Home » Author Archive
Stryker Corporation $SYK Stock Holdings Decreased by Louisiana State Employees Retirement System
Louisiana State Employees Retirement System decreased its position in Stryker Corporation (NYSE:SYK – Free Report) by 2.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 18,100 shares... More of this article »
REAP Financial Group LLC Buys 338 Shares of Caterpillar Inc. $CAT
REAP Financial Group LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 88.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
REAP Financial Group LLC Increases Stake in McDonald’s Corporation $MCD
REAP Financial Group LLC grew its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 86.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 439 shares of the fast-food giant’s stock after... More of this article »
Constellation Investments Inc. Has $100.75 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Constellation Investments Inc. increased its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 94.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Vanguard S&P 500 ETF $VOO is Asset Planning Corporation’s 8th Largest Position
Asset Planning Corporation increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,184... More of this article »
RMG Wealth Management LLC Invests $47,000 in Applied Materials, Inc. $AMAT
RMG Wealth Management LLC bought a new position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the second quarter, Holdings Channel.com reports. The firm bought 243 shares of the manufacturing equipment provider’s... More of this article »
Spectrum Asset Management Inc. NB CA Sells 841 Shares of Abbott Laboratories $ABT
Spectrum Asset Management Inc. NB CA lessened its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Shell Asset Management Co. Boosts Holdings in Cheniere Energy, Inc. $LNG
Shell Asset Management Co. raised its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 102.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Louisiana State Employees Retirement System Trims Stock Position in International Business Machines Corporation $IBM
Louisiana State Employees Retirement System cut its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 1.4% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
OLD National Bancorp IN Takes $279,000 Position in American Electric Power Company, Inc. $AEP
OLD National Bancorp IN bought a new stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Axon Enterprise, Inc $AXON Shares Acquired by Roundview Capital LLC
Roundview Capital LLC lifted its position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 25.8% in the second quarter, Holdings Channel reports. The institutional investor owned 1,461 shares of the biotechnology... More of this article »
Mainsail Asset Management LLC Buys 207 Shares of Vanguard FTSE Developed Markets ETF $VEA
Mainsail Asset Management LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Watershed Private Wealth LLC
Watershed Private Wealth LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard Large-Cap ETF $VV Shares Sold by Ascent Group LLC
Ascent Group LLC cut its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 12.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Citizens National Bank Trust Department Increases Stock Holdings in Lowe’s Companies, Inc. $LOW
Citizens National Bank Trust Department lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Amphenol Corporation $APH Stock Holdings Lessened by Navera Investment Management Ltd.
Navera Investment Management Ltd. reduced its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 18.6% during the second quarter, HoldingsChannel reports. The institutional investor owned 2,127,643 shares of the electronics... More of this article »
Prime Capital Investment Advisors LLC Sells 234 Shares of iShares Russell 1000 ETF $IWB
Prime Capital Investment Advisors LLC decreased its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.6% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Grimes & Company Inc. Has $372,000 Stock Holdings in Palo Alto Networks, Inc. $PANW
Grimes & Company Inc. raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 38.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Winthrop Advisory Group LLC Buys 169 Shares of The Boeing Company $BA
Winthrop Advisory Group LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 6.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
OLD National Bancorp IN Sells 1,598 Shares of United Parcel Service, Inc. $UPS
OLD National Bancorp IN lessened its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Shopify Inc. $SHOP Shares Sold by DMC Group LLC
DMC Group LLC lessened its holdings in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 14.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Watershed Private Wealth LLC Boosts Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB
Watershed Private Wealth LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 21.0% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Colony Family Offices LLC Has $1.50 Million Position in Vanguard FTSE Developed Markets ETF $VEA
Colony Family Offices LLC lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.8% during the second quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Vanguard Total Bond Market ETF $BND Shares Purchased by Bear Mountain Capital Inc.
Bear Mountain Capital Inc. increased its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Secured Retirement Advisors LLC Sells 17 Shares of Parker-Hannifin Corporation $PH
Secured Retirement Advisors LLC cut its holdings in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 0.9% during the second quarter, Holdings Channel.com reports. The fund owned 1,949 shares of the industrial... More of this article »
Louisiana State Employees Retirement System Sells 200 Shares of ServiceNow, Inc. $NOW
Louisiana State Employees Retirement System trimmed its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 1.8% during the second quarter, Holdings Channel reports. The fund owned 10,900 shares of the information technology... More of this article »
Belpointe Asset Management LLC Decreases Stock Holdings in Schwab U.S. TIPS ETF $SCHP
Belpointe Asset Management LLC reduced its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Belpointe Asset Management LLC Sells 480 Shares of iShares Select Dividend ETF $DVY
Belpointe Asset Management LLC trimmed its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 4.7% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 9,749 shares of the company’s... More of this article »
Magnolia Capital Management Ltd. Lowers Stake in Constellation Brands Inc $STZ
Magnolia Capital Management Ltd. trimmed its position in Constellation Brands Inc (NYSE:STZ – Free Report) by 6.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Lakeside Advisors INC. Sells 499 Shares of Verizon Communications Inc. $VZ
Lakeside Advisors INC. decreased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.8% during the second quarter, HoldingsChannel reports. The fund owned 5,186 shares of the cell phone carrier’s... More of this article »
Critical Contrast: GE Vernova (NYSE:GEV) and Gevo (NASDAQ:GEVO)
GE Vernova (NYSE:GEV – Get Free Report) and Gevo (NASDAQ:GEVO – Get Free Report) are both energy companies, but which is the better business? We will compare the two companies based on the strength of their valuation, institutional... More of this article »
Valeo Financial Advisors LLC Acquires 73 Shares of Trane Technologies plc $TT
Valeo Financial Advisors LLC increased its holdings in shares of Trane Technologies plc (NYSE:TT – Free Report) by 3.7% during the second quarter, Holdings Channel reports. The fund owned 2,071 shares of the company’s... More of this article »
Venturi Wealth Management LLC Purchases 239 Shares of BlackRock $BLK
Venturi Wealth Management LLC grew its position in shares of BlackRock (NYSE:BLK – Free Report) by 13.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
OLD National Bancorp IN Lowers Stake in Marriott International, Inc. $MAR
OLD National Bancorp IN lowered its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 13.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Simplicity Wealth LLC Purchases 1,316 Shares of Chubb Limited $CB
Simplicity Wealth LLC raised its position in Chubb Limited (NYSE:CB – Free Report) by 194.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Sax Wealth Advisors LLC Raises Stock Holdings in Dimensional US Core Equity Market ETF $DFAU
Sax Wealth Advisors LLC raised its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 19.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Venturi Wealth Management LLC Sells 1,121,346 Shares of iShares Core MSCI EAFE ETF $IEFA
Venturi Wealth Management LLC lessened its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 55.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
DMC Group LLC Decreases Stock Holdings in EOG Resources, Inc. $EOG
DMC Group LLC lowered its stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 7.7% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 8,944 shares of the energy exploration... More of this article »
Tcfg Wealth Management LLC Has $249,000 Position in Valero Energy Corporation $VLO
Tcfg Wealth Management LLC lowered its holdings in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 8.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Abel Hall LLC Has $1.36 Million Stake in Avantis U.S. Equity ETF $AVUS
Abel Hall LLC grew its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 489.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Canopy Partners LLC Grows Holdings in Linde PLC $LIN
Canopy Partners LLC boosted its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 2.9% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 788 shares of the basic... More of this article »
Visa Inc. $V is Capital City Trust Co. FL’s 10th Largest Position
Capital City Trust Co. FL decreased its position in Visa Inc. (NYSE:V – Free Report) by 0.6% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 24,874 shares of the credit-card processor’s... More of this article »
Sax Wealth Advisors LLC Lowers Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Sax Wealth Advisors LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Valeo Financial Advisors LLC Has $12.10 Million Stock Position in Exxon Mobil Corporation $XOM
Valeo Financial Advisors LLC lowered its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 112,214... More of this article »
Cortland Associates Inc. MO Sells 545 Shares of PepsiCo, Inc. $PEP
Cortland Associates Inc. MO lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 24.9% during the 2nd quarter, Holdings Channel reports. The fund owned 1,640 shares of the company’s stock after selling... More of this article »
Traphagen Investment Advisors LLC Cuts Position in Bank of America Corporation $BAC
Traphagen Investment Advisors LLC trimmed its holdings in Bank of America Corporation (NYSE:BAC) by 2.4% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
WoodTrust Financial Corp Purchases 112,275 Shares of Bank of America Corporation $BAC
WoodTrust Financial Corp boosted its stake in shares of Bank of America Corporation (NYSE:BAC) by 723.1% during the second quarter, Holdings Channel reports. The fund owned 127,802 shares of the financial services provider’s... More of this article »
WestEnd Advisors LLC Sells 24,580 Shares of Welltower Inc. $WELL
WestEnd Advisors LLC reduced its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 15.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »