments LLC Takes $335,000 Position in CAVA Group, Inc. $CAVA
Zevenbergen Capital Investments LLC purchased a new stake in shares of CAVA Group, Inc. (NYSE:CAVA – Free Report) in the second quarter, according to its most recent 13F filing with the SEC. The fund purchased 3,975 shares of... More of this article »
Seilern Investment Management Ltd Cuts Position in Edwards Lifesciences Corporation $EW
Seilern Investment Management Ltd reduced its holdings in Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 9.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Whitaker Myers Wealth Managers LTD. Purchases 1,595 Shares of The Progressive Corporation $PGR
Whitaker Myers Wealth Managers LTD. grew its position in The Progressive Corporation (NYSE:PGR – Free Report) by 51.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »