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Image for Tesla, Inc. $TSLA Holdings Lifted by FSA Advisors Inc.

Tesla, Inc. $TSLA Holdings Lifted by FSA Advisors Inc.

FSA Advisors Inc. increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 29.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for FSA Advisors Inc. Trims Position in Vanguard S&P 500 ETF $VOO

FSA Advisors Inc. Trims Position in Vanguard S&P 500 ETF $VOO

FSA Advisors Inc. trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 87.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Arcadia Wealth Management Inc. Trims Stake in Vanguard Value ETF $VTV

Arcadia Wealth Management Inc. Trims Stake in Vanguard Value ETF $VTV

Arcadia Wealth Management Inc. decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.9% during the second quarter, according to its most recent filing with the SEC. The firm owned 1,158 shares... More of this article »
Image for WNY Asset Management LLC Purchases 396 Shares of Vanguard Growth ETF $VUG

WNY Asset Management LLC Purchases 396 Shares of Vanguard Growth ETF $VUG

WNY Asset Management LLC raised its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 21.0% in the second quarter, HoldingsChannel reports. The fund owned 2,278 shares of the company’s stock after... More of this article »
Image for United Parcel Service, Inc. $UPS Shares Sold by Bristlecone Advisors LLC

United Parcel Service, Inc. $UPS Shares Sold by Bristlecone Advisors LLC

Bristlecone Advisors LLC lowered its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 40.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Fire Capital Management LLC Lowers Stock Holdings in Walmart Inc. $WMT

Fire Capital Management LLC Lowers Stock Holdings in Walmart Inc. $WMT

Fire Capital Management LLC lowered its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 3.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Biltmore Family Office LLC Buys 263 Shares of Bank of America Corporation $BAC

Biltmore Family Office LLC Buys 263 Shares of Bank of America Corporation $BAC

Biltmore Family Office LLC lifted its stake in shares of Bank of America Corporation (NYSE:BAC) by 0.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Mendel Money Management Reduces Stock Holdings in Bank of America Corporation $BAC

Mendel Money Management Reduces Stock Holdings in Bank of America Corporation $BAC

Mendel Money Management reduced its stake in shares of Bank of America Corporation (NYSE:BAC) by 11.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 38,262 shares of the... More of this article »
Image for Advisory Alpha LLC Raises Stock Holdings in Oracle Corporation $ORCL

Advisory Alpha LLC Raises Stock Holdings in Oracle Corporation $ORCL

Advisory Alpha LLC lifted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 8.0% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,888 shares... More of this article »
Image for Oracle Corporation $ORCL Shares Bought by Howard Capital Management Inc.

Oracle Corporation $ORCL Shares Bought by Howard Capital Management Inc.

Howard Capital Management Inc. lifted its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 31.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Mayflower Financial Advisors LLC Sells 15 Shares of BlackRock $BLK

Mayflower Financial Advisors LLC Sells 15 Shares of BlackRock $BLK

Mayflower Financial Advisors LLC lowered its stake in shares of BlackRock (NYSE:BLK – Free Report) by 0.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Mendel Money Management Grows Stock Position in Workday, Inc. $WDAY

Mendel Money Management Grows Stock Position in Workday, Inc. $WDAY

Mendel Money Management boosted its stake in Workday, Inc. (NASDAQ:WDAY – Free Report) by 6.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for New York Life Investment Management LLC Purchases 2,012 Shares of Arista Networks, Inc. $ANET

New York Life Investment Management LLC Purchases 2,012 Shares of Arista Networks, Inc. $ANET

New York Life Investment Management LLC grew its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 1.5% during the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Reliant Investment Partners LLC Decreases Stock Holdings in Exxon Mobil Corporation $XOM

Reliant Investment Partners LLC Decreases Stock Holdings in Exxon Mobil Corporation $XOM

Reliant Investment Partners LLC trimmed its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 1.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 13,700 Shares of Airbnb, Inc. $ABNB

Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 13,700 Shares of Airbnb, Inc. $ABNB

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 21.3% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 11,200 Shares of Lowe’s Companies, Inc. $LOW

Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 11,200 Shares of Lowe’s Companies, Inc. $LOW

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 14.4% during the second quarter, according to the company in its most recent... More of this article »
Image for Union Pacific Corporation $UNP Shares Sold by Bristlecone Advisors LLC

Union Pacific Corporation $UNP Shares Sold by Bristlecone Advisors LLC

Bristlecone Advisors LLC cut its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 8.6% in the second quarter, HoldingsChannel reports. The fund owned 11,231 shares of the railroad operator’s stock after selling... More of this article »
Image for Analyst IMS Investment Management Services Ltd. Buys 1,063 Shares of Bank of America Corporation $BAC

Analyst IMS Investment Management Services Ltd. Buys 1,063 Shares of Bank of America Corporation $BAC

Analyst IMS Investment Management Services Ltd. increased its stake in shares of Bank of America Corporation (NYSE:BAC) by 2.0% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 53,282 shares of the financial... More of this article »
Image for James Investment Research Inc. Boosts Position in Vanguard FTSE All-World ex-US ETF $VEU

James Investment Research Inc. Boosts Position in Vanguard FTSE All-World ex-US ETF $VEU

James Investment Research Inc. raised its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 7.8% in the second quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for iShares Core S&P 500 ETF $IVV Shares Sold by Planning Directions Inc.

iShares Core S&P 500 ETF $IVV Shares Sold by Planning Directions Inc.

Planning Directions Inc. decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 611... More of this article »
Image for Markel Group Inc. Acquires 17,500 Shares of Tyson Foods, Inc. $TSN

Markel Group Inc. Acquires 17,500 Shares of Tyson Foods, Inc. $TSN

Markel Group Inc. lifted its holdings in Tyson Foods, Inc. (NYSE:TSN – Free Report) by 2.2% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 816,000 shares of the company’s... More of this article »
Image for Waterfront Wealth Inc. Decreases Holdings in Morgan Stanley $MS

Waterfront Wealth Inc. Decreases Holdings in Morgan Stanley $MS

Waterfront Wealth Inc. lessened its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 2.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,774 shares of the financial... More of this article »
Image for Golden Road Advisors LLC Purchases New Position in iShares MSCI EAFE ETF $EFA

Golden Road Advisors LLC Purchases New Position in iShares MSCI EAFE ETF $EFA

Golden Road Advisors LLC acquired a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 3,542 shares of... More of this article »
Image for WNY Asset Management LLC Sells 520 Shares of Vanguard FTSE Developed Markets ETF $VEA

WNY Asset Management LLC Sells 520 Shares of Vanguard FTSE Developed Markets ETF $VEA

WNY Asset Management LLC cut its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for The Goldman Sachs Group, Inc. $GS Holdings Trimmed by WNY Asset Management LLC

The Goldman Sachs Group, Inc. $GS Holdings Trimmed by WNY Asset Management LLC

WNY Asset Management LLC lowered its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Migdal Insurance & Financial Holdings Ltd. Boosts Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH

Migdal Insurance & Financial Holdings Ltd. Boosts Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH

Migdal Insurance & Financial Holdings Ltd. grew its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 24.3% in the 2nd quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Jennison Associates LLC Sells 2,304,937 Shares of Airbnb, Inc. $ABNB

Jennison Associates LLC Sells 2,304,937 Shares of Airbnb, Inc. $ABNB

Jennison Associates LLC lowered its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 33.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,501,151 shares of the company’s... More of this article »
Image for Jennison Associates LLC Has $242.07 Million Stock Position in Cisco Systems, Inc. $CSCO

Jennison Associates LLC Has $242.07 Million Stock Position in Cisco Systems, Inc. $CSCO

Jennison Associates LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for iShares Core MSCI EAFE ETF $IEFA Shares Purchased by Biltmore Family Office LLC

iShares Core MSCI EAFE ETF $IEFA Shares Purchased by Biltmore Family Office LLC

Biltmore Family Office LLC increased its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 13.5% in the second quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for ELCO Management Co. LLC Takes Position in Lockheed Martin Corporation $LMT

ELCO Management Co. LLC Takes Position in Lockheed Martin Corporation $LMT

ELCO Management Co. LLC bought a new stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 700 shares of the aerospace company’s stock, valued at... More of this article »
Image for The Progressive Corporation $PGR Shares Sold by Daymark Wealth Partners LLC

The Progressive Corporation $PGR Shares Sold by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC trimmed its position in The Progressive Corporation (NYSE:PGR – Free Report) by 0.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Beirne Wealth Consulting Services LLC Acquires Shares of 1,518 The Boeing Company $BA

Beirne Wealth Consulting Services LLC Acquires Shares of 1,518 The Boeing Company $BA

Beirne Wealth Consulting Services LLC bought a new position in The Boeing Company (NYSE:BA – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund bought 1,518 shares of the aircraft producer’s stock,... More of this article »
Image for 18,935 Shares in Vanguard Total International Stock ETF $VXUS Bought by L.M. Kohn & Company

18,935 Shares in Vanguard Total International Stock ETF $VXUS Bought by L.M. Kohn & Company

L.M. Kohn & Company purchased a new stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor purchased 18,935 shares... More of this article »
Image for Vanguard Dividend Appreciation ETF $VIG Stock Position Increased by Bank of Jackson Hole Trust

Vanguard Dividend Appreciation ETF $VIG Stock Position Increased by Bank of Jackson Hole Trust

Bank of Jackson Hole Trust grew its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 10.8% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Bank of Jackson Hole Trust Has $1.13 Million Position in Intercontinental Exchange Inc. $ICE

Bank of Jackson Hole Trust Has $1.13 Million Position in Intercontinental Exchange Inc. $ICE

Bank of Jackson Hole Trust raised its position in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 5.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Econ Financial Services Corp Buys New Stake in SLB Limited $SLB

Econ Financial Services Corp Buys New Stake in SLB Limited $SLB

Econ Financial Services Corp bought a new stake in SLB Limited (NYSE:SLB – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for iShares Select Dividend ETF $DVY Shares Purchased by Wealth Management Associates Inc.

iShares Select Dividend ETF $DVY Shares Purchased by Wealth Management Associates Inc.

Wealth Management Associates Inc. grew its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 3.2% in the 2nd quarter, Holdings Channel reports. The fund owned 57,651 shares of the company’s... More of this article »
Image for Whalen Wealth Management Inc. Acquires Shares of 52,336 Simplify Short Term Treasury Futures Strategy ETF $TUA

Whalen Wealth Management Inc. Acquires Shares of 52,336 Simplify Short Term Treasury Futures Strategy ETF $TUA

Whalen Wealth Management Inc. bought a new stake in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) during the second quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Whalen Wealth Management Inc. Purchases Shares of 19,278 Interactive Brokers Group, Inc. $IBKR

Whalen Wealth Management Inc. Purchases Shares of 19,278 Interactive Brokers Group, Inc. $IBKR

Whalen Wealth Management Inc. purchased a new stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the second quarter, HoldingsChannel reports. The firm purchased 19,278 shares of the financial services... More of this article »
Image for Migdal Insurance & Financial Holdings Ltd. Has $7.45 Million Holdings in iShares U.S. Technology ETF $IYW

Migdal Insurance & Financial Holdings Ltd. Has $7.45 Million Holdings in iShares U.S. Technology ETF $IYW

Migdal Insurance & Financial Holdings Ltd. reduced its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 3.2% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Image for Whalen Wealth Management Inc. Makes New $1.02 Million Investment in Ameriprise Financial, Inc. $AMP

Whalen Wealth Management Inc. Makes New $1.02 Million Investment in Ameriprise Financial, Inc. $AMP

Whalen Wealth Management Inc. purchased a new position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) during the second quarter, Holdings Channel.com reports. The fund purchased 1,907 shares of the financial... More of this article »
Image for Whalen Wealth Management Inc. Makes New $1.03 Million Investment in Lennar Corporation $LEN

Whalen Wealth Management Inc. Makes New $1.03 Million Investment in Lennar Corporation $LEN

Whalen Wealth Management Inc. purchased a new position in shares of Lennar Corporation (NYSE:LEN – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for L.M. Kohn & Company Boosts Holdings in O’Reilly Automotive, Inc. $ORLY

L.M. Kohn & Company Boosts Holdings in O’Reilly Automotive, Inc. $ORLY

L.M. Kohn & Company raised its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1,379.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for GE Vernova Inc. $GEV Shares Sold by Mendel Money Management

GE Vernova Inc. $GEV Shares Sold by Mendel Money Management

Mendel Money Management cut its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 1.5% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for iShares MSCI EAFE Value ETF $EFV Shares Bought by FSA Advisors Inc.

iShares MSCI EAFE Value ETF $EFV Shares Bought by FSA Advisors Inc.

FSA Advisors Inc. lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 28.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for PCA Investment Advisory Services Inc. Boosts Holdings in Dimensional Emerging Core Equity Market ETF $DFAE

PCA Investment Advisory Services Inc. Boosts Holdings in Dimensional Emerging Core Equity Market ETF $DFAE

PCA Investment Advisory Services Inc. grew its position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 7.0% during the second quarter, according to its most recent disclosure with the... More of this article »
Image for James Investment Research Inc. Reduces Position in Digital Realty Trust, Inc. $DLR

James Investment Research Inc. Reduces Position in Digital Realty Trust, Inc. $DLR

James Investment Research Inc. decreased its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 4.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for James Investment Research Inc. Increases Stake in Lam Research Corporation $LRCX

James Investment Research Inc. Increases Stake in Lam Research Corporation $LRCX

James Investment Research Inc. increased its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 8.9% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Motco Boosts Holdings in Ulta Beauty Inc. $ULTA

Motco Boosts Holdings in Ulta Beauty Inc. $ULTA

Motco boosted its position in Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 5.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Advisory Alpha LLC Raises Stock Position in McDonald’s Corporation $MCD

Advisory Alpha LLC Raises Stock Position in McDonald’s Corporation $MCD

Advisory Alpha LLC boosted its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 2.6% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 4,888 shares... More of this article »