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Image for Vanguard Mid-Cap ETF $VO Shares Sold by Axis Wealth Partners LLC

Vanguard Mid-Cap ETF $VO Shares Sold by Axis Wealth Partners LLC

Axis Wealth Partners LLC trimmed its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 12.7% in the 2nd quarter, HoldingsChannel reports. The firm owned 898 shares of the company’s stock after selling 131... More of this article »
Image for Cranbrook Wealth Management LLC Buys 1,342 Shares of Abbott Laboratories $ABT

Cranbrook Wealth Management LLC Buys 1,342 Shares of Abbott Laboratories $ABT

Cranbrook Wealth Management LLC boosted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 12.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for IMS Capital Management Buys New Position in Procter & Gamble Company (The) $PG

IMS Capital Management Buys New Position in Procter & Gamble Company (The) $PG

IMS Capital Management purchased a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Walmart Inc. $WMT Stock Holdings Cut by Kentucky Trust Co

Walmart Inc. $WMT Stock Holdings Cut by Kentucky Trust Co

Kentucky Trust Co reduced its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.6% in the second quarter, HoldingsChannel.com reports. The firm owned 26,591 shares of the retailer’s stock after selling 157... More of this article »
Image for RVW Wealth LLC Reduces Position in Vanguard Growth ETF $VUG

RVW Wealth LLC Reduces Position in Vanguard Growth ETF $VUG

RVW Wealth LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for BCS Wealth Management Grows Stake in iShares Core U.S. Aggregate Bond ETF $AGG

BCS Wealth Management Grows Stake in iShares Core U.S. Aggregate Bond ETF $AGG

BCS Wealth Management raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.9% during the second quarter, HoldingsChannel.com reports. The firm owned 88,260 shares of the company’s... More of this article »
Image for Oak Wealth Advisors LLC Boosts Stake in Vanguard FTSE Developed Markets ETF $VEA

Oak Wealth Advisors LLC Boosts Stake in Vanguard FTSE Developed Markets ETF $VEA

Oak Wealth Advisors LLC raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for BCS Wealth Management Acquires 470 Shares of AbbVie Inc. $ABBV

BCS Wealth Management Acquires 470 Shares of AbbVie Inc. $ABBV

BCS Wealth Management boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Accurate Wealth Management LLC Acquires 224 Shares of iShares Core S&P Small-Cap ETF $IJR

Accurate Wealth Management LLC Acquires 224 Shares of iShares Core S&P Small-Cap ETF $IJR

Accurate Wealth Management LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Pine Haven Investment Counsel Inc Has $1.29 Million Position in The TJX Companies, Inc. $TJX

Pine Haven Investment Counsel Inc Has $1.29 Million Position in The TJX Companies, Inc. $TJX

Pine Haven Investment Counsel Inc lessened its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 2.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 10,433... More of this article »
Image for Kentucky Trust Co Has $45,000 Holdings in UnitedHealth Group Incorporated $UNH

Kentucky Trust Co Has $45,000 Holdings in UnitedHealth Group Incorporated $UNH

Kentucky Trust Co boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 53.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Sheets Smith Wealth Management Sells 112 Shares of The TJX Companies, Inc. $TJX

Sheets Smith Wealth Management Sells 112 Shares of The TJX Companies, Inc. $TJX

Sheets Smith Wealth Management decreased its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.1% during the second quarter, HoldingsChannel reports. The fund owned 80,676 shares of the apparel and... More of this article »
Image for Verum Partners LLC Acquires New Holdings in iShares Core S&P Mid-Cap ETF $IJH

Verum Partners LLC Acquires New Holdings in iShares Core S&P Mid-Cap ETF $IJH

Verum Partners LLC acquired a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund acquired 3,433 shares of the company’s stock, valued... More of this article »
Image for Accurate Wealth Management LLC Purchases 299 Shares of Eli Lilly and Company $LLY

Accurate Wealth Management LLC Purchases 299 Shares of Eli Lilly and Company $LLY

Accurate Wealth Management LLC increased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Evanson Asset Management LLC Acquires 4,236 Shares of Vanguard Total Bond Market ETF $BND

Evanson Asset Management LLC Acquires 4,236 Shares of Vanguard Total Bond Market ETF $BND

Evanson Asset Management LLC increased its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 14.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Foster Victor Wealth Advisors LLC Has $15.70 Million Holdings in Amgen Inc. $AMGN

Foster Victor Wealth Advisors LLC Has $15.70 Million Holdings in Amgen Inc. $AMGN

Foster Victor Wealth Advisors LLC increased its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Home Improvement Stocks To Follow Today – September 23rd

Home Improvement Stocks To Follow Today – September 23rd

Walmart, Home Depot, Target, Lowe’s Companies, and Wayfair are the five Home Improvement stocks to watch today, according to MarketBeat’s stock screener tool. Home improvement stocks are shares of publicly traded companies... More of this article »
Image for Foster Victor Wealth Advisors LLC Buys 283 Shares of Vanguard S&P 500 ETF $VOO

Foster Victor Wealth Advisors LLC Buys 283 Shares of Vanguard S&P 500 ETF $VOO

Foster Victor Wealth Advisors LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 23.3% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 1,500 shares of the company’s... More of this article »
Image for Norden Group LLC Sells 390 Shares of PepsiCo, Inc. $PEP

Norden Group LLC Sells 390 Shares of PepsiCo, Inc. $PEP

Norden Group LLC lowered its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 22,106 shares of the... More of this article »
Image for Pine Haven Investment Counsel Inc Has $816,000 Stake in The Walt Disney Company $DIS

Pine Haven Investment Counsel Inc Has $816,000 Stake in The Walt Disney Company $DIS

Pine Haven Investment Counsel Inc reduced its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 1.5% during the 2nd quarter, Holdings Channel reports. The fund owned 6,579 shares of the entertainment giant’s... More of this article »
Image for Verum Partners LLC Grows Stock Holdings in The TJX Companies, Inc. $TJX

Verum Partners LLC Grows Stock Holdings in The TJX Companies, Inc. $TJX

Verum Partners LLC grew its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 10.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Wealth Effects LLC Has $715,000 Stock Position in Morgan Stanley $MS

Wealth Effects LLC Has $715,000 Stock Position in Morgan Stanley $MS

Wealth Effects LLC cut its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 1.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,075 shares of the financial services... More of this article »
Image for Oracle Corporation $ORCL Shares Acquired by CHB Investment Group LLC

Oracle Corporation $ORCL Shares Acquired by CHB Investment Group LLC

CHB Investment Group LLC increased its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 3.7% during the second quarter, HoldingsChannel.com reports. The fund owned 1,499 shares of the enterprise software provider’s... More of this article »
Image for Lynch & Associates IN Increases Holdings in Verizon Communications Inc. $VZ

Lynch & Associates IN Increases Holdings in Verizon Communications Inc. $VZ

Lynch & Associates IN lifted its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.5% during the 2nd quarter, Holdings Channel.com reports. The fund owned 33,758 shares of the cell phone carrier’s... More of this article »
Image for Charter Capital Management LLC DE Buys Shares of 6,866 Vanguard S&P 500 ETF $VOO

Charter Capital Management LLC DE Buys Shares of 6,866 Vanguard S&P 500 ETF $VOO

Charter Capital Management LLC DE bought a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought... More of this article »
Image for Traction Financial Partners LLC Acquires 721 Shares of Invesco QQQ $QQQ

Traction Financial Partners LLC Acquires 721 Shares of Invesco QQQ $QQQ

Traction Financial Partners LLC raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for IMS Capital Management Purchases Shares of 2,825 McDonald’s Corporation $MCD

IMS Capital Management Purchases Shares of 2,825 McDonald’s Corporation $MCD

IMS Capital Management purchased a new position in McDonald’s Corporation (NYSE:MCD – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm purchased 2,825 shares of the fast-food giant’s stock,... More of this article »
Image for RVW Wealth LLC Takes Position in Palo Alto Networks, Inc. $PANW

RVW Wealth LLC Takes Position in Palo Alto Networks, Inc. $PANW

RVW Wealth LLC purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 1,000 shares of the network technology... More of this article »
Image for Peddock Capital Advisors LLC Grows Stock Holdings in Chevron Corporation $CVX

Peddock Capital Advisors LLC Grows Stock Holdings in Chevron Corporation $CVX

Peddock Capital Advisors LLC lifted its position in Chevron Corporation (NYSE:CVX – Free Report) by 0.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 61,551... More of this article »
Image for Amgen Inc. $AMGN Shares Purchased by Carr Financial Group Corp

Amgen Inc. $AMGN Shares Purchased by Carr Financial Group Corp

Carr Financial Group Corp increased its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Wealth Effects LLC Has $532,000 Stock Holdings in Vanguard Total International Stock ETF $VXUS

Wealth Effects LLC Has $532,000 Stock Holdings in Vanguard Total International Stock ETF $VXUS

Wealth Effects LLC trimmed its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 6.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Graypoint LLC Boosts Stock Position in Chubb Limited $CB

Graypoint LLC Boosts Stock Position in Chubb Limited $CB

Graypoint LLC lifted its position in shares of Chubb Limited (NYSE:CB – Free Report) by 0.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Graypoint LLC Purchases 799 Shares of iShares U.S. Technology ETF $IYW

Graypoint LLC Purchases 799 Shares of iShares U.S. Technology ETF $IYW

Graypoint LLC increased its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 2.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Ballentine Partners LLC Has $11.83 Million Stock Position in Vanguard Extended Market ETF $VXF

Ballentine Partners LLC Has $11.83 Million Stock Position in Vanguard Extended Market ETF $VXF

Ballentine Partners LLC lowered its position in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 17.6% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Norden Group LLC Grows Stake in American Electric Power Company, Inc. $AEP

Norden Group LLC Grows Stake in American Electric Power Company, Inc. $AEP

Norden Group LLC grew its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 3.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Maseco LLP Takes $598,000 Position in Vanguard Growth ETF $VUG

Maseco LLP Takes $598,000 Position in Vanguard Growth ETF $VUG

Maseco LLP acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Micron Technology (NASDAQ:MU) Price Target Raised to $180.00 at Bank of America

Micron Technology (NASDAQ:MU) Price Target Raised to $180.00 at Bank of America

Micron Technology (NASDAQ:MU – Get Free Report) had its price target lifted by investment analysts at Bank of America from $140.00 to $180.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “neutral”... More of this article »
Image for Eli Lilly and Company $LLY Shares Purchased by Retirement Income Solutions Inc

Eli Lilly and Company $LLY Shares Purchased by Retirement Income Solutions Inc

Retirement Income Solutions Inc increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.5% in the second quarter, Holdings Channel reports. The firm owned 2,220 shares of the company’s stock... More of this article »
Image for Kraft Asset Management LLC Has $287,000 Holdings in Vanguard Short-Term Treasury ETF $VGSH

Kraft Asset Management LLC Has $287,000 Holdings in Vanguard Short-Term Treasury ETF $VGSH

Kraft Asset Management LLC lowered its stake in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 13.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Dimensional Emerging Markets Core Equity 2 ETF $DFEM Shares Sold by Kraft Asset Management LLC

Dimensional Emerging Markets Core Equity 2 ETF $DFEM Shares Sold by Kraft Asset Management LLC

Kraft Asset Management LLC lessened its holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 34.7% during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Northside Capital Management LLC Purchases Shares of 5,350 Emerson Electric Co. $EMR

Northside Capital Management LLC Purchases Shares of 5,350 Emerson Electric Co. $EMR

Northside Capital Management LLC purchased a new stake in Emerson Electric Co. (NYSE:EMR – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund purchased 5,350 shares of the industrial products company’s... More of this article »
Image for Northside Capital Management LLC Grows Position in General Mills, Inc. $GIS

Northside Capital Management LLC Grows Position in General Mills, Inc. $GIS

Northside Capital Management LLC boosted its stake in General Mills, Inc. (NYSE:GIS – Free Report) by 9.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,307 shares... More of this article »
Image for Kentucky Trust Co Sells 750 Shares of DuPont de Nemours, Inc. $DD

Kentucky Trust Co Sells 750 Shares of DuPont de Nemours, Inc. $DD

Kentucky Trust Co cut its holdings in DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 15.1% during the 2nd quarter, Holdings Channel reports. The fund owned 4,203 shares of the basic materials company’s stock after... More of this article »
Image for IMS Capital Management Purchases Shares of 4,296 Moody’s Corporation $MCO

IMS Capital Management Purchases Shares of 4,296 Moody’s Corporation $MCO

IMS Capital Management acquired a new position in shares of Moody’s Corporation (NYSE:MCO – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 4,296... More of this article »
Image for iShares Core High Dividend ETF $HDV Shares Bought by Graypoint LLC

iShares Core High Dividend ETF $HDV Shares Bought by Graypoint LLC

Graypoint LLC grew its position in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 6.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for General Motors (NYSE:GM) Raised to Buy at UBS Group

General Motors (NYSE:GM) Raised to Buy at UBS Group

General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) was upgraded by equities research analysts at UBS Group from a “neutral” rating to a “buy” rating in a research note issued on Wednesday, MarketBeat... More of this article »
Image for Foster Victor Wealth Advisors LLC Decreases Stock Position in Booking Holdings Inc. $BKNG

Foster Victor Wealth Advisors LLC Decreases Stock Position in Booking Holdings Inc. $BKNG

Foster Victor Wealth Advisors LLC cut its stake in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 1.9% in the second quarter, Holdings Channel reports. The institutional investor owned 2,948 shares of the business services... More of this article »
Image for Foster Victor Wealth Advisors LLC Increases Stock Position in Vertex Pharmaceuticals Incorporated $VRTX

Foster Victor Wealth Advisors LLC Increases Stock Position in Vertex Pharmaceuticals Incorporated $VRTX

Foster Victor Wealth Advisors LLC grew its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 10.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for Ballentine Partners LLC Sells 1,784 Shares of Chevron Corporation $CVX

Ballentine Partners LLC Sells 1,784 Shares of Chevron Corporation $CVX

Ballentine Partners LLC lessened its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 4.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Ballentine Partners LLC Buys 175 Shares of Boston Scientific Corporation $BSX

Ballentine Partners LLC Buys 175 Shares of Boston Scientific Corporation $BSX

Ballentine Partners LLC increased its stake in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 0.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »