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Principle Wealth Partners LLC Sells 419 Shares of The Walt Disney Company $DIS
Principle Wealth Partners LLC reduced its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 1.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Wells Fargo & Company $WFC Shares Sold by Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC trimmed its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 3.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
RNC Capital Management LLC Lowers Holdings in Procter & Gamble Company (The) $PG
RNC Capital Management LLC decreased its stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 4.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Stock Position Raised by Connors Investor Services Inc.
Connors Investor Services Inc. lifted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 24.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 33,559 shares of... More of this article »
Sloy Dahl & Holst LLC Buys 271 Shares of Vanguard Short-Term Bond ETF $BSV
Sloy Dahl & Holst LLC boosted its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 6,852 shares of the company’s... More of this article »
Connors Investor Services Inc. Takes Position in Vanguard Total Bond Market ETF $BND
Connors Investor Services Inc. acquired a new stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 3,677 shares of... More of this article »
2,258 Shares in Shopify Inc. $SHOP Purchased by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC acquired a new position in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ARK Investment Management LLC Cuts Position in Honeywell International Inc. $HON
ARK Investment Management LLC lessened its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.4% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
PulteGroup (NYSE:PHM) Releases Quarterly Earnings Results, Beats Estimates By $0.10 EPS
PulteGroup (NYSE:PHM – Get Free Report) announced its earnings results on Tuesday. The construction company reported $2.96 EPS for the quarter, topping the consensus estimate of $2.86 by $0.10, Zacks reports. The business had... More of this article »
OLD Point Trust & Financial Services N A Lowers Stock Position in Dominion Energy Inc. $D
OLD Point Trust & Financial Services N A cut its holdings in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 26.4% during the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
WESPAC Advisors SoCal LLC Increases Stake in Visa Inc. $V
WESPAC Advisors SoCal LLC grew its position in shares of Visa Inc. (NYSE:V – Free Report) by 13.0% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,294 shares of the... More of this article »
Molina Healthcare (NYSE:MOH) Releases Quarterly Earnings Results, Misses Expectations By $2.13 EPS
Molina Healthcare (NYSE:MOH – Get Free Report) posted its earnings results on Wednesday. The company reported $1.84 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.97 by ($2.13), Zacks reports.... More of this article »
Clifford Swan Investment Counsel LLC Has $6.41 Million Stake in Aon plc $AON
Clifford Swan Investment Counsel LLC boosted its stake in shares of Aon plc (NYSE:AON – Free Report) by 24.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Axiom Financial Strategies LLC Makes New Investment in Invesco S&P 500 Equal Weight ETF $RSP
Axiom Financial Strategies LLC bought a new position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Triton Financial Group Inc Acquires New Shares in iShares Core S&P 500 ETF $IVV
Triton Financial Group Inc acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Freedom Investment Management Inc. Acquires 17,323 Shares of iShares 20+ Year Treasury Bond ETF $TLT
Freedom Investment Management Inc. raised its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 23.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Connors Investor Services Inc. Purchases 16,511 Shares of Dover Corporation $DOV
Connors Investor Services Inc. raised its stake in shares of Dover Corporation (NYSE:DOV – Free Report) by 25.5% during the 2nd quarter, Holdings Channel.com reports. The fund owned 81,363 shares of the industrial products company’s... More of this article »
Granite Harbor Advisors Inc. Has $313,000 Position in GE Aerospace $GE
Granite Harbor Advisors Inc. increased its stake in GE Aerospace (NYSE:GE – Free Report) by 5.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,217 shares of the company’s... More of this article »
AbbVie Inc. $ABBV Shares Sold by OLD Point Trust & Financial Services N A
OLD Point Trust & Financial Services N A lowered its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 66.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Pentair (NYSE:PNR) Releases FY 2025 Earnings Guidance
Pentair (NYSE:PNR – Get Free Report) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.850-4.900 for the period, compared to the consensus estimate... More of this article »
Connors Investor Services Inc. Has $236,000 Stock Position in Simulations Plus, Inc. $SLP
Connors Investor Services Inc. grew its position in Simulations Plus, Inc. (NASDAQ:SLP – Free Report) by 37.3% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 13,500 shares of the technology... More of this article »
Marriott International, Inc. $MAR Stock Position Boosted by LifeWealth Investments LLC
LifeWealth Investments LLC boosted its stake in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 11.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
LifeWealth Investments LLC Acquires 8,772 Shares of SPDR Portfolio S&P 500 ETF $SPLG
LifeWealth Investments LLC increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 14.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
RNC Capital Management LLC Has $5.17 Million Holdings in The Travelers Companies, Inc. $TRV
RNC Capital Management LLC grew its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Axiom Financial Strategies LLC Sells 3,680 Shares of Vanguard Emerging Markets Government Bond ETF $VWOB
Axiom Financial Strategies LLC reduced its holdings in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 9.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Tributary Capital Management LLC Buys 63 Shares of Domino’s Pizza Inc $DPZ
Tributary Capital Management LLC raised its stake in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 3.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Capital Investment Services of America Inc. Boosts Stake in IDEXX Laboratories, Inc. $IDXX
Capital Investment Services of America Inc. increased its holdings in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 0.8% during the second quarter, according to its most recent filing with the Securities... More of this article »
Sonata Capital Group Inc. Reduces Stock Holdings in SPDR S&P MidCap 400 ETF Trust $MDY
Sonata Capital Group Inc. reduced its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 1.6% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 7,476 shares... More of this article »
Sonata Capital Group Inc. Has $18.13 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF
Sonata Capital Group Inc. lessened its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.7% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Lithia Motors (NYSE:LAD) Releases Quarterly Earnings Results, Beats Estimates By $0.97 EPS
Lithia Motors (NYSE:LAD – Get Free Report) released its quarterly earnings results on Wednesday. The company reported $9.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.53 by $0.97, Zacks reports.... More of this article »
TFB Advisors LLC Sells 340 Shares of Cisco Systems, Inc. $CSCO
TFB Advisors LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Castle Wealth Management LLC Acquires 12,076 Shares of Invesco Short Term Treasury ETF $TBLL
Castle Wealth Management LLC lifted its holdings in Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) by 3.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Strategic Blueprint LLC Boosts Position in iShares 1-3 Year Treasury Bond ETF $SHY
Strategic Blueprint LLC increased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Castle Wealth Management LLC Sells 4,786 Shares of iShares Core S&P Mid-Cap ETF $IJH
Castle Wealth Management LLC lowered its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Strategic Blueprint LLC Grows Holdings in Innovator Defined Wealth Shield ETF $BALT
Strategic Blueprint LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 7.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Strategic Blueprint LLC Purchases 27,996 Shares of Avantis U.S. Large Cap Value ETF $AVLV
Strategic Blueprint LLC raised its position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) by 8.6% during the second quarter, HoldingsChannel.com reports. The fund owned 354,898 shares of the company’s... More of this article »
Stephens Investment Management Group LLC Reduces Stock Holdings in Marvell Technology, Inc. $MRVL
Stephens Investment Management Group LLC lowered its position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 30.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Exencial Wealth Advisors LLC Has $1.77 Million Stock Position in ConocoPhillips $COP
Exencial Wealth Advisors LLC lowered its stake in ConocoPhillips (NYSE:COP – Free Report) by 2.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Castle Wealth Management LLC Acquires Shares of 1,505 Palantir Technologies Inc. $PLTR
Castle Wealth Management LLC acquired a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 1,505 shares of the company’s... More of this article »
Warther Private Wealth LLC Sells 3,941 Shares of The Charles Schwab Corporation $SCHW
Warther Private Wealth LLC lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 1.5% in the second quarter, Holdings Channel reports. The institutional investor owned 265,119 shares of the financial... More of this article »
Granite Harbor Advisors Inc. Buys Shares of 24,956 Dimensional US Small Cap Value ETF $DFSV
Granite Harbor Advisors Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Cambridge Capital Management LLC Invests $4.46 Million in Schwab International Equity ETF $SCHF
Cambridge Capital Management LLC purchased a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 201,913 shares of the company’s... More of this article »
Axiom Financial Strategies LLC Buys New Stake in MGM Resorts International $MGM
Axiom Financial Strategies LLC bought a new stake in MGM Resorts International (NYSE:MGM – Free Report) during the second quarter, Holdings Channel.com reports. The fund bought 6,002 shares of the company’s stock, valued... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Denali Advisors LLC
Denali Advisors LLC cut its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 23.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Denali Advisors LLC Acquires New Stake in D.R. Horton, Inc. $DHI
Denali Advisors LLC acquired a new stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
American Century Focused Dynamic Growth ETF $FDG Shares Bought by Prosperity Financial Group Inc.
Prosperity Financial Group Inc. lifted its holdings in American Century Focused Dynamic Growth ETF (BATS:FDG – Free Report) by 8.1% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 12,414 shares of the company’s... More of this article »
Forum Financial Management LP Trims Stock Position in Dimensional Core Fixed Income ETF $DFCF
Forum Financial Management LP cut its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Clifford Swan Investment Counsel LLC Trims Holdings in Allison Transmission Holdings, Inc. $ALSN
Clifford Swan Investment Counsel LLC reduced its holdings in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 0.6% in the second quarter, HoldingsChannel reports. The fund owned 356,944 shares of the... More of this article »