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Tower Wealth Partners Inc. Makes New Investment in Palantir Technologies Inc. $PLTR
Tower Wealth Partners Inc. purchased a new position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Davidson Investment Advisors Decreases Stock Position in Walmart Inc. $WMT
Davidson Investment Advisors cut its stake in Walmart Inc. (NYSE:WMT – Free Report) by 49.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Nvest Financial LLC Grows Stake in GE Aerospace $GE
Nvest Financial LLC boosted its position in GE Aerospace (NYSE:GE – Free Report) by 4.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,091 shares of the company’s stock after buying an additional 42... More of this article »
The TJX Companies, Inc. $TJX Shares Purchased by Nvest Financial LLC
Nvest Financial LLC boosted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.8% during the 2nd quarter, Holdings Channel reports. The fund owned 23,489 shares of the apparel and home fashions retailer’s... More of this article »
New York State Teachers Retirement System Sells 353 Shares of Honeywell International Inc. $HON
New York State Teachers Retirement System cut its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.1% during the second quarter, according to the company in its most recent disclosure with the... More of this article »
New York State Teachers Retirement System Grows Stock Position in QUALCOMM Incorporated $QCOM
New York State Teachers Retirement System boosted its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.3% in the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
GE Aerospace $GE Shares Sold by Stableford Capital II LLC
Stableford Capital II LLC trimmed its position in shares of GE Aerospace (NYSE:GE – Free Report) by 12.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Generali Asset Management SPA SGR Has $5.84 Million Stock Position in Intel Corporation $INTC
Generali Asset Management SPA SGR trimmed its position in Intel Corporation (NASDAQ:INTC – Free Report) by 5.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Axxcess Wealth Management LLC Purchases 1,140 Shares of Palo Alto Networks, Inc. $PANW
Axxcess Wealth Management LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 18.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 7,370 shares of the network technology... More of this article »
Patten & Patten Inc. TN Lowers Stock Holdings in Merck & Co., Inc. $MRK
Patten & Patten Inc. TN lowered its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bridges Investment Management Inc. Grows Holdings in AutoZone, Inc. $AZO
Bridges Investment Management Inc. grew its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Alta Capital Management LLC Sells 27,851 Shares of AT&T Inc. $T
Alta Capital Management LLC trimmed its holdings in AT&T Inc. (NYSE:T – Free Report) by 14.1% in the second quarter, HoldingsChannel reports. The fund owned 169,005 shares of the technology company’s stock after selling... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Sells 37 Shares of Tesla, Inc. $TSLA
Mitchell Mcleod Pugh & Williams Inc. trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Tesla, Inc. $TSLA Stake Lessened by AEGON ASSET MANAGEMENT UK Plc
AEGON ASSET MANAGEMENT UK Plc lowered its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Alta Capital Management LLC Buys 40,584 Shares of Fastenal Company $FAST
Alta Capital Management LLC increased its stake in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 109.7% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 77,578 shares of the company’s... More of this article »
Patten & Patten Inc. TN Purchases 2,096 Shares of GE Vernova Inc. $GEV
Patten & Patten Inc. TN increased its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 51.9% during the second quarter, HoldingsChannel.com reports. The firm owned 6,134 shares of the company’s stock after... More of this article »
2,068 Shares in Vanguard Total Stock Market ETF $VTI Purchased by Nestegg Advisors Inc.
Nestegg Advisors Inc. acquired a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Turtle Creek Wealth Advisors LLC Has $1.30 Million Stock Position in ConocoPhillips $COP
Turtle Creek Wealth Advisors LLC lifted its stake in ConocoPhillips (NYSE:COP – Free Report) by 5.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,502... More of this article »
Evernest Financial Advisors LLC Takes Position in Cheniere Energy, Inc. $LNG
Evernest Financial Advisors LLC bought a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the second quarter, Holdings Channel reports. The institutional investor bought 1,356 shares of the energy company’s... More of this article »
Wealthspan Partners LLC Has $2.91 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH
Wealthspan Partners LLC decreased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 17.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Patten & Patten Inc. TN Sells 7,899 Shares of Vanguard Short-Term Corporate Bond ETF $VCSH
Patten & Patten Inc. TN lowered its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.0% in the second quarter, HoldingsChannel.com reports. The fund owned 187,751 shares of the company’s... More of this article »
Interchange Capital Partners LLC Makes New Investment in General Mills, Inc. $GIS
Interchange Capital Partners LLC purchased a new stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
New York State Teachers Retirement System Has $90.60 Million Stake in Vertex Pharmaceuticals Incorporated $VRTX
New York State Teachers Retirement System trimmed its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.7% during the 2nd quarter, according to its most recent disclosure with the Securities... More of this article »
iShares S&P 500 Value ETF $IVE Shares Bought by Nvest Financial LLC
Nvest Financial LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Vest Financial LLC Takes Position in Airbnb, Inc. $ABNB
Vest Financial LLC purchased a new stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm purchased 1,535 shares of the company’s stock,... More of this article »
Turtle Creek Wealth Advisors LLC Increases Position in Merck & Co., Inc. $MRK
Turtle Creek Wealth Advisors LLC increased its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 18.1% in the second quarter, HoldingsChannel.com reports. The firm owned 47,813 shares of the company’s stock after... More of this article »
Mutual Advisors LLC Buys 1,143 Shares of Costco Wholesale Corporation $COST
Mutual Advisors LLC increased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 6.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Lesa Sroufe & Co Buys New Shares in Vanguard Total World Stock ETF $VT
Lesa Sroufe & Co bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the second quarter, HoldingsChannel.com reports. The firm bought 3,125 shares of the exchange traded fund’s stock,... More of this article »
Turtle Creek Wealth Advisors LLC Takes Position in Palantir Technologies Inc. $PLTR
Turtle Creek Wealth Advisors LLC acquired a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the second quarter, Holdings Channel reports. The institutional investor acquired 9,383 shares of the company’s... More of this article »
Patten & Patten Inc. TN Buys 74,801 Shares of O’Reilly Automotive, Inc. $ORLY
Patten & Patten Inc. TN boosted its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,341.2% during the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
Callahan Advisors LLC Sells 2,084 Shares of McDonald’s Corporation $MCD
Callahan Advisors LLC lessened its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 3.5% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 58,091 shares of the fast-food giant’s stock... More of this article »
New York State Teachers Retirement System Acquires 151 Shares of Prologis, Inc. $PLD
New York State Teachers Retirement System boosted its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 0.0% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 695,854 shares of the... More of this article »
Omnia Family Wealth LLC Has $1.85 Million Holdings in The Walt Disney Company $DIS
Omnia Family Wealth LLC lifted its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 2.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 14,822 shares of the entertainment giant’s stock after... More of this article »
SPDR Gold Shares $GLD Shares Sold by Omnia Family Wealth LLC
Omnia Family Wealth LLC trimmed its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Tower Wealth Partners Inc. Buys 943 Shares of Merck & Co., Inc. $MRK
Tower Wealth Partners Inc. lifted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 20.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Envestnet Portfolio Solutions Inc. Sells 94,008 Shares of Schlumberger Limited $SLB
Envestnet Portfolio Solutions Inc. decreased its stake in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 45.6% during the second quarter, Holdings Channel reports. The firm owned 112,089 shares of the oil and gas... More of this article »
Aware Super Pty Ltd as trustee of Aware Super Boosts Holdings in Fastenal Company $FAST
Aware Super Pty Ltd as trustee of Aware Super grew its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 41.6% during the second quarter, according to its most recent disclosure with the Securities &... More of this article »
Callahan Advisors LLC Grows Holdings in Northern Trust Corporation $NTRS
Callahan Advisors LLC lifted its holdings in Northern Trust Corporation (NASDAQ:NTRS – Free Report) by 28.6% in the second quarter, HoldingsChannel reports. The fund owned 25,065 shares of the asset manager’s stock after... More of this article »
Patten & Patten Inc. TN Boosts Holdings in The Boeing Company $BA
Patten & Patten Inc. TN lifted its holdings in The Boeing Company (NYSE:BA – Free Report) by 22.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 30,778 shares of the aircraft producer’s... More of this article »
Interchange Capital Partners LLC Has $27,000 Position in Marriott International, Inc. $MAR
Interchange Capital Partners LLC reduced its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 96.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
WealthPlan Investment Management LLC Acquires 8,624 Shares of Nucor Corporation $NUE
WealthPlan Investment Management LLC increased its holdings in shares of Nucor Corporation (NYSE:NUE – Free Report) by 14.3% in the second quarter, HoldingsChannel reports. The firm owned 68,834 shares of the basic materials... More of this article »
Aware Super Pty Ltd as trustee of Aware Super Acquires 9,658 Shares of Vertiv Holdings Co. $VRT
Aware Super Pty Ltd as trustee of Aware Super lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Envestnet Portfolio Solutions Inc. Sells 21,418 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Envestnet Portfolio Solutions Inc. cut its position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 27.7% in the second quarter, HoldingsChannel.com reports. The firm owned 56,007 shares of the company’s... More of this article »
WCM Investment Management LLC Increases Stock Holdings in Churchill Downs, Incorporated $CHDN
WCM Investment Management LLC boosted its position in Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) by 44.4% during the 2nd quarter, HoldingsChannel reports. The firm owned 199,713 shares of the company’s stock... More of this article »
WCM Investment Management LLC Grows Stock Holdings in FTAI Aviation Ltd. $FTAI
WCM Investment Management LLC raised its position in shares of FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) by 6.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cheniere Energy, Inc. $LNG Shares Sold by WealthPLAN Partners LLC
WealthPLAN Partners LLC decreased its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 48.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
SPDR S&P MidCap 400 ETF Trust $MDY Shares Bought by WealthPLAN Partners LLC
WealthPLAN Partners LLC boosted its stake in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 4.8% in the second quarter, HoldingsChannel.com reports. The fund owned 1,308 shares of the exchange traded... More of this article »
Compass Advisory Group LLC Sells 806 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
Compass Advisory Group LLC decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »