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Image for Vanguard S&P 500 ETF (NYSEARCA:VOO) is AE Wealth Management LLC’s Largest Position

Vanguard S&P 500 ETF (NYSEARCA:VOO) is AE Wealth Management LLC’s Largest Position

AE Wealth Management LLC cut its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 3.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Insight Folios Inc Buys 25,340 Shares of AT&T Inc. (NYSE:T)

Insight Folios Inc Buys 25,340 Shares of AT&T Inc. (NYSE:T)

Insight Folios Inc lifted its stake in shares of AT&T Inc. (NYSE:T – Get Rating) by 13.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Ballast Inc. Boosts Stake in The Coca-Cola Company (NYSE:KO)

Ballast Inc. Boosts Stake in The Coca-Cola Company (NYSE:KO)

Ballast Inc. increased its position in The Coca-Cola Company (NYSE:KO – Get Rating) by 1.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Sanctuary Wealth Management L.L.C.

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by Sanctuary Wealth Management L.L.C.

Sanctuary Wealth Management L.L.C. decreased its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 6.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Madden Advisory Services Inc. Has $1.09 Million Stock Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

Madden Advisory Services Inc. Has $1.09 Million Stock Holdings in Invesco QQQ Trust (NASDAQ:QQQ)

Madden Advisory Services Inc. lessened its holdings in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 1.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for iShares S&P 400 MidCap ETF (NYSEARCA:IJH) Shares Sold by West Financial Advisors LLC

iShares S&P 400 MidCap ETF (NYSEARCA:IJH) Shares Sold by West Financial Advisors LLC

West Financial Advisors LLC cut its holdings in shares of iShares S&P 400 MidCap ETF (NYSEARCA:IJH – Get Rating) by 20.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Professional Advisory Services Inc. Has $13.42 Million Stock Holdings in S&P Global Inc. (NYSE:SPGI)

Professional Advisory Services Inc. Has $13.42 Million Stock Holdings in S&P Global Inc. (NYSE:SPGI)

Professional Advisory Services Inc. lifted its holdings in S&P Global Inc. (NYSE:SPGI – Get Rating) by 8.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Carolina Wealth Advisors LLC

Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Carolina Wealth Advisors LLC

Carolina Wealth Advisors LLC cut its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Get Rating) by 23.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Professional Advisory Services Inc. Acquires New Holdings in Altria Group, Inc. (NYSE:MO)

Professional Advisory Services Inc. Acquires New Holdings in Altria Group, Inc. (NYSE:MO)

Professional Advisory Services Inc. acquired a new stake in Altria Group, Inc. (NYSE:MO – Get Rating) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Image for John W. Brooker & Co. CPAs Increases Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

John W. Brooker & Co. CPAs Increases Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

John W. Brooker & Co. CPAs raised its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 224.0% during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for IFM Investors Pty Ltd Boosts Stake in The TJX Companies, Inc. (NYSE:TJX)

IFM Investors Pty Ltd Boosts Stake in The TJX Companies, Inc. (NYSE:TJX)

IFM Investors Pty Ltd lifted its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 16.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Colton Groome Financial Advisors LLC Has $761,000 Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Colton Groome Financial Advisors LLC Has $761,000 Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Colton Groome Financial Advisors LLC grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 9.0% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Ballast Inc. Has $1.48 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Ballast Inc. Has $1.48 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Ballast Inc. trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 3.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Hahn Capital Management LLC Acquires Shares of 107,786 Advanced Micro Devices, Inc. (NASDAQ:AMD)

Hahn Capital Management LLC Acquires Shares of 107,786 Advanced Micro Devices, Inc. (NASDAQ:AMD)

Hahn Capital Management LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Northwest Investment Counselors LLC’s 8th Largest Position

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Northwest Investment Counselors LLC’s 8th Largest Position

Northwest Investment Counselors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 5.3% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Curbstone Financial Management Corp Has $2.35 Million Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Curbstone Financial Management Corp Has $2.35 Million Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Curbstone Financial Management Corp grew its stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 2.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Tilia Fiduciary Partners Inc. Purchases 203 Shares of Stryker Co. (NYSE:SYK)

Tilia Fiduciary Partners Inc. Purchases 203 Shares of Stryker Co. (NYSE:SYK)

Tilia Fiduciary Partners Inc. raised its stake in shares of Stryker Co. (NYSE:SYK – Get Rating) by 5.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,234 shares of... More of this article »
Image for Ballast Inc. Makes New Investment in Becton, Dickinson and Company (NYSE:BDX)

Ballast Inc. Makes New Investment in Becton, Dickinson and Company (NYSE:BDX)

Ballast Inc. acquired a new position in Becton, Dickinson and Company (NYSE:BDX – Get Rating) during the first quarter, according to the company in its most recent filing with the SEC. The fund acquired 765 shares of the medical... More of this article »
Image for IFM Investors Pty Ltd Purchases 7,214 Shares of Illinois Tool Works Inc. (NYSE:ITW)

IFM Investors Pty Ltd Purchases 7,214 Shares of Illinois Tool Works Inc. (NYSE:ITW)

IFM Investors Pty Ltd lifted its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Get Rating) by 17.2% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for John W. Brooker & Co. CPAs Cuts Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)

John W. Brooker & Co. CPAs Cuts Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)

John W. Brooker & Co. CPAs reduced its stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 18.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Curbstone Financial Management Corp Boosts Stock Position in iShares TIPS Bond ETF (NYSEARCA:TIP)

Curbstone Financial Management Corp Boosts Stock Position in iShares TIPS Bond ETF (NYSEARCA:TIP)

Curbstone Financial Management Corp lifted its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Get Rating) by 1.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Bought by Sanctuary Wealth Management L.L.C.

Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Bought by Sanctuary Wealth Management L.L.C.

Sanctuary Wealth Management L.L.C. increased its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) by 5.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Tilia Fiduciary Partners Inc. Buys 5,100 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Tilia Fiduciary Partners Inc. Buys 5,100 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Tilia Fiduciary Partners Inc. grew its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 98.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Colton Groome Financial Advisors LLC Acquires New Shares in The Southern Company (NYSE:SO)

Colton Groome Financial Advisors LLC Acquires New Shares in The Southern Company (NYSE:SO)

Colton Groome Financial Advisors LLC acquired a new stake in The Southern Company (NYSE:SO – Get Rating) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for FirstPurpose Wealth LLC Increases Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

FirstPurpose Wealth LLC Increases Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)

FirstPurpose Wealth LLC raised its position in NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 9.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 2,531 shares of... More of this article »
Image for NextEra Energy, Inc. (NYSE:NEE) Shares Purchased by SkyOak Wealth LLC

NextEra Energy, Inc. (NYSE:NEE) Shares Purchased by SkyOak Wealth LLC

SkyOak Wealth LLC increased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 1.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Stony Point Wealth Management Inc. Makes New Investment in Exxon Mobil Co. (NYSE:XOM)

Stony Point Wealth Management Inc. Makes New Investment in Exxon Mobil Co. (NYSE:XOM)

Stony Point Wealth Management Inc. purchased a new stake in Exxon Mobil Co. (NYSE:XOM – Get Rating) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased... More of this article »
Image for Elk River Wealth Management LLC Sells 607 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Elk River Wealth Management LLC Sells 607 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Elk River Wealth Management LLC decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 7.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for PDS Planning Inc Purchases 505 Shares of International Business Machines Co. (NYSE:IBM)

PDS Planning Inc Purchases 505 Shares of International Business Machines Co. (NYSE:IBM)

PDS Planning Inc increased its holdings in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 21.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Curbstone Financial Management Corp Acquires 7,950 Shares of Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO)

Curbstone Financial Management Corp Acquires 7,950 Shares of Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO)

Curbstone Financial Management Corp boosted its holdings in shares of Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO – Get Rating) by 3.0% during the first quarter, according to its most recent Form 13F filing with... More of this article »
Image for Key Colony Management LLC Takes Position in Coterra Energy Inc. (NYSE:CTRA)

Key Colony Management LLC Takes Position in Coterra Energy Inc. (NYSE:CTRA)

Key Colony Management LLC purchased a new stake in shares of Coterra Energy Inc. (NYSE:CTRA – Get Rating) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Image for Curbstone Financial Management Corp Purchases 4,996 Shares of Target Co. (NYSE:TGT)

Curbstone Financial Management Corp Purchases 4,996 Shares of Target Co. (NYSE:TGT)

Curbstone Financial Management Corp raised its position in Target Co. (NYSE:TGT – Get Rating) by 50.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Bought by Ritholtz Wealth Management

Exxon Mobil Co. (NYSE:XOM) Shares Bought by Ritholtz Wealth Management

Ritholtz Wealth Management boosted its position in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 8.7% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 42,116 shares... More of this article »
Image for Madden Advisory Services Inc. Boosts Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Madden Advisory Services Inc. Boosts Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Madden Advisory Services Inc. boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) by 4.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Marks Wealth LLC Has $14.85 Million Position in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Marks Wealth LLC Has $14.85 Million Position in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Marks Wealth LLC decreased its position in shares of JPMorgan Ultra-Short Income ETF (BATS:JPST – Get Rating) by 26.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 295,473 shares of... More of this article »
Image for 1,637 Shares in Intercontinental Exchange, Inc. (NYSE:ICE) Purchased by PDS Planning Inc

1,637 Shares in Intercontinental Exchange, Inc. (NYSE:ICE) Purchased by PDS Planning Inc

PDS Planning Inc bought a new stake in Intercontinental Exchange, Inc. (NYSE:ICE – Get Rating) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Insight Folios Inc Has $652,000 Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Insight Folios Inc Has $652,000 Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Insight Folios Inc lessened its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 4.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Curbstone Financial Management Corp Purchases 100 Shares of Eli Lilly and Company (NYSE:LLY)

Curbstone Financial Management Corp Purchases 100 Shares of Eli Lilly and Company (NYSE:LLY)

Curbstone Financial Management Corp lifted its position in shares of Eli Lilly and Company (NYSE:LLY – Get Rating) by 1.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Colonial River Wealth Management LLC Cuts Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Colonial River Wealth Management LLC Cuts Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Colonial River Wealth Management LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 15.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for KCS Wealth Advisory Boosts Position in Merck & Co., Inc. (NYSE:MRK)

KCS Wealth Advisory Boosts Position in Merck & Co., Inc. (NYSE:MRK)

KCS Wealth Advisory grew its position in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 5.6% 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 IFM Investors Pty Ltd Increases Stock Position in Cheniere Energy, Inc. (NYSEAMERICAN:LNG)

IFM Investors Pty Ltd Increases Stock Position in Cheniere Energy, Inc. (NYSEAMERICAN:LNG)

IFM Investors Pty Ltd boosted its holdings in Cheniere Energy, Inc. (NYSEAMERICAN:LNG – Get Rating) by 118.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Peterson Wealth Services Has $9.62 Million Position in VanEck Agribusiness ETF (NYSEARCA:MOO)

Peterson Wealth Services Has $9.62 Million Position in VanEck Agribusiness ETF (NYSEARCA:MOO)

Peterson Wealth Services boosted its position in VanEck Agribusiness ETF (NYSEARCA:MOO – Get Rating) by 7.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 92,027 shares of... More of this article »
Image for SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Acquired by New England Guild Wealth Advisors Inc.

SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Acquired by New England Guild Wealth Advisors Inc.

New England Guild Wealth Advisors Inc. grew its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 4.4% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Eagle Capital Management LLC Has $22.64 Million Stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Eagle Capital Management LLC Has $22.64 Million Stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Eagle Capital Management LLC lifted its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 35.5% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Professional Advisory Services Inc. Purchases Shares of 281,492 iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Professional Advisory Services Inc. Purchases Shares of 281,492 iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Professional Advisory Services Inc. bought a new position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Get Rating) in the first quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Carolina Wealth Advisors LLC Has $2.41 Million Stock Holdings in Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO)

Carolina Wealth Advisors LLC Has $2.41 Million Stock Holdings in Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO)

Carolina Wealth Advisors LLC grew its position in Invesco BulletShares 2024 Corporate Bond ETF (NYSEARCA:BSCO – Get Rating) by 1.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Rothschild Investment Corp IL Purchases 3,300 Shares of Novo Nordisk A/S (NYSE:NVO)

Rothschild Investment Corp IL Purchases 3,300 Shares of Novo Nordisk A/S (NYSE:NVO)

Rothschild Investment Corp IL raised its position in shares of Novo Nordisk A/S (NYSE:NVO – Get Rating) by 22.2% 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 Rothschild Investment Corp IL Boosts Holdings in Northrop Grumman Co. (NYSE:NOC)

Rothschild Investment Corp IL Boosts Holdings in Northrop Grumman Co. (NYSE:NOC)

Rothschild Investment Corp IL raised its stake in shares of Northrop Grumman Co. (NYSE:NOC – Get Rating) by 35.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stock Holdings Boosted by Carolina Wealth Advisors LLC

Schwab US Large-Cap ETF (NYSEARCA:SCHX) Stock Holdings Boosted by Carolina Wealth Advisors LLC

Carolina Wealth Advisors LLC boosted its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 101.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Professional Advisory Services Inc. Acquires 37,488 Shares of Stanley Black & Decker, Inc. (NYSE:SWK)

Professional Advisory Services Inc. Acquires 37,488 Shares of Stanley Black & Decker, Inc. (NYSE:SWK)

Professional Advisory Services Inc. lifted its holdings in Stanley Black & Decker, Inc. (NYSE:SWK – Get Rating) by 40.9% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »