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Image for Colonial River Wealth Management LLC Cuts Holdings in The Boeing Company (NYSE:BA)

Colonial River Wealth Management LLC Cuts Holdings in The Boeing Company (NYSE:BA)

Colonial River Wealth Management LLC decreased its position in shares of The Boeing Company (NYSE:BA – Get Rating) by 15.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Mayport LLC’s 5th Largest Position

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Mayport LLC’s 5th Largest Position

Mayport LLC lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 15.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for 14,883 Shares in T. Rowe Price Equity Income ETF (NYSEARCA:TEQI) Purchased by Kowal Investment Group LLC

14,883 Shares in T. Rowe Price Equity Income ETF (NYSEARCA:TEQI) Purchased by Kowal Investment Group LLC

Kowal Investment Group LLC acquired a new position in shares of T. Rowe Price Equity Income ETF (NYSEARCA:TEQI – Get Rating) in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Kowal Investment Group LLC Makes New Investment in Prudential Financial, Inc. (NYSE:PRU)

Kowal Investment Group LLC Makes New Investment in Prudential Financial, Inc. (NYSE:PRU)

Kowal Investment Group LLC bought a new stake in Prudential Financial, Inc. (NYSE:PRU – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Mayport LLC’s 5th Largest Position

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Mayport LLC’s 5th Largest Position

Mayport LLC lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 15.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Mayport LLC Boosts Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Mayport LLC Boosts Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Mayport LLC increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 22.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Kowal Investment Group LLC Takes Position in Prudential Financial, Inc. (NYSE:PRU)

Kowal Investment Group LLC Takes Position in Prudential Financial, Inc. (NYSE:PRU)

Kowal Investment Group LLC bought a new stake in Prudential Financial, Inc. (NYSE:PRU – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought... More of this article »
Image for Pflug Koory LLC Sells 200 Shares of AbbVie Inc. (NYSE:ABBV)

Pflug Koory LLC Sells 200 Shares of AbbVie Inc. (NYSE:ABBV)

Pflug Koory LLC cut its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 1.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Sold by Butensky & Cohen Financial Security Inc.

AbbVie Inc. (NYSE:ABBV) Shares Sold by Butensky & Cohen Financial Security Inc.

Butensky & Cohen Financial Security Inc. lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 8.9% in the first quarter, Holdings Channel reports. The firm owned 31,356 shares of the company’s stock... More of this article »
Image for Independence Bank of Kentucky Increases Stock Holdings in AbbVie Inc. (NYSE:ABBV)

Independence Bank of Kentucky Increases Stock Holdings in AbbVie Inc. (NYSE:ABBV)

Independence Bank of Kentucky lifted its stake in AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,871... More of this article »
Image for Charter Trust Co. Sells 99 Shares of Alphabet Inc. (NASDAQ:GOOG)

Charter Trust Co. Sells 99 Shares of Alphabet Inc. (NASDAQ:GOOG)

Charter Trust Co. lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 10.3% during the first quarter, HoldingsChannel.com reports. The fund owned 862 shares of the information services provider’s... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Position Lowered by Chesley Taft & Associates LLC

AbbVie Inc. (NYSE:ABBV) Position Lowered by Chesley Taft & Associates LLC

Chesley Taft & Associates LLC decreased its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 0.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 21,842 shares of the company’s stock after... More of this article »
Image for SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Purchased by WealthBridge Capital Management LLC

SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Purchased by WealthBridge Capital Management LLC

WealthBridge Capital Management LLC boosted its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 2.4% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 4,325 shares... More of this article »
Image for iShares Preferred and Income Securities ETF (NASDAQ:PFF) Shares Sold by City Holding Co.

iShares Preferred and Income Securities ETF (NASDAQ:PFF) Shares Sold by City Holding Co.

City Holding Co. cut its stake in shares of iShares Preferred and Income Securities ETF (NASDAQ:PFF – Get Rating) by 0.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for City Holding Co. Has $3.59 Million Holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

City Holding Co. Has $3.59 Million Holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

City Holding Co. decreased its stake in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD – Get Rating) by 2.2% during the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Peoples Financial Services CORP. Sells 707 Shares of DuPont de Nemours, Inc. (NYSE:DD)

Peoples Financial Services CORP. Sells 707 Shares of DuPont de Nemours, Inc. (NYSE:DD)

Peoples Financial Services CORP. cut its position in DuPont de Nemours, Inc. (NYSE:DD – Get Rating) by 6.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for SevenBridge Financial Group LLC Grows Stake in McDonald’s Co. (NYSE:MCD)

SevenBridge Financial Group LLC Grows Stake in McDonald’s Co. (NYSE:MCD)

SevenBridge Financial Group LLC grew its holdings in McDonald’s Co. (NYSE:MCD – Get Rating) by 109.5% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 6,200 shares of... More of this article »
Image for SevenBridge Financial Group LLC Has $687,000 Position in L3Harris Technologies, Inc. (NYSE:LHX)

SevenBridge Financial Group LLC Has $687,000 Position in L3Harris Technologies, Inc. (NYSE:LHX)

SevenBridge Financial Group LLC reduced its holdings in L3Harris Technologies, Inc. (NYSE:LHX – Get Rating) by 14.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by TPG Financial Advisors LLC

PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by TPG Financial Advisors LLC

TPG Financial Advisors LLC boosted its position in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 29.0% in the 1st quarter, HoldingsChannel reports. The firm owned 3,028 shares of the company’s stock after purchasing an additional... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) is Cohen Klingenstein LLC’s 9th Largest Position

PepsiCo, Inc. (NASDAQ:PEP) is Cohen Klingenstein LLC’s 9th Largest Position

Cohen Klingenstein LLC lowered its position in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.3% in the 1st quarter, HoldingsChannel reports. The fund owned 404,863 shares of the company’s stock after selling 1,180 shares... More of this article »
Image for Foster Victor Wealth Advisors LLC Sells 39 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Foster Victor Wealth Advisors LLC Sells 39 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Foster Victor Wealth Advisors LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 7.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 515 shares of the healthcare... More of this article »
Image for Thomasville National Bank Has $2.90 Million Position in PepsiCo, Inc. (NASDAQ:PEP)

Thomasville National Bank Has $2.90 Million Position in PepsiCo, Inc. (NASDAQ:PEP)

Thomasville National Bank lowered its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 21.3% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for AdvisorNet Financial Inc Has $3.66 Million Stake in Schwab U.S. TIPs ETF (NYSEARCA:SCHP)

AdvisorNet Financial Inc Has $3.66 Million Stake in Schwab U.S. TIPs ETF (NYSEARCA:SCHP)

AdvisorNet Financial Inc reduced its position in shares of Schwab U.S. TIPs ETF (NYSEARCA:SCHP – Get Rating) by 22.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for DeDora Capital Inc. Makes New Investment in Ecolab Inc. (NYSE:ECL)

DeDora Capital Inc. Makes New Investment in Ecolab Inc. (NYSE:ECL)

DeDora Capital Inc. purchased a new position in Ecolab Inc. (NYSE:ECL – Get Rating) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Thomasville National Bank Increases Holdings in Merck & Co., Inc. (NYSE:MRK)

Thomasville National Bank Increases Holdings in Merck & Co., Inc. (NYSE:MRK)

Thomasville National Bank boosted its position in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 1.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for DeDora Capital Inc. Acquires New Shares in Northrop Grumman Co. (NYSE:NOC)

DeDora Capital Inc. Acquires New Shares in Northrop Grumman Co. (NYSE:NOC)

DeDora Capital Inc. acquired a new stake in Northrop Grumman Co. (NYSE:NOC – Get Rating) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 138 shares of the aerospace company’s stock,... More of this article »
Image for Sprott Physical Gold Trust (NYSEARCA:PHYS) Holdings Boosted by G&S Capital LLC

Sprott Physical Gold Trust (NYSEARCA:PHYS) Holdings Boosted by G&S Capital LLC

G&S Capital LLC boosted its holdings in Sprott Physical Gold Trust (NYSEARCA:PHYS – Get Rating) by 50.6% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for G&S Capital LLC Has $809,000 Stake in The Mosaic Company (NYSE:MOS)

G&S Capital LLC Has $809,000 Stake in The Mosaic Company (NYSE:MOS)

G&S Capital LLC trimmed its holdings in The Mosaic Company (NYSE:MOS – Get Rating) by 40.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for City Holding Co. Grows Position in iShares Semiconductor ETF (NASDAQ:SOXX)

City Holding Co. Grows Position in iShares Semiconductor ETF (NASDAQ:SOXX)

City Holding Co. lifted its holdings in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Get Rating) by 13.7% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Steph & Co. Grows Position in Exelon Co. (NASDAQ:EXC)

Steph & Co. Grows Position in Exelon Co. (NASDAQ:EXC)

Steph & Co. increased its stake in Exelon Co. (NASDAQ:EXC – Get Rating) by 5.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,512... More of this article »
Image for Minot Wealth Management LLC Raises Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Minot Wealth Management LLC Raises Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Minot Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 6.9% in the first quarter, HoldingsChannel reports. The firm owned 2,103 shares of the company’s... More of this article »
Image for NextEra Energy, Inc. (NYSE:NEE) Shares Sold by YorkBridge Wealth Partners LLC

NextEra Energy, Inc. (NYSE:NEE) Shares Sold by YorkBridge Wealth Partners LLC

YorkBridge Wealth Partners LLC lessened its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 1.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for 2,105 Shares in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Bought by Kowal Investment Group LLC

2,105 Shares in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Bought by Kowal Investment Group LLC

Kowal Investment Group LLC purchased a new stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Kowal Investment Group LLC Purchases New Shares in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Kowal Investment Group LLC Purchases New Shares in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Kowal Investment Group LLC purchased a new stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Get Rating) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for 1,807 Shares in EOG Resources, Inc. (NYSE:EOG) Purchased by Foster Victor Wealth Advisors LLC

1,807 Shares in EOG Resources, Inc. (NYSE:EOG) Purchased by Foster Victor Wealth Advisors LLC

Foster Victor Wealth Advisors LLC acquired a new stake in shares of EOG Resources, Inc. (NYSE:EOG – Get Rating) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for American Electric Power Company, Inc. (NASDAQ:AEP) Shares Sold by Thomasville National Bank

American Electric Power Company, Inc. (NASDAQ:AEP) Shares Sold by Thomasville National Bank

Thomasville National Bank trimmed its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Get Rating) by 12.5% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 5,319 shares... More of this article »
Image for DeDora Capital Inc. Makes New $58,000 Investment in Ford Motor (NYSE:F)

DeDora Capital Inc. Makes New $58,000 Investment in Ford Motor (NYSE:F)

DeDora Capital Inc. bought a new position in Ford Motor (NYSE:F – Get Rating) in the first quarter, Holdings Channel reports. The institutional investor bought 3,423 shares of the auto manufacturer’s stock, valued at... More of this article »
Image for Sabal Trust CO Buys Shares of 3,494 Corteva, Inc. (NYSE:CTVA)

Sabal Trust CO Buys Shares of 3,494 Corteva, Inc. (NYSE:CTVA)

Sabal Trust CO purchased a new position in shares of Corteva, Inc. (NYSE:CTVA – Get Rating) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 3,494 shares... More of this article »
Image for Edwards Lifesciences Co. (NYSE:EW) Shares Acquired by Pinnacle Bancorp Inc.

Edwards Lifesciences Co. (NYSE:EW) Shares Acquired by Pinnacle Bancorp Inc.

Pinnacle Bancorp Inc. increased its holdings in Edwards Lifesciences Co. (NYSE:EW – Get Rating) by 18.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for AdvisorNet Financial Inc Boosts Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

AdvisorNet Financial Inc Boosts Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

AdvisorNet Financial Inc boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 0.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for IBM Retirement Fund Decreases Stock Position in Ameriprise Financial, Inc. (NYSE:AMP)

IBM Retirement Fund Decreases Stock Position in Ameriprise Financial, Inc. (NYSE:AMP)

IBM Retirement Fund lowered its stake in Ameriprise Financial, Inc. (NYSE:AMP – Get Rating) by 5.5% during the 1st quarter, Holdings Channel reports. The institutional investor owned 1,791 shares of the financial services provider’s... More of this article »
Image for Cabot Wealth Management Inc. Has $348,000 Position in Applied Materials, Inc. (NASDAQ:AMAT)

Cabot Wealth Management Inc. Has $348,000 Position in Applied Materials, Inc. (NASDAQ:AMAT)

Cabot Wealth Management Inc. reduced its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Get Rating) by 4.2% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 2,640 shares of the manufacturing... More of this article »
Image for Valtinson Bruner Financial Planning LLC Has $4.07 Million Holdings in Innovator U.S. Equity Power Buffer ETF – December (NYSEARCA:PDEC)

Valtinson Bruner Financial Planning LLC Has $4.07 Million Holdings in Innovator U.S. Equity Power Buffer ETF – December (NYSEARCA:PDEC)

Valtinson Bruner Financial Planning LLC lowered its stake in shares of Innovator U.S. Equity Power Buffer ETF – December (NYSEARCA:PDEC – Get Rating) by 0.8% in the first quarter, according to its most recent 13F filing... More of this article »
Image for CRA Financial Services LLC Increases Holdings in SPDR Gold Shares (NYSEARCA:GLD)

CRA Financial Services LLC Increases Holdings in SPDR Gold Shares (NYSEARCA:GLD)

CRA Financial Services LLC raised its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 12.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for WealthBridge Capital Management LLC Has $506,000 Stock Position in Nuveen Select Tax-Free Income Portfolio (NYSE:NXP)

WealthBridge Capital Management LLC Has $506,000 Stock Position in Nuveen Select Tax-Free Income Portfolio (NYSE:NXP)

WealthBridge Capital Management LLC reduced its position in Nuveen Select Tax-Free Income Portfolio (NYSE:NXP – Get Rating) by 5.7% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 35,033... More of this article »
Image for Colonial River Wealth Management LLC Trims Stock Holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD)

Colonial River Wealth Management LLC Trims Stock Holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD)

Colonial River Wealth Management LLC trimmed its holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD – Get Rating) by 36.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Invesco Zacks Mid-Cap ETF (NYSEARCA:CZA) Stock Position Trimmed by Colonial River Wealth Management LLC

Invesco Zacks Mid-Cap ETF (NYSEARCA:CZA) Stock Position Trimmed by Colonial River Wealth Management LLC

Colonial River Wealth Management LLC cut its position in Invesco Zacks Mid-Cap ETF (NYSEARCA:CZA – Get Rating) by 58.0% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Fulcrum Equity Management Sells 834 Shares of Invesco KBW Bank ETF (NASDAQ:KBWB)

Fulcrum Equity Management Sells 834 Shares of Invesco KBW Bank ETF (NASDAQ:KBWB)

Fulcrum Equity Management trimmed its position in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Get Rating) by 18.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Atticus Wealth Management LLC Purchases 3,282 Shares of Starbucks Co. (NASDAQ:SBUX)

Atticus Wealth Management LLC Purchases 3,282 Shares of Starbucks Co. (NASDAQ:SBUX)

Atticus Wealth Management LLC boosted its position in Starbucks Co. (NASDAQ:SBUX – Get Rating) by 1,674.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by Fulcrum Equity Management

iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by Fulcrum Equity Management

Fulcrum Equity Management reduced its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) by 38.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »