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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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »-logo.jpg&w=240&h=220&zc=2)
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 »
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 »
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 »
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 »
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 »
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 »
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 »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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »