Home » Author Archive
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »